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SEC filer: AKO CAPITAL LLP · quarter ending 2026-03-31 · filed 2026-05-15 · $5.1M across 27 reported positions
| FLUTTER ENTMT PLC | TRIMMED | 3,109,426 → 487,027 sh | $620K |
| MARSH & MCLENNAN COS INC | TRIMMED | 1,484,860 → 261,527 sh | $230K |
| CPRT | TRIMMED | 6,010,134 → 274,058 sh | $226K |
| MSFT | TRIMMED | 1,020,715 → 735,214 sh | $221K |
| SUNB | NEW POSITION | 0 → 3,185,284 sh | $207K |
| INTUIT | EXITED | 238,876 → 0 sh | $158K |
| MOODYS CORP | TRIMMED | 736,568 → 510,824 sh | $153K |
| WILLIAMS COS INC | NEW POSITION | 0 → 1,775,909 sh | $129K |
| # | Issuer | Weight | Value | Shares | Type |
|---|---|---|---|---|---|
| 1 | ALCON AGno ticker match — as filed | 13.6% | $696K | 9,324,656 | SHARES |
| 2 | AMZNAMAZON COM INC | 7.1% | $361K | 1,731,170 | SHARES |
| 3 | VVISA INC | 7.0% | $359K | 1,186,931 | SHARES |
| 4 | ADIANALOG DEVICES INC | 6.4% | $328K | 1,029,523 | SHARES |
| 5 | FERRARI N Vno ticker match — as filed | 6.1% | $311K | 926,523 | SHARES |
| 6 | INTERCONTINENTAL EXCHANGE INno ticker match — as filed | 5.7% | $294K | 1,867,549 | SHARES |
| 7 | GE AEROSPACEno ticker match — as filed | 5.5% |
| $283K |
| 996,847 |
| SHARES |
| 8 | MSFTMICROSOFT CORP | 5.3% | $272K | 735,214 | SHARES |
| 9 | WATERS CORPno ticker match — as filed | 4.8% | $243K | 816,929 | SHARES |
| 10 | CISCO SYS INCno ticker match — as filed | 4.6% | $236K | 3,043,637 | SHARES |
| 11 | MOODYS CORPno ticker match — as filed | 4.4% | $223K | 510,824 | SHARES |
| 12 | CANADIAN PACIFIC KANSAS CITYno ticker match — as filed | 4.2% | $216K | 2,747,795 | SHARES |
| 13 | BKNGBOOKING HOLDINGS INC | 4.1% | $210K | 49,923 | SHARES |
| 14 | SUNBSUNBELT RENTALS HOLDINGS INC | 4.1% | $207K | 3,185,284 | SHARES |
| 15 | FICOFAIR ISAAC CORP | 2.7% | $136K | 127,212 | SHARES |
| 16 | WILLIAMS COS INCno ticker match — as filed | 2.5% | $129K | 1,775,909 | SHARES |
| 17 | STRYKER CORPORATIONno ticker match — as filed | 1.6% | $82K | 249,883 | SHARES |
| 18 | MASTERCARD INCORPORATEDno ticker match — as filed | 1.5% | $78K | 155,592 | SHARES |
| 19 | EFXEQUIFAX INC | 1.4% | $73K | 403,774 | SHARES |
| 20 | AIR PRODUCTS AND CHEMICALS Ino ticker match — as filed | 1.3% | $68K | 233,356 | SHARES |
| 21 | CARLISLE COS INCno ticker match — as filed | 1.3% | $67K | 201,377 | SHARES |
| 22 | LINLINDE PLC | 1.3% | $67K | 134,631 | SHARES |
| 23 | CRMSALESFORCE INC | 1.3% | $66K | 354,805 | SHARES |
| 24 | FLUTTER ENTMT PLCno ticker match — as filed | 1.0% | $50K | 487,027 | SHARES |
| 25 | MARSH & MCLENNAN COS INCno ticker match — as filed | 0.9% | $45K | 261,527 | 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.