AKO Capital — Recent Buys
AKO Capital · New and increased positions in the Q2 '26 13F filing.
Filed August 12, 2026 · Last updated
AKO Capital opened 0 new positions and increased 8 existing holdings in the Q2 '26 filing — a combined buy footprint of $2.00B.
Increased positions (8)
| Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|
| ALC | ALCON AG | 9683004 | $651.9M | 15.19% | +3.8% |
| SUNB | SUNBELT RENTALS HOLDINGS INC | 6074817 | $454.5M | 10.59% | +90.7% |
| V | VISA INC | 985126 | $338.0M | 7.87% | +-17.0% |
| ADI | ANALOG DEVICES INC | 616881 | $245.0M | 5.71% | +-40.1% |
| APD | AIR PRODUCTS AND CHEMICALS I | 553359 | $162.2M | 3.78% | +137.1% |
| MA | MASTERCARD INCORPORATED | 189941 | $97.6M | 2.27% | +22.1% |
| LIN | LINDE PLC | 64789 | $33.6M | 0.78% | +-51.9% |
| CPRT | COPART INC | 656567 | $18.5M | 0.43% | +139.6% |