What AKO Capital Bought in Q2 2025
AKO Capital · Quarterly 13F recap as filed with the SEC.
Period: 2025-06-30 · Filed · Historical
$7.92B
Total Value
25
Holdings
0
New Buys
12
Reduced
In Q2 2025, AKO Capital reported 25 long equity positions worth $7.92B in their AKO Capital 13F filing and 12 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | FLUT | FLUTTER ENTMT PLC | 2973210 | $847.5M | 10.70% | +14.8% |
| 2 | ALC | ALCON AG | 7713406 | $681.5M | 8.60% | +8.4% |
| 3 | MSFT | MICROSOFT CORP | 1272557 | $633.0M | 7.99% | +1.7% |
| 4 | V | VISA INC | 1643373 | $583.5M | 7.36% | -7.5% |
| 5 | INTU | INTUIT | 675783 | $532.3M | 6.72% | +21.6% |
| 6 | GE | GE AEROSPACE | 2063006 | $531.0M | 6.70% | -16.4% |
| 7 | MCO | MOODYS CORP | 827554 | $415.1M | 5.24% | +0.1% |
| 8 | ICE | Intercontinental Exchange | 2191657 | $402.1M | 5.07% | -4.0% |
| 9 | BKNG | BOOKING HOLDINGS INC | 69107 | $400.1M | 5.05% | -4.1% |
| 10 | MRSH | MARSH & MCLENNAN COS INC | 1782200 | $389.7M | 4.92% | -16.0% |
| 11 | AMZN | AMAZON COM INC | 1460648 | $320.5M | 4.04% | +1.6% |
| 12 | RACE | FERRARI N V | 646106 | $316.6M | 4.00% | +10.4% |
| 13 | ADI | ANALOG DEVICES INC | 1267990 | $301.8M | 3.81% | +1.9% |
| 14 | FICO | FAIR ISAAC CORP | 153273 | $280.2M | 3.54% | +1.7% |
| 15 | WAT | WATERS CORP | 787346 | $274.8M | 3.47% | -11.3% |
| 16 | CPRT | COPART INC | 5340975 | $262.1M | 3.31% | +5.1% |
| 17 | EFX | EQUIFAX INC | 911820 | $236.5M | 2.98% | +19.5% |
| 18 | ZTS | ZOETIS INC | 1510926 | $235.6M | 2.97% | -0.9% |
| 19 | CRM | SALESFORCE INC | 469254 | $128.0M | 1.61% | +30.4% |
| 20 | ILMN | ILLUMINA INC | 533954 | $50.9M | 0.64% | -40.0% |
| 21 | CDNS | CADENCE DESIGN SYSTEM INC | 131807 | $40.6M | 0.51% | -4.1% |
| 22 | LIN | LINDE PLC | 81953 | $38.5M | 0.49% | -3.6% |
| 23 | TMO | THERMO FISHER SCIENTIFIC INC | 26427 | $10.7M | 0.14% | -92.1% |
| 24 | BAH | BOOZ ALLEN HAMILTON HLDG COR | 90033 | $9.4M | 0.12% | -3.7% |
| 25 | CNI | CANADIAN NATL RY CO | 19073 | $2.0M | 0.03% | — |