§ 13F · FUND PROFILE
AKO CAPITAL LLP.
AUM · $4M (13F)Positions · 22Turnover · n/a · Q2Filed · Aug 12, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | ALC | ALCON AG | 9.68M | $652K | 15.2% | +4% |
| 2 | SUNB | SUNBELT RENTALS HOLDINGS INC | 6.07M | $454K | 10.6% | +91% |
| 3 | V | VISA INC | 985K | $338K | 7.9% | −17% |
| 4 | RACE | FERRARI N V | 886K | $329K | 7.7% | −4% |
| 5 | GE | GE AEROSPACE | 771K | $288K | 6.7% | −23% |
| 6 | AMZN | AMAZON COM INC | 1.14M | $272K | 6.3% | −34% |
| 7 | ADI | ANALOG DEVICES INC | 617K | $245K | 5.7% | −40% |
| 8 | MSFT | MICROSOFT CORP | 628K | $234K | 5.5% | −15% |
| 9 | CSCO | CISCO SYS INC | 1.97M | $232K | 5.4% | −35% |
| 10 | CP | CANADIAN PACIFIC KANSAS CITY | 2.43M | $210K | 4.9% | −12% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE AKO SIGNAL
AC read
AKO CAPITAL LLP is a Other fund managing $4 million in assets. The fund runs a focused portfolio of just 22 positions.
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