AKO CAPITAL LLP

HTTP://WWW.AKOCAPITAL.COM • LONDON, X0 • Investment Advisor How do I update this listing?

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AKO Capital LLP is based out of London. AKO Capital LLP is a registered investment advisory firm with discretionary assets under management (AUM) of $0 (Form ADV from 2020-07-27). Their last reported 13F filing for Q4 2020 included $7,757,879,000 in managed 13F securities and a top 10 holdings concentration of 61.24%. AKO Capital LLP's largest holding is Linde PLC (Praxair Inc.) with shares held of 3,688,572. AKO Capital LLP has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 17 13F filings, 2 13D filings, and 4 13G filings

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12/31/2020

13F Activity

  • Market Value $7.758 Billion
  • Prior Market Value $6.373 Billion
  • New Purchases1 stock
  • Additional Purchases17 stocks
  • Sold out of0 stocks
  • Reduced holdings in8 stocks
  • Top 10 Holdings % 61.24 %
  • Turnover % [1]:3.85%
  • Turnover Alt % [2]: 3.61 %
  • Time Held Top20:7.00 quarters
  • Time Held Top10:5.30 quarters
  • Time Held All:8.58 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.

12/31/2020

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2021-02-16

Performance for Q4 2020: 6.53%
Performance Last 4 Quarters: 8.08%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required
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*Shares are split adjusted

View Last Form Adv Compilation Report on Record

AKO CAPITAL LLP
61 CONDUIT STREET
LONDON    W1S 2GB
Country: United Kingdom
Business Phone: 0044(0) 207 070 2400
Fax: 0044(0) 207 070 2430
Professional Investment Advisor Data
SEC Registration as :
Form of Organization: Limited Liability Partnership
Organized in:
Number of employees:
Other Business Activities:
Advisor Fees/Compensation:
Amount of client funds and securities:
Total Number of Clients: 0
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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Insider Transactions in the past year

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WhaleScore history for AKO CAPITAL LLP

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**EXPERIMENTAL** Current International Short Positions

Only includes UK, France, Germany, Japan, and HKEX are presently being processed.

Holder Issuer Net Short Position Position Date Origin
AKO CAPITAL LLP ATOS SE 1.01% 2021-02-25 FRANCE
AKO CAPITAL LLP ATOS SE 0.67% 2020-12-15 FRANCE
AKO Capital LLP BRUNELLO CUCINELLI SPA 1.37% 2020-11-19 Italy
AKO Capital LLP CERVED GROUP SPA 1.15% 2021-03-02 Italy
AKO Capital LLP Dürr Aktiengesellschaft 1.11% 2020-12-16 GERMANY
AKO CAPITAL LLP EIFFAGE 0.6% 2021-02-24 FRANCE
AKO Capital LLP Elekta AB (publ) 1.12% 2021-02-15 Sweden
AKO Capital LLP Gerresheimer AG 1.1% 2021-02-25 GERMANY
AKO Capital LLP KINGFISHER PLC 0.94% 2021-02-24 UK
AKO Capital LLP KRONES Aktiengesellschaft 0.81% 2021-02-24 GERMANY
AKO Capital LLP MAIRE TECNIMONT SPA 1.33% 2021-02-24 Italy
AKO CAPITAL LLP PUBLICIS GROUPE SA 0.54% 2020-11-24 FRANCE
AKO Capital LLP SAAB Aktiebolag 0.7% 2021-03-03 Sweden
AKO Capital LLP SALVATORE FERRAGAMO SPA 0.9% 2021-03-02 Italy
AKO Capital LLP Software Aktiengesellschaft 0.92% 2021-02-24 GERMANY
AKO Capital LLP SPECTRIS PLC 1.05% 2021-02-10 UK
AKO CAPITAL LLP SPIE SA 0.68% 2020-12-16 FRANCE
AKO CAPITAL LLP SPIE SA 0.86% 2020-11-25 FRANCE
AKO Capital LLP Trainline PLC 0.71% 2021-02-11 UK
AKO Capital LLP UDG HEALTHCARE PLC 1.06% 2021-01-27 UK
AKO Capital LLP WOOD GROUP (JOHN) PLC 0.51% 2021-02-24 UK

