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AKO CAPITAL LLP

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13F filer, CIK 1376879, LONDON, United Kingdom

AKO CAPITAL LLP reported $5,108,383,000 across 27 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-15. Its ten largest share positions make up 66.19% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001376879-26-000003

Period
2026-03-31
Reported value
$5.11B
Holdings
27
Top 10 weight
66.19%
New
6
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
SUNBnew+3,185,284$207M
WMBnew+1,775,909$129M
ALCadded+1,637,956$122M
SYKnew+249,883$82.1M
APDnew+233,356$67.8M

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
FLUTreduced-2,622,399-$267M
MRSHreduced-1,223,333-$212M
CPRTreduced-5,736,076-$190M
INTUexited-238,876-$158M
MSFTreduced-285,501-$106M

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 2026

Share positions as resolved from 13F-HR 0001376879-26-000003, largest first. % of portfolio is the value over $5,108,383,000, 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; 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; 2026Q1: 9,324,656 shares 9,324,656$696M13.62%+1,637,956Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,731,170 shares 1,731,170$361M7.06%-6,433Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,186,931 shares 1,186,931$359M7.02%-251,036Timeline
ADIANALOG DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,029,523 shares 1,029,523$328M6.41%-218,486Timeline
RACEFERRARI N VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 926,523 shares 926,523$311M6.08%-18,344Timeline
ICEINTERCONTINENTAL EXCHANGE INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,867,549 shares 1,867,549$294M5.75%-216,636Timeline
GEGE AEROSPACEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 996,847 shares 996,847$283M5.54%-112,542Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 735,214 shares 735,214$272M5.33%-285,501Timeline
WATWATERS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 816,929 shares 816,929$243M4.76%+63,474Timeline
CSCOCISCO SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 3,043,637$236M4.62%-70,069Timeline
MCOMOODYS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 510,824 shares 510,824$223M4.36%-225,744Timeline
CPCANADIAN PACIFIC KANSAS CITYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 2,747,795$216M4.23%-209,566Timeline
BKNGBOOKING HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 49,923 shares 49,923$210M4.11%+7,122Timeline
SUNBSUNBELT RENTALS HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,185,284 shares 3,185,284$207M4.06%newTimeline
FICOFAIR ISAAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 127,212 shares 127,212$136M2.66%+14,427Timeline
WMBWILLIAMS COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,775,909 shares 1,775,909$129M2.53%newTimeline
SYKSTRYKER CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 249,883 shares 249,883$82.1M1.61%newTimeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 100,109 shares; 2026Q1: 155,592 shares 155,592$77.7M1.52%+55,483Timeline
EFXEQUIFAX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 403,774 shares 403,774$72.7M1.42%-362,181Timeline
APDAIR PRODUCTS AND CHEMICALS IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 233,356 shares 233,356$67.8M1.33%newTimeline
CSLCARLISLE COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 201,377 shares 201,377$67.2M1.32%newTimeline
LINLINDE PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 134,631 shares 134,631$66.7M1.31%+121,155Timeline
CRMSALESFORCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 359,908 shares; 2025Q2: 469,254 shares; 2025Q3: 326,128 shares; 2025Q4: 312,608 shares; 2026Q1: 354,805 shares 354,805$66.2M1.3%+42,197Timeline
FLUTFLUTTER ENTMT PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 487,027 shares 487,027$49.7M0.97%-2,622,399Timeline
MRSHMARSH & MCLENNAN COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 261,527 shares 261,527$45.4M0.89%-1,223,333Timeline
CPRTCOPART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 274,058 shares 274,058$9.1M0.18%-5,736,076Timeline
RELXRELX PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,447 shares 23,447$777K0.02%newTimeline

Sold out in Q1 2026

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

SecurityShares beforeValue beforeType
INTUINTUIT238,876$158Mshares

How Q1 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 0001376879-26-000003 base2026-05-15acceptance time not in the bulk data set