Skip to content
Disclosery

AKO CAPITAL LLP

Follow

13F filer, CIK 1376879, LONDON, United Kingdom

AKO CAPITAL LLP reported $7,923,718,000 across 25 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-13. Its ten largest share positions make up 68.35% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001376879-25-000006

Period
2025-06-30
Reported value
$7.92B
Holdings
25
Top 10 weight
68.35%
New
0
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
FLUTadded+382,537$109M
INTUadded+119,972$94.5M
ALCadded+597,835$52.8M
EFXadded+148,915$38.6M
RACEadded+60,988$29.9M

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
ACNexited-1,238,638-$387M
TMOreduced-306,418-$124M
GEreduced-403,261-$104M
MRSHreduced-339,530-$74.2M
Vreduced-132,600-$47.1M

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 2025

Share positions as resolved from 13F-HR 0001376879-25-000006, largest first. % of portfolio is the value over $7,923,718,000, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
FLUTFLUTTER ENTMT PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,590,673 shares; 2025Q2: 2,973,210 shares 2,973,210$848M10.7%+382,537Timeline
ALCALCON AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,157,815 shares; 2024Q4: 5,876,280 shares; 2025Q1: 7,115,571 shares; 2025Q2: 7,713,406 shares 7,713,406$681M8.6%+597,835Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,265,260 shares; 2024Q4: 1,142,735 shares; 2025Q1: 1,250,718 shares; 2025Q2: 1,272,557 shares 1,272,557$633M7.99%+21,839Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,790,775 shares; 2024Q4: 1,757,145 shares; 2025Q1: 1,775,973 shares; 2025Q2: 1,643,373 shares 1,643,373$583M7.36%-132,600Timeline
INTUINTUITQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 548,876 shares; 2024Q4: 594,479 shares; 2025Q1: 555,811 shares; 2025Q2: 675,783 shares 675,783$532M6.72%+119,972Timeline
GEGE AEROSPACEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,648,246 shares; 2024Q4: 2,693,057 shares; 2025Q1: 2,466,267 shares; 2025Q2: 2,063,006 shares 2,063,006$531M6.7%-403,261Timeline
MCOMOODYS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 683,460 shares; 2024Q4: 653,387 shares; 2025Q1: 826,734 shares; 2025Q2: 827,554 shares 827,554$415M5.24%+820Timeline
ICEINTERCONTINENTAL EXCHANGE INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,979,588 shares; 2024Q4: 2,605,657 shares; 2025Q1: 2,282,427 shares; 2025Q2: 2,191,657 shares 2,191,657$402M5.07%-90,770Timeline
BKNGBOOKING HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,579 shares; 2024Q4: 72,470 shares; 2025Q1: 72,052 shares; 2025Q2: 69,107 shares 69,107$400M5.05%-2,945Timeline
MRSHMARSH & MCLENNAN COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,973,234 shares; 2024Q4: 2,062,828 shares; 2025Q1: 2,121,730 shares; 2025Q2: 1,782,200 shares 1,782,200$390M4.92%-339,530Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,488,281 shares; 2024Q4: 1,408,315 shares; 2025Q1: 1,437,908 shares; 2025Q2: 1,460,648 shares 1,460,648$320M4.04%+22,740Timeline
RACEFERRARI N VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 649,656 shares; 2024Q4: 619,722 shares; 2025Q1: 585,118 shares; 2025Q2: 646,106 shares 646,106$317M4%+60,988Timeline
ADIANALOG DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,124,286 shares; 2024Q4: 1,167,224 shares; 2025Q1: 1,243,847 shares; 2025Q2: 1,267,990 shares 1,267,990$302M3.81%+24,143Timeline
FICOFAIR ISAAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 222,176 shares; 2024Q4: 148,602 shares; 2025Q1: 150,660 shares; 2025Q2: 153,273 shares 153,273$280M3.54%+2,613Timeline
WATWATERS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 790,207 shares; 2024Q4: 815,379 shares; 2025Q1: 887,215 shares; 2025Q2: 787,346 shares 787,346$275M3.47%-99,869Timeline
CPRTCOPART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,625,764 shares; 2024Q4: 4,391,462 shares; 2025Q1: 5,081,145 shares; 2025Q2: 5,340,975 shares 5,340,975$262M3.31%+259,830Timeline
EFXEQUIFAX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 549,812 shares; 2024Q4: 726,246 shares; 2025Q1: 762,905 shares; 2025Q2: 911,820 shares 911,820$236M2.98%+148,915Timeline
ZTSZOETIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,492,138 shares; 2024Q4: 1,505,938 shares; 2025Q1: 1,523,960 shares; 2025Q2: 1,510,926 shares 1,510,926$236M2.97%-13,034Timeline
CRMSALESFORCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 359,908 shares; 2025Q2: 469,254 shares 469,254$128M1.61%+109,346Timeline
ILMNILLUMINA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 495,286 shares; 2025Q1: 889,714 shares; 2025Q2: 533,954 shares 533,954$50.9M0.64%-355,760Timeline
CDNSCADENCE DESIGN SYSTEM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 198,578 shares; 2024Q4: 223,944 shares; 2025Q1: 137,409 shares; 2025Q2: 131,807 shares 131,807$40.6M0.51%-5,602Timeline
LINLINDE PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 353,609 shares; 2024Q4: 128,062 shares; 2025Q1: 84,991 shares; 2025Q2: 81,953 shares 81,953$38.5M0.49%-3,038Timeline
TMOTHERMO FISHER SCIENTIFIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 423,473 shares; 2024Q4: 313,784 shares; 2025Q1: 332,845 shares; 2025Q2: 26,427 shares 26,427$10.7M0.14%-306,418Timeline
BAHBOOZ ALLEN HAMILTON HLDG CORQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 92,490 shares; 2025Q1: 93,472 shares; 2025Q2: 90,033 shares 90,033$9.38M0.12%-3,439Timeline
CNICANADIAN NATL RY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,911 shares; 2024Q4: 10,992 shares; 2025Q1: 19,073 shares; 2025Q2: 19,073 shares 19,073$1.98M0.03%0Timeline

Sold out in Q2 2025

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

SecurityShares beforeValue beforeType
ACNACCENTURE PLC IRELAND1,238,638$387Mshares

How Q2 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 0001376879-25-000006 base2025-08-13acceptance time not in the bulk data set