Short Position History (last 100)

Holder Net Short Position Position Date Origin
AKO Capital LLP for AKO Master Fund Limited ABERDEEN ASSET MGMT PLC 0.31% 2015-07-24 UK
AKO Capital LLP for AKO Master Fund Limited ABERDEEN ASSET MGMT PLC 0.51% 2015-06-02 UK
AKO Capital LLP for AKO Master Fund LTD ABERDEEN ASSET MGMT PLC 0.51% 2015-06-02 UK
AKO Capital LLP AGGREKO PLC 0.55% 2021-02-11 UK
AKO Capital LLP AGGREKO PLC 0.68% 2021-02-09 UK
AKO Capital LLP AGGREKO PLC 0.76% 2021-02-08 UK
AKO Capital LLP AGGREKO PLC 0.84% 2021-02-05 UK
AKO Capital LLP Aggreko plc 0.0% 2021-02-01 GERMANY
AKO Capital LLP for AKO Master Fund Limited AGGREKO PLC 1.01% 2021-01-11 UK
AKO Capital LLP AGGREKO PLC 1.01% 2021-01-11 UK
AKO Capital LLP Aggreko plc 0.98% 2021-01-03 GERMANY
AKO Capital LLP for AKO Master Fund Limited AGGREKO PLC 0.98% 2020-12-11 UK
AKO Capital LLP for AKO Master Fund Limited AGGREKO PLC 1.05% 2020-10-29 UK
AKO Capital LLP for AKO Master Fund Limited AGGREKO PLC 1.12% 2020-10-12 UK
AKO Capital LLP for AKO Master Fund Limited AGGREKO PLC 0.99% 2020-10-06 UK
AKO Capital LLP for AKO Master Fund Limited AGGREKO PLC 1.09% 2020-09-25 UK
AKO Capital LLP for AKO Master Fund Limited AGGREKO PLC 1.12% 2020-09-17 UK
AKO Capital LLP for AKO Master Fund Limited AGGREKO PLC 1.02% 2020-09-16 UK
AKO Capital LLP for AKO Master Fund Limited AGGREKO PLC 0.96% 2020-09-15 UK
AKO Capital LLP for AKO Master Fund Limited AGGREKO PLC 0.82% 2020-09-07 UK
AKO Capital LLP for AKO Master Fund Limited AGGREKO PLC 0.78% 2020-07-24 UK
AKO Capital LLP for AKO Master Fund Limited AGGREKO PLC 0.65% 2020-07-15 UK
AKO Capital LLP for AKO Master Fund Limited AGGREKO PLC 0.69% 2020-06-22 UK
AKO Capital LLP for AKO Master Fund Limited AGGREKO PLC 0.72% 2020-05-14 UK
AKO Capital LLP for AKO Master Fund Limited AGGREKO PLC 0.93% 2020-04-28 UK
AKO Capital LLP for AKO Master Fund Limited AGGREKO PLC 0.72% 2020-04-17 UK
AKO Capital LLP for AKO Master Fund Limited AGGREKO PLC 0.54% 2020-04-08 UK
AKO Capital LLP for AKO Master Fund Limited AGGREKO PLC 0.55% 2020-03-10 UK
AKO Capital LLP for AKO Master Fund Limited AGGREKO PLC 0.61% 2020-03-05 UK
AKO Capital LLP for AKO Master Fund Limited AGGREKO PLC 0.75% 2020-03-02 UK
AKO Capital LLP for AKO Master Fund Limited AGGREKO PLC 0.88% 2020-02-28 UK
AKO Capital LLP for AKO Master Fund Limited AGGREKO PLC 0.96% 2019-11-29 UK
AKO Capital LLP for AKO Master Fund Limited AGGREKO PLC 1.09% 2019-11-25 UK
AKO Capital LLP for AKO Master Fund Limited AGGREKO PLC 1.12% 2019-11-04 UK
