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AKO CAPITAL LLP

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13F filer, CIK 1376879, LONDON, United Kingdom

AKO CAPITAL LLP reported $7,707,219,000 across 26 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-05-14. Its ten largest share positions make up 62.98% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001376879-25-000005

Period
2025-03-31
Reported value
$7.71B
Holdings
26
Top 10 weight
62.98%
New
2
Sold out
3

Largest buys vs the previous quarter

SecurityShares changeApprox. value
FLUTnew+2,590,673$572M
ALCadded+1,239,291$117M
CRMnew+359,908$96.6M
MCOadded+173,347$80.7M
MSFTadded+107,983$40.5M

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
PGexited-1,172,423-$197M
WMGexited-4,323,994-$134M
MSCIexited-208,903-$125M
ICEreduced-323,230-$55.8M
GEreduced-226,790-$45.4M

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, Q1 2025

Share positions as resolved from 13F-HR 0001376879-25-000005, largest first. % of portfolio is the value over $7,707,219,000, 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,157,815 shares; 2024Q4: 5,876,280 shares; 2025Q1: 7,115,571 shares 7,115,571$673M8.73%+1,239,291Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,790,775 shares; 2024Q4: 1,757,145 shares; 2025Q1: 1,775,973 shares 1,775,973$622M8.08%+18,828Timeline
FLUTFLUTTER ENTMT PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,590,673 shares 2,590,673$572M7.42%newTimeline
MRSHMARSH & MCLENNAN COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,973,234 shares; 2024Q4: 2,062,828 shares; 2025Q1: 2,121,730 shares 2,121,730$518M6.72%+58,902Timeline
GEGE AEROSPACEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,648,246 shares; 2024Q4: 2,693,057 shares; 2025Q1: 2,466,267 shares 2,466,267$494M6.4%-226,790Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,265,260 shares; 2024Q4: 1,142,735 shares; 2025Q1: 1,250,718 shares 1,250,718$470M6.09%+107,983Timeline
ICEINTERCONTINENTAL EXCHANGE INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,979,588 shares; 2024Q4: 2,605,657 shares; 2025Q1: 2,282,427 shares 2,282,427$394M5.11%-323,230Timeline
ACNACCENTURE PLC IRELANDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,175,229 shares; 2024Q4: 1,311,465 shares; 2025Q1: 1,238,638 shares 1,238,638$387M5.01%-72,827Timeline
MCOMOODYS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 683,460 shares; 2024Q4: 653,387 shares; 2025Q1: 826,734 shares 826,734$385M5%+173,347Timeline
INTUINTUITQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 548,876 shares; 2024Q4: 594,479 shares; 2025Q1: 555,811 shares 555,811$341M4.43%-38,668Timeline
BKNGBOOKING HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,579 shares; 2024Q4: 72,470 shares; 2025Q1: 72,052 shares 72,052$332M4.31%-418Timeline
WATWATERS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 790,207 shares; 2024Q4: 815,379 shares; 2025Q1: 887,215 shares 887,215$327M4.24%+71,836Timeline
CPRTCOPART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,625,764 shares; 2024Q4: 4,391,462 shares; 2025Q1: 5,081,145 shares 5,081,145$288M3.73%+689,683Timeline
FICOFAIR ISAAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 222,176 shares; 2024Q4: 148,602 shares; 2025Q1: 150,660 shares 150,660$278M3.6%+2,058Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,488,281 shares; 2024Q4: 1,408,315 shares; 2025Q1: 1,437,908 shares 1,437,908$274M3.55%+29,593Timeline
ZTSZOETIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,492,138 shares; 2024Q4: 1,505,938 shares; 2025Q1: 1,523,960 shares 1,523,960$251M3.26%+18,022Timeline
ADIANALOG DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,124,286 shares; 2024Q4: 1,167,224 shares; 2025Q1: 1,243,847 shares 1,243,847$251M3.25%+76,623Timeline
RACEFERRARI N VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 649,656 shares; 2024Q4: 619,722 shares; 2025Q1: 585,118 shares 585,118$249M3.23%-34,604Timeline
EFXEQUIFAX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 549,812 shares; 2024Q4: 726,246 shares; 2025Q1: 762,905 shares 762,905$186M2.41%+36,659Timeline
TMOTHERMO FISHER SCIENTIFIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 423,473 shares; 2024Q4: 313,784 shares; 2025Q1: 332,845 shares 332,845$166M2.15%+19,061Timeline
CRMSALESFORCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 359,908 shares 359,908$96.6M1.25%newTimeline
ILMNILLUMINA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 495,286 shares; 2025Q1: 889,714 shares 889,714$70.6M0.92%+394,428Timeline
LINLINDE PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 353,609 shares; 2024Q4: 128,062 shares; 2025Q1: 84,991 shares 84,991$39.6M0.51%-43,071Timeline
CDNSCADENCE DESIGN SYSTEM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 198,578 shares; 2024Q4: 223,944 shares; 2025Q1: 137,409 shares 137,409$34.9M0.45%-86,535Timeline
BAHBOOZ ALLEN HAMILTON HLDG CORQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 92,490 shares; 2025Q1: 93,472 shares 93,472$9.78M0.13%+982Timeline
CNICANADIAN NATL RY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,911 shares; 2024Q4: 10,992 shares; 2025Q1: 19,073 shares 19,073$1.86M0.02%+8,081Timeline

Sold out in Q1 2025

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

SecurityShares beforeValue beforeType
PGPROCTER & GAMBLE CO1,172,423$197Mshares
WMGWARNER MUSIC GROUP CORP4,323,994$134Mshares
MSCIMSCI INC208,903$125Mshares

How Q1 2025 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 0001376879-25-000005 base2025-05-14acceptance time not in the bulk data set