AC
AKO Capital disclosed increased in EQUIFAX INC
AKO Capital filed a 13F change in EQUIFAX INC (294429105) on 2025-11-13, covering period end 2025-09-30.
Action
Increased
Capital
$240,714 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 2025-11-13 for period end 2025-09-30.
$7.0M portfolio value
| Stock | Action | Change | Current | Portfolio Impact |
|---|---|---|---|---|
98978V103 ZOETIS INC | Reduced | -$135,589 | $100,040 | 1.93% |
369604301 GE AEROSPACE | Reduced | -$133,651 | $397,346 | 1.90% |
303250104 FAIR ISAAC CORP | Reduced | -$95,137 | $185,040 | 1.35% |
H01301128 ALCON AG | Reduced | -$87,681 | $593,771 | 1.25% |
594918104 MICROSOFT CORP | Reduced | -$79,297 | $553,686 | 1.13% |
23135106 AMAZON COM INC | Increased | $76,538 | $396,990 | 1.09% |
461202103 INTUIT | Reduced | -$71,695 | $460,572 | 1.02% |
13646K108 CANADIAN PACIFIC KANSAS CITY | New | $59,559 | $59,559 | 0.85% |
09857L108 BOOKING HOLDINGS INC | Reduced | -$51,187 | $348,890 | 0.73% |
45866F104 INTERCONTINENTAL EXCHANGE IN | Reduced | -$50,991 | $351,112 | 0.72% |
452327109 ILLUMINA INC | Sold out | -$50,945 | $0 | 0.72% |
G3643J108 FLUTTER ENTMT PLC | Reduced | -$50,802 | $796,701 | 0.72% |
79466L302 SALESFORCE INC | Reduced | -$50,669 | $77,292 | 0.72% |
615369105 MOODYS CORP | Reduced | -$49,565 | $365,528 | 0.70% |
92826C839 VISA INC | Reduced | -$42,442 | $541,038 | 0.60% |
941848103 WATERS CORP | Reduced | -$32,884 | $241,931 | 0.47% |
571748102 MARSH & MCLENNAN COS INC | Reduced | -$26,956 | $362,704 | 0.38% |
127387108 CADENCE DESIGN SYSTEM INC | Increased | $18,665 | $59,281 | 0.27% |
217204106 COPART INC | Reduced | -$13,522 | $248,560 | 0.19% |
883556102 THERMO FISHER SCIENTIFIC INC | Sold out | -$10,715 | $0 | 0.15% |
N3167Y103 FERRARI N V | Reduced | -$10,375 | $306,220 | 0.15% |
294429105 EQUIFAX INC | Increased | $4,215 | $240,714 | 0.06% |
136375102 CANADIAN NATL RY CO | Sold out | -$1,984 | $0 | 0.03% |
32654105 ANALOG DEVICES INC | Reduced | -$1,280 | $300,527 | 0.02% |
G54950103 LINDE PLC | Reduced | -$886 | $37,565 | 0.01% |
99502106 BOOZ ALLEN HAMILTON HLDG COR | Reduced | -$693 | $8,682 | 0.01% |