What AKO Capital Bought in Q3 2024

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

Period: 2024-09-30 · Filed · Historical

$7.67B

Total Value

25

Holdings

0

New Buys

19

Reduced

In Q3 2024, AKO Capital reported 25 long equity positions worth $7.67B in their AKO Capital 13F filing and 6 increased positions.

RankTickerCompanySharesValue% PortfolioChange
1ALCALCON INC6157815$615.6M8.02%-3.4%
2MSFTMICROSOFT CORP1265260$544.4M7.10%+4.5%
3GEGENERAL ELECTRIC CO2648246$499.4M6.51%-7.0%
4VVISA INC1790775$492.4M6.42%+34.6%
5ICEIntercontinental Exchange2979588$478.6M6.24%+11.6%
6MRSHMARSH & MCLENNAN COS INC1973234$440.2M5.74%+32.7%
7FICOFAIR ISAAC CORP222176$431.8M5.63%-30.1%
8ACNACCENTURE PLC IRELAND1175229$415.4M5.41%-3.7%
9INTUINTUIT548876$340.9M4.44%-7.7%
10MCOMOODYS CORP683460$324.4M4.23%-8.5%
11BKNGBOOKING HLDGS INC75579$318.3M4.15%-12.3%
12RACEFERRARI N V649656$304.4M3.97%-3.8%
13ZTSZOETIS INC1492138$291.5M3.80%-0.2%
14WATWATERS CORP790207$284.4M3.71%-10.1%
15AMZNAMAZON COM INC1488281$277.3M3.61%58.8%
16TMOTHERMO FISHER SCIENTIFIC INC423473$261.9M3.41%-19.2%
17ADIANALOG DEVICES INC1124286$258.8M3.37%21.0%
18WMGWARNER MUSIC GROUP CORP6862125$214.8M2.80%-8.1%
19CPRTCOPART INC3625764$190.0M2.48%+53.0%
20PGPROCTER AND GAMBLE CO1058026$183.3M2.39%-0.3%
21LINLINDE PLC353609$168.6M2.20%-0.3%
22EFXEQUIFAX INC549812$161.6M2.11%-21.0%
23MSCIMSCI INC206096$120.1M1.57%-55.4%
24CDNSCADENCE DESIGN SYSTEM INC198578$53.8M0.70%-34.6%
25CNICANADIAN NATL RY CO9911$1.2M0.02%+2.6%