AKO Capital

Periodo

Q1 2026

Valore portafoglio

$5.11B

Titoli

Attività

13 acquisti · 14 riduzioni

#	Titolo	% Portafoglio	Attività	Azioni	Valore
1	ALCON AG	13.62%	Add 21.31%	9,324,656	$695.6M
2	AMZN AMAZON COM INC	7.06%	Reduce 0.37%	1,731,170	$360.6M
3	V VISA INC	7.02%	Reduce 17.46%	1,186,931	$358.7M
4	ADI ANALOG DEVICES INC	6.41%	Reduce 17.51%	1,029,523	$327.5M
5	FERRARI N V	6.08%	Reduce 1.94%	926,523	$310.8M
6	ICE INTERCONTINENTAL EXCHANGE IN	5.75%	Reduce 10.39%	1,867,549	$293.7M
7	GE GE AEROSPACE	5.54%	Reduce 10.14%	996,847	$282.9M
8	MSFT MICROSOFT CORP	5.33%	Reduce 27.97%	735,214	$272.2M
9	WAT WATERS CORP	4.76%	Add 8.42%	816,929	$243.3M
10	CSCO CISCO SYS INC	4.62%	Reduce 2.25%	3,043,637	$236.2M
11	MCO MOODYS CORP	4.36%	Reduce 30.65%	510,824	$222.8M
12	CP CANADIAN PACIFIC KANSAS CITY	4.23%	Reduce 7.09%	2,747,795	$216.1M
13	BKNG BOOKING HOLDINGS INC	4.11%	Add 16.64%	49,923	$210.2M
14	SUNB SUNBELT RENTALS HOLDINGS INC	4.06%	Buy	3,185,284	$207.3M
15	FICO FAIR ISAAC CORP	2.66%	Add 12.79%	127,212	$135.8M
16	WMB WILLIAMS COS INC	2.53%	Buy	1,775,909	$129.3M
17	SYK STRYKER CORPORATION	1.61%	Buy	249,883	$82.1M
18	MA MASTERCARD INCORPORATED	1.52%	Add 55.42%	155,592	$77.7M
19	EFX EQUIFAX INC	1.42%	Reduce 47.28%	403,774	$72.7M
20	APD AIR PRODUCTS AND CHEMICALS I	1.33%	Buy	233,356	$67.8M
21	CSL CARLISLE COS INC	1.32%	Buy	201,377	$67.2M
22	LINDE PLC	1.31%	Add 899.04%	134,631	$66.7M
23	CRM SALESFORCE INC	1.3%	Add 13.5%	354,805	$66.2M
24	FLUTTER ENTMT PLC	0.97%	Reduce 84.34%	487,027	$49.7M
25	MRSH MARSH & MCLENNAN COS INC	0.89%	Reduce 82.39%	261,527	$45.4M
26	CPRT COPART INC	0.18%	Reduce 95.44%	274,058	$9.1M
27	RELX RELX PLC	0.02%	Buy	23,447	$777,000

Fonte: 13F-HR Q1 2026 depositata alla SEC (EDGAR) · attività vs Q4 2025. I titoli senza link non sono (ancora) nel nostro catalogo.