As of Q1 2026, this manager reported 27 long-equity positions worth $5.11B in aggregate.
As of Q1 2026, AKO Capital's AKO Capital held 27 long-equity positions with a reported value of $5.11B.
Get email alerts when AKO Capital files a new 13F — sign in or create a free account.
This tab shows every position the manager opened, added to, reduced, or exited compared with the prior quarter, so you can see exactly what changed. The quarter shown is Q1 2026.
| Ticker | Security | Activity | % portfolio | Shares | Value | Reported price | Q range |
|---|---|---|---|---|---|---|---|
| LIN | LINDE PLC | Add +899.0% | 1.31% | 134,631 | $66.75M | $495.76 | $422.08 - $510.65(83%)$429.11 -> $495.76 |
| CPRT | COPART INC | Reduce -95.4% | 0.18% | 274,058 | $9.1M | $33.20 | $32.20 - $41.79(10%)$37.77 -> $33.20 |
| FLUT | FLUTTER ENTMT PLC | Reduce -84.3% | 0.97% | 487,027 | $49.65M | $101.95 | $98.88 - $226.56(2%)$218.27 -> $101.95 |
| MMC | MARSH & MCLENNAN COS INC | Reduce -82.4% | 0.89% | 261,527 | $45.36M | — | - |
| MA | MASTERCARD INCORPORATED | Add +55.4% | 1.52% | 155,592 | $77.74M | $499.66 | $480.50 - $589.67(18%)$563.13 -> $499.66 |
| EFX | EQUIFAX INC | Reduce -47.3% | 1.42% | 403,774 | $72.71M | $180.07 | $166.02 - $228.67(22%)$214.03 -> $180.07 |
| MCO | MOODYS CORP | Reduce -30.6% | 4.36% | 510,824 | $222.85M | $436.25 | $402.28 - $546.88(23%)$498.98 -> $436.25 |
| MSFT | MICROSOFT CORP | Reduce -28.0% | 5.33% | 735,214 | $272.15M | $370.17 | $356.28 - $489.70(10%)$472.94 -> $370.17 |
| ALC | ALCON AG | Add +21.3% | 13.62% | 9,324,656 | $695.6M | $74.60 | $73.12 - $87.64(10%)$77.60 -> $75.35 |
| ADI | ANALOG DEVICES INC | Reduce -17.5% | 6.41% | 1,029,523 | $327.53M | $318.14 | $270.46 - $363.20(51%)$273.74 -> $318.14 |
| V | VISA INC | Reduce -17.5% | 7.02% | 1,186,931 | $358.74M | $302.24 | $294.32 - $358.62(12%)$346.48 -> $302.24 |
| BKNG | BOOKING HOLDINGS INC | Add +16.6% | 4.11% | 49,923 | $210.19M | $4210.32 | $150.62 - $220.75(100%)$212.93 -> $168.41 |
| CRM | SALESFORCE INC | Add +13.5% | 1.30% | 354,805 | $66.23M | $186.67 | $174.57 - $267.83(13%)$253.62 -> $186.67 |
| FICO | FAIR ISAAC CORP | Add +12.8% | 2.66% | 127,212 | $135.8M | $1067.54 | $969.32 - $1691.03(14%)$1643.27 -> $1067.54 |
| ICE | INTERCONTINENTAL EXCHANGE IN | Reduce -10.4% | 5.75% | 1,867,549 | $293.73M | $157.28 | $144.18 - $176.05(41%)$159.99 -> $157.28 |
| GE | GE AEROSPACE | Reduce -10.1% | 5.54% | 996,847 | $282.88M | $283.77 | $270.79 - $348.48(17%)$320.75 -> $283.77 |
| WAT | WATERS CORP | Add +8.4% | 4.76% | 816,929 | $243.28M | $297.80 | $282.77 - $408.67(12%)$381.96 -> $297.80 |
| CP | CANADIAN PACIFIC KANSAS CITY | Reduce -7.1% | 4.23% | 2,747,795 | $216.14M | $78.66 | $70.01 - $89.42(45%)$74.45 -> $78.66 |
| SUNB | SUNBELT RENTALS HOLDINGS INC | New | 4.06% | 3,185,284 | $207.33M | $65.09 | $61.85 - $76.77(22%)$73.79 -> $65.09 |
| WMB | WILLIAMS COS INC | New | 2.53% | 1,775,909 | $129.25M | $72.78 | $58.49 - $76.87(78%)$60.85 -> $72.78 |
| CSCO | CISCO SYS INC | Reduce -2.3% | 4.62% | 3,043,637 | $236.16M | $77.59 | $72.80 - $88.19(31%)$76.04 -> $77.59 |
| RACE | FERRARI N V | Reduce -1.9% | 6.08% | 926,523 | $310.8M | $335.45 | $312.51 - $393.50(28%)$371.89 -> $338.45 |
| SYK | STRYKER CORPORATION | New | 1.61% | 249,883 | $82.11M | $328.59 | $319.32 - $389.33(13%)$348.18 -> $328.59 |
| APD | AIR PRODUCTS AND CHEMICALS I | New | 1.33% | 233,356 | $67.79M | $290.49 | $242.34 - $296.82(88%)$250.47 -> $290.49 |
| CSL | CARLISLE COS INC | New | 1.32% | 201,377 | $67.18M | $333.62 | $319.08 - $432.91(13%)$328.47 -> $333.62 |
| RELX | RELX PLC | New | 0.02% | 23,447 | $777K | $33.14 | $27.57 - $43.36(35%)$39.80 -> $33.15 |
| INTU | INTUIT | Sold | — | 0 | $0 | — | - |
| AMZN | AMAZON COM INC | Reduce -0.4% | 7.06% | 1,731,170 | $360.55M | $208.27 | $196.00 - $248.94(23%)$226.50 -> $208.27 |