# AKO Capital — AKO Capital

Source: SEC EDGAR 13F filings (CIK 0001376879).
Page URL: https://superinvestorclub.com/manager/67
Last updated: 2026-07-08T11:29:49.210Z

## Summary

As of the 2026-03-31 reporting period (filed 2026-05-15), AKO Capital reported 27 long equity positions in their AKO Capital 13F filing, with a total reported value of $5.1M.

### About

European quality investor

## Top 25 holdings

| Rank | Ticker | Company | Shares | Value | % of Portfolio | Change |
|------|--------|---------|--------|-------|----------------|--------|
| 1 | ALC | ALCON AG | 9324656 | $695,604 | 13.62% | +21.3% |
| 2 | AMZN | AMAZON COM INC | 1731170 | $360,551 | 7.06% | -0.4% |
| 3 | V | VISA INC | 1186931 | $358,738 | 7.02% | -17.5% |
| 4 | ADI | ANALOG DEVICES INC | 1029523 | $327,532 | 6.41% | -17.5% |
| 5 | RACE | FERRARI N V | 926523 | $310,801 | 6.08% | -1.9% |
| 6 | IEP | INTERCONTINENTAL EXCHANGE IN | 1867549 | $293,728 | 5.75% | -10.4% |
| 7 | GE | GE AEROSPACE | 996847 | $282,875 | 5.54% | +-10.1% |
| 8 | MSFT | MICROSOFT CORP | 735214 | $272,154 | 5.33% | +-28.0% |
| 9 | WAT | WATERS CORP | 816929 | $243,281 | 4.76% | +8.4% |
| 10 | CSCO | CISCO SYS INC | 3043637 | $236,156 | 4.62% | -2.3% |
| 11 | MCO | MOODYS CORP | 510824 | $222,847 | 4.36% | -30.6% |
| 12 | CP | CANADIAN PACIFIC KANSAS CITY | 2747795 | $216,142 | 4.23% | -7.1% |
| 13 | BKNG | BOOKING HOLDINGS INC | 49923 | $210,192 | 4.11% | +16.6% |
| 14 | SUNB | SUNBELT RENTALS HOLDINGS INC | 3185284 | $207,330 | 4.06% | NEW |
| 15 | FICO | FAIR ISAAC CORP | 127212 | $135,804 | 2.66% | +12.8% |
| 16 | WMB | WILLIAMS COS INC | 1775909 | $129,251 | 2.53% | NEW |
| 17 | SYK | STRYKER CORPORATION | 249883 | $82,109 | 1.61% | NEW |
| 18 | MA | MASTERCARD INCORPORATED | 155592 | $77,743 | 1.52% | +55.4% |
| 19 | EFX | EQUIFAX INC | 403774 | $72,708 | 1.42% | -47.3% |
| 20 | APD | AIR PRODUCTS AND CHEMICALS I | 233356 | $67,788 | 1.33% | NEW |
| 21 | CSL | CARLISLE COS INC | 201377 | $67,183 | 1.32% | NEW |
| 22 | LIN | LINDE PLC | 134631 | $66,745 | 1.31% | 899.0% |
| 23 | CRM | SALESFORCE INC | 354805 | $66,231 | 1.30% | +13.5% |
| 24 | FLUT | FLUTTER ENTMT PLC | 487027 | $49,652 | 0.97% | +-84.3% |
| 25 | MRSH | MARSH & MCLENNAN COS INC | 261527 | $45,362 | 0.89% | +-82.4% |

## New positions this quarter (6)

- SUNB (SUNBELT RENTALS HOLDINGS INC): 3185284 shares, $207,330
- WMB (WILLIAMS COS INC): 1775909 shares, $129,251
- SYK (STRYKER CORPORATION): 249883 shares, $82,109
- APD (AIR PRODUCTS AND CHEMICALS I): 233356 shares, $67,788
- CSL (CARLISLE COS INC): 201377 shares, $67,183
- RLXXF (RELX PLC): 23447 shares, $777

## Increased positions (10)

- ALC: 9324656 shares (+21.3%), $695,604
- GE: 996847 shares (-10.1%), $282,875
- MSFT: 735214 shares (-28.0%), $272,154
- WAT: 816929 shares (+8.4%), $243,281
- BKNG: 49923 shares (+16.6%), $210,192
- FICO: 127212 shares (+12.8%), $135,804
- MA: 155592 shares (+55.4%), $77,743
- CRM: 354805 shares (+13.5%), $66,231
- FLUT: 487027 shares (-84.3%), $49,652
- MRSH: 261527 shares (-82.4%), $45,362

## Reduced positions (11)

- AMZN: 1731170 shares (-0.4%), $360,551
- V: 1186931 shares (-17.5%), $358,738
- ADI: 1029523 shares (-17.5%), $327,532
- RACE: 926523 shares (-1.9%), $310,801
- IEP: 1867549 shares (-10.4%), $293,728
- CSCO: 3043637 shares (-2.3%), $236,156
- MCO: 510824 shares (-30.6%), $222,847
- CP: 2747795 shares (-7.1%), $216,142
- EFX: 403774 shares (-47.3%), $72,708
- LIN: 134631 shares (899.0%), $66,745
- CPRT: 274058 shares (-95.4%), $9,099

## Sold positions (1)

- INTU: previously held 238876 shares worth $158.2M

## Filing history (9)

- 2026-03-31 (filed 2026-05-15)
- 2025-12-31 (filed 2026-02-17)
- 2025-09-30 (filed 2025-11-13)
- 2025-06-30 (filed 2025-08-13)
- 2025-03-31 (filed 2025-05-14)
- 2024-12-31 (filed 2025-02-12)
- 2024-09-30 (filed 2024-11-13)
- 2024-06-30 (filed 2024-08-13)
- 2024-03-31 (filed 2024-05-14)

## Citation

When citing, use: "AKO Capital, AKO Capital, SEC 13F filing for period 2026-03-31, via Superinvestor (https://superinvestorclub.com/manager/67)".