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Focused investors/AKO Capital

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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Updated 2026-05-10 from SEC 13F data.

Live quotes available for 25 of 28 rows. Rows without a quote are marked unavailable.

1ALCALCON INC8.23%Add +0.1%6,524,694$504.57M$77.3352w: $55.21 - $86.20; reported $77.33
2ACNACCENTURE PLC IRELAND7.26%Reduce -20.2%1,448,769$444.93M$307.1152w: $242.80 - $330.44; reported $307.11
3VVISA INC7.12%Reduce -1.9%1,896,466$436.21M$230.0152w: $174.60 - $250.06; reported $230.01
4BKNGBOOKING HLDGS INC6.60%Reduce -37.7%131,161$404.49M$3083.9552w: $64.67 - $130.07; reported $3083.95
5ICEINTERCONTINENTAL EXCHANGE INC6.58%Reduce -12.0%3,664,664$403.19M$110.0252w: $88.60 - $118.79; reported $110.02
6MSFTMICROSOFT CORP5.06%Reduce -8.7%982,616$310.26M$315.7552w: $213.43 - $366.78; reported $315.75
7FICOFAIR ISAAC CORP4.97%Reduce -1.9%351,024$304.88M$868.5352w: $389.84 - $916.41; reported $868.53
8INTUINTUIT4.83%Add +22.8%579,171$295.92M$510.9452w: $352.63 - $558.64; reported $510.94
9ANSSANSYS INC4.31%Add +6.6%886,953$263.91MNo quoteNo quote
10CPRTCOPART INC3.90%Add +10.7%2:1 split5,551,110$239.2M$43.0952w: $26.45 - $47.38; reported $43.09
11RACEFERRARI N V3.90%Reduce -12.9%807,909$239.03M$295.8652w: $176.82 - $329.88; reported $295.86
12MCOMOODYS CORP3.77%Reduce -1.9%731,429$231.26M$316.1752w: $230.16 - $363.19; reported $316.17
13LINLINDE PLC3.64%Reduce -51.9%599,172$223.1M$372.3552w: $266.22 - $393.67; reported $372.35
14GEGENERAL ELECTRIC CO3.51%New1,947,026$215.24M$110.5552w: $38.72 - $94.14; reported $110.55
15OTISOTIS WORLDWIDE CORP2.89%Reduce -14.6%2,207,420$177.28M$80.3152w: $62.49 - $91.33; reported $80.31
16TMOTHERMO FISHER SCIENTIFIC INC2.79%Reduce -2.1%338,427$171.3M$506.1752w: $475.77 - $609.85; reported $506.17
17ZTSZOETIS INC2.76%Add +122.7%971,655$169.05M$173.9852w: $124.15 - $194.99; reported $173.98
18MMCMARSH & MCLENNAN COS2.72%Add +22.6%877,275$166.95MNo quoteNo quote
19CDNSCADENCE DESIGN SYSTEM INC2.36%New618,403$144.89M$234.3052w: $138.76 - $248.16; reported $234.30
20PGPROCTER AND GAMBLE CO2.19%Reduce -1.9%921,946$134.48M$145.8652w: $122.18 - $158.38; reported $145.86
21WATWATERS CORP2.11%New471,764$129.36M$274.2152w: $248.18 - $353.71; reported $274.21
22ALLEALLEGION PLC2.10%Reduce -44.0%1,236,845$128.88M$104.2052w: $87.33 - $128.36; reported $104.20
23URIUNITED RENTALS INC1.88%Reduce -1.9%259,725$115.47M$444.5752w: $260.97 - $492.33; reported $444.57
24EFXEQUIFAX INC1.52%Reduce -34.8%509,736$93.37M$183.1852w: $145.98 - $240.35; reported $183.18
25ELLAUDER ESTEE COS INC1.09%Reduce -21.7%462,177$66.81M$144.5552w: $138.14 - $283.62; reported $144.55
26WMGWARNER MUSIC GROUP CORP1.04%New2,036,295$63.94M$31.4052w: $21.57 - $38.76; reported $31.40
27MARMARRIOTT INTL INC NEW0.85%Reduce -41.5%265,957$52.28M$196.5652w: $137.25 - $210.98; reported $196.56
28DGDOLLAR GEN CORP NEW-Sold0$0No quoteNo quote