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Disclosery

AKO CAPITAL LLP

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13F filer, CIK 1376879, LONDON, United Kingdom

AKO CAPITAL LLP reported $4,292,009,000 across 22 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-12. Its ten largest share positions make up 75.84% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001376879-26-000006

Period
2026-06-30
Reported value
$4.29B
Holdings
22
Top 10 weight
75.84%
New
0
Sold out
5

Largest buys vs the previous quarter

SecurityShares changeApprox. value
SUNBadded+2,889,533$216M
APDadded+320,003$93.8M
ALCadded+358,348$24.1M
MAadded+34,349$17.6M
CPRTadded+382,509$10.8M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
WATreduced-613,573-$230M
BKNGexited-49,923-$210M
ADIreduced-412,642-$164M
AMZNreduced-589,335-$140M
CSCOreduced-1,072,009-$126M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0001376879-26-000006, largest first. % of portfolio is the value over $4,292,009,000, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
ALCALCON AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,157,815 shares; 2024Q4: 5,876,280 shares; 2025Q1: 7,115,571 shares; 2025Q2: 7,713,406 shares; 2025Q3: 7,974,364 shares; 2025Q4: 7,686,700 shares; 2026Q1: 9,324,656 shares; 2026Q2: 9,683,004 shares 9,683,004$652M15.19%+358,348Timeline
SUNBSUNBELT RENTALS HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,185,284 shares; 2026Q2: 6,074,817 shares 6,074,817$454M10.59%+2,889,533Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,790,775 shares; 2024Q4: 1,757,145 shares; 2025Q1: 1,775,973 shares; 2025Q2: 1,643,373 shares; 2025Q3: 1,584,857 shares; 2025Q4: 1,437,967 shares; 2026Q1: 1,186,931 shares; 2026Q2: 985,126 shares 985,126$338M7.87%-201,805Timeline
RACEFERRARI N VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 649,656 shares; 2024Q4: 619,722 shares; 2025Q1: 585,118 shares; 2025Q2: 646,106 shares; 2025Q3: 632,960 shares; 2025Q4: 944,867 shares; 2026Q1: 926,523 shares; 2026Q2: 886,360 shares 886,360$329M7.66%-40,163Timeline
GEGE AEROSPACEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,648,246 shares; 2024Q4: 2,693,057 shares; 2025Q1: 2,466,267 shares; 2025Q2: 2,063,006 shares; 2025Q3: 1,320,876 shares; 2025Q4: 1,109,389 shares; 2026Q1: 996,847 shares; 2026Q2: 771,417 shares 771,417$288M6.72%-225,430Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,488,281 shares; 2024Q4: 1,408,315 shares; 2025Q1: 1,437,908 shares; 2025Q2: 1,460,648 shares; 2025Q3: 1,808,033 shares; 2025Q4: 1,737,603 shares; 2026Q1: 1,731,170 shares; 2026Q2: 1,141,835 shares 1,141,835$272M6.34%-589,335Timeline
ADIANALOG DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,124,286 shares; 2024Q4: 1,167,224 shares; 2025Q1: 1,243,847 shares; 2025Q2: 1,267,990 shares; 2025Q3: 1,223,147 shares; 2025Q4: 1,248,009 shares; 2026Q1: 1,029,523 shares; 2026Q2: 616,881 shares 616,881$245M5.71%-412,642Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,265,260 shares; 2024Q4: 1,142,735 shares; 2025Q1: 1,250,718 shares; 2025Q2: 1,272,557 shares; 2025Q3: 1,068,996 shares; 2025Q4: 1,020,715 shares; 2026Q1: 735,214 shares; 2026Q2: 628,224 shares 628,224$234M5.46%-106,990Timeline
