AC
AKO Capital disclosed new in ILLUMINA INC
AKO Capital filed a 13F change in ILLUMINA INC (452327109) on 2025-02-12, covering period end 2024-12-31.
Action
New
Capital
$66,185 current disclosed value
Institutional 13F Signals1 evidence source
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
27 changes from AKO Capital, filed 2025-02-12 for period end 2024-12-31.
$7.2M portfolio value
| Stock | Action | Change | Current | Portfolio Impact |
|---|---|---|---|---|
303250104 FAIR ISAAC CORP | Reduced | -$135,947 | $295,856 | 1.88% |
H01301128 ALCON AG | Reduced | -$117,049 | $498,585 | 1.62% |
G54950103 LINDE PLC | Reduced | -$115,006 | $53,616 | 1.59% |
883556102 THERMO FISHER SCIENTIFIC INC | Reduced | -$98,708 | $163,240 | 1.36% |
45866F104 INTERCONTINENTAL EXCHANGE IN | Reduced | -$90,372 | $388,269 | 1.25% |
934550203 WARNER MUSIC GROUP CORP | Reduced | -$80,741 | $134,044 | 1.12% |
452327109 ILLUMINA INC | New | $66,185 | $66,185 | 0.91% |
92826C839 VISA INC | Increased | $62,954 | $555,328 | 0.87% |
594918104 MICROSOFT CORP | Reduced | -$62,778 | $481,663 | 0.87% |
217204106 COPART INC | Increased | $62,036 | $252,026 | 0.86% |
369604301 GE AEROSPACE | Reduced | -$50,231 | $449,175 | 0.69% |
98978V103 ZOETIS INC | Reduced | -$46,172 | $245,362 | 0.64% |
G1151C101 ACCENTURE PLC IRELAND | Increased | $45,940 | $461,360 | 0.63% |
09857L108 BOOKING HOLDINGS INC | Increased | $41,713 | $360,061 | 0.58% |
N3167Y103 FERRARI N V | Reduced | -$40,237 | $264,138 | 0.56% |
461202103 INTUIT | Increased | $32,778 | $373,630 | 0.45% |
23135106 AMAZON COM INC | Increased | $31,659 | $308,970 | 0.44% |
294429105 EQUIFAX INC | Increased | $23,516 | $185,084 | 0.32% |
941848103 WATERS CORP | Increased | $18,101 | $302,489 | 0.25% |
615369105 MOODYS CORP | Reduced | -$15,069 | $309,294 | 0.21% |
127387108 CADENCE DESIGN SYSTEM INC | Increased | $13,465 | $67,286 | 0.19% |
742718109 PROCTER AND GAMBLE CO | Increased | $13,307 | $196,557 | 0.18% |
99502106 BOOZ ALLEN HAMILTON HLDG COR | New | $11,903 | $11,903 | 0.16% |
32654105 ANALOG DEVICES INC | Reduced | -$10,789 | $247,988 | 0.15% |
55354G100 MSCI INC | Increased | $5,204 | $125,344 | 0.07% |
571748102 MARSH & MCLENNAN COS INC | Reduced | -$2,044 | $438,165 | 0.03% |
136375102 CANADIAN NATL RY CO | Reduced | -$45 | $1,116 | 0.00% |