13F filing recap · Q4 2016

What did AKO Capital buy in Q4 2016?

Reported stock-position changes between this filing and the previous one.

Stock value

$779.04M

Positions

Estimated turnover

—

Turnover is a proxy: verified trade-origin share changes valued at period-end and divided by average reported stock value. SEC holdings reports do not disclose execution dates or prices. Corporate actions and unreconciled activity are excluded.

New positions

RACEFerrari N.v.$241.98Mreported value+4.15M shares VVisa Inc.$53.40Mreported value+684.4K shares ALLEAllegion Plc$47.26Mreported value+738.4K shares FICOFair Isaac Corp$42.52Mreported value+356.7K shares MARMarriott International Inc /md/$40.03Mreported value+484.1K shares CLColgate-Palmolive Company$38.17Mreported value+583.2K shares PXPraxair, Inc.$34.38Mreported value+293.4K shares CTSHCognizant Technology Solutions Corporation$34.16Mreported value+609.7K shares ELEstee Lauder Companies Inc$32.74Mreported value+428.0K shares USBUS Bancorp$32.23Mreported value+627.5K shares CLBCore Laboratories Inc.$31.20Mreported value+259.9K shares ANSSAnsys Inc$28.94Mreported value+312.9K shares NKENike, Inc.$28.78Mreported value+566.3K shares MCOMoody’s Corporation$27.80Mreported value+294.9K shares WFCWells Fargo & Company/mn$26.59Mreported value+482.5K shares MONMonsanto Company$22.11Mreported value+210.1K shares GOOGAlphabet Inc.$16.74Mreported value+21.7K shares