What AKO Capital Bought in Q1 2025
AKO Capital · Quarterly 13F recap as filed with the SEC.
Period: 2025-03-31 · Filed · Historical
$7.71B
Total Value
26
Holdings
2
New Buys
7
Reduced
In Q1 2025, AKO Capital reported 26 long equity positions worth $7.71B in their AKO Capital 13F filing, including 2 new positions (largest: FLUTTER ENTMT PLC at $571.8M) and 17 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | ALC | ALCON AG | 7115571 | $672.6M | 8.73% | +21.1% |
| 2 | V | VISA INC | 1775973 | $622.4M | 8.08% | +1.1% |
| 3 | FLUT | FLUTTER ENTMT PLC | 2590673 | $571.8M | 7.42% | NEW |
| 4 | MRSH | MARSH & MCLENNAN COS INC | 2121730 | $517.8M | 6.72% | +2.9% |
| 5 | GE | GE AEROSPACE | 2466267 | $493.6M | 6.40% | -8.4% |
| 6 | MSFT | MICROSOFT CORP | 1250718 | $469.5M | 6.09% | +9.4% |
| 7 | ICE | Intercontinental Exchange | 2282427 | $393.7M | 5.11% | -12.4% |
| 8 | ACN | ACCENTURE PLC IRELAND | 1238638 | $386.5M | 5.01% | -5.6% |
| 9 | MCO | MOODYS CORP | 826734 | $385.0M | 5.00% | +26.5% |
| 10 | INTU | INTUIT | 555811 | $341.3M | 4.43% | -6.5% |
| 11 | BKNG | BOOKING HOLDINGS INC | 72052 | $331.9M | 4.31% | -0.6% |
| 12 | WAT | WATERS CORP | 887215 | $327.0M | 4.24% | +8.8% |
| 13 | CPRT | COPART INC | 5081145 | $287.5M | 3.73% | +15.7% |
| 14 | FICO | FAIR ISAAC CORP | 150660 | $277.8M | 3.60% | +1.4% |
| 15 | AMZN | AMAZON COM INC | 1437908 | $273.6M | 3.55% | +2.1% |
| 16 | ZTS | ZOETIS INC | 1523960 | $250.9M | 3.26% | +1.2% |
| 17 | ADI | ANALOG DEVICES INC | 1243847 | $250.8M | 3.25% | +6.6% |
| 18 | RACE | FERRARI N V | 585118 | $248.7M | 3.23% | -5.6% |
| 19 | EFX | EQUIFAX INC | 762905 | $185.8M | 2.41% | +5.0% |
| 20 | TMO | THERMO FISHER SCIENTIFIC INC | 332845 | $165.6M | 2.15% | +6.1% |
| 21 | CRM | SALESFORCE INC | 359908 | $96.6M | 1.25% | NEW |
| 22 | ILMN | ILLUMINA INC | 889714 | $70.6M | 0.92% | +79.6% |
| 23 | LIN | LINDE PLC | 84991 | $39.6M | 0.51% | +-33.6% |
| 24 | CDNS | CADENCE DESIGN SYSTEM INC | 137409 | $34.9M | 0.45% | -38.6% |
| 25 | BAH | BOOZ ALLEN HAMILTON HLDG COR | 93472 | $9.8M | 0.13% | +1.1% |
| 26 | CNI | CANADIAN NATL RY CO | 19073 | $1.9M | 0.02% | +73.5% |