What stocks does AKO Capital own? — Ako Capital LLP portfolio & 13F holdings

AKO Capital runs Ako Capital LLP, a multi-strategy investment firm tracked here via SEC 13F filings. As of the Q4 2025 13F filing, the disclosed long-equity portfolio is valued at $7M across 22 positions. The largest holdings are FLUTTER ENTMT PLC, ALCON AG, and VISA INC (FLUTTER ENTMT PLC alone is 10.2% of the book).

New positions opened in the latest quarter include CISCO SYS INC and MASTERCARD INCORPORATED. Recently exited names: BOOZ ALLEN HAMILTON HLDG COR, CADENCE DESIGN SYSTEM INC, and ZOETIS INC.