AKO Capital
Long Only- Manager
- AKO Capital
- Quarter
- Q2 2026
- Filed
- 2026-08-12
- 13F value
- $4.29B
- Positions
- 22
- CIK
- 0001376879
Weights are % of 13F book — no reported capital figure for this filer.i
| # | # Shares | Source | ||||||
|---|---|---|---|---|---|---|---|---|
| 1 | Alcon AGALCHISTORY | 15.19% | +3.8% | $651.9M | 9,683,004 | +358,348 | 1.99% | 13F |
| 2 | Sunbelt Rentals Holdings IncSUNBHISTORY | 10.59% | +90.7% | $454.5M | 6,074,817 | +2,889,533 | 1.48% | 13F |
| 3 | Visa IncVHISTORY | 7.87% | (17.0%) | $338.0M | 985,126 | (201,805) | 0.21% | 13F |
| 4 | Ferrari N VRACEHISTORY | 7.66% | (4.3%) | $328.9M | 886,360 | (40,163) | 0.48% | 13F |
| 5 | GE AerospaceGEHISTORY | 6.72% | (22.6%) | $288.3M | 771,417 | (225,430) | 0.07% | 13F |
| 6 | Amazon Com IncAMZNHISTORY | 6.34% | (34.0%) | $272.1M | 1,141,835 | (589,335) | 0.01% | 13F |
| 7 | Analog Devices IncADIHISTORY | 5.71% | (40.1%) | $245.0M | 616,881 | (412,642) | 0.13% | 13F |
| 8 | Microsoft CorpMSFTHISTORY | 5.46% | (14.6%) | $234.3M | 628,224 | (106,990) | 0.01% | 13F |
| 9 | Cisco Sys IncCSCOHISTORY | 5.40% | (35.2%) | $231.6M | 1,971,628 | (1,072,009) | 0.05% | 13F |
| 10 | Canadian Pacific Kansas CityCPHISTORY | 4.90% | (11.7%) | $210.2M | 2,426,027 | (321,768) | 0.28% | 13F |
| 11 | Moodys CorpMCOHISTORY | 4.52% | (16.2%) | $193.8M | 427,920 | (82,904) | 0.25% | 13F |
| 12 | Air Products And Chemicals IAPDHISTORY | 3.78% | +137.1% | $162.2M | 553,359 | +320,003 | 0.25% | 13F |
| 13 | Fair Isaac CorpFICOHISTORY | 2.88% | (18.5%) | $123.8M | 103,619 | (23,593) | 0.48% | 13F |
| 14 | Intercontinental Exchange InICEHISTORY | 2.88% | (46.3%) | $123.5M | 1,003,510 | (864,039) | 0.18% | 13F |
| 15 | Williams Cos IncWMBHISTORY | 2.57% | (16.3%) | $110.5M | 1,486,116 | (289,793) | 0.12% | 13F |
| 16 | Mastercard IncorporatedMAHISTORY | 2.27% | +22.1% | $97.6M | 189,941 | +34,349 | 0.16% | 13F |
| 17 | Waters CorpWATHISTORY | 1.78% | (75.1%) | $76.3M | 203,356 | (613,573) | 0.21% | 13F |
| 18 | Carlisle Cos IncCSLHISTORY | 1.62% | (4.9%) | $69.4M | 191,414 | (9,963) | 0.48% | 13F |
| 19 | Linde PLCLINHISTORY | 0.78% | (51.9%) | $33.6M | 64,789 | (69,842) | 0.01% | 13F |
| 20 | Equifax IncEFXHISTORY | 0.50% | (66.7%) | $21.3M | 134,439 | (269,335) | 0.11% | 13F |
| 21 | Copart IncCPRTHISTORY | 0.43% | +139.6% | $18.5M | 656,567 | +382,509 | 0.07% | 13F |
| 22 | Stryker CorporationSYKHISTORY | 0.15% | (91.7%) | $6.5M | 20,624 | (229,259) | 0.01% | 13F |
Positions are from the latest 13F-HR (period end 2026-06-30). Weights are calculated: position value ÷ the 13F book. Schedule 13D/13G stakes are merged in when present (shares and percent of class, no dollar value). Chg Shares and % Chg compare with the adjacent prior quarter's 13F only. % Out is either calculated (position shares ÷ issuer shares outstanding from the issuer's XBRL cover page; weighted-average basic shares as a fallback) or reported (percent of class on a Schedule 13D/13G newer than the 13F period) — hover a value for its source and date. Unavailable figures show “—”, never an estimate. Methodology