AKO Capital LLP for AKO Master Fund Limited AGGREKO PLC 1.0% 2019-08-15 UK
AKO Capital LLP for AKO Master Fund Limited AGGREKO PLC 0.9% 2019-06-07 UK
AKO Capital LLP for AKO Master Fund Limited AGGREKO PLC 0.83% 2019-06-03 UK
AKO Capital LLP for AKO Master Fund Limited AGGREKO PLC 0.7% 2019-04-05 UK
AKO Capital LLP for AKO Master Fund Limited AGGREKO PLC 0.62% 2019-03-08 UK
AKO Capital LLP for AKO Master Fund Limited AGGREKO PLC 0.55% 2019-01-10 UK
AKO Capital LLP for AKO Master Fund Limited AGGREKO PLC 0.69% 2019-01-09 UK
AKO Capital LLP for AKO Master Fund Limited AGGREKO PLC 0.79% 2018-12-19 UK
AKO Capital LLP for AKO Master Fund Limited AGGREKO PLC 0.81% 2018-10-12 UK
AKO Capital LLP for AKO Master Fund Limited AGGREKO PLC 0.72% 2018-10-08 UK
AKO Capital LLP for AKO Master Fund Limited AGGREKO PLC 0.68% 2018-08-08 UK
AKO Capital LLP for AKO Master Fund Limited AGGREKO PLC 0.72% 2018-08-01 UK
AKO Capital LLP for AKO Master Fund Limited AGGREKO PLC 0.99% 2018-06-25 UK
AKO Capital LLP for AKO Master Fund Limited AGGREKO PLC 1.07% 2018-06-06 UK
AKO Capital LLP for AKO Master Fund Limited AGGREKO PLC 1.1% 2018-06-05 UK
AKO Capital LLP for AKO Master Fund Limited AGGREKO PLC 1.3% 2018-05-16 UK
AKO Capital LLP for AKO Master Fund Limited AGGREKO PLC 1.27% 2018-04-11 UK
AKO Capital LLP for AKO Master Fund Limited AGGREKO PLC 1.14% 2017-12-14 UK
AKO Capital LLP for AKO Master Fund Limited AGGREKO PLC 1.3% 2017-12-13 UK
AKO Capital LLP for AKO Master Fund Limited AGGREKO PLC 1.43% 2017-10-11 UK
AKO Capital LLP for AKO Master Fund Limited AGGREKO PLC 1.33% 2017-09-22 UK
AKO Capital LLP for AKO Master Fund Limited AGGREKO PLC 1.23% 2017-09-04 UK
AKO Capital LLP for AKO Master Fund Limited AGGREKO PLC 1.11% 2017-08-24 UK
AKO Capital LLP for AKO Master Fund Limited AGGREKO PLC 1.0% 2017-08-07 UK
AKO Capital LLP for AKO Master Fund Limited AGGREKO PLC 0.88% 2017-07-31 UK
AKO Capital LLP for AKO Master Fund Limited AGGREKO PLC 0.73% 2017-03-10 UK
AKO Capital LLP for AKO Master Fund Limited AGGREKO PLC 0.89% 2017-03-06 UK
AKO Capital LLP for AKO Master Fund Limited AGGREKO PLC 0.95% 2017-03-03 UK
AKO Capital LLP for AKO Master Fund Limited AGGREKO PLC 1.06% 2017-01-25 UK
AKO Capital LLP for AKO Master Fund Limited AGGREKO PLC 1.11% 2017-01-11 UK
AKO Capital LLP for AKO Master Fund Limited AGGREKO PLC 1.06% 2017-01-05 UK
AKO Capital LLP for AKO Master Fund Limited AGGREKO PLC 1.19% 2017-01-04 UK
AKO Capital LLP for AKO Master Fund Limited AGGREKO PLC 1.32% 2016-12-12 UK
AKO Capital LLP for AKO Master Fund Limited AGGREKO PLC 1.41% 2016-12-09 UK
