AKO Capital

Name: AKO Capital 13F holdings, Q2 2026
Creator: AKO Capital

13F Holdings · CIK 1376879 · filed 2026-08-12

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AI Summary

New Positions

0% of current holdings

Exited

19% of prior holdings

Increased

19% of prior holdings

Decreased

63% of prior holdings

Total holdings: 27 → 22

Show unchanged positions

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27 positions

					Shares				Value ($)

Exited	Long	BOOKING HOLDINGS INC	09857L108	COM	49,923	—	−49,923	−100.0%	$210.2K	—	−$210.2K	−100.0%
Exited	Long	FLUTTER ENTMT PLC	G3643J108	SHS	487,027	—	−487,027	−100.0%	$49.7K	—	−$49.7K	−100.0%
Exited	Long	MARSH & MCLENNAN COS INC	571748102	COM	261,527	—	−261,527	−100.0%	$45.4K	—	−$45.4K	−100.0%
Exited	Long	RELX PLC	759530108	SPONSORED ADR	23,447	—	−23,447	−100.0%	$777	—	−$777	−100.0%
Exited	Long	SALESFORCE INC	79466L302	COM	354,805	—	−354,805	−100.0%	$66.2K	—	−$66.2K	−100.0%
Increased	Long	AIR PRODUCTS AND CHEMICALS I	009158106	COM	233,356	553,359	+320,003	+137.1%	$67.8K	$162.2K	+$94.4K	+139.3%
Increased	Long	ALCON AG	H01301128	ORD SHS	9,324,656	9,683,004	+358,348	+3.8%	$695.6K	$651.9K	−$43.7K	−6.3%
Increased	Long	COPART INC	217204106	COM	274,058	656,567	+382,509	+139.6%	$9.1K	$18.5K	+$9.4K	+103.4%
Increased	Long	MASTERCARD INCORPORATED	57636Q104	CL A	155,592	189,941	+34,349	+22.1%	$77.7K	$97.6K	+$19.8K	+25.5%
Increased	Long	SUNBELT RENTALS HOLDINGS INC	866966104	SHS	3,185,284	6,074,817	+2,889,533	+90.7%	$207.3K	$454.5K	+$247.1K	+119.2%
Decreased	Long	AMAZON COM INC	023135106	COM	1,731,170	1,141,835	−589,335	−34.0%	$360.6K	$272.1K	−$88.4K	−24.5%
Decreased	Long	ANALOG DEVICES INC	032654105	COM	1,029,523	616,881	−412,642	−40.1%	$327.5K	$245.0K	−$82.5K	−25.2%
Decreased	Long	CANADIAN PACIFIC KANSAS CITY	13646K108	COM	2,747,795	2,426,027	−321,768	−11.7%	$216.1K	$210.2K	−$5.9K	−2.7%
Decreased	Long	CARLISLE COS INC	142339100	COM	201,377	191,414	−9,963	−4.9%	$67.2K	$69.4K	+$2.3K	+3.4%
Decreased	Long	CISCO SYS INC	17275R102	COM	3,043,637	1,971,628	−1,072,009	−35.2%	$236.2K	$231.6K	−$4.6K	−1.9%
Decreased	Long	EQUIFAX INC	294429105	COM	403,774	134,439	−269,335	−66.7%	$72.7K	$21.3K	−$51.4K	−70.7%
Decreased	Long	FAIR ISAAC CORP	303250104	COM	127,212	103,619	−23,593	−18.5%	$135.8K	$123.8K	−$12.0K	−8.8%
Decreased	Long	FERRARI N V	N3167Y103	COM	926,523	886,360	−40,163	−4.3%	$310.8K	$328.9K	+$18.1K	+5.8%
Decreased	Long	GE AEROSPACE	369604301	COM NEW	996,847	771,417	−225,430	−22.6%	$282.9K	$288.3K	+$5.4K	+1.9%
Decreased	Long	INTERCONTINENTAL EXCHANGE IN	45866F104	COM	1,867,549	1,003,510	−864,039	−46.3%	$293.7K	$123.5K	−$170.2K	−57.9%
Decreased	Long	LINDE PLC	G54950103	SHS	134,631	64,789	−69,842	−51.9%	$66.7K	$33.6K	−$33.1K	−49.6%
Decreased	Long	MICROSOFT CORP	594918104	COM	735,214	628,224	−106,990	−14.6%	$272.2K	$234.3K	−$37.8K	−13.9%
Decreased	Long	MOODYS CORP	615369105	COM	510,824	427,920	−82,904	−16.2%	$222.8K	$193.8K	−$29.0K	−13.0%
Decreased	Long	STRYKER CORPORATION	863667101	COM	249,883	20,624	−229,259	−91.7%	$82.1K	$6.5K	−$75.6K	−92.1%
Decreased	Long	VISA INC	92826C839	COM CL A	1,186,931	985,126	−201,805	−17.0%	$358.7K	$338.0K	−$20.8K	−5.8%
Decreased	Long	WATERS CORP	941848103	COM	816,929	203,356	−613,573	−75.1%	$243.3K	$76.3K	−$167.0K	−68.7%
Decreased	Long	WILLIAMS COS INC	969457100	COM	1,775,909	1,486,116	−289,793	−16.3%	$129.3K	$110.5K	−$18.8K	−14.5%