AC
AKO Capital disclosed sold out in CADENCE DESIGN SYSTEM INC
AKO Capital filed a 13F change in CADENCE DESIGN SYSTEM INC (127387108) on 2026-02-17, covering period end 2025-12-31.
Action
Sold out
Capital
$0 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
25 changes from AKO Capital, filed 2026-02-17 for period end 2025-12-31.
$6.6M portfolio value
| Stock | Action | Change | Current | Portfolio Impact |
|---|---|---|---|---|
461202103 INTUIT | Reduced | -$302,336 | $158,236 | 4.60% |
17275R102 CISCO SYS INC | New | $239,849 | $239,849 | 3.65% |
13646K108 CANADIAN PACIFIC KANSAS CITY | Increased | $158,191 | $217,750 | 2.41% |
G3643J108 FLUTTER ENTMT PLC | Reduced | -$126,813 | $669,888 | 1.93% |
09857L108 BOOKING HOLDINGS INC | Reduced | -$119,677 | $229,213 | 1.82% |
98978V103 ZOETIS INC | Sold out | -$100,040 | $0 | 1.52% |
571748102 MARSH & MCLENNAN COS INC | Reduced | -$87,233 | $275,471 | 1.33% |
294429105 EQUIFAX INC | Reduced | -$74,517 | $166,197 | 1.13% |
594918104 MICROSOFT CORP | Reduced | -$60,048 | $493,638 | 0.91% |
127387108 CADENCE DESIGN SYSTEM INC | Sold out | -$59,281 | $0 | 0.90% |
57636Q104 MASTERCARD INCORPORATED | New | $57,150 | $57,150 | 0.87% |
369604301 GE AEROSPACE | Reduced | -$55,621 | $341,725 | 0.85% |
N3167Y103 FERRARI N V | Increased | $45,319 | $351,539 | 0.69% |
941848103 WATERS CORP | Increased | $44,254 | $286,185 | 0.67% |
32654105 ANALOG DEVICES INC | Increased | $37,933 | $338,460 | 0.58% |
92826C839 VISA INC | Reduced | -$36,729 | $504,309 | 0.56% |
G54950103 LINDE PLC | Reduced | -$31,819 | $5,746 | 0.48% |
H01301128 ALCON AG | Increased | $15,580 | $609,351 | 0.24% |
45866F104 INTERCONTINENTAL EXCHANGE IN | Reduced | -$13,557 | $337,555 | 0.21% |
217204106 COPART INC | Reduced | -$13,263 | $235,297 | 0.20% |
615369105 MOODYS CORP | Increased | $10,748 | $376,276 | 0.16% |
99502106 BOOZ ALLEN HAMILTON HLDG COR | Sold out | -$8,682 | $0 | 0.13% |
303250104 FAIR ISAAC CORP | Increased | $5,637 | $190,677 | 0.09% |
79466L302 SALESFORCE INC | Increased | $5,521 | $82,813 | 0.08% |
23135106 AMAZON COM INC | Increased | $4,084 | $401,074 | 0.06% |