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AKO CAPITAL LLP

LONDON, X0 · CIK 0001376879

Portfolio Value: $7.92B
Positions: 25
Period: 2025-06-30
Filed: 2025-08-13
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022Q3 2022Q2 2022Q1 2022Q4 2021Q3 2021Q2 2021Q1 2021Q4 2020Q3 2020Q2 2020Q1 2020Q4 2019Q3 2019Q2 2019Q1 2019Q4 2018Q3 2018Q2 2018Q1 2018Q4 2017Q3 2017Q2 2017Q1 2017Q4 2016

Portfolio Value

$7.92B

Positions

25

New

0

Increased

12

Decreased

12

Sold Out

39

AKO CAPITAL LLP Q2 2025 13F Filing Summary

AKO CAPITAL LLP (LONDON, X0) reported a portfolio value of $7.92B across 25 positions in their Q2 2025 SEC 13F filing (period ending 2025-06-30). Top holdings include FLUT ($847.50M), ALC ($681.45M), MSFT ($632.98M). The top 10 positions account for 68.3% of the portfolio. This quarter saw 12 increases, 12 reductions, 39 complete exits. Notable exits: ACN, MSCI, PG.

All Holdings

#StockValue↓WeightChange
1
FLUTFLUTTER ENTMT PLC
SHS
$847.50M
10.70%
+14.8%
2
ALCALCON AG
ORD SHS
$681.45M
8.60%
+8.4%
3
MSFTMICROSOFT CORP
COM
$632.98M
7.99%
+1.7%
4
VVISA INC
COM CL A
$583.48M
7.36%
-7.5%
5
INTUINTUIT
COM
$532.27M
6.72%
+21.6%
6
GEGE AEROSPACE
COM NEW
$531.00M
6.70%
-16.4%
7
MCOMOODYS CORP
COM
$415.09M
5.24%
+0.1%
8
INTRINTERCONTINENTAL EXCHANGE IN
COM
$402.10M
5.07%
-4.0%
9
BKNGBOOKING HOLDINGS INC
COM
$400.08M
5.05%
-4.1%
10
NNBRMARSH & MCLENNAN COS INC
COM
$389.66M
4.92%
-16.0%
11
AMZNAMAZON COM INC
COM
$320.45M
4.04%
+1.6%
12
RACEFERRARI N V
COM
$316.60M
4.00%
+10.4%
13
ADIANALOG DEVICES INC
COM
$301.81M
3.81%
+1.9%
14
FICOFAIR ISAAC CORP
COM
$280.18M
3.54%
+1.7%
15
WATWATERS CORP
COM
$274.81M
3.47%
-11.3%
16
CPRTCOPART INC
COM
$262.08M
3.31%
+5.1%
17
EFXEQUIFAX INC
COM
$236.50M
2.98%
+19.5%
18
ZTSZOETIS INC
CL A
$235.63M
2.97%
-0.9%
19
CRMSALESFORCE INC
COM
$127.96M
1.61%
+30.4%
20
ILMNILLUMINA INC
COM
$50.95M
0.64%
-40.0%
21
CDNSCADENCE DESIGN SYSTEM INC
COM
$40.62M
0.51%
-4.1%
22
LINLINDE PLC
SHS
$38.45M
0.49%
-3.6%
23
TMOTHERMO FISHER SCIENTIFIC INC
COM
$10.71M
0.14%
-92.1%
24
BAHBOOZ ALLEN HAMILTON HLDG COR
CL A
$9.38M
0.12%
-3.7%
25
CNICANADIAN NATL RY CO
COM
$1.98M
0.03%
-

Position Changes

StockValueShares% Chg
FLUTFLUTTER ENTMT PLC
$847.50M2,973,210+14.8%
ALCALCON AG
$681.45M7,713,406+8.4%
MSFTMICROSOFT CORP
$632.98M1,272,557+1.7%
INTUINTUIT
$532.27M675,783+21.6%
MCOMOODYS CORP
$415.09M827,554+0.1%
AMZNAMAZON COM INC
$320.45M1,460,648+1.6%
RACEFERRARI N V
$316.60M646,106+10.4%
ADIANALOG DEVICES INC
$301.81M1,267,990+1.9%
FICOFAIR ISAAC CORP
$280.18M153,273+1.7%
CPRTCOPART INC
$262.08M5,340,975+5.1%
EFXEQUIFAX INC
$236.50M911,820+19.5%
CRMSALESFORCE INC
$127.96M469,254+30.4%