AKO Capital
| History | Stock | Activity ▼ | Share change | % change to portfolio |
| Q4  2025 | ≡ | CP - Canadian Pacific Kansas City | Add 269.87% | 2,157,801 | 2.42 | ≡ | RACE - Ferrari NV | Add 49.28% | 311,907 | 1.77 | ≡ | CPRT - Copart Inc. | Add 8.74% | 482,889 | 0.29 | ≡ | ADI - Analog Devices | Add 2.03% | 24,862 | 0.10 | ≡ | ICE - Intercontinental Exchange Inc. | Add 0.01% | 184 | 0.00 | ≡ | CSCO - Cisco Systems | Buy | 3,113,706 | 3.65 | ≡ | MA - Mastercard Inc. | Buy | 100,109 | 0.87 | ≡ | FLUT - Flutter Entertainment Plc | Reduce 0.34% | 10,690 | 0.04 | ≡ | ALC - Alcon Inc. | Reduce 3.61% | 287,664 | 0.35 | ≡ | AMZN - Amazon.com Inc. | Reduce 3.90% | 70,430 | 0.25 | ≡ | MCO - Moody's Corp. | Reduce 3.99% | 30,575 | 0.24 | ≡ | CRM - Salesforce.com | Reduce 4.15% | 13,520 | 0.05 | ≡ | MSFT - Microsoft Corp. | Reduce 4.52% | 48,281 | 0.36 | ≡ | WAT - Waters Corp. | Reduce 6.63% | 53,493 | 0.31 | ≡ | FICO - Fair Isaac Corp. | Reduce 8.78% | 10,861 | 0.28 | ≡ | V - Visa Inc. | Reduce 9.27% | 146,890 | 0.78 | ≡ | GE - GE Aerospace | Reduce 16.01% | 211,487 | 0.99 | ≡ | MRSH - Marsh | Reduce 17.50% | 314,893 | 0.89 | ≡ | EFX - Equifax Inc. | Reduce 18.37% | 172,393 | 0.57 | ≡ | BKNG - Booking Holdings Inc. | Reduce 33.76% | 545,425 | 1.78 | ≡ | INTU - Intuit Inc. | Reduce 64.58% | 435,549 | 4.39 | ≡ | LIN - Linde plc | Reduce 82.96% | 65,609 | 0.44 | ≡ | ZTS - Zoetis Inc. | Sell 100.00% | 683,704 | 1.42 | ≡ | CDNS - Cadence Design Systems | Sell 100.00% | 168,767 | 0.84 | ≡ | BAH - Booz Allen Hamilton Hldg Corp. | Sell 100.00% | 86,866 | 0.12 |
| Q3  2025 | ≡ | CDNS - Cadence Design Systems | Add 28.04% | 36,960 | 0.18 | ≡ | AMZN - Amazon.com Inc. | Add 23.78% | 347,385 | 1.08 | ≡ | FLUT - Flutter Entertainment Plc | Add 4.94% | 146,906 | 0.53 | ≡ | CPRT - Copart Inc. | Add 3.49% | 186,270 | 0.12 | ≡ | ALC - Alcon Inc. | Add 3.38% | 260,958 | 0.28 | ≡ | EFX - Equifax Inc. | Add 2.91% | 26,528 | 0.10 | ≡ | WAT - Waters Corp. | Add 2.49% | 19,602 | 0.08 | ≡ | MRSH - Marsh | Add 0.98% | 17,553 | 0.05 | ≡ | CP - Canadian Pacific Kansas City | Buy | 799,560 | 0.85 | ≡ | INTU - Intuit Inc. | Reduce 0.20% | 1,358 | 0.01 | ≡ | RACE - Ferrari NV | Reduce 2.03% | 13,146 | 0.09 | ≡ | LIN - Linde plc | Reduce 3.50% | 2,868 | 0.02 | ≡ | BAH - Booz Allen Hamilton Hldg Corp. | Reduce 3.52% | 3,167 | 0.00 | ≡ | ADI - Analog Devices | Reduce 3.54% | 44,843 | 0.16 | ≡ | V - Visa Inc. | Reduce 3.56% | 58,516 | 0.28 | ≡ | ICE - Intercontinental Exchange Inc. | Reduce 4.91% | 107,656 | 0.26 | ≡ | BKNG - Booking Holdings Inc. | Reduce 6.50% | 112,225 | 0.34 | ≡ | MCO - Moody's Corp. | Reduce 7.30% | 60,411 | 0.41 | ≡ | MSFT - Microsoft Corp. | Reduce 16.00% | 203,561 | 1.50 | ≡ | FICO - Fair Isaac Corp. | Reduce 19.33% | 29,627 | 0.63 | ≡ | CRM - Salesforce.com | Reduce 30.50% | 143,126 | 0.48 | ≡ | GE - GE Aerospace | Reduce 35.97% | 742,130 | 3.17 | ≡ | ZTS - Zoetis Inc. | Reduce 54.75% | 827,222 | 1.72 | ≡ | ILMN - Illumina Inc. | Sell 100.00% | 533,954 | 0.64 | ≡ | TMO - Thermo Fisher Scientific | Sell 100.00% | 26,427 | 0.14 | ≡ | CNI - Canadian Natl Railway Co. | Sell 100.00% | 19,073 | 0.03 |
