13F filing recap · Q4 2021
What did AKO Capital buy in Q4 2021?
Reported stock-position changes between this filing and the previous one.
Stock value
$10.27B
Positions
24
Estimated turnover
23.0%
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.
Increased positions
BKNGBooking Holdings Inc.$1.26Breported value+140.1K shares+36.5%ACNAccenture Plc$1.03Breported value+227.7K shares+10.1%TMOThermo Fisher Scientific Inc.$820.64Mreported value+87.4K shares+7.7%ICEIntercontinental Exchange, Inc.$523.62Mreported value+993.7K shares+35.1%EFXEquifax Inc$480.86Mreported value+99.7K shares+6.5%ELEstee Lauder Companies Inc$473.16Mreported value+75.0K shares+6.2%PGProcter & Gamble Co$409.64Mreported value+557.1K shares+28.6%DEODiageo Plc$382.67Mreported value+306.4K shares+21.4%ADBEAdobe Inc.$212.37Mreported value+14.7K shares+4.1%ANSSAnsys Inc$137.48Mreported value+46.2K shares+15.6%FICOFair Isaac Corp$110.27Mreported value+10.0K shares+4.1%