What did AKO Capital buy in Q4 2024?

AKO Capital opened 2 new positions (ILMN, BAH) and added to 2 existing holdings in the Q4 2024 13F.

What did AKO Capital sell in Q4 2024?

AKO Capital exited 0 positions and trimmed 4.

What AKO Capital bought and sold in Q4 2024

In Q4 2024, AKO Capital (AKO Capital) opened 2 new positions — including ILMN (0.9%), BAH (0.2%), added to 2, trimmed 4. The book stood at $7.24B across 27 positions, filed Feb 12, 2025.

2New2Added4Trimmed0Exited

Share𝕏 in

New positions (2)

ILMNIllumina Inc0.9% · $66M
BAHBooz Allen Hamilton Holdings0.2% · $12M

Added to (2)

CPRTCopart Inc+21% shares · 3.5% · $252M
EFXEquifax Inc+32% shares · 2.6% · $185M

Trimmed (4)

FICOFair Isaac Corp-33% shares · 4.1% · $296M
TMOThermo Fisher Scientific Inc-26% shares · 2.3% · $163M
WMGWarner Music Group Corp-cl A-37% shares · 1.9% · $134M
LINLinde Plc-64% shares · 0.7% · $54M

AKO Capital's other filings

Q1 2026 changes Q4 2025 changes Q3 2025 changes Q2 2025 changes Q1 2025 changes

AKO Capital's full portfolio →The whole cohort in Q4 2024 →

Changes vs the prior quarter's 13F, long US equity positions only (no shorts, options, or non-US listings). ADD/TRIM are share- count changes of ±20% or more. Sourced from SEC EDGAR. Not investment advice.