---
title: AKO Capital (AKO Capital LLP) — 13F holdings
canonical: https://sweetvaluelab.com/investors/ako-capital
cik: 0001376879
quarter: 2026-06-30
filed: 2026-08-12
---
# AKO Capital — AKO Capital LLP

Latest 13F for the quarter ended Jun 30, 2026, filed Aug 12, 2026: 22 positions worth $4.3B. Against the quarter ended Mar 31, 2026: 0 bought, 5 added to, 0 unchanged, 17 reduced, 5 sold. The top five are 48% of the portfolio, the top ten 76%; 17 of the positions have a research page on this site.

## Holdings

| Ticker | Issuer | Shares | Value | % of portfolio | Change this quarter |
| --- | --- | ---: | ---: | ---: | --- |
| ALC | ALCON AG | 9,683,004 | $651.9M | 15.2% | added (+4%) |
| SUNB | SUNBELT RENTALS HOLDINGS INC | 6,074,817 | $454.5M | 10.6% | added (+91%) |
| V | VISA INC | 985,126 | $338.0M | 7.9% | reduced (-17%) |
| RACE | FERRARI N V | 886,360 | $328.9M | 7.7% | reduced (-4%) |
| GE | GE AEROSPACE | 771,417 | $288.3M | 6.7% | reduced (-23%) |
| AMZN | AMAZON COM INC | 1,141,835 | $272.1M | 6.3% | reduced (-34%) |
| ADI | ANALOG DEVICES INC | 616,881 | $245.0M | 5.7% | reduced (-40%) |
| MSFT | MICROSOFT CORP | 628,224 | $234.3M | 5.5% | reduced (-15%) |
| CSCO | CISCO SYS INC | 1,971,628 | $231.6M | 5.4% | reduced (-35%) |
| CP | CANADIAN PACIFIC KANSAS CITY | 2,426,027 | $210.2M | 4.9% | reduced (-12%) |
| MCO | MOODYS CORP | 427,920 | $193.8M | 4.5% | reduced (-16%) |
| APD | AIR PRODUCTS AND CHEMICALS I | 553,359 | $162.2M | 3.8% | added (+137%) |
| FICO | FAIR ISAAC CORP | 103,619 | $123.8M | 2.9% | reduced (-19%) |
| ICE | INTERCONTINENTAL EXCHANGE IN | 1,003,510 | $123.5M | 2.9% | reduced (-46%) |
| WMB | WILLIAMS COS INC | 1,486,116 | $110.5M | 2.6% | reduced (-16%) |
| MA | MASTERCARD INCORPORATED | 189,941 | $97.6M | 2.3% | added (+22%) |
| WAT | WATERS CORP | 203,356 | $76.3M | 1.8% | reduced (-75%) |
| CSL | CARLISLE COS INC | 191,414 | $69.4M | 1.6% | reduced (-5%) |
| LIN | LINDE PLC | 64,789 | $33.6M | 0.8% | reduced (-52%) |
| EFX | EQUIFAX INC | 134,439 | $21.3M | 0.5% | reduced (-67%) |
| CPRT | COPART INC | 656,567 | $18.5M | 0.4% | added (+140%) |
| SYK | STRYKER CORPORATION | 20,624 | $6.5M | 0.2% | reduced (-92%) |

## Largest moves this quarter

| Ticker | Issuer | Shares now | Shares before | Change | Bought / sold at reported prices | Value |
| --- | --- | ---: | ---: | --- | ---: | ---: |
| WAT | WATERS CORP | 203,356 | 816,929 | reduced (-75%) | −$230.1M | $76.3M |
| SUNB | SUNBELT RENTALS HOLDINGS INC | 6,074,817 | 3,185,284 | added (+91%) | +$216.2M | $454.5M |
| BKNG | BOOKING HOLDINGS INC | 0 | 1,248,075 | sold | −$210.2M | $0 |
| ADI | ANALOG DEVICES INC | 616,881 | 1,029,523 | reduced (-40%) | −$163.9M | $245.0M |
| AMZN | AMAZON COM INC | 1,141,835 | 1,731,170 | reduced (-34%) | −$140.5M | $272.1M |
| CSCO | CISCO SYS INC | 1,971,628 | 3,043,637 | reduced (-35%) | −$125.9M | $231.6M |
| ICE | INTERCONTINENTAL EXCHANGE IN | 1,003,510 | 1,867,549 | reduced (-46%) | −$106.4M | $123.5M |

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Source: https://sweetvaluelab.com/investors/ako-capital (SweetValueLab, free, no account). Holdings from SEC Form 13F-HR filings; tickers resolved from CUSIPs. Values as reported by the filer. Research and educational data, not investment advice; nothing here is a recommendation to buy, sell or hold any security.