AC
AKO Capital disclosed reduced in THERMO FISHER SCIENTIFIC INC
AKO Capital filed a 13F change in THERMO FISHER SCIENTIFIC INC (883556102) on 2025-08-13, covering period end 2025-06-30.
Action
Reduced
Capital
$10,715 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
26 changes from AKO Capital, filed 2025-08-13 for period end 2025-06-30.
$7.9M portfolio value
| Stock | Action | Change | Current | Portfolio Impact |
|---|---|---|---|---|
G1151C101 ACCENTURE PLC IRELAND | Sold out | -$386,505 | $0 | 4.88% |
G3643J108 FLUTTER ENTMT PLC | Increased | $275,739 | $847,503 | 3.48% |
461202103 INTUIT | Increased | $191,005 | $532,267 | 2.41% |
594918104 MICROSOFT CORP | Increased | $163,476 | $632,983 | 2.06% |
883556102 THERMO FISHER SCIENTIFIC INC | Reduced | -$154,909 | $10,715 | 1.96% |
571748102 MARSH & MCLENNAN COS INC | Reduced | -$128,106 | $389,660 | 1.62% |
09857L108 BOOKING HOLDINGS INC | Increased | $68,140 | $400,077 | 0.86% |
N3167Y103 FERRARI N V | Increased | $67,925 | $316,595 | 0.86% |
941848103 WATERS CORP | Reduced | -$52,186 | $274,815 | 0.66% |
32654105 ANALOG DEVICES INC | Increased | $50,960 | $301,807 | 0.64% |
294429105 EQUIFAX INC | Increased | $50,686 | $236,499 | 0.64% |
23135106 AMAZON COM INC | Increased | $46,876 | $320,452 | 0.59% |
92826C839 VISA INC | Reduced | -$38,927 | $583,480 | 0.49% |
369604301 GE AEROSPACE | Increased | $37,374 | $530,997 | 0.47% |
79466L302 SALESFORCE INC | Increased | $31,376 | $127,961 | 0.40% |
615369105 MOODYS CORP | Increased | $30,091 | $415,093 | 0.38% |
217204106 COPART INC | Reduced | -$25,460 | $262,082 | 0.32% |
452327109 ILLUMINA INC | Reduced | -$19,645 | $50,945 | 0.25% |
98978V103 ZOETIS INC | Reduced | -$15,291 | $235,629 | 0.19% |
H01301128 ALCON AG | Increased | $8,890 | $681,452 | 0.11% |
45866F104 INTERCONTINENTAL EXCHANGE IN | Increased | $8,384 | $402,103 | 0.11% |
127387108 CADENCE DESIGN SYSTEM INC | Increased | $5,669 | $40,616 | 0.07% |
303250104 FAIR ISAAC CORP | Increased | $2,336 | $280,177 | 0.03% |
G54950103 LINDE PLC | Reduced | -$1,124 | $38,451 | 0.01% |
99502106 BOOZ ALLEN HAMILTON HLDG COR | Reduced | -$400 | $9,375 | 0.01% |
136375102 CANADIAN NATL RY CO | Increased | $125 | $1,984 | 0.00% |