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Focused investors/AKO Capital

AKO Capital

As of Q2 2026, AKO Capital reported 22 long-equity positions worth $4.29B in aggregate.

Copy-investor backtest

Latest quarter
+10.60%
1-year
-8.70%
3-year
+20.20%
5-year
+21.29%
3-year vs S&P 500
-49.03%
5-year vs S&P 500
-53.29%
5-year top 5
+8.29%

Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. The vs S&P 500 figures subtract SPY over that manager's own rebalance dates, so both sides cover the same days; both are price return, excluding dividends. Method & limitations.

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Updated 2026-06-06 from SEC 13F data.

Live quotes available for 25 of 26 rows. Rows without a quote are marked unavailable.

1LINLINDE PLC12.44%Reduce -0.6%3,688,572$965M$261.6252w: $146.71 - $269.78; reported $261.62
2BKNGBOOKING HLDGS INC7.88%Add +155.3%274,374$611.11M$2227.2752w: $44.29 - $89.12; reported $2227.27
3EBAYEBAY INC7.12%Add +21.5%10,988,924$552.19M$50.2552w: $26.02 - $61.06; reported $50.25
4VVISA INC6.59%Add +11.6%2,338,562$511.51M$218.7352w: $133.93 - $220.39; reported $218.73
5ELLAUDER ESTEE COS INC5.40%Reduce -3.0%1,574,795$419.2M$266.1952w: $137.01 - $267.20; reported $266.19
6GOOGALPHABET INC4.84%Add +13.6%214,541$375.85M$1751.8852w: $50.68 - $92.36; reported $1751.88
7NKENIKE INC4.63%Add +7.5%2,539,326$359.24M$141.4752w: $60.00 - $147.95; reported $141.47
8RACEFERRARI N V4.32%Reduce -19.5%1,455,219$335.36M$230.4552w: $127.73 - $233.66; reported $230.45
9OTISOTIS WORLDWIDE CORP4.06%Add +2.6%4,658,121$314.66M$67.5552w: $38.00 - $68.21; reported $67.55
10PGPROCTER AND GAMBLE CO3.96%Add +2.6%2,205,875$306.93M$139.1452w: $94.34 - $146.92; reported $139.14
11ALCALCON INC3.79%Add +37.9%4,428,514$293.92M$66.3752w: $39.37 - $68.11; reported $66.37
12ZTSZOETIS INC3.39%Add +2.6%1,589,663$263.09M$165.5052w: $90.14 - $176.64; reported $165.50
13MARMARRIOTT INTL INC NEW3.31%Reduce -9.1%1,946,651$256.8M$131.9252w: $46.56 - $152.60; reported $131.92
14ALLEALLEGION PLC3.20%Add +5.9%2,134,258$248.39M$116.3852w: $77.37 - $139.24; reported $116.38
15TMOTHERMO FISHER SCIENTIFIC INC3.18%Add +21.6%529,274$246.53M$465.7852w: $250.21 - $532.57; reported $465.78
16ADBEADOBE INC2.97%Add +2.6%460,964$230.54M$500.1252w: $255.13 - $536.88; reported $500.12
17VRSKVERISK ANALYTICS INC2.67%Add +2.6%999,627$207.51M$207.5952w: $116.61 - $210.66; reported $207.59
18ICEINTERCONTINENTAL EXCHANGE INC2.59%Add +18.3%1,742,318$200.87M$115.2952w: $63.51 - $115.40; reported $115.29
19FICOFAIR ISAAC CORP2.44%Add +2.6%371,116$189.66M$511.0452w: $177.65 - $530.95; reported $511.04
20CHKPCHECK POINT SOFTWARE TECH LT2.42%Reduce -25.8%1,413,618$187.88M$132.9152w: $80.06 - $139.26; reported $132.91
21MCOMOODYS CORP2.20%Add +2.6%587,418$170.49M$290.2452w: $164.19 - $305.96; reported $290.24
22ANSSANSYS INC2.08%Reduce -28.4%444,350$161.66MNo quoteNo quote
23UAAUNDER ARMOUR INC1.70%Reduce -24.2%7,667,536$131.65M$17.1752w: $7.15 - $21.96; reported $17.17
24ABEVAMBEV SA1.30%Reduce -33.6%32,881,216$100.62M$3.0652w: $1.90 - $4.73; reported $3.06
25RMDRESMED INC0.98%New356,305$75.74M$212.5652w: $108.85 - $224.24; reported $212.56
26CLBCORE LABORATORIES N V0.54%Add +6.5%1,566,086$41.52M$26.5152w: $6.68 - $41.61; reported $26.51