What did AKO Capital buy in Q3 2025?

AKO Capital opened 1 new position (CP) and added to 2 existing holdings in the Q3 2025 13F.

What did AKO Capital sell in Q3 2025?

AKO Capital exited 3 positions (ILMN, TMO, CNI) and trimmed 3.

What AKO Capital bought and sold in Q3 2025

In Q3 2025, AKO Capital (AKO Capital) opened 1 new position — including CP (0.8%), added to 2, trimmed 3, exited 3 (ILMN, TMO, CNI). The book stood at $7.03B across 23 positions, filed Nov 13, 2025.

1New2Added3Trimmed3Exited

Share𝕏 in

New positions (1)

CPCanadian Pacific Kansas City0.8% · $60M

Added to (2)

AMZNAmazon.com Inc+24% shares · 5.6% · $397M
CDNSCadence Design Sys Inc+28% shares · 0.8% · $59M

Trimmed (3)

GEGeneral Electric-36% shares · 5.6% · $397M
ZTSZoetis Inc-55% shares · 1.4% · $100M
CRMSalesforce Inc-31% shares · 1.1% · $77M

Exited (3)

ILMNIllumina Incwas 0.6% of book
TMOThermo Fisher Scientific Incwas 0.1% of book
CNICanadian Natl Railway COwas <0.1% of book

AKO Capital's other filings

Q2 2026 changes Q1 2026 changes Q4 2025 changes Q2 2025 changes Q1 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.