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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 26 of 28 rows. Rows without a quote are marked unavailable.

1ALCALCON AG13.62%Add +21.3%9,324,656$695.6M$74.6052w: $71.55 - $99.20; reported $74.60
2AMZNAMAZON COM INC7.06%Reduce -0.4%1,731,170$360.55M$208.2752w: $161.38 - $258.60; reported $208.27
3VVISA INC7.02%Reduce -17.5%1,186,931$358.74M$302.2452w: $294.32 - $375.51; reported $302.24
4ADIANALOG DEVICES INC6.41%Reduce -17.5%1,029,523$327.53M$318.1452w: $158.65 - $363.20; reported $318.14
5RACEFERRARI N V6.08%Reduce -1.9%926,523$310.8M$335.4552w: $312.51 - $519.10; reported $335.45
6ICEINTERCONTINENTAL EXCHANGE IN5.75%Reduce -10.4%1,867,549$293.73M$157.2852w: $143.17 - $189.35; reported $157.28
7GEGE AEROSPACE5.54%Reduce -10.1%996,847$282.88M$283.7752w: $159.36 - $348.48; reported $283.77
8MSFTMICROSOFT CORP5.33%Reduce -28.0%735,214$272.15M$370.1752w: $344.79 - $555.45; reported $370.17
9WATWATERS CORP4.76%Add +8.4%816,929$243.28M$297.8052w: $275.05 - $414.15; reported $297.80
10CSCOCISCO SYS INC4.62%Reduce -2.3%3,043,637$236.16M$77.5952w: $52.11 - $88.19; reported $77.59
11MCOMOODYS CORP4.36%Reduce -30.6%510,824$222.85M$436.2552w: $378.71 - $546.88; reported $436.25
12CPCANADIAN PACIFIC KANSAS CITY4.23%Reduce -7.1%2,747,795$216.14M$78.6652w: $66.49 - $89.42; reported $78.66
13BKNGBOOKING HOLDINGS INC4.11%Add +16.6%49,923$210.19M$4210.3252w: $150.62 - $233.58; reported $4210.32
14SUNBSUNBELT RENTALS HOLDINGS INC4.06%New3,185,284$207.33M$65.0952w: $61.85 - $76.77; reported $65.09
15FICOFAIR ISAAC CORP2.66%Add +12.8%127,212$135.8M$1067.5452w: $969.32 - $2217.60; reported $1067.54
16WMBWILLIAMS COS INC2.53%New1,775,909$129.25M$72.7852w: $51.58 - $76.87; reported $72.78
17SYKSTRYKER CORPORATION1.61%New249,883$82.11M$328.5952w: $319.32 - $404.87; reported $328.59
18MAMASTERCARD INCORPORATED1.52%Add +55.4%155,592$77.74M$499.6652w: $465.59 - $601.77; reported $499.66
19EFXEQUIFAX INC1.42%Reduce -47.3%403,774$72.71M$180.0752w: $166.02 - $281.03; reported $180.07
20APDAIR PRODUCTS AND CHEMICALS I1.33%New233,356$67.79M$290.4952w: $229.11 - $301.11; reported $290.49
21CSLCARLISLE COS INC1.32%New201,377$67.18M$333.6252w: $293.43 - $435.92; reported $333.62
22LINLINDE PLC1.31%Add +899.0%134,631$66.75M$495.7652w: $387.78 - $510.65; reported $495.76
23CRMSALESFORCE INC1.30%Add +13.5%354,805$66.23M$186.6752w: $174.57 - $296.05; reported $186.67
24FLUTFLUTTER ENTMT PLC0.97%Reduce -84.3%487,027$49.65M$101.9552w: $98.88 - $313.69; reported $101.95
25MMCMARSH & MCLENNAN COS INC0.89%Reduce -82.4%261,527$45.36MNo quoteNo quote
26CPRTCOPART INC0.18%Reduce -95.4%274,058$9.1M$33.2052w: $32.20 - $63.85; reported $33.20
27RELXRELX PLC0.02%New23,447$777K$33.1452w: $27.57 - $56.33; reported $33.14
28INTUINTUIT-Sold0$0No quoteNo quote