13F HOLDINGS REPORT
AKO CAPITAL LLP
Quarter ended Q2 2025 · Filed August 13, 2025 · Accession 0001376879-25-000006
Total Value
$7.9M
Positions
25
Other Managers
0
Confidential Omitted
No
Holdings (25)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | FLUTTER ENTMT PLC | G3643J108 | 2,973,210 | $847,503 | 10.70% |
| 2 | ALCON AG | ALC | 7,713,406 | $681,452 | 8.60% |
| 3 | MICROSOFT CORP | MSFT | 1,272,557 | $632,983 | 7.99% |
| 4 | VISA INC | V | 1,643,373 | $583,480 | 7.36% |
| 5 | INTUIT | INTU | 675,783 | $532,267 | 6.72% |
| 6 | GE AEROSPACE | 369604301 | 2,063,006 | $530,997 | 6.70% |
| 7 | MOODYS CORP | MCO | 827,554 | $415,093 | 5.24% |
| 8 | INTERCONTINENTAL EXCHANGE IN | 45866F104 | 2,191,657 | $402,103 | 5.07% |
| 9 | BOOKING HOLDINGS INC | BKNG | 69,107 | $400,077 | 5.05% |
| 10 | MARSH & MCLENNAN COS INC | 571748102 | 1,782,200 | $389,660 | 4.92% |
| 11 | AMAZON COM INC | AMZN | 1,460,648 | $320,452 | 4.04% |
| 12 | FERRARI N V | RACE | 646,106 | $316,595 | 4.00% |
| 13 | ANALOG DEVICES INC | ADI | 1,267,990 | $301,807 | 3.81% |
| 14 | FAIR ISAAC CORP | FICO | 153,273 | $280,177 | 3.54% |
| 15 | WATERS CORP | 941848103 | 787,346 | $274,815 | 3.47% |
| 16 | COPART INC | CPRT | 5,340,975 | $262,082 | 3.31% |
| 17 | EQUIFAX INC | EFX | 911,820 | $236,499 | 2.98% |
| 18 | ZOETIS INC | ZTS | 1,510,926 | $235,629 | 2.97% |
| 19 | SALESFORCE INC | CRM | 469,254 | $127,961 | 1.61% |
| 20 | ILLUMINA INC | ILMN | 533,954 | $50,945 | 0.64% |
| 21 | CADENCE DESIGN SYSTEM INC | CDNS | 131,807 | $40,616 | 0.51% |
| 22 | LINDE PLC | LIN | 81,953 | $38,451 | 0.49% |
| 23 | THERMO FISHER SCIENTIFIC INC | TMO | 26,427 | $10,715 | 0.14% |
| 24 | BOOZ ALLEN HAMILTON HLDG COR | BAH | 90,033 | $9,375 | 0.12% |
| 25 | CANADIAN NATL RY CO | 136375102 | 19,073 | $1,984 | 0.03% |