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AKO CAPITAL LLP

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LONDON X0 Investment Advisor Hedge Fund
13F Summary

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Equal-WT
WhaleScore 2.0 ?

85

S&P 500
WhaleScore ?

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Equal-WT
WhaleScore 1.0 ?

AKO Capital LLP is based out of London. AKO Capital LLP is a registered investment advisory firm Their last reported 13F filing for Q1 2024 included $7,058,586,000 in managed 13F securities and a top 10 holdings concentration of 54.44%. AKO Capital LLP's largest holding is Alcon Inc with shares held of 6,496,157. Whalewisdom has at least 30 13F filings, 2 13D filings, and 4 13G filings

2024-03-31

Top Buys (13F)

2024-03-31

Top Sells (13F)

Name % Change
ANSS ANSYS, Inc. 5.02%
ACN Accenture Plc 3.47%
URI United Rentals, Inc. 2.07%
BKNG Booking Holdings Inc 1.45%
V VISA Inc 1.09%

2024-03-31

13F Holdings Summary

Name $ Change
ALC Alcon Inc 7.64%
MSFT Microsoft Corp. 6.67%
GE General Electric Co 6.13%
EL Estee Lauder Compani 5.92%
ICE Intercontinental Exc 5.18%

2024-03-31

13F Activity

Market Value $7.06b, Prior: $7.03b
Inflows (Outflows) as % of Total MV (-6.2478)%
New Purchases 1 stocks
Added To 13 stocks
Sold out of 3 stocks
Reduced holdings in 13 stocks
Top 10 Holdings % 54.44%
Turnover %[1] 13.33%
Turnover Alt %[2] 13.53%
Time Held Top 20 6.25 quarters
Time Held Top 10 5.3 quarters
Time Held All 13.3 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2024-03-31

13F Sector Allocation Over Time

2024-03-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2024-03-31

Portfolio Performance