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AKO CAPITAL LLP

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13F filer, CIK 1376879, LONDON, United Kingdom

AKO CAPITAL LLP reported $6,568,399,000 across 22 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-02-17. Its ten largest share positions make up 67.35% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001376879-26-000002

Period
2025-12-31
Reported value
$6.57B
Holdings
22
Top 10 weight
67.35%
New
2
Sold out
3

Largest buys vs the previous quarter

SecurityShares changeApprox. value
CSCOnew+3,113,706$240M
CPadded+2,157,801$159M
RACEadded+311,907$116M
MAnew+100,109$57.1M
CPRTadded+482,889$18.9M

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
INTUreduced-435,549-$289M
BKNGreduced-21,817-$117M
ZTSexited-683,704-$100M
GEreduced-211,487-$65.1M
CDNSexited-168,767-$59.3M

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, Q4 2025

Share positions as resolved from 13F-HR 0001376879-26-000002, largest first. % of portfolio is the value over $6,568,399,000, 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; 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; 2025Q4: 3,109,426 shares 3,109,426$670M10.2%-10,690Timeline
ALCALCON AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 7,686,700 shares 7,686,700$609M9.28%-287,664Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 1,437,967 shares 1,437,967$504M7.68%-146,890Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 1,020,715 shares 1,020,715$494M7.52%-48,281Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 1,737,603 shares 1,737,603$401M6.11%-70,430Timeline
MCOMOODYS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 683,460 shares; 2024Q4: 653,387 shares; 2025Q1: 826,734 shares; 2025Q2: 827,554 shares; 2025Q3: 767,143 shares; 2025Q4: 736,568 shares 736,568$376M5.73%-30,575Timeline
RACEFERRARI N VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 649,656 shares; 2024Q4: 619,722 shares; 2025Q1: 585,118 shares; 2025Q2: 646,106 shares; 2025Q3: 632,960 shares; 2025Q4: 944,867 shares 944,867$352M5.35%+311,907Timeline
GEGE AEROSPACEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 1,109,389 shares 1,109,389$342M5.2%-211,487Timeline
ADIANALOG DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 1,248,009 shares 1,248,009$338M5.15%+24,862Timeline
ICEINTERCONTINENTAL EXCHANGE INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 2,084,185 shares 2,084,185$338M5.14%+184Timeline
WATWATERS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 790,207 shares; 2024Q4: 815,379 shares; 2025Q1: 887,215 shares; 2025Q2: 787,346 shares; 2025Q3: 806,948 shares; 2025Q4: 753,455 shares 753,455$286M4.36%-53,493Timeline
MRSHMARSH & MCLENNAN COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 1,484,860 shares 1,484,860$275M4.19%-314,893Timeline
CSCOCISCO SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,113,706 shares 3,113,706$240M3.65%newTimeline
CPRTCOPART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 6,010,134 shares 6,010,134$235M3.58%+482,889Timeline
BKNGBOOKING HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,579 shares; 2024Q4: 72,470 shares; 2025Q1: 72,052 shares; 2025Q2: 69,107 shares; 2025Q3: 64,618 shares; 2025Q4: 42,801 shares 42,801$229M3.49%-21,817Timeline
CPCANADIAN PACIFIC KANSAS CITYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 799,560 shares; 2025Q4: 2,957,361 shares 2,957,361$218M3.32%+2,157,801Timeline
FICOFAIR ISAAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 222,176 shares; 2024Q4: 148,602 shares; 2025Q1: 150,660 shares; 2025Q2: 153,273 shares; 2025Q3: 123,646 shares; 2025Q4: 112,785 shares 112,785$191M2.9%-10,861Timeline
EFXEQUIFAX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 549,812 shares; 2024Q4: 726,246 shares; 2025Q1: 762,905 shares; 2025Q2: 911,820 shares; 2025Q3: 938,348 shares; 2025Q4: 765,955 shares 765,955$166M2.53%-172,393Timeline
INTUINTUITQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 548,876 shares; 2024Q4: 594,479 shares; 2025Q1: 555,811 shares; 2025Q2: 675,783 shares; 2025Q3: 674,425 shares; 2025Q4: 238,876 shares 238,876$158M2.41%-435,549Timeline
CRMSALESFORCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 359,908 shares; 2025Q2: 469,254 shares; 2025Q3: 326,128 shares; 2025Q4: 312,608 shares 312,608$82.8M1.26%-13,520Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 100,109 shares 100,109$57.1M0.87%newTimeline
LINLINDE PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 353,609 shares; 2024Q4: 128,062 shares; 2025Q1: 84,991 shares; 2025Q2: 81,953 shares; 2025Q3: 79,085 shares; 2025Q4: 13,476 shares 13,476$5.75M0.09%-65,609Timeline

Sold out in Q4 2025

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

SecurityShares beforeValue beforeType
ZTSZOETIS INC683,704$100Mshares
CDNSCADENCE DESIGN SYSTEM INC168,767$59.3Mshares
BAHBOOZ ALLEN HAMILTON HLDG COR86,866$8.68Mshares

How Q4 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 0001376879-26-000002 base2026-02-17acceptance time not in the bulk data set