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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 21 of 25 rows. Rows without a quote are marked unavailable.

1FLUTFLUTTER ENTMT PLC10.20%Reduce -0.3%3,109,426$669.89M$215.4452w: $189.33 - $313.69; reported $215.44
2ALCALCON AG9.28%Reduce -3.6%7,686,700$609.35M$79.2752w: $71.55 - $99.20; reported $79.27
3VVISA INC7.68%Reduce -9.3%1,437,967$504.31M$350.7152w: $299.00 - $375.51; reported $350.71
4MSFTMICROSOFT CORP7.52%Reduce -4.5%1,020,715$493.64M$483.6252w: $344.79 - $555.45; reported $483.62
5AMZNAMAZON COM INC6.11%Reduce -3.9%1,737,603$401.07M$230.8252w: $161.38 - $258.60; reported $230.82
6MCOMOODYS CORP5.73%Reduce -4.0%736,568$376.28M$510.8552w: $378.71 - $531.93; reported $510.85
7RACEFERRARI N V5.35%Add +49.3%944,867$351.54M$372.0552w: $356.93 - $519.10; reported $372.05
8GEGE AEROSPACE5.20%Reduce -16.0%1,109,389$341.73M$308.0352w: $159.36 - $318.06; reported $308.03
9ADIANALOG DEVICES INC5.15%Add +2.0%1,248,009$338.46M$271.2052w: $158.65 - $284.23; reported $271.20
10ICEINTERCONTINENTAL EXCHANGE IN5.14%Add +0.0%2,084,185$337.56M$161.9652w: $142.29 - $189.35; reported $161.96
11WATWATERS CORP4.36%Reduce -6.6%753,455$286.19M$379.8352w: $275.05 - $423.56; reported $379.83
12MMCMARSH & MCLENNAN COS INC4.19%Reduce -17.5%1,484,860$275.47MNo quoteNo quote
13CSCOCISCO SYS INC3.65%New3,113,706$239.85M$77.0352w: $52.11 - $80.82; reported $77.03
14CPRTCOPART INC3.58%Add +8.7%6,010,134$235.3M$39.1552w: $38.18 - $63.85; reported $39.15
15BKNGBOOKING HOLDINGS INC3.49%Reduce -33.8%42,801$229.21M$5355.3252w: $163.85 - $233.58; reported $5355.32
16CPCANADIAN PACIFIC KANSAS CITY3.32%Add +269.9%2,957,361$217.75M$73.6352w: $66.49 - $83.65; reported $73.63
17FICOFAIR ISAAC CORP2.90%Reduce -8.8%112,785$190.68M$1690.6252w: $1300.00 - $2217.60; reported $1690.62
18EFXEQUIFAX INC2.53%Reduce -18.4%765,955$166.2M$216.9852w: $199.98 - $281.07; reported $216.98
19INTUINTUIT2.41%Reduce -64.6%238,876$158.24M$662.4252w: $532.65 - $813.70; reported $662.42
20CRMSALESFORCE INC1.26%Reduce -4.2%312,608$82.81M$264.9152w: $221.96 - $367.09; reported $264.91
21MAMASTERCARD INCORPORATED0.87%New100,109$57.15M$570.8852w: $465.59 - $601.77; reported $570.88
22LINLINDE PLC0.09%Reduce -83.0%13,476$5.75M$426.3952w: $387.78 - $486.38; reported $426.39
25ZTSZOETIS INC-Sold0$0No quoteNo quote
24CDNSCADENCE DESIGN SYSTEM INC-Sold0$0No quoteNo quote
23BAHBOOZ ALLEN HAMILTON HLDG COR-Sold0$0No quoteNo quote