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SEC filer: AKO CAPITAL LLP · quarter ending 2026-06-30 · filed 2026-08-12 · $4.3M across 22 reported positions
| SUNB | ADDED | 3,185,284 → 6,074,817 sh | $247K |
| BKNG | EXITED | 49,923 → 0 sh | $210K |
| INTERCONTINENTAL EXCHANGE IN | TRIMMED | 1,867,549 → 1,003,510 sh | $170K |
| WATERS CORP | TRIMMED | 816,929 → 203,356 sh | $167K |
| AIR PRODUCTS AND CHEMICALS I | ADDED | 233,356 → 553,359 sh | $94K |
| AMZN | TRIMMED | 1,731,170 → 1,141,835 sh | $88K |
| ADI | TRIMMED | 1,029,523 → 616,881 sh | $83K |
| STRYKER CORPORATION | TRIMMED | 249,883 → 20,624 sh | $76K |
| # | Issuer | Weight | Value | Shares | Type |
|---|---|---|---|---|---|
| 1 | ALCON AGno ticker match — as filed | 15.2% | $652K | 9,683,004 | SHARES |
| 2 | SUNBSUNBELT RENTALS HOLDINGS INC | 10.6% | $454K | 6,074,817 | SHARES |
| 3 | VVISA INC | 7.9% | $338K | 985,126 | SHARES |
| 4 | FERRARI N Vno ticker match — as filed | 7.7% | $329K | 886,360 | SHARES |
| 5 | GE AEROSPACEno ticker match — as filed | 6.7% | $288K | 771,417 | SHARES |
| 6 | AMZNAMAZON COM INC | 6.3% | $272K | 1,141,835 | SHARES |
| 7 | ADIANALOG DEVICES INC | 5.7% | $245K | 616,881 |
| SHARES |
| 8 | MSFTMICROSOFT CORP | 5.5% | $234K | 628,224 | SHARES |
| 9 | CISCO SYS INCno ticker match — as filed | 5.4% | $232K | 1,971,628 | SHARES |
| 10 | CANADIAN PACIFIC KANSAS CITYno ticker match — as filed | 4.9% | $210K | 2,426,027 | SHARES |
| 11 | MOODYS CORPno ticker match — as filed | 4.5% | $194K | 427,920 | SHARES |
| 12 | AIR PRODUCTS AND CHEMICALS Ino ticker match — as filed | 3.8% | $162K | 553,359 | SHARES |
| 13 | FICOFAIR ISAAC CORP | 2.9% | $124K | 103,619 | SHARES |
| 14 | INTERCONTINENTAL EXCHANGE INno ticker match — as filed | 2.9% | $124K | 1,003,510 | SHARES |
| 15 | WILLIAMS COS INCno ticker match — as filed | 2.6% | $110K | 1,486,116 | SHARES |
| 16 | MASTERCARD INCORPORATEDno ticker match — as filed | 2.3% | $98K | 189,941 | SHARES |
| 17 | WATERS CORPno ticker match — as filed | 1.8% | $76K | 203,356 | SHARES |
| 18 | CARLISLE COS INCno ticker match — as filed | 1.6% | $69K | 191,414 | SHARES |
| 19 | LINLINDE PLC | 0.8% | $34K | 64,789 | SHARES |
| 20 | EFXEQUIFAX INC | 0.5% | $21K | 134,439 | SHARES |
| 21 | CPRTCOPART INC | 0.4% | $19K | 656,567 | SHARES |
| 22 | STRYKER CORPORATIONno ticker match — as filed | 0.2% | $6K | 20,624 | SHARES |
Values as reported in the filing's information table; duplicate issuer lines (share classes/lots) aggregated. 13Fs disclose long US positions only — shorts, futures, and most foreign holdings are invisible here. Educational only — not investment advice, and a quarter old by design.