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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 27 rows. Rows without a quote are marked unavailable.

1VVISA INC7.67%Reduce -1.9%1,757,145$555.33M$316.0452w: $252.70 - $321.62; reported $316.04
2ALCALCON AG6.89%Reduce -4.6%5,876,280$498.59M$84.8552w: $74.30 - $101.10; reported $84.85
3MSFTMICROSOFT CORP6.66%Reduce -9.7%1,142,735$481.66M$421.5052w: $366.50 - $468.35; reported $421.50
4ACNACCENTURE PLC IRELAND6.38%Add +11.6%1,311,465$461.36M$351.7952w: $278.69 - $387.51; reported $351.79
5GEGE AEROSPACE6.21%Add +1.7%2,693,057$449.18M$166.7952w: $98.68 - $194.80; reported $166.79
6MMCMARSH & MCLENNAN COS INC6.05%Add +4.5%2,062,828$438.17MNo quoteNo quote
7ICEINTERCONTINENTAL EXCHANGE IN5.37%Reduce -12.6%2,605,657$388.27M$149.0152w: $124.34 - $167.99; reported $149.01
8INTUINTUIT5.16%Add +8.3%594,479$373.63M$628.5052w: $557.29 - $714.78; reported $628.50
9BKNGBOOKING HOLDINGS INC4.98%Reduce -4.1%72,470$360.06M$4968.4152w: $127.20 - $213.49; reported $4968.41
10MCOMOODYS CORP4.27%Reduce -4.4%653,387$309.29M$473.3752w: $360.05 - $503.95; reported $473.37
11AMZNAMAZON COM INC4.27%Reduce -5.4%1,408,315$308.97M$219.3952w: $144.05 - $233.00; reported $219.39
12WATWATERS CORP4.18%Add +3.2%815,379$302.49M$370.9852w: $279.24 - $397.02; reported $370.98
13FICOFAIR ISAAC CORP4.09%Reduce -33.1%148,602$295.86M$1990.9352w: $1105.65 - $2402.52; reported $1990.93
14RACEFERRARI N V3.65%Reduce -4.6%619,722$264.14M$426.2252w: $330.15 - $498.23; reported $426.22
15CPRTCOPART INC3.48%Add +21.1%4,391,462$252.03M$57.3952w: $46.21 - $64.38; reported $57.39
16ADIANALOG DEVICES INC3.43%Add +3.8%1,167,224$247.99M$212.4652w: $181.81 - $244.14; reported $212.46
17ZTSZOETIS INC3.39%Add +0.9%1,505,938$245.36M$162.9352w: $144.80 - $200.53; reported $162.93
18PGPROCTER AND GAMBLE CO2.72%Add +10.8%1,172,423$196.56M$167.6552w: $146.28 - $180.43; reported $167.65
19EFXEQUIFAX INC2.56%Add +32.1%726,246$185.08M$254.8552w: $213.02 - $309.63; reported $254.85
20TMOTHERMO FISHER SCIENTIFIC INC2.26%Reduce -25.9%313,784$163.24M$520.2352w: $493.30 - $627.88; reported $520.23
21WMGWARNER MUSIC GROUP CORP1.85%Reduce -37.0%4,323,994$134.04M$31.0052w: $27.06 - $38.05; reported $31.00
22MSCIMSCI INC1.73%Add +1.4%208,903$125.34M$600.0152w: $439.95 - $642.45; reported $600.01
23CDNSCADENCE DESIGN SYSTEM INC0.93%Add +12.8%223,944$67.29M$300.4652w: $241.29 - $328.99; reported $300.46
24ILMNILLUMINA INC0.91%New495,286$66.19M$133.6352w: $97.36 - $156.66; reported $133.63
25LINLINDE PLC0.74%Reduce -63.8%128,062$53.62M$418.6752w: $396.07 - $487.49; reported $418.67
26BAHBOOZ ALLEN HAMILTON HLDG COR0.16%New92,490$11.9M$128.6952w: $123.17 - $190.59; reported $128.69
27CNICANADIAN NATL RY CO0.02%Add +10.9%10,992$1.12M$101.5352w: $98.96 - $134.02; reported $101.53