What AKO Capital Bought in Q2 2024
AKO Capital · Quarterly 13F recap as filed with the SEC.
Period: 2024-06-30 · Filed · Historical
$7.28B
Total Value
26
Holdings
2
New Buys
7
Reduced
In Q2 2024, AKO Capital reported 26 long equity positions worth $7.28B in their AKO Capital 13F filing, including 2 new positions (largest: AMAZON COM INC at $181.1M) and 17 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | ALC | ALCON INC | 6371303 | $568.1M | 7.81% | -1.9% |
| 2 | MSFT | MICROSOFT CORP | 1211103 | $541.3M | 7.44% | +8.3% |
| 3 | FICO | FAIR ISAAC CORP | 317733 | $473.0M | 6.50% | +27.4% |
| 4 | GE | GENERAL ELECTRIC CO | 2849084 | $452.9M | 6.22% | +15.6% |
| 5 | INTU | INTUIT | 594507 | $390.7M | 5.37% | +13.8% |
| 6 | ACN | ACCENTURE PLC IRELAND | 1219936 | $370.1M | 5.09% | 143.4% |
| 7 | ICE | Intercontinental Exchange | 2670788 | $365.6M | 5.02% | +0.3% |
| 8 | V | VISA INC | 1329954 | $349.1M | 4.80% | +4.8% |
| 9 | BKNG | BOOKING HLDGS INC | 86205 | $341.5M | 4.69% | +0.6% |
| 10 | MCO | MOODYS CORP | 746780 | $314.3M | 4.32% | +4.8% |
| 11 | MRSH | MARSH & MCLENNAN COS | 1486981 | $313.3M | 4.31% | +16.6% |
| 12 | TMO | THERMO FISHER SCIENTIFIC INC | 524248 | $289.9M | 3.98% | +13.9% |
| 13 | RACE | FERRARI N V | 675090 | $275.4M | 3.79% | -2.0% |
| 14 | ZTS | ZOETIS INC | 1495188 | $259.2M | 3.56% | -13.8% |
| 15 | WAT | WARTERS CORP | 878652 | $254.9M | 3.50% | +4.8% |
| 16 | WMG | WARNER MUSIC GROUP CORP | 7463807 | $228.8M | 3.14% | +14.3% |
| 17 | MSCI | MSCI INC | 461682 | $222.4M | 3.06% | +4.7% |
| 18 | ADI | ANALOG DEVICES INC | 928920 | $212.0M | 2.91% | +28.0% |
| 19 | AMZN | AMAZON COM INC | 937004 | $181.1M | 2.49% | NEW |
| 20 | PG | PROCTER AND GAMBLE CO | 1060884 | $175.0M | 2.40% | +4.7% |
| 21 | EFX | EQUIFAX INC | 695966 | $168.7M | 2.32% | +4.8% |
| 22 | LIN | LINDE PLC | 354541 | $155.6M | 2.14% | +2.8% |
| 23 | EL | LAUDER ESTEE COS INC | 1409881 | $150.0M | 2.06% | -48.0% |
| 24 | CPRT | COPART INC | 2369500 | $128.3M | 1.76% | -15.4% |
| 25 | CDNS | CADENCE DESIGN SYSTEM INC | 303409 | $93.4M | 1.28% | -2.3% |
| 26 | CNI | CANADIAN NATL RY CO | 9658 | $1.1M | 0.02% | NEW |