AKO Capital LLP for AKO Master Fund Limited AGGREKO PLC 1.67% 2016-11-22 UK
AKO Capital LLP for AKO Master Fund Limited AGGREKO PLC 1.79% 2016-11-21 UK
AKO Capital LLP for AKO Master Fund Limited AGGREKO PLC 1.98% 2016-11-18 UK
AKO Capital LLP for AKO Master Fund Limited AGGREKO PLC 2.17% 2016-10-18 UK
AKO Capital LLP for AKO Master Fund Limited AGGREKO PLC 1.92% 2016-09-29 UK
AKO Capital LLP for AKO Master Fund Limited AGGREKO PLC 1.84% 2016-09-27 UK
AKO Capital LLP for AKO Master Fund Limited AGGREKO PLC 1.7% 2016-09-23 UK
AKO Capital LLP for AKO Master Fund Limited AGGREKO PLC 1.64% 2016-09-22 UK
AKO Capital LLP for AKO Master Fund Limited AGGREKO PLC 1.58% 2016-09-21 UK
AKO Capital LLP for AKO Master Fund Limited AGGREKO PLC 1.41% 2016-09-19 UK
AKO Capital LLP for AKO Master Fund Limited AGGREKO PLC 1.33% 2016-09-16 UK
AKO Capital LLP for AKO Master Fund Limited AGGREKO PLC 1.24% 2016-09-14 UK
AKO Capital LLP for AKO Master Fund Limited AGGREKO PLC 1.0% 2016-09-12 UK
AKO Capital LLP for AKO Master Fund Limited AGGREKO PLC 0.75% 2016-09-08 UK
AKO CAPITAL LLP AIR FRANCE-KLM 0.75% 2016-10-12 FRANCE
AKO CAPITAL LLP AIR FRANCE-KLM 0.64% 2016-07-26 FRANCE
AKO CAPITAL LLP AIR FRANCE-KLM 0.72% 2016-06-07 FRANCE
AKO CAPITAL LLP AIR FRANCE-KLM 0.61% 2016-05-05 FRANCE
AKO CAPITAL LLP AIR FRANCE-KLM 0.55% 2016-02-26 FRANCE
AKO CAPITAL LLP AIR FRANCE-KLM 0.61% 2016-01-14 FRANCE
AKO CAPITAL LLP AIR FRANCE-KLM 0.41% 2015-12-29 FRANCE
AKO CAPITAL LLP AIR FRANCE-KLM 0.58% 2015-12-28 FRANCE
AKO CAPITAL LLP AIR FRANCE-KLM 0.69% 2015-12-22 FRANCE
AKO CAPITAL LLP AIR FRANCE-KLM 0.7% 2015-02-02 FRANCE
AKO Capital LLP Alfa Laval AB 0.57% 2020-12-11 Sweden
AKO CAPITAL LLP ALSTOM 0.49% 2020-11-19 FRANCE
AKO CAPITAL LLP ALSTOM 0.52% 2020-11-11 FRANCE
AKO CAPITAL LLP ALSTOM 0.49% 2020-10-28 FRANCE
AKO CAPITAL LLP ALSTOM 0.52% 2020-07-21 FRANCE
AKO CAPITAL LLP ALSTOM 0.63% 2020-07-20 FRANCE
AKO CAPITAL LLP ALSTOM 0.82% 2020-07-03 FRANCE
AKO CAPITAL LLP ALSTOM 0.73% 2020-06-09 FRANCE

**EXPERIMENTAL** Current UK Positions

Updated daily

Contains transactions from January 1st, 2015 on.

Holder Issuer Transaction Date Number of Voting Rights % of Voting Rights
AKO CAPITAL LLP ROLLSROYCE HOLDINGS PLC 2020-05-28 0 0%
AKO CAPITAL LLP AGGREKO PLC 2015-11-25 12,781,545 4.99%

Position History

Holder Issuer Transaction Date Number of Voting Rights % of Voting Rights
AKO CAPITAL LLP AGGREKO PLC 2015-03-23 12,945,797 5.05%

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