13F filing recap · Q2 2025
What did AKO Capital buy in Q2 2025?
Reported stock-position changes between this filing and the previous one.
Stock value
$7.92B
Positions
25
Estimated turnover
15.8%
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.
Quarter in review
AKO Capital exited Accenture entirely and added to Flutter Entertainment, Intuit, and Salesforce. The firm also trimmed Visa, General Electric, Marsh & McLennan, and Waters Corporation, while substantially reducing Illumina and Thermo Fisher Scientific.
Increased positions
FLUTFlutter Entertainment Plc$847.50Mreported value+382.5K shares+14.8%ALCAlcon Inc.$681.45Mreported value+597.8K shares+8.4%MSFTMicrosoft Corporation$632.98Mreported value+21.8K shares+1.7%INTUIntuit Inc.$532.27Mreported value+120.0K shares+21.6%MCOMoody’s Corporation$415.09Mreported value+820 shares+0.1%AMZNAmazon.com Inc$320.45Mreported value+22.7K shares+1.6%RACEFerrari N.v.$316.60Mreported value+61.0K shares+10.4%ADIAnalog Devices, Inc.$301.81Mreported value+24.1K shares+1.9%FICOFair Isaac Corp$280.18Mreported value+2.6K shares+1.7%CPRTCopart, Inc.$262.08Mreported value+259.8K shares+5.1%EFXEquifax Inc$236.50Mreported value+148.9K shares+19.5%CRMSalesforce, Inc.$127.96Mreported value+109.3K shares+30.4%