Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

AKO CAPITAL LLP 13F Holdings -- Portfolio & Top Positions (2026-03-31)

AKO CAPITAL LLP (CIK 1376879) reported $5.11B across 26 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: ALC ($695.6M, 13.62%), AMZN ($360.6M, 7.06%), V ($358.7M, 7.02%), ADI ($327.5M, 6.41%), RACE ($310.8M, 6.08%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1ALCALCON AG$695.6M13.62%9.3MAdded
2AMZNAMAZON COM INC$360.6M7.06%1.7MTrimmed
3VVISA INC$358.7M7.02%1.2MTrimmed
4ADIANALOG DEVICES INC$327.5M6.41%1.0MTrimmed
5RACEFERRARI N V$310.8M6.08%926,523Trimmed
6ICEINTERCONTINENTAL EXCHANGE IN$293.7M5.75%1.9MTrimmed
7GEGE AEROSPACE$282.9M5.54%996,847Trimmed
8MSFTMICROSOFT CORP$272.2M5.33%735,214Trimmed
9WATWATERS CORP$243.3M4.76%816,929Added
10CSCOCISCO SYS INC$236.2M4.62%3.0MTrimmed
11MCOMOODYS CORP$222.8M4.36%510,824Trimmed
12CPCANADIAN PACIFIC KANSAS CITY$216.1M4.23%2.7MTrimmed
13BKNGBOOKING HOLDINGS INC$210.2M4.11%49,923Added
14SUNBELT RENTALS HOLDINGS INC$207.3M4.06%3.2MNew
15FICOFAIR ISAAC CORP$135.8M2.66%127,212Added
16WMBWILLIAMS COS INC$129.3M2.53%1.8MNew
17SYKSTRYKER CORPORATION$82.1M1.61%249,883New
18MAMASTERCARD INCORPORATED$77.7M1.52%155,592Added
19EFXEQUIFAX INC$72.7M1.42%403,774Trimmed
20APDAIR PRODUCTS AND CHEMICALS I$67.8M1.33%233,356New
21CSLCARLISLE COS INC$67.2M1.32%201,377New
22LINLINDE PLC$66.7M1.31%134,631Added
23CRMSALESFORCE INC$66.2M1.30%354,805Added
24FLUTFLUTTER ENTMT PLC$49.7M0.97%487,027Trimmed
25MMCMARSH & MCLENNAN COS INC$45.4M0.89%261,527Trimmed

Source: SEC Form 13F filings · as of 2026-03-31