What did AKO Capital buy in Q1 2025?

AKO Capital opened 2 new positions (FLUT, CRM) and added to 4 existing holdings in the Q1 2025 13F.

What did AKO Capital sell in Q1 2025?

AKO Capital exited 3 positions (PG, WMG, MSCI) and trimmed 2.

What AKO Capital bought and sold in Q1 2025

In Q1 2025, AKO Capital (AKO Capital) opened 2 new positions — including FLUT (7.4%), CRM (1.3%), added to 4, trimmed 2, exited 3 (PG, WMG, MSCI). The book stood at $7.71B across 26 positions, filed May 14, 2025.

2New4Added2Trimmed3Exited

Share𝕏 in

New positions (2)

FLUTFlutter Entmt Plc7.4% · $572M
CRMSalesforce Inc1.3% · $97M

Added to (4)

ALCAlcon AG+21% shares · 8.7% · $673M
MCOMoody's Corp+27% shares · 5.0% · $385M
ILMNIllumina Inc+80% shares · 0.9% · $71M
CNICanadian Natl Railway CO+74% shares · <0.1% · $2M

Trimmed (2)

LINLinde Plc-34% shares · 0.5% · $40M
CDNSCadence Design Sys Inc-39% shares · 0.5% · $35M

Exited (3)

PGProcter & Gamble Co/thewas 2.7% of book
WMGWarner Music Group Corp-cl Awas 1.9% of book
MSCIMsci Incwas 1.7% of book

AKO Capital's other filings

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

AKO Capital's full portfolio →

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.