| Q2  2025 | ≡ | CRM - Salesforce.com | Add 30.38% | 109,346 | 0.38 | ≡ | INTU - Intuit Inc. | Add 21.59% | 119,972 | 1.19 | ≡ | EFX - Equifax Inc. | Add 19.52% | 148,915 | 0.49 | ≡ | FLUT - Flutter Entertainment Plc | Add 14.77% | 382,537 | 1.38 | ≡ | RACE - Ferrari NV | Add 10.42% | 60,988 | 0.38 | ≡ | ALC - Alcon Inc. | Add 8.40% | 597,835 | 0.67 | ≡ | CPRT - Copart Inc. | Add 5.11% | 259,830 | 0.16 | ≡ | ADI - Analog Devices | Add 1.94% | 24,143 | 0.07 | ≡ | MSFT - Microsoft Corp. | Add 1.75% | 21,839 | 0.14 | ≡ | FICO - Fair Isaac Corp. | Add 1.73% | 2,613 | 0.06 | ≡ | AMZN - Amazon.com Inc. | Add 1.58% | 22,740 | 0.06 | ≡ | MCO - Moody's Corp. | Add 0.10% | 820 | 0.01 | ≡ | ZTS - Zoetis Inc. | Reduce 0.86% | 13,034 | 0.03 | ≡ | LIN - Linde plc | Reduce 3.57% | 3,038 | 0.02 | ≡ | BAH - Booz Allen Hamilton Hldg Corp. | Reduce 3.68% | 3,439 | 0.00 | ≡ | ICE - Intercontinental Exchange Inc. | Reduce 3.98% | 90,770 | 0.21 | ≡ | CDNS - Cadence Design Systems | Reduce 4.08% | 5,602 | 0.02 | ≡ | BKNG - Booking Holdings Inc. | Reduce 4.09% | 73,625 | 0.22 | ≡ | V - Visa Inc. | Reduce 7.47% | 132,600 | 0.59 | ≡ | WAT - Waters Corp. | Reduce 11.26% | 99,869 | 0.44 | ≡ | MRSH - Marsh | Reduce 16.00% | 339,530 | 0.94 | ≡ | GE - GE Aerospace | Reduce 16.35% | 403,261 | 1.31 | ≡ | ILMN - Illumina Inc. | Reduce 39.99% | 355,760 | 0.43 | ≡ | TMO - Thermo Fisher Scientific | Reduce 92.06% | 306,418 | 1.62 | ≡ | ACN - Accenture | Sell 100.00% | 1,238,638 | 5.01 |
| Q1  2025 | ≡ | ILMN - Illumina Inc. | Add 79.64% | 394,428 | 0.41 | ≡ | CNI - Canadian Natl Railway Co. | Add 73.52% | 8,081 | 0.01 | ≡ | MCO - Moody's Corp. | Add 26.53% | 173,347 | 1.05 | ≡ | ALC - Alcon Inc. | Add 21.09% | 1,239,291 | 1.52 | ≡ | CPRT - Copart Inc. | Add 15.71% | 689,683 | 0.51 | ≡ | MSFT - Microsoft Corp. | Add 9.45% | 107,983 | 0.53 | ≡ | WAT - Waters Corp. | Add 8.81% | 71,836 | 0.34 | ≡ | ADI - Analog Devices | Add 6.56% | 76,623 | 0.20 | ≡ | TMO - Thermo Fisher Scientific | Add 6.07% | 19,061 | 0.12 | ≡ | EFX - Equifax Inc. | Add 5.05% | 36,659 | 0.12 | ≡ | MRSH - Marsh | Add 2.86% | 58,902 | 0.19 | ≡ | AMZN - Amazon.com Inc. | Add 2.10% | 29,593 | 0.07 | ≡ | FICO - Fair Isaac Corp. | Add 1.38% | 2,058 | 0.05 | ≡ | ZTS - Zoetis Inc. | Add 1.20% | 18,022 | 0.04 | ≡ | V - Visa Inc. | Add 1.07% | 18,828 | 0.09 | ≡ | BAH - Booz Allen Hamilton Hldg Corp. | Add 1.06% | 982 | 0.00 | ≡ | FLUT - Flutter Entertainment Plc | Buy | 2,590,673 | 7.42 | ≡ | CRM - Salesforce.com | Buy | 359,908 | 1.25 | ≡ | BKNG - Booking Holdings Inc. | Reduce 0.58% | 10,450 | 0.03 | ≡ | ACN - Accenture | Reduce 5.55% | 72,827 | 0.29 | ≡ | RACE - Ferrari NV | Reduce 5.58% | 34,604 | 0.19 | ≡ | INTU - Intuit Inc. | Reduce 6.50% | 38,668 | 0.31 | ≡ | GE - GE Aerospace | Reduce 8.42% | 226,790 | 0.59 | ≡ | ICE - Intercontinental Exchange Inc. | Reduce 12.40% | 323,230 | 0.72 |