AKO Capital portfolio — 13F holdings Q2 2026
AKO Capital (Patrick Hargreaves, Gorm Thomassen) reported 22 long positions worth $4.3 billion as of 2026-06-30. Top holdings: ALCON INC, Sunbelt Rentals Holdings, Inc., VISA INC., Ferrari N.V., GENERAL ELECTRIC CO. Quarterly changes and source links to the original SEC 13F filings. Long options are listed separately in the interactive view.
Reported share positions (up to 20)
| Company | Report period | Value | Portfolio weight | Change | Source |
|---|---|---|---|---|---|
| ALCON INC | 2026-06-30 | 651941000.00 USD | 15.19% | add | Original filing |
| Sunbelt Rentals Holdings, Inc. | 2026-06-30 | 454457000.00 USD | 10.59% | add | Original filing |
| VISA INC. | 2026-06-30 | 337987000.00 USD | 7.87% | reduce | Original filing |
| Ferrari N.V. | 2026-06-30 | 328940000.00 USD | 7.66% | reduce | Original filing |
| GENERAL ELECTRIC CO | 2026-06-30 | 288302000.00 USD | 6.72% | reduce | Original filing |
| AMAZON COM INC | 2026-06-30 | 272145000.00 USD | 6.34% | reduce | Original filing |
| ANALOG DEVICES INC | 2026-06-30 | 245007000.00 USD | 5.71% | reduce | Original filing |
| MICROSOFT CORP | 2026-06-30 | 234340000.00 USD | 5.46% | reduce | Original filing |
| CISCO SYSTEMS, INC. | 2026-06-30 | 231587000.00 USD | 5.40% | reduce | Original filing |
| CANADIAN PACIFIC KANSAS CITY LTD/CN | 2026-06-30 | 210215000.00 USD | 4.90% | reduce | Original filing |
| MOODYS CORP /DE/ | 2026-06-30 | 193814000.00 USD | 4.52% | reduce | Original filing |
| Air Products & Chemicals, Inc. | 2026-06-30 | 162234000.00 USD | 3.78% | add | Original filing |
| FAIR ISAAC CORP | 2026-06-30 | 123802000.00 USD | 2.88% | reduce | Original filing |
| Intercontinental Exchange, Inc. | 2026-06-30 | 123542000.00 USD | 2.88% | reduce | Original filing |
| WILLIAMS COMPANIES, INC. | 2026-06-30 | 110478000.00 USD | 2.57% | reduce | Original filing |
| Mastercard Inc | 2026-06-30 | 97554000.00 USD | 2.27% | add | Original filing |
| WATERS CORP /DE/ | 2026-06-30 | 76267000.00 USD | 1.78% | reduce | Original filing |
| CARLISLE COMPANIES INC | 2026-06-30 | 69435000.00 USD | 1.62% | reduce | Original filing |
| LINDE PLC | 2026-06-30 | 33622000.00 USD | 0.78% | reduce | Original filing |
| EQUIFAX INC | 2026-06-30 | 21338000.00 USD | 0.50% | reduce | Original filing |
Recent source filings (up to 20)
| Report period | Filed | Form | Source |
|---|---|---|---|
| 2026-06-30 | 2026-08-12 00:00:00 | 13F-HR | Original filing |
| 2026-03-31 | 2026-05-15 00:00:00 | 13F-HR | Original filing |
| 2025-12-31 | 2026-02-17 00:00:00 | 13F-HR | Original filing |
| 2025-09-30 | 2025-11-13 00:00:00 | 13F-HR | Original filing |
| 2025-06-30 | 2025-08-13 00:00:00 | 13F-HR | Original filing |
| 2025-03-31 | 2025-05-14 00:00:00 | 13F-HR | Original filing |
| 2024-12-31 | 2025-02-12 00:00:00 | 13F-HR | Original filing |
| 2024-09-30 | 2024-11-13 00:00:00 | 13F-HR | Original filing |
| 2024-06-30 | 2024-08-13 00:00:00 | 13F-HR | Original filing |
| 2024-03-31 | 2024-05-14 00:00:00 | 13F-HR | Original filing |
| 2023-12-31 | 2024-02-15 00:00:00 | 13F-HR | Original filing |
| 2023-09-30 | 2023-11-06 00:00:00 | 13F-HR | Original filing |
| 2023-06-30 | 2023-08-01 00:00:00 | 13F-HR | Original filing |
| 2023-03-31 | 2023-04-25 00:00:00 | 13F-HR | Original filing |
| 2022-12-31 | 2023-01-18 00:00:00 | 13F-HR | Original filing |
| 2022-09-30 | 2022-11-01 00:00:00 | 13F-HR | Original filing |
| 2022-06-30 | 2022-08-09 00:00:00 | 13F-HR | Original filing |
| 2022-03-31 | 2022-05-04 00:00:00 | 13F-HR | Original filing |
| 2021-12-31 | 2022-02-04 00:00:00 | 13F-HR | Original filing |
| 2021-09-30 | 2021-11-03 00:00:00 | 13F-HR | Original filing |
Public disclosures can be delayed, incomplete, or amended. Report period describes a position date; transaction date describes a reported transaction; filed describes submission. A recent filing or page update does not establish a current holding. A dash means unavailable or not comparable, not zero.
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