CSCOCISCO SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,113,706 shares; 2026Q1: 3,043,637 shares; 2026Q2: 1,971,628 shares 1,971,628$232M5.4%-1,072,009Timeline
CPCANADIAN PACIFIC KANSAS CITYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 799,560 shares; 2025Q4: 2,957,361 shares; 2026Q1: 2,747,795 shares; 2026Q2: 2,426,027 shares 2,426,027$210M4.9%-321,768Timeline
MCOMOODYS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 683,460 shares; 2024Q4: 653,387 shares; 2025Q1: 826,734 shares; 2025Q2: 827,554 shares; 2025Q3: 767,143 shares; 2025Q4: 736,568 shares; 2026Q1: 510,824 shares; 2026Q2: 427,920 shares 427,920$194M4.52%-82,904Timeline
APDAIR PRODUCTS AND CHEMICALS IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 233,356 shares; 2026Q2: 553,359 shares 553,359$162M3.78%+320,003Timeline
FICOFAIR ISAAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 222,176 shares; 2024Q4: 148,602 shares; 2025Q1: 150,660 shares; 2025Q2: 153,273 shares; 2025Q3: 123,646 shares; 2025Q4: 112,785 shares; 2026Q1: 127,212 shares; 2026Q2: 103,619 shares 103,619$124M2.88%-23,593Timeline
ICEINTERCONTINENTAL EXCHANGE INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,979,588 shares; 2024Q4: 2,605,657 shares; 2025Q1: 2,282,427 shares; 2025Q2: 2,191,657 shares; 2025Q3: 2,084,001 shares; 2025Q4: 2,084,185 shares; 2026Q1: 1,867,549 shares; 2026Q2: 1,003,510 shares 1,003,510$124M2.88%-864,039Timeline
WMBWILLIAMS COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,775,909 shares; 2026Q2: 1,486,116 shares 1,486,116$110M2.57%-289,793Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 100,109 shares; 2026Q1: 155,592 shares; 2026Q2: 189,941 shares 189,941$97.6M2.27%+34,349Timeline
WATWATERS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 790,207 shares; 2024Q4: 815,379 shares; 2025Q1: 887,215 shares; 2025Q2: 787,346 shares; 2025Q3: 806,948 shares; 2025Q4: 753,455 shares; 2026Q1: 816,929 shares; 2026Q2: 203,356 shares 203,356$76.3M1.78%-613,573Timeline
CSLCARLISLE COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 201,377 shares; 2026Q2: 191,414 shares 191,414$69.4M1.62%-9,963Timeline
LINLINDE PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 353,609 shares; 2024Q4: 128,062 shares; 2025Q1: 84,991 shares; 2025Q2: 81,953 shares; 2025Q3: 79,085 shares; 2025Q4: 13,476 shares; 2026Q1: 134,631 shares; 2026Q2: 64,789 shares 64,789$33.6M0.78%-69,842Timeline
EFXEQUIFAX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 549,812 shares; 2024Q4: 726,246 shares; 2025Q1: 762,905 shares; 2025Q2: 911,820 shares; 2025Q3: 938,348 shares; 2025Q4: 765,955 shares; 2026Q1: 403,774 shares; 2026Q2: 134,439 shares 134,439$21.3M0.5%-269,335Timeline
CPRTCOPART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,625,764 shares; 2024Q4: 4,391,462 shares; 2025Q1: 5,081,145 shares; 2025Q2: 5,340,975 shares; 2025Q3: 5,527,245 shares; 2025Q4: 6,010,134 shares; 2026Q1: 274,058 shares; 2026Q2: 656,567 shares 656,567$18.5M0.43%+382,509Timeline
SYKSTRYKER CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 249,883 shares; 2026Q2: 20,624 shares 20,624$6.49M0.15%-229,259Timeline

