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Data sourced from SEC EDGAR 13F filings

© 2026 Super Investor · Not financial advice

AKO Capital LLP

Period:
Q1 2026
Portfolio date:
Mar 31, 2026
No. of stocks:
27
Portfolio value:
$5,108,383,000
Filed:
May 15, 2026
CIK:
1376879
HistStockActivityShare change% change to portfolio
Q1 2026filed May 15, 266 new7 added11 reduced1 exited
≡FLUT – FLUTTER ENTMT PLCReduce 84.00%−2,622,399−9.23
≡CPRT – COPART INCReduce 95.00%−5,736,076−3.40
≡MRSH – MARSH & MCLENNAN COS INCReduce 82.00%−1,223,333−3.31
≡INTU – INTUITSell−238,876−2.41
≡MSFT – MICROSOFT CORPReduce 28.00%−285,501−2.19
≡MCO – MOODYS CORPReduce 31.00%−225,744−1.37
≡ADI – ANALOG DEVICES INCReduce 18.00%−218,4861.26
≡EFX – EQUIFAX INCReduce 47.00%−362,181−1.11
≡CP – CANADIAN PACIFIC KANSAS CITYReduce 7.00%−209,5660.92
≡V – VISA INCReduce 17.00%−251,036−0.66
≡ICE – INTERCONTINENTAL EXCHANGE INReduce 10.00%−216,6360.61
≡GE – GE AEROSPACEReduce 10.00%−112,5420.33
Q4 2025filed Feb 17, 262 new3 added9 reduced3 exited
≡INTU – INTUITReduce 65.00%−435,549−4.14
≡BKNG – BOOKING HOLDINGS INCReduce 34.00%−21,817−1.47
≡ZTS – ZOETIS INCSell−683,704−1.42
≡MRSH – MARSH & MCLENNAN COS INCReduce 17.00%−314,893
Q3 2025filed Nov 13, 251 new2 added7 reduced3 exited
≡ZTS – ZOETIS INCReduce 55.00%−827,222−1.55
≡GE – GE AEROSPACEReduce 36.00%−742,130−1.05
≡FICO – FAIR ISAAC CORPReduce 19.00%−29,627−0.91
≡ILMN – ILLUMINA INCSell−533,954
Q2 2025filed Aug 13, 256 added6 reduced1 exited
≡ACN – ACCENTURE PLC IRELANDSell−1,238,638−5.01
≡TMO – THERMO FISHER SCIENTIFIC INCReduce 92.00%−306,418−2.01
≡MRSH – MARSH & MCLENNAN COS INCReduce 16.00%−339,530−1.80
≡WAT – WATERS CORPReduce 11.00%−99,869−0.77
Q1 2025filed May 14, 252 new9 added7 reduced3 exited
≡PG – PROCTER AND GAMBLE COSell−1,172,423−2.72
≡WMG – WARNER MUSIC GROUP CORPSell−4,323,994−1.85
≡MSCI – MSCI INCSell−208,903−1.73
≡ACN – ACCENTURE PLC IRELANDReduce 6.00%−72,827
Q4 2024filed Feb 12, 252 new7 added6 reduced
≡FICO – FAIR ISAAC CORPReduce 33.00%−73,574−1.54
≡LIN – LINDE PLCReduce 64.00%−225,547−1.46
≡TMO – THERMO FISHER SCIENTIFIC INCReduce 26.00%−109,689−1.16
≡WMG – WARNER MUSIC GROUP CORPReduce 37.00%−2,538,131−0.95
Q3 2024filed Nov 13, 246 added11 reduced1 exited
≡EL – LAUDER ESTEE COS INCSell−1,409,881−2.06
≡MSCI – MSCI INCReduce 55.00%−255,586−1.49
≡INTU – INTUITReduce 8.00%−45,631−0.93
≡FICO – FAIR ISAAC CORPReduce 30.00%−95,557−0.87
Q2 2024filed Aug 13, 242 new9 added3 reduced3 exited
≡EL – LAUDER ESTEE COS INCReduce 48.00%−1,299,976−3.86
≡NKE – NIKE INCSell−1,498,301−1.99
≡OTIS – OTIS WORLDWIDE CORPSell−761,938−1.07
≡MAR – MARRIOTT INTL INC NEWSell−261,008
−0.96
≡WAT – WATERS CORPReduce 7.00%−53,4930.92
≡EFX – EQUIFAX INCReduce 18.00%−172,393−0.89
≡CDNS – CADENCE DESIGN SYSTEM INCSell−168,767−0.84
≡LIN – LINDE PLCReduce 83.00%−65,609−0.45
≡GE – GE AEROSPACEReduce 16.00%−211,487−0.45
≡FICO – FAIR ISAAC CORPReduce 9.00%−10,8610.27
≡BAH – BOOZ ALLEN HAMILTON HLDG CORSell−86,866−0.12
≡V – VISA INCReduce 9.00%−146,890−0.01
−0.64
≡CRM – SALESFORCE INCReduce 31.00%−143,126−0.52
≡TMO – THERMO FISHER SCIENTIFIC INCSell−26,427−0.14
≡MSFT – MICROSOFT CORPReduce 16.00%−203,561−0.12
≡BKNG – BOOKING HOLDINGS INCReduce 6.00%−4,489−0.09
≡MCO – MOODYS CORPReduce 7.00%−60,411−0.04
≡CNI – CANADIAN NATL RY COSell−19,073−0.03
≡V – VISA INCReduce 7.00%−132,600−0.71
≡GE – GE AEROSPACEReduce 16.00%−403,2610.30
≡ILMN – ILLUMINA INCReduce 40.00%−355,760−0.27
−1.36
≡INTU – INTUITReduce 7.00%−38,668−0.74
≡CDNS – CADENCE DESIGN SYSTEM INCReduce 39.00%−86,535−0.48
≡RACE – FERRARI N VReduce 6.00%−34,604−0.42
≡ICE – INTERCONTINENTAL EXCHANGE INReduce 12.00%−323,230−0.26
≡LIN – LINDE PLCReduce 34.00%−43,071−0.23
≡GE – GE AEROSPACEReduce 8.00%−226,7900.20
≡ICE – INTERCONTINENTAL EXCHANGE INReduce 13.00%−373,931−0.87
≡MSFT – MICROSOFT CORPReduce 10.00%−122,525−0.44
≡CDNS – CADENCE DESIGN SYSTEM INCReduce 35.00%−104,831−0.58
≡TMO – THERMO FISHER SCIENTIFIC INCReduce 19.00%−100,775−0.57
≡BKNG – BOOKING HLDGS INCReduce 12.00%−10,626−0.54
≡WMG – WARNER MUSIC GROUP CORPReduce 8.00%−601,682−0.34
≡GE – GENERAL ELECTRIC COReduce 7.00%−200,8380.28
≡EFX – EQUIFAX INCReduce 21.00%−146,154−0.21
≡WAT – WATERS CORPReduce 10.00%−88,4450.20
≡MCO – MOODYS CORPReduce 8.00%−63,320−0.09
−0.93
≡ZTS – ZOETIS INCReduce 14.00%−239,942−0.60
≡CPRT – COPART INCReduce 15.00%−431,899−0.53