13F filing recap · Q2 2022
What did AKO Capital buy in Q2 2022?
Reported stock-position changes between this filing and the previous one.
Stock value
$7.14B
Positions
25
Estimated turnover
21.1%
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
TMOThermo Fisher Scientific Inc.$658.73Mreported value+6.0K shares+0.5%ACNAccenture Plc$636.14Mreported value+7.8K shares+0.3%VVisa Inc.$477.00Mreported value+1.11M shares+84.4%EFXEquifax Inc$406.21Mreported value+165.0K shares+8.0%ICEIntercontinental Exchange, Inc.$387.19Mreported value+448.4K shares+12.2%ELEstee Lauder Companies Inc$330.89Mreported value+5.9K shares+0.5%DGDollar General Corp$318.79Mreported value+438.4K shares+51.0%DEODiageo Plc$296.95Mreported value+23.7K shares+1.4%ADBEAdobe Inc.$279.89Mreported value+29.0K shares+3.9%ALLEAllegion Plc$241.76Mreported value+676.6K shares+37.7%FICOFair Isaac Corp$196.82Mreported value+102.7K shares+26.5%RACEFerrari N.v.$175.13Mreported value+3.0K shares+0.3%ANSSAnsys Inc$146.61Mreported value+106.9K shares+21.1%MARMarriott International Inc /md/$92.86Mreported value+10.3K shares+1.5%