AKO Capital

Managed by Nicolai Tangen
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Portfolio value
$4.29B
Holdings
22
Top 5 weight
48.04%
Latest filing

Portfolio

Reported 13F holdings, largest positions first
22holdings
ALC 15.19%SUNB 10.59%V 7.88%RACE 7.66%GE 6.72%Other 51.96%
Company% PortfolioSharesValue
ALCALCON INC15.19%9,683,000$651.90MSUNBSUNBELT RENTALS HOLDINGS INC10.59%6,075,000$454.50MVVISA INC7.88%985,000$338.00MRACEFERRARI NV7.66%886,000$328.90MGEGE AEROSPACE6.72%771,000$288.30MAMZNAMAZON COM INC6.34%1,142,000$272.10MADIANALOG DEVICES INC5.71%617,000$245.00MMSFTMICROSOFT CORP5.46%628,000$234.30MCSCOCISCO SYSTEMS INC5.4%1,972,000$231.60MCPCANADIAN PACIFIC KANSAS CITY LTD4.9%2,426,000$210.20MMCOMOODYS CORP4.52%428,000$193.80MAPDAIR PRODUCTS & CHEMICALS INC3.78%553,000$162.20MFICOFAIR ISAAC CORP2.88%104,000$123.80MICEINTERCONTINENTAL EXCHANGE INC2.88%1,004,000$123.50MWMBWILLIAMS COMPANIES INC2.57%1,486,000$110.50MMAMASTERCARD INC2.27%190,000$97.60MWATWATERS CORP1.78%203,000$76.30MCSLCARLISLE COMPANIES INC1.62%191,000$69.40MLINLINDE PLC0.78%65,000$33.60MEFXEQUIFAX INC0.5%134,000$21.30MCPRTCOPART INC0.43%657,000$18.50MSYKSTRYKER CORP0.15%21,000$6.50M
From the fund's Q2 '26 13F filingWhat is a 13F?

Activity

Buys and sells, quarter by quarter

filing - 27 moves · 5 buy-side · 22 sell-side

CompanyChangeValue
Changes are share-count changes vs. the prior quarter