AKO Capital
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.
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Buys
These are the positions the manager opened or added to this quarter, showing where they put more money to work. 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 |
| MA | MASTERCARD INCORPORATED | Add +55.4% | 1.52% | 155,592 | $77.74M | $499.66 | $480.50 - $589.67(18%)$563.13 -> $499.66 |
| ALC | ALCON AG | Add +21.3% | 13.62% | 9,324,656 | $695.6M | $74.60 | $73.12 - $87.64(10%)$77.60 -> $75.35 |
| 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 |
| WAT | WATERS CORP | Add +8.4% | 4.76% | 816,929 | $243.28M | $297.80 | $282.77 - $408.67(12%)$381.96 -> $297.80 |
| 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 |
| 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 |