AC
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AKO CAPITAL LLP13F | |
| AKO CAPITAL LLP | |
| Last update 2026-08-13 | 22 Stocks (0 new) |
| Value $4.29 Bil | Turnover 8 % |
AKO CAPITAL LLP Top Holdings of 2026-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ALC | Alcon Inc | 9,683,004 | 651,940.0 | +3.84% | 15.190 | +0.56% | 2.000 | +8.39% | -6.12% | 36,255.8 | Medical Devices & Instruments | |
SUNB | Sunbelt Rentals Holdings Inc | 6,074,817 | 454,460.0 | +90.72% | 10.590 | +5.04% | 1.480 | +2.94% | - | 31,516.8 | Business Services | |
V | Visa Inc | 985,126 | 337,990.0 | -17.00% | 7.870 | -1.19% | 0.050 | +12.26% | +6.43% | 698,089.5 | Credit Services | |
RACE | Ferrari NV | 886,360 | 328,940.0 | -4.33% | 7.660 | -0.26% | 0.500 | +24.94% | +19.48% | 76,137.7 | Vehicles & Parts | |
GE | GE Aerospace | 771,417 | 288,300.0 | -22.61% | 6.720 | -1.25% | 0.070 | +15.59% | +13.40% | 361,455.7 | Aerospace & Defense | |
AMZN | Amazon.com Inc | 1,141,835 | 272,150.0 | -34.04% | 6.340 | -2.40% | 0.010 | -3.66% | +12.05% | 2,789,664.3 | Retail - Cyclical | |
ADI | Analog Devices Inc | 616,881 | 245,010.0 | -40.08% | 5.710 | -2.57% | 0.130 | -2.63% | +38.38% | 181,727.3 | Semiconductors | |
MSFT | Microsoft Corp | 628,224 | 234,340.0 | -14.55% | 5.460 | -0.78% | 0.010 | +15.52% | +0.56% | 3,588,320.6 | Software | |
CSCO | Cisco Systems Inc | 1,971,628 | 231,590.0 | -35.22% | 5.400 | -1.63% | 0.050 | -5.71% | +46.25% | 437,656.9 | Hardware | |
CP | Canadian Pacific Kansas City Ltd | 2,426,027 | 210,220.0 | -11.71% | 4.900 | -0.50% | 0.280 | +11.75% | +31.88% | 84,891.0 | Transportation |
AKO CAPITAL LLP's Historical Top Holdings Breakdowns
AKO CAPITAL LLP's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
SUNB | Sunbelt Rentals Holdings Inc | 2026-06-30 | Add Add | +5.04% | 63.09 ($74.83) 86.06 | $76.88 | 2.74% | Add 90.72% | 6,074,817 | 2,889,533 | |
BKNG | Booking Holdings Inc | 2026-06-30 | Sold Out Sold Out | -4.11% | 154.13 ($170.55) 192.03 | $209.62 | 22.91% | Sold Out | 0 | -1,248,075 | |
WAT | Waters Corp | 2026-06-30 | Reduce Reduce | -3.58% | 292.13 ($340.43) 383.57 | $410.70 | 20.64% | Reduce -75.11% | 203,356 | -613,573 | |
ICE | Intercontinental Exchange Inc | 2026-06-30 | Reduce Reduce | -2.66% | 122.91 ($150.17) 167.79 | $161.25 | 7.38% | Reduce -46.27% | 1,003,510 | -864,039 | |
ADI | Analog Devices Inc | 2026-06-30 | Reduce Reduce | -2.57% | 318.14 ($394.57) 445.48 | $373.09 | -5.44% | Reduce -40.08% | 616,881 | -412,642 | |
AMZN | Amazon.com Inc | 2026-06-30 | Reduce Reduce | -2.40% | 208.27 ($250.33) 274.99 | $258.63 | 3.32% | Reduce -34.04% | 1,141,835 | -589,335 | |
APD | Air Products and Chemicals Inc | 2026-06-30 | Add Add | +2.19% | 271.35 ($290.83) 306.2 | $305.10 | 4.91% | Add 137.13% | 553,359 | 320,003 | |
CSCO | Cisco Systems Inc | 2026-06-30 | Reduce Reduce | -1.63% | 77.59 ($104.15) 130 | $111.04 | 6.62% | Reduce -35.22% | 1,971,628 | -1,072,009 | |
SYK | Stryker Corp | 2026-06-30 | Reduce Reduce | -1.48% | 282.58 ($315.34) 347.24 | $329.45 | 4.47% | Reduce -91.75% | 20,624 | -229,259 | |
CRM | Salesforce Inc | 2026-06-30 | Sold Out Sold Out | -1.30% | 150.12 ($176.02) 209.6 | $209.17 | 18.83% | Sold Out | 0 | -354,805 |
AKO CAPITAL LLP Total Holding History ($B)
AKO CAPITAL LLP's Asset Allocation
AKO CAPITAL LLP Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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AKO CAPITAL LLP's Hypothetical Growth since 2026-06-30
AKO CAPITAL LLP's Yearly Returns
This information is only displayed for Gurus who publicly disclose audited performance records; most hedge funds and private investment firms do not publish such data or only provide limited historical performance information.
| Year | Portfolio % | % | Excess Gain % |
|---|
AKO CAPITAL LLP's Holdings Heat Map
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AKO CAPITAL LLP's Holdings Bubble Chart
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