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AKO CAPITAL LLP

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13F filer, CIK 1376879, LONDON, United Kingdom

AKO CAPITAL LLP reported $7,033,749,000 across 23 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-13. Its ten largest share positions make up 68.52% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001376879-25-000008

Period
2025-09-30
Reported value
$7.03B
Holdings
23
Top 10 weight
68.52%
New
1
Sold out
3

Largest buys vs the previous quarter

SecurityShares changeApprox. value
AMZNadded+347,385$76.3M
CPnew+799,560$59.6M
FLUTadded+146,906$37.5M
ALCadded+260,958$19.4M
CDNSadded+36,960$13M

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
GEreduced-742,130-$223M
ZTSreduced-827,222-$121M
MSFTreduced-203,561-$105M
ILMNexited-533,954-$50.9M
FICOreduced-29,627-$44.3M

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, Q3 2025

Share positions as resolved from 13F-HR 0001376879-25-000008, largest first. % of portfolio is the value over $7,033,749,000, 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,590,673 shares; 2025Q2: 2,973,210 shares; 2025Q3: 3,120,116 shares 3,120,116$797M11.33%+146,906Timeline
ALCALCON AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 7,974,364 shares 7,974,364$594M8.44%+260,958Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 1,068,996 shares 1,068,996$554M7.87%-203,561Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 1,584,857 shares 1,584,857$541M7.69%-58,516Timeline
INTUINTUITQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 548,876 shares; 2024Q4: 594,479 shares; 2025Q1: 555,811 shares; 2025Q2: 675,783 shares; 2025Q3: 674,425 shares 674,425$461M6.55%-1,358Timeline
GEGE AEROSPACEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 1,320,876 shares 1,320,876$397M5.65%-742,130Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 1,808,033 shares 1,808,033$397M5.64%+347,385Timeline
MCOMOODYS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 683,460 shares; 2024Q4: 653,387 shares; 2025Q1: 826,734 shares; 2025Q2: 827,554 shares; 2025Q3: 767,143 shares 767,143$366M5.2%-60,411Timeline
MRSHMARSH & MCLENNAN COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 1,799,753 shares 1,799,753$363M5.16%+17,553Timeline
ICEINTERCONTINENTAL EXCHANGE INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 2,084,001 shares 2,084,001$351M4.99%-107,656Timeline
BKNGBOOKING HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,579 shares; 2024Q4: 72,470 shares; 2025Q1: 72,052 shares; 2025Q2: 69,107 shares; 2025Q3: 64,618 shares 64,618$349M4.96%-4,489Timeline
RACEFERRARI N VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 649,656 shares; 2024Q4: 619,722 shares; 2025Q1: 585,118 shares; 2025Q2: 646,106 shares; 2025Q3: 632,960 shares 632,960$306M4.35%-13,146Timeline
ADIANALOG DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 1,223,147 shares 1,223,147$301M4.27%-44,843Timeline
CPRTCOPART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 5,527,245 shares 5,527,245$249M3.53%+186,270Timeline
WATWATERS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 790,207 shares; 2024Q4: 815,379 shares; 2025Q1: 887,215 shares; 2025Q2: 787,346 shares; 2025Q3: 806,948 shares 806,948$242M3.44%+19,602Timeline
EFXEQUIFAX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 549,812 shares; 2024Q4: 726,246 shares; 2025Q1: 762,905 shares; 2025Q2: 911,820 shares; 2025Q3: 938,348 shares 938,348$241M3.42%+26,528Timeline
FICOFAIR ISAAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 222,176 shares; 2024Q4: 148,602 shares; 2025Q1: 150,660 shares; 2025Q2: 153,273 shares; 2025Q3: 123,646 shares 123,646$185M2.63%-29,627Timeline
ZTSZOETIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 683,704 shares 683,704$100M1.42%-827,222Timeline
CRMSALESFORCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 359,908 shares; 2025Q2: 469,254 shares; 2025Q3: 326,128 shares 326,128$77.3M1.1%-143,126Timeline
CPCANADIAN PACIFIC KANSAS CITYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 799,560 shares 799,560$59.6M0.85%newTimeline
CDNSCADENCE DESIGN SYSTEM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 198,578 shares; 2024Q4: 223,944 shares; 2025Q1: 137,409 shares; 2025Q2: 131,807 shares; 2025Q3: 168,767 shares 168,767$59.3M0.84%+36,960Timeline
LINLINDE PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 353,609 shares; 2024Q4: 128,062 shares; 2025Q1: 84,991 shares; 2025Q2: 81,953 shares; 2025Q3: 79,085 shares 79,085$37.6M0.53%-2,868Timeline
BAHBOOZ ALLEN HAMILTON HLDG CORQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 92,490 shares; 2025Q1: 93,472 shares; 2025Q2: 90,033 shares; 2025Q3: 86,866 shares 86,866$8.68M0.12%-3,167Timeline

Sold out in Q3 2025

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

SecurityShares beforeValue beforeType
ILMNILLUMINA INC533,954$50.9Mshares
TMOTHERMO FISHER SCIENTIFIC INC26,427$10.7Mshares
CNICANADIAN NATL RY CO19,073$1.98Mshares

How Q3 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 0001376879-25-000008 base2025-11-13acceptance time not in the bulk data set