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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 22 of 26 rows. Rows without a quote are marked unavailable.

1FLUTFLUTTER ENTMT PLC11.33%Add +4.9%3,120,116$796.7M$255.3452w: $196.88 - $313.69; reported $255.34
2ALCALCON AG8.44%Add +3.4%7,974,364$593.77M$74.4652w: $73.22 - $100.71; reported $74.46
3MSFTMICROSOFT CORP7.87%Reduce -16.0%1,068,996$553.69M$517.9552w: $344.79 - $555.45; reported $517.95
4VVISA INC7.69%Reduce -3.6%1,584,857$541.04M$341.3852w: $273.24 - $375.51; reported $341.38
5INTUINTUIT6.55%Reduce -0.2%674,425$460.57M$682.9152w: $532.65 - $813.70; reported $682.91
6GEGE AEROSPACE5.65%Reduce -36.0%1,320,876$397.35M$300.8252w: $159.36 - $307.25; reported $300.82
7AMZNAMAZON COM INC5.64%Add +23.8%1,808,033$396.99M$219.5752w: $161.38 - $242.52; reported $219.57
8MCOMOODYS CORP5.20%Reduce -7.3%767,143$365.53M$476.4852w: $378.71 - $531.93; reported $476.48
9MMCMARSH & MCLENNAN COS INC5.16%Add +1.0%1,799,753$362.7MNo quoteNo quote
10ICEINTERCONTINENTAL EXCHANGE IN4.99%Reduce -4.9%2,084,001$351.11M$168.4852w: $142.29 - $189.35; reported $168.48
11BKNGBOOKING HOLDINGS INC4.96%Reduce -6.5%64,618$348.89M$5399.2752w: $162.44 - $233.58; reported $5399.27
12RACEFERRARI N V4.35%Reduce -2.0%632,960$306.22M$483.7952w: $391.54 - $519.10; reported $483.79
13ADIANALOG DEVICES INC4.27%Reduce -3.5%1,223,147$300.53M$245.7052w: $158.65 - $258.13; reported $245.70
14CPRTCOPART INC3.53%Add +3.5%5,527,245$248.56M$44.9752w: $44.23 - $64.38; reported $44.97
15WATWATERS CORP3.44%Add +2.5%806,948$241.93M$299.8152w: $275.05 - $423.56; reported $299.81
16EFXEQUIFAX INC3.42%Add +2.9%938,348$240.71M$256.5352w: $199.98 - $295.49; reported $256.53
17FICOFAIR ISAAC CORP2.63%Reduce -19.3%123,646$185.04M$1496.5352w: $1300.00 - $2402.52; reported $1496.53
18ZTSZOETIS INC1.42%Reduce -54.8%683,704$100.04M$146.3252w: $139.34 - $196.55; reported $146.32
19CRMSALESFORCE INC1.10%Reduce -30.5%326,128$77.29M$237.0052w: $226.48 - $369.00; reported $237.00
20CPCANADIAN PACIFIC KANSAS CITY0.85%New799,560$59.56M$74.4952w: $66.49 - $85.77; reported $74.49
21CDNSCADENCE DESIGN SYSTEM INC0.84%Add +28.0%168,767$59.28M$351.2652w: $221.56 - $376.45; reported $351.26
22LINLINDE PLC0.53%Reduce -3.5%79,085$37.57M$475.0052w: $408.65 - $487.49; reported $475.00
23BAHBOOZ ALLEN HAMILTON HLDG COR0.12%Reduce -3.5%86,866$8.68M$99.9552w: $96.96 - $190.59; reported $99.95
26TMOTHERMO FISHER SCIENTIFIC INC-Sold0$0No quoteNo quote
25ILMNILLUMINA INC-Sold0$0No quoteNo quote
24CNICANADIAN NATL RY CO-Sold0$0No quoteNo quote