Sold out in Q2 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
BKNGBOOKING HOLDINGS INC49,923$210Mshares
CRMSALESFORCE INC354,805$66.2Mshares
FLUTFLUTTER ENTMT PLC487,027$49.7Mshares
MRSHMARSH & MCLENNAN COS INC261,527$45.4Mshares
RELXRELX PLC23,447$777Kshares

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001376879-26-000006 base2026-08-12acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0001376879-26-000006 Quarter ended 2026-06-302026-08-12acceptance time not in the bulk data set
13F-HR 0001376879-26-000003 Quarter ended 2026-03-312026-05-15acceptance time not in the bulk data set
13F-HR 0001376879-26-000002 Quarter ended 2025-12-312026-02-17acceptance time not in the bulk data set
13F-HR 0001376879-25-000008 Quarter ended 2025-09-302025-11-13acceptance time not in the bulk data set
13F-HR 0001376879-25-000006 Quarter ended 2025-06-302025-08-13acceptance time not in the bulk data set
13F-HR 0001376879-25-000005 Quarter ended 2025-03-312025-05-14acceptance time not in the bulk data set
13F-HR 0001376879-25-000002 Quarter ended 2024-12-312025-02-12acceptance time not in the bulk data set
13F-HR 0001376879-24-000006 Quarter ended 2024-09-302024-11-13acceptance time not in the bulk data set
13F-HR 0001376879-24-000005 Quarter ended 2024-06-302024-08-13acceptance time not in the bulk data set
13F-HR 0001376879-24-000003 Quarter ended 2024-03-312024-05-14acceptance time not in the bulk data set
13F-HR 0001376879-24-000002 Quarter ended 2023-12-312024-02-15acceptance time not in the bulk data set
13F-HR 0001376879-23-000007 Quarter ended 2023-09-302023-11-06acceptance time not in the bulk data set
13F-HR 0001376879-23-000006 Quarter ended 2023-06-302023-08-01acceptance time not in the bulk data set
13F-HR 0001376879-23-000005 Quarter ended 2023-03-312023-04-25acceptance time not in the bulk data set
13F-HR 0001376879-23-000002 Quarter ended 2022-12-312023-01-18acceptance time not in the bulk data set
13F-HR 0001376879-22-000005 Quarter ended 2022-09-302022-11-01acceptance time not in the bulk data set
13F-HR 0001376879-22-000004 Quarter ended 2022-06-302022-08-09acceptance time not in the bulk data set
13F-HR 0001376879-22-000003 Quarter ended 2022-03-312022-05-04acceptance time not in the bulk data set
13F-HR 0001376879-22-000002 Quarter ended 2021-12-312022-02-04acceptance time not in the bulk data set
13F-HR 0001376879-21-000005 Quarter ended 2021-09-302021-11-03acceptance time not in the bulk data set
13F-HR 0001376879-21-000004 Quarter ended 2021-06-302021-08-06acceptance time not in the bulk data set
13F-HR 0001376879-21-000003 Quarter ended 2021-03-312021-05-06acceptance time not in the bulk data set
13F-HR 0001376879-21-000002 Quarter ended 2020-12-312021-02-02acceptance time not in the bulk data set
13F-HR 0001376879-20-000005 Quarter ended 2020-09-302020-11-02acceptance time not in the bulk data set
13F-HR 0001376879-20-000004 Quarter ended 2020-06-302020-08-03acceptance time not in the bulk data set
13F-HR 0001376879-20-000003 Quarter ended 2020-03-312020-05-06acceptance time not in the bulk data set
13F-HR 0001376879-20-000002 Quarter ended 2019-12-312020-02-13acceptance time not in the bulk data set
13F-HR 0001376879-19-000005 Quarter ended 2019-09-302019-11-06acceptance time not in the bulk data set
13F-HR 0001376879-19-000004 Quarter ended 2019-06-302019-08-05acceptance time not in the bulk data set
13F-HR 0001376879-19-000003 Quarter ended 2019-03-312019-05-08acceptance time not in the bulk data set
13F-HR 0001376879-19-000002 Quarter ended 2018-12-312019-02-06acceptance time not in the bulk data set
13F-HR 0001376879-18-000006 Quarter ended 2018-09-302018-11-06acceptance time not in the bulk data set
13F-HR 0001376879-18-000005 Quarter ended 2018-06-302018-08-09acceptance time not in the bulk data set
13F-HR 0001376879-18-000004 Quarter ended 2018-03-312018-05-02acceptance time not in the bulk data set
13F-HR 0001376879-18-000003 Quarter ended 2017-12-312018-02-02acceptance time not in the bulk data set
13F-HR 0001376879-17-000007 Quarter ended 2017-09-302017-11-06acceptance time not in the bulk data set
13F-HR 0001376879-17-000006 Quarter ended 2017-06-302017-08-01acceptance time not in the bulk data set
13F-HR 0001376879-17-000005 Quarter ended 2017-03-312017-05-03acceptance time not in the bulk data set
13F-HR 0001376879-17-000003 Quarter ended 2016-12-312017-01-18acceptance time not in the bulk data set