AKO CAPITAL LLP

LONDON, X0 · CIK 1376879 · 13F filing filed 2026-08-12

Exempt reporting adviser since 2012 · limited liability partnership

Private funds5 (2 hedge) · $15.0bn gross assets
Form ADV · 2026-06-26SEC adviser record

Legal entityAKO CAPITAL LLP (GB)

Kindhedge funds, FCA fund manager
Others nearbyLondon

As an employer

Offices in1 country
Private fundshedge 2, other private 3

In the UK

FCA-authorised companies1
Manages investmentsyes
Runs fundsyes
Retail clientsno, professional only

Company	Town	Staff	Pay gap report	FCA register
AKO CAPITAL LLP Limited Liability PartnershipFCA: Authorised · manages investments, manages AIFs, advises, deals	London			Authorisedmanages investments, manages AIFs, advises, deals

Sources: Companies House (accounts filed electronically; the largest groups often file on paper, so their staff numbers can be missing), the UK gender pay gap service (employers with 250+ staff) and the FCA's Financial Services Register. Contains public sector information licensed under the Open Government Licence v3.0.

$4.3bn reported value -16.0% vs Q1 2026

22positions

75.8%in top 10

0 new 5 added 17 reduced 5 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	ALCON AG ORD SHS ALC	ALC	9,683,004	$651.9m15.19%	15.19%	Added +358.3k	+358,348 3.8%
2	SUNBELT RENTALS HOLDINGS INC SHS SUNB	SUNB	6,074,817	$454.5m10.59%	10.59%	Added +2.9m	+2,889,533 90.7%
3	VISA INC COM CL A V	V	985,126	$338.0m7.87%	7.87%	Reduced -201.8k	-201,805 -17.0%
4	FERRARI N V COM RACE	RACE	886,360	$328.9m7.66%	7.66%	Reduced -40.2k	-40,163 -4.3%
5	GE AEROSPACE COM NEW GE	GE	771,417	$288.3m6.72%	6.72%	Reduced -225.4k	-225,430 -22.6%
6	AMAZON COM INC COM AMZN	AMZN	1,141,835	$272.1m6.34%	6.34%	Reduced -589.3k	-589,335 -34.0%
7	ANALOG DEVICES INC COM ADI	ADI	616,881	$245.0m5.71%	5.71%	Reduced -412.6k	-412,642 -40.1%
8	MICROSOFT CORP COM MSFT	MSFT	628,224	$234.3m5.46%	5.46%	Reduced -107.0k	-106,990 -14.6%
9	CISCO SYS INC COM CSCO	CSCO	1,971,628	$231.6m5.40%	5.40%	Reduced -1.1m	-1,072,009 -35.2%
10	CANADIAN PACIFIC KANSAS CITY COM CP	CP	2,426,027	$210.2m4.90%	4.90%	Reduced -321.8k	-321,768 -11.7%
11	MOODYS CORP COM MCO	MCO	427,920	$193.8m4.52%	4.52%	Reduced -82.9k	-82,904 -16.2%
12	AIR PRODS & CHEMS INC COM APD	APD	553,359	$162.2m3.78%	3.78%	Added +320.0k	+320,003 137.1%
13	FAIR ISAAC CORP COM FICO	FICO	103,619	$123.8m2.88%	2.88%	Reduced -23.6k	-23,593 -18.6%
14	INTERCONTINENTAL EXCHANGE IN COM ICE	ICE	1,003,510	$123.5m2.88%	2.88%	Reduced -864.0k	-864,039 -46.3%
15	WILLIAMS COS INC COM WMB	WMB	1,486,116	$110.5m2.57%	2.57%	Reduced -289.8k	-289,793 -16.3%
16	MASTERCARD INCORPORATED CL A MA	MA	189,941	$97.6m2.27%	2.27%	Added +34.3k	+34,349 22.1%
17	WATERS CORP COM WAT	WAT	203,356	$76.3m1.78%	1.78%	Reduced -613.6k	-613,573 -75.1%
18	CARLISLE COS INC COM CSL	CSL	191,414	$69.4m1.62%	1.62%	Reduced -10.0k	-9,963 -5.0%
19	LINDE PLC SHS LIN	LIN	64,789	$33.6m0.78%	0.78%	Reduced -69.8k	-69,842 -51.9%
20	EQUIFAX INC COM EFX	EFX	134,439	$21.3m0.50%	0.50%	Reduced -269.3k	-269,335 -66.7%
21	COPART INC COM CPRT	CPRT	656,567	$18.5m0.43%	0.43%	Added +382.5k	+382,509 139.6%
22	STRYKER CORPORATION COM SYK	SYK	20,624	$6.5m0.15%	0.15%	Reduced -229.3k	-229,259 -91.8%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
BOOKING HOLDINGS INC BKNG	BKNG	1,248,075	$210.2m1.2m shares
SALESFORCE INC CRM	CRM	354,805	$66.2m354.8k shares
FLUTTER ENTMT PLC FLUT	FLUT	487,027	$49.7m487.0k shares
MARSH & MCLENNAN COS INC MRSH	MRSH	261,527	$45.4m261.5k shares
RELX PLC RELX	RELX	23,447	$777.0k23.4k shares