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Why it matters

This signal is selected by portfolio impact within the manager filing, while the full filing change list remains available in the briefing.

Full Filing Changes

26 changes from AKO Capital, filed 2024-11-13 for period end 2024-09-30.

$7.7M portfolio value
StockActionChangeCurrentPortfolio Impact
518439104
LAUDER ESTEE COS INC
Sold out-$150,011$01.96%
92826C839
VISA INC
Increased$143,301$492,3741.87%
571748102
MARSH & MCLENNAN COS INC
Increased$126,872$440,2091.65%
45866F104
INTERCONTINENTAL EXCHANGE INC
Increased$113,037$478,6411.47%
55354G100
MSCI INC
Reduced-$102,275$120,1401.33%
23135106
AMAZON COM INC
Increased$96,235$277,3111.25%
217204106
COPART INC
Increased$61,658$189,9900.80%
461202103
INTUIT
Reduced-$49,864$340,8520.65%
H01301128
ALCON INC
Increased$47,563$615,6340.62%
32654105
ANALOG DEVICES INC
Increased$46,742$258,7770.61%
369604301
GENERAL ELECTRIC CO
Increased$46,487$499,4060.61%
G1151C101
ACCENTURE PLC IRELAND
Increased$45,279$415,4200.59%
303250104
FAIR ISAAC CORP
Reduced-$41,193$431,8030.54%
127387108
CADENCE DESIGN SYSTEM INC
Reduced-$39,553$53,8210.52%
98978V103
ZOETIS INC
Increased$32,328$291,5340.42%
941848103
WATERS CORP
Increased$29,473$284,3880.38%
N3167Y103
FERRARI N V
Increased$28,925$304,3750.38%
883556102
THERMO FISHER SCIENTIFIC INC
Reduced-$27,961$261,9480.36%
09857L108
BOOKING HLDGS INC
Reduced-$23,153$318,3480.30%
934550203
WARNER MUSIC GROUP CORP
Reduced-$13,981$214,7850.18%
G54950103
LINDE PLC
Increased$13,046$168,6220.17%
615369105
MOODYS CORP
Increased$10,021$324,3630.13%
742718109
PROCTER AND GAMBLE CO
Increased$8,289$183,2500.11%
294429105
EQUIFAX INC
Reduced-$7,176$161,5680.09%
594918104
MICROSOFT CORP
Increased$3,139$544,4410.04%
136375102
CANADIAN NATL RY CO
Increased$20$1,1610.00%

Evidence

Related Cards

JR
Increased922908363

Julian Robertson

Julian Robertson (Tiger Management) filed a 13F change in VANGUARD INDEX FDS (922908363) on 2024-11-13, covering period end 2024-09-30.

MP
Increased20854L108

Mohnish Pabrai

Mohnish Pabrai (Dalal Street) filed a 13F change in CONSOL ENERGY INC NEW (20854L108) on 2024-11-13, covering period end 2024-09-30.

MP
Reduced03940R107

Mohnish Pabrai

Mohnish Pabrai (Dalal Street) filed a 13F change in ARCH RESOURCES INC (03940R107) on 2024-11-13, covering period end 2024-09-30.

AKO Capital disclosed increased in INTERCONTINENTAL EXCHANGE INC | TradingNote AI