What stocks does AKO Capital own?

As of Q2 2026, AKO Capital reported 22 positions with a combined 13F value of $4.3B. Its largest stock positions are ALC ($651.9M), SUNB ($454.5M) and V ($338.0M).

How often does AKO Capital update its portfolio?

AKO Capital files a 13F with the SEC every quarter, due 45 days after quarter end. The latest covers Q2 2026 and was filed Aug 12, 2026. The next one is due by Nov 16, 2026.

What does AKO Capital's 13F leave out?

A 13F lists long positions in US-listed stocks and some options held on the last day of a quarter. It leaves out short positions, most bonds, holdings not listed in the US and anything bought or sold since the quarter ended.

Where does AKO Capital's portfolio data come from?

From the 13F filings AKO Capital makes to the SEC, available on EDGAR. Each quarter shows how positions changed from the one before.

Smart money

Ako Capital LLP

Return history

Last 4 years · filing-date model

$100,000 to $158,835

$100,000 in SPY: $226,413.

Total return

+58.8%

Annualized (4Y CAGR)

+12.3%

vs SPY

−10.4 pts/yr

Moves a year

108

Avg hold

2.6 years

17 filings · quarters -12.9% to +22%

All time

+180% since Jan 18, 2017

Fund size $4B today

Oct 10, 2022 to Oct 9, 2026 · min. 80% quarterly priced · Disclosed book, unaudited · Method

Position-weighted returns use each SEC filing date. Options use underlying-stock proxies, not option premiums; put proxies can lose more than 100%. Cash, shorts, non-13F holdings and trades between filings are excluded.

Added to ALC and exited BKNG in Q2 2026.

$4.3B in this filing22 positions

Holdings as of Jun 30, 2026. Filed Aug 12, 2026.

Share change vs Mar 31

1ALCAlcon AG15.19%
$651.9M - 9.7M shares+3.8%
2SUNBSunbelt Rentals Holdings I10.59%
$454.5M - 6.1M shares+90.7%
3VVisa Inc7.87%
$338.0M - 985K shares-17.0%
4RACEFerrari N V7.66%
$328.9M - 886K shares-4.3%
5GEGe Aerospace6.72%
$288.3M - 771K shares-22.6%
6AMZNAmazon Com Inc6.34%
$272.1M - 1.1M shares-34.0%
7ADIAnalog Devices Inc5.71%
$245.0M - 617K shares-40.1%
8MSFTMicrosoft Corp5.46%
$234.3M - 628K shares-14.6%

#	Stock				At Jun 30	Now
1	ALCAlcon AG	15.19%	$651.9M	+3.8%	$67.33	$63.87 -5.1%
2	SUNBSunbelt Rentals Holdings I	10.59%	$454.5M	+90.7%	$74.81	$75.61 +1.1%
3	VVisa Inc	7.87%	$338.0M	-17.0%	$343.09	$399.75 +16.5%
4	RACEFerrari N V	7.66%	$328.9M	-4.3%	$371.11	$387.35 +4.4%
5	GEGe Aerospace	6.72%	$288.3M	-22.6%	$373.73	$307.02 -17.8%
6	AMZNAmazon Com Inc	6.34%	$272.1M	-34.0%	$238.34	$254.76 +6.9%
7	ADIAnalog Devices Inc	5.71%	$245.0M	-40.1%	$397.17	$403.95 +1.7%
8	MSFTMicrosoft Corp	5.46%	$234.3M	-14.6%	$373.02	$539.44 +44.6%

14 more on a paid plan

Unlock the full portfolio and quarterly changes.

Unlock all 14 holdings

What is missing

Top 10 concentration: 76%. This filing does not include cash, short positions, private investments, bonds, or many overseas holdings. Next filing due ~Nov 16, 2026.

Disclosed changes

Q2 2026 holdings. Exact trade dates are not disclosed.

More disclosures (7)

Common questions

What stocks does AKO Capital own?: As of Q2 2026, AKO Capital reported 22 positions with a combined 13F value of $4.3B. Its largest stock positions are ALC ($651.9M), SUNB ($454.5M) and V ($338.0M).
How often does AKO Capital update its portfolio?: AKO Capital files a 13F with the SEC every quarter, due 45 days after quarter end. The latest covers Q2 2026 and was filed Aug 12, 2026. The next one is due by Nov 16, 2026.
What does AKO Capital's 13F leave out?: A 13F lists long positions in US-listed stocks and some options held on the last day of a quarter. It leaves out short positions, most bonds, holdings not listed in the US and anything bought or sold since the quarter ended.
Where does AKO Capital's portfolio data come from?: From the 13F filings AKO Capital makes to the SEC, available on EDGAR. Each quarter shows how positions changed from the one before.