AKO Capital — AKO Capital LLP
AKO CapitalAKO Capital LLP
| Ticker | Company | Shares | Reported value | Portfolio weight |
|---|---|---|---|---|
| ALC | Alcon Inc. | 9,683,004 | $651.9M | 15.2% |
| SUNB | Sunbelt Rentals Holdings Inc | 6,074,817 | $454.5M | 10.6% |
| V | Visa Inc. | 985,126 | $338.0M | 7.9% |
| RACE | Ferrari N.V. | 886,360 | $328.9M | 7.7% |
| GE | GE Aerospace | 771,417 | $288.3M | 6.7% |
| AMZN | Amazon.com, Inc. | 1,141,835 | $272.1M | 6.3% |
| ADI | Analog Devices, Inc. | 616,881 | $245.0M | 5.7% |
| MSFT | Microsoft Corporation | 628,224 | $234.3M | 5.5% |
| CSCO | Cisco Systems, Inc. | 1,971,628 | $231.6M | 5.4% |
| CP | Canadian Pacific Kansas City Ltd. | 2,426,027 | $210.2M | 4.9% |
13F filings are quarterly, published up to 45 days after quarter end, and report only long U.S.-listed equity positions. They are not a complete or current picture of any portfolio.