What AKO Capital Bought in Q3 2025
AKO Capital · Quarterly 13F recap as filed with the SEC.
Period: 2025-09-30 · Filed · Historical
$7.03B
Total Value
23
Holdings
1
New Buys
13
Reduced
In Q3 2025, AKO Capital reported 23 long equity positions worth $7.03B in their AKO Capital 13F filing, including 1 new positions (largest: CANADIAN PACIFIC KANSAS CITY at $59.6M) and 9 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | FLUT | FLUTTER ENTMT PLC | 3120116 | $796.7M | 11.33% | +4.9% |
| 2 | ALC | ALCON AG | 7974364 | $593.8M | 8.44% | +3.4% |
| 3 | MSFT | MICROSOFT CORP | 1068996 | $553.7M | 7.87% | -16.0% |
| 4 | V | VISA INC | 1584857 | $541.0M | 7.69% | -3.6% |
| 5 | INTU | INTUIT | 674425 | $460.6M | 6.55% | -0.2% |
| 6 | GE | GE AEROSPACE | 1320876 | $397.3M | 5.65% | -36.0% |
| 7 | AMZN | AMAZON COM INC | 1808033 | $397.0M | 5.64% | +23.8% |
| 8 | MCO | MOODYS CORP | 767143 | $365.5M | 5.20% | -7.3% |
| 9 | MRSH | MARSH & MCLENNAN COS INC | 1799753 | $362.7M | 5.16% | +1.0% |
| 10 | ICE | Intercontinental Exchange | 2084001 | $351.1M | 4.99% | -4.9% |
| 11 | BKNG | BOOKING HOLDINGS INC | 64618 | $348.9M | 4.96% | -6.5% |
| 12 | RACE | FERRARI N V | 632960 | $306.2M | 4.35% | -2.0% |
| 13 | ADI | ANALOG DEVICES INC | 1223147 | $300.5M | 4.27% | -3.5% |
| 14 | CPRT | COPART INC | 5527245 | $248.6M | 3.53% | +3.5% |
| 15 | WAT | WATERS CORP | 806948 | $241.9M | 3.44% | +2.5% |
| 16 | EFX | EQUIFAX INC | 938348 | $240.7M | 3.42% | +2.9% |
| 17 | FICO | FAIR ISAAC CORP | 123646 | $185.0M | 2.63% | -19.3% |
| 18 | ZTS | ZOETIS INC | 683704 | $100.0M | 1.42% | +-54.7% |
| 19 | CRM | SALESFORCE INC | 326128 | $77.3M | 1.10% | -30.5% |
| 20 | CP | CANADIAN PACIFIC KANSAS CITY | 799560 | $59.6M | 0.85% | NEW |
| 21 | CDNS | CADENCE DESIGN SYSTEM INC | 168767 | $59.3M | 0.84% | +28.0% |
| 22 | LIN | LINDE PLC | 79085 | $37.6M | 0.53% | -3.5% |
| 23 | BAH | BOOZ ALLEN HAMILTON HLDG COR | 86866 | $8.7M | 0.12% | -3.5% |