What AKO Capital Bought in Q1 2026

AKO Capital · Quarterly 13F recap as filed with the SEC.

Period: 2026-03-31 · Filed · Historical

$5.11B

Total Value

27

Holdings

6

New Buys

11

Reduced

In Q1 2026, AKO Capital reported 27 long equity positions worth $5.11B in their AKO Capital 13F filing, including 6 new positions (largest: SUNBELT RENTALS HOLDINGS INC at $207.3M) and 10 increased positions.

RankTickerCompanySharesValue% PortfolioChange
1ALCALCON AG9324656$695.6M13.62%+21.3%
2AMZNAMAZON COM INC1731170$360.6M7.06%-0.4%
3VVISA INC1186931$358.7M7.02%-17.5%
4ADIANALOG DEVICES INC1029523$327.5M6.41%-17.5%
5RACEFERRARI N V926523$310.8M6.08%-1.9%
6ICEIntercontinental Exchange1867549$293.7M5.75%-10.4%
7GEGE AEROSPACE996847$282.9M5.54%+-10.1%
8MSFTMICROSOFT CORP735214$272.2M5.33%+-28.0%
9WATWATERS CORP816929$243.3M4.76%+8.4%
10CSCOCISCO SYS INC3043637$236.2M4.62%-2.3%
11MCOMOODYS CORP510824$222.8M4.36%-30.6%
12CPCANADIAN PACIFIC KANSAS CITY2747795$216.1M4.23%-7.1%
13BKNGBOOKING HOLDINGS INC49923$210.2M4.11%+16.6%
14SUNBSUNBELT RENTALS HOLDINGS INC3185284$207.3M4.06%NEW
15FICOFAIR ISAAC CORP127212$135.8M2.66%+12.8%
16WMBWILLIAMS COS INC1775909$129.3M2.53%NEW
17SYKSTRYKER CORPORATION249883$82.1M1.61%NEW
18MAMASTERCARD INCORPORATED155592$77.7M1.52%+55.4%
19EFXEQUIFAX INC403774$72.7M1.42%-47.3%
20APDAIR PRODUCTS AND CHEMICALS I233356$67.8M1.33%NEW
21CSLCARLISLE COS INC201377$67.2M1.32%NEW
22LINLINDE PLC134631$66.7M1.31%899.0%
23CRMSALESFORCE INC354805$66.2M1.30%+13.5%
24FLUTFLUTTER ENTMT PLC487027$49.7M0.97%+-84.3%
25MRSHMARSH & MCLENNAN COS INC261527$45.4M0.89%+-82.4%
26CPRTCOPART INC274058$9.1M0.18%-95.4%
27RLXXFRELX PLC23447$777K0.02%NEW