What did AKO Capital buy in Q2 2025?

AKO Capital opened 0 new positions and added to 2 existing holdings in the Q2 2025 13F.

What did AKO Capital sell in Q2 2025?

AKO Capital exited 1 position (ACN) and trimmed 2.

What AKO Capital bought and sold in Q2 2025

In Q2 2025, AKO Capital (AKO Capital) added to 2, trimmed 2, exited 1 (ACN). The book stood at $7.92B across 25 positions, filed Aug 13, 2025.

0New2Added2Trimmed1Exited

Share𝕏 in

Added to (2)

INTUIntuit Inc+22% shares · 6.7% · $532M
CRMSalesforce Inc+30% shares · 1.6% · $128M

Trimmed (2)

ILMNIllumina Inc-40% shares · 0.6% · $51M
TMOThermo Fisher Scientific Inc-92% shares · 0.1% · $11M

Exited (1)

ACNAccenture Plc Irelandwas 5.0% of book

AKO Capital's other filings

Q1 2026 changes Q4 2025 changes Q3 2025 changes Q1 2025 changes Q4 2024 changes

AKO Capital's full portfolio →The whole cohort in Q2 2025 →

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.