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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 2026-05-11 from SEC 13F data.

Live quotes available for 23 of 25 rows. Rows without a quote are marked unavailable.

1BKNGBOOKING HLDGS INC13.94%Reduce -7.2%345,454$916.29M$2652.4152w: $64.67 - $106.43; reported $2652.41
2ACNACCENTURE PLC IRELAND8.14%Reduce -2.5%1,871,312$534.84M$285.8152w: $242.80 - $345.30; reported $285.81
3ALCALCON INC7.10%Add +17.3%6,604,162$466.72M$70.6752w: $55.21 - $81.66; reported $70.67
4VVISA INC6.98%Reduce -8.3%2,035,255$458.87M$225.4652w: $174.60 - $234.30; reported $225.46
5ICEINTERCONTINENTAL EXCHANGE INC6.63%Reduce -4.4%4,174,767$435.39M$104.2952w: $88.60 - $133.52; reported $104.29
6MSFTMICROSOFT CORP5.77%Add +58.6%1,315,623$379.29M$288.3052w: $213.43 - $315.11; reported $288.30
7TMOTHERMO FISHER SCIENTIFIC INC5.39%Reduce -5.1%614,284$354.06M$576.3752w: $475.77 - $618.36; reported $576.37
8LINLINDE PLC5.11%Add +10.3%945,222$335.97M$355.4452w: $262.47 - $362.74; reported $355.44
9FICOFAIR ISAAC CORP4.00%Reduce -4.4%373,951$262.77M$702.6952w: $340.48 - $711.85; reported $702.69
10RACEFERRARI N V3.88%Reduce -1.1%941,937$255.13M$270.8552w: $167.45 - $274.08; reported $270.85
11ANSSANSYS INC3.80%Add +13.4%751,160$249.99MNo quoteNo quote
12ALLEALLEGION PLC3.75%Reduce -10.8%2,309,553$246.5M$106.7352w: $87.33 - $123.46; reported $106.73
13OTISOTIS WORLDWIDE CORP3.47%Reduce -4.4%2,701,121$227.98M$84.4052w: $62.49 - $87.33; reported $84.40
14DGDOLLAR GEN CORP NEW3.28%Add +9.5%1,024,115$215.54M$210.4652w: $183.25 - $262.21; reported $210.46
15INTUINTUIT2.73%Add +23.8%402,964$179.65M$445.8352w: $339.36 - $507.71; reported $445.83
16EFXEQUIFAX INC2.52%Reduce -32.1%816,735$165.67M$202.8452w: $145.98 - $238.58; reported $202.84
17ELLAUDER ESTEE COS INC2.28%Reduce -30.4%608,980$150.09M$246.4652w: $186.47 - $285.79; reported $246.46
18PGPROCTER AND GAMBLE CO2.22%Reduce -4.4%981,695$145.97M$148.6952w: $122.18 - $164.90; reported $148.69
19MCOMOODYS CORP1.90%Add +99.7%408,217$124.92M$306.0252w: $230.16 - $346.22; reported $306.02
20CPRTCOPART INC1.85%New1,618,162$121.7M$75.2152w: $25.55 - $37.70; reported $75.21
21MARMARRIOTT INTL INC NEW1.60%Reduce -4.4%634,335$105.33M$166.0452w: $131.01 - $195.90; reported $166.04
22ADBEADOBE INC1.27%Reduce -67.1%216,689$83.51M$385.3752w: $274.73 - $473.49; reported $385.37
23URIUNITED RENTALS INC1.21%New200,433$79.32M$395.7652w: $230.54 - $481.99; reported $395.76
24ZTSZOETIS INC1.16%Add +25.7%456,040$75.9M$166.4452w: $124.15 - $201.32; reported $166.44
25GOOGALPHABET INC-Sold0$0No quoteNo quote