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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 2026-06-06 from SEC 13F data.

Live quotes available for 24 of 26 rows. Rows without a quote are marked unavailable.

1FLUTFLUTTER ENTMT PLC10.70%Add +14.8%2,973,210$847.5M$285.0552w: $175.59 - $299.73; reported $285.05
2ALCALCON AG8.60%Add +8.4%7,713,406$681.45M$88.3552w: $80.48 - $101.10; reported $88.35
3MSFTMICROSOFT CORP7.99%Add +1.8%1,272,557$632.98M$497.4152w: $344.79 - $500.76; reported $497.41
4VVISA INC7.36%Reduce -7.5%1,643,373$583.48M$355.0552w: $252.70 - $375.51; reported $355.05
5INTUINTUIT6.72%Add +21.6%675,783$532.27M$787.6352w: $532.65 - $790.50; reported $787.63
6GEGE AEROSPACE6.70%Reduce -16.4%2,063,006$531M$257.3952w: $150.20 - $260.55; reported $257.39
7MCOMOODYS CORP5.24%Add +0.1%827,554$415.09M$501.5952w: $378.71 - $531.93; reported $501.59
8ICEINTERCONTINENTAL EXCHANGE IN5.07%Reduce -4.0%2,191,657$402.1M$183.4752w: $136.25 - $183.76; reported $183.47
9BKNGBOOKING HOLDINGS INC5.05%Reduce -4.1%69,107$400.08M$5789.2452w: $127.20 - $231.96; reported $5789.24
10MMCMARSH & MCLENNAN COS INC4.92%Reduce -16.0%1,782,200$389.66MNo quoteNo quote
11AMZNAMAZON COM INC4.04%Add +1.6%1,460,648$320.45M$219.3952w: $151.61 - $242.52; reported $219.39
12RACEFERRARI N V4.00%Add +10.4%646,106$316.6M$490.0052w: $391.54 - $509.13; reported $490.00
13ADIANALOG DEVICES INC3.81%Add +1.9%1,267,990$301.81M$238.0252w: $158.65 - $247.10; reported $238.02
14FICOFAIR ISAAC CORP3.54%Add +1.7%153,273$280.18M$1827.9652w: $1454.41 - $2402.52; reported $1827.96
15WATWATERS CORP3.47%Reduce -11.3%787,346$274.82M$349.0452w: $279.24 - $423.56; reported $349.04
16CPRTCOPART INC3.31%Add +5.1%5,340,975$262.08M$49.0752w: $47.33 - $64.38; reported $49.07
17EFXEQUIFAX INC2.98%Add +19.5%911,820$236.5M$259.3752w: $199.98 - $309.63; reported $259.37
18ZTSZOETIS INC2.97%Reduce -0.9%1,510,926$235.63M$155.9552w: $139.70 - $200.33; reported $155.95
19CRMSALESFORCE INC1.61%Add +30.4%469,254$127.96M$272.6952w: $230.00 - $369.00; reported $272.69
20ILMNILLUMINA INC0.64%Reduce -40.0%533,954$50.95M$95.4152w: $68.70 - $156.66; reported $95.41
21CDNSCADENCE DESIGN SYSTEM INC0.51%Reduce -4.1%131,807$40.62M$308.1552w: $221.56 - $326.19; reported $308.15
22LINLINDE PLC0.49%Reduce -3.6%81,953$38.45M$469.1852w: $408.65 - $487.49; reported $469.18
23TMOTHERMO FISHER SCIENTIFIC INC0.14%Reduce -92.1%26,427$10.72M$405.4652w: $385.46 - $627.88; reported $405.46
24BAHBOOZ ALLEN HAMILTON HLDG COR0.12%Reduce -3.7%90,033$9.38M$104.1352w: $98.95 - $190.59; reported $104.13
25CNICANADIAN NATL RY CO0.03%-19,073$1.98M$104.0252w: $91.65 - $123.96; reported $104.02
26ACNACCENTURE PLC IRELAND-Sold0$0No quoteNo quote