AKO CAPITAL LLP
CIK 1376879
13F filing for Q2 2026・No. 1,013
- Holdings
- US$4.29B
- Quarter change
- −US$816.37M
- Entries
- 22
- Net bought (estimate)
- −US$1.25B
This quarter was filed in thousands of dollars (dollars are required since 2023); multiplied by 1,000 here.
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 0
- Sold out 5
- Cut 17
- Added 5
- Corporate actions 0
- Unchanged 0
Largest holdings
22 stocks worth US$4.29B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| ALCALCON AGORD SHS | Added | 9,683,004 | US$651.94M | 15.19% |
| SUNBSUNBELT RENTALS HOLDINGS INCSHS | Added | 6,074,817 | US$454.46M | 10.59% |
| VVISA INCCOM CL A | Cut | 985,126 | US$337.99M | 7.87% |
| RACEFERRARI N VCOM | Cut | 886,360 | US$328.94M | 7.66% |
| GEGE AEROSPACECOM NEW | Cut | 771,417 | US$288.3M | 6.72% |
| AMZNAmazonCOM | Cut | 1,141,835 | US$272.15M | 6.34% |
| ADIANALOG DEVICES INCCOM | Cut | 616,881 | US$245.01M | 5.71% |
| MSFTMicrosoftCOM | Cut | 628,224 | US$234.34M | 5.46% |
| CSCOCISCO SYS INCCOM | Cut | 1,971,628 | US$231.59M | 5.40% |
| CPCANADIAN PACIFIC KANSAS CITYCOM | Cut | 2,426,027 | US$210.22M | 4.90% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 12, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.