What AKO Capital Bought in Q2 2026
AKO Capital · Quarterly 13F recap as filed with the SEC.
Period: 2026-06-30 · Filed
$4.29B
Total Value
22
Holdings
0
New Buys
14
Reduced
In Q2 2026, AKO Capital reported 22 long equity positions worth $4.29B in their AKO Capital 13F filing and 8 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | ALC | ALCON AG | 9683004 | $651.9M | 15.19% | +3.8% |
| 2 | SUNB | SUNBELT RENTALS HOLDINGS INC | 6074817 | $454.5M | 10.59% | +90.7% |
| 3 | V | VISA INC | 985126 | $338.0M | 7.87% | +-17.0% |
| 4 | RACE | FERRARI N V | 886360 | $328.9M | 7.66% | -4.3% |
| 5 | GE | GE AEROSPACE | 771417 | $288.3M | 6.72% | -22.6% |
| 6 | AMZN | AMAZON COM INC | 1141835 | $272.1M | 6.34% | -34.0% |
| 7 | ADI | ANALOG DEVICES INC | 616881 | $245.0M | 5.71% | +-40.1% |
| 8 | MSFT | MICROSOFT CORP | 628224 | $234.3M | 5.46% | -14.6% |
| 9 | CSCO | CISCO SYS INC | 1971628 | $231.6M | 5.40% | -35.2% |
| 10 | CP | CANADIAN PACIFIC KANSAS CITY | 2426027 | $210.2M | 4.90% | -11.7% |
| 11 | MCO | MOODYS CORP | 427920 | $193.8M | 4.52% | -16.2% |
| 12 | APD | AIR PRODUCTS AND CHEMICALS I | 553359 | $162.2M | 3.78% | +137.1% |
| 13 | FICO | FAIR ISAAC CORP | 103619 | $123.8M | 2.88% | -18.5% |
| 14 | ICE | Intercontinental Exchange | 1003510 | $123.5M | 2.88% | -46.3% |
| 15 | WMB | WILLIAMS COS INC | 1486116 | $110.5M | 2.57% | -16.3% |
| 16 | MA | MASTERCARD INCORPORATED | 189941 | $97.6M | 2.27% | +22.1% |
| 17 | WAT | WATERS CORP | 203356 | $76.3M | 1.78% | -75.1% |
| 18 | CSL | CARLISLE COS INC | 191414 | $69.4M | 1.62% | -4.9% |
| 19 | LIN | LINDE PLC | 64789 | $33.6M | 0.78% | +-51.9% |
| 20 | EFX | EQUIFAX INC | 134439 | $21.3M | 0.50% | -66.7% |
| 21 | CPRT | COPART INC | 656567 | $18.5M | 0.43% | +139.6% |
| 22 | SYK | STRYKER CORPORATION | 20624 | $6.5M | 0.15% | -91.7% |