13F Filing
AKO CAPITAL LLP
London-based long-biased equity firm founded in 2005 by Norwegian investor Nicolai Tangen (now CEO of Norges Bank Investment Management), focused on high-quality European and global companies with strong competitive advantages.
Filed2026.08.12
FilingCurrent Portfolio
$4.29B
Previous Portfolio
$5.11B
Change
−15.98%
Holdings
ALCALCON AGIncreased$651.9M15.19%
SUNBSUNBELT RENTALS HOLDINGS INCIncreased$454.5M10.59%
VVISA INCReduced$338.0M7.87%
RACEFERRARI N VReduced$328.9M7.66%
GEGE AEROSPACEReduced$288.3M6.72%
AMZNAMAZON COM INCReduced$272.1M6.34%
ADIANALOG DEVICES INCReduced$245.0M5.71%
MSFTMICROSOFT CORPReduced$234.3M5.46%
CSCOCISCO SYS INCReduced$231.6M5.40%
CPCANADIAN PACIFIC KANSAS CITYReduced$210.2M4.90%
| # | Company | % of Portfolio | Activity | Market Value | Shares | Change | Sector |
|---|---|---|---|---|---|---|---|
| 1 |  ALC ALCON AG | 15.19% | Increased | $651.9M | 9,683,004 | +358,348 | Health Care |
| 2 |  SUNB SUNBELT RENTALS HOLDINGS INC | 10.59% | Increased | $454.5M | 6,074,817 | +2,889,533 | Financials |
| 3 |  V VISA INC | 7.87% | Reduced | $338.0M | 985,126 | −201,805 | Financials |
| 4 |  RACE FERRARI N V | 7.66% | Reduced | $328.9M | 886,360 | −40,163 | Consumer Discretionary |
| 5 |  GE GE AEROSPACE | 6.72% | Reduced | $288.3M | 771,417 | −225,430 | Industrials |
| 6 |  AMZN AMAZON COM INC | 6.34% | Reduced | $272.1M | 1,141,835 | −589,335 | Consumer Discretionary |
| 7 |  ADI ANALOG DEVICES INC | 5.71% | Reduced | $245.0M | 616,881 | −412,642 | Information Technology |
| 8 |  MSFT MICROSOFT CORP | 5.46% | Reduced | $234.3M | 628,224 | −106,990 | Information Technology |
| 9 |  CSCO CISCO SYS INC | 5.40% | Reduced | $231.6M | 1,971,628 | −1,072,009 | Information Technology |
| 10 |  CP CANADIAN PACIFIC KANSAS CITY | 4.90% | Reduced | $210.2M | 2,426,027 | −321,768 | Industrials |
Portfolio Changes
Buy Positions
New Buy
Nothing to show yet
Additional Buy
+3.84%
+358,348Shares
+90.72%
+2,889,533Shares
+137.13%
+320,003Shares
+22.08%
+34,349Shares
+139.57%
+382,509Shares
Sell Positions
Full Exit
Full Exit
0Shares
Full Exit
0Shares
Full Exit
0Shares
Full Exit
0Shares
Full Exit
0Shares
Partial Exit
−17.00%
−201,805Shares
−4.33%
−40,163Shares
−22.61%
−225,430Shares
−34.04%
−589,335Shares
−40.08%
−412,642Shares
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