AKO Capital

AKO Capital

AKO Capital is tracked through public portfolio filings, disclosed holdings, and institutional investment activity. This AKO Capital portfolio page tracks AKO Capital holdings, stock picks, latest portfolio moves, and historical 13F filing changes so readers can see which public companies AKO Capital owns and how disclosed positions change over time. AKO Capital's public portfolio can help investors study position sizing, sector exposure, concentration, new buys, trims, exits, and the market themes behind reported capital allocation decisions. Top disclosed holdings and portfolio changes shown on this page include Unmapped 13F security (PORTFOLIO), Marsh & McLennan Companies Inc (MRSH), Copart Inc (CPRT), Microsoft Corp (MSFT), and Sunbelt Rentals Holdings Inc (SUNB). Investors use AKO Capital 13F filings to study portfolio concentration, new buys, trims, exits, sector exposure, and the market evidence behind the latest disclosed holdings.

Biggest Wins

PositionReported PriceCurrent PriceEst. P/LReturnEst. Value
Cisco Systems IncCSCO · Q1 2026$0.0776$121.83+$371M+156917.5%$371M
Analog Devices IncADI · Q1 2026$0.3181$413.16+$425M+129767.5%$425M
Waters CorpWAT · Q1 2026$0.2978$363.34+$297M+121908.3%$297M
Sunbelt Rentals Holdings IncSUNB · Q1 2026$0.0651$79.04+$252M+121331.9%$252M
General Electric CoGE · Q1 2026$0.2838$322.04+$321M+113386.4%$321M
Fair Isaac CorporationFICO · Q1 2026$1.07$1,207.34+$153M+112995.4%$154M
Amazon.com IncAMZN · Q1 2026$0.2083$232.69+$402M+111625.1%$403M
Visa IncV · Q1 2026$0.3022$336.23+$399M+111146.0%$399M
Ferrari NVRACE · Q1 2026$0.3354$351.57+$325M+104705.9%$326M
Moody's Corporation Common StockMCO · Q1 2026$0.4363$450.01+$230M+103054.1%$230M
Carlisle Cos IncCSL · Q1 2026$0.3336$338.09+$68M+101240.4%$68M
Linde PLCLIN · Q1 2026$0.4958$501.92+$68M+101142.0%$68M
Microsoft CorpMSFT · Q1 2026$0.3702$372.97+$274M+100656.5%$274M
Mastercard Incorporated Common StockMA · Q1 2026$0.4997$499.02+$78M+99772.0%$78M
The Williams Companies, Inc.WMB · Q1 2026$0.0728$71.59+$127M+98264.7%$127M
Salesforce, Inc. Common StockCRM · Q1 2026$0.1867$182.55+$65M+97693.6%$65M
Air Products and Chemicals IncAPD · Q1 2026$0.2905$283.65+$66M+97544.8%$66M
Equifax IncEFX · Q1 2026$0.1801$167.89+$68M+93135.4%$68M
Copart IncCPRT · Q1 2026$0.0332$30.86+$8.4M+92849.0%$8.5M
Marsh & McLennan Companies IncMRSH · Q1 2026$0.1735$159.53+$42M+91874.3%$42M
Stryker CorpSYK · Q1 2026$0.3286$301.53+$75M+91664.9%$75M
Alcon IncALC · Q1 2026$0.0746$66.35+$618M+88843.0%$619M
Intercontinental Exchange Inc. Common StockICE · Q1 2026$0.1573$139.05+$259M+88309.2%$260M
Booking Holdings IncBKNG · Q1 2026$4.21$162.30+$7.9M+3754.8%$8.1M
AKO Capital Biggest Wins | TradingNote