AKO CAPITAL LLP
LONDON X0 · SEC CIK 0001376879
$51.08亿2026Q1 申报市值
27持仓数
66.2%前十大占比 · 第一大 13.6%
6 / 1新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
SUNB 新建仓+$2.07亿
WMB 新建仓+$1.29亿
ALC 加仓+$1.22亿
SYK 新建仓+$8,210.90万
APD 新建仓+$6,778.80万
2026Q1 卖出最多 按季末市值估算
FLUT 减仓-$2.67亿
MRSH 减仓-$2.12亿
CPRT 减仓-$1.90亿
INTU 清仓-$1.58亿
MSFT 减仓-$1.06亿
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| INTU | INTUIT | $0 | 0.00% | 0 | -238,876 | -100.0% | -$1.58亿 | 清仓 |
| RELX | RELX PLC | $77.70万 | 0.02% | 23,447 | 23,447 | — | $77.70万 | 新建仓 |
| CPRT | COPART INC | $909.90万 | 0.18% | 274,058 | -5,736,076 | -95.4% | -$1.90亿 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC | $4,536.20万 | 0.89% | 261,527 | -1,223,333 | -82.4% | -$2.12亿 | 减仓 |
| FLUT | FLUTTER ENTMT PLC | $4,965.20万 | 0.97% | 487,027 | -2,622,399 | -84.3% | -$2.67亿 | 减仓 |
| CRM | SALESFORCE INC | $6,623.10万 | 1.30% | 354,805 | 42,197 | 13.5% | $787.69万 | 加仓 |
| LIN | LINDE PLC | $6,674.50万 | 1.31% | 134,631 | 121,155 | 899.0% | $6,006.41万 | 加仓 |
| CSL | CARLISLE COS INC | $6,718.30万 | 1.32% | 201,377 | 201,377 | — | $6,718.30万 | 新建仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $6,778.80万 | 1.33% | 233,356 | 233,356 | — | $6,778.80万 | 新建仓 |
| EFX | EQUIFAX INC | $7,270.80万 | 1.42% | 403,774 | -362,181 | -47.3% | -$6,521.83万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $7,774.30万 | 1.52% | 155,592 | 55,483 | 55.4% | $2,772.26万 | 加仓 |
| SYK | STRYKER CORPORATION | $8,210.90万 | 1.61% | 249,883 | 249,883 | — | $8,210.90万 | 新建仓 |
| WMB | WILLIAMS COS INC | $1.29亿 | 2.53% | 1,775,909 | 1,775,909 | — | $1.29亿 | 新建仓 |
| FICO | FAIR ISAAC CORP | $1.36亿 | 2.66% | 127,212 | 14,427 | 12.8% | $1,540.14万 | 加仓 |
| SUNB | SUNBELT RENTALS HOLDINGS INC | $2.07亿 | 4.06% | 3,185,284 | 3,185,284 | — | $2.07亿 | 新建仓 |
| BKNG | BOOKING HOLDINGS INC | $2.10亿 | 4.11% | 49,923 | 7,122 | 16.6% | $2,998.59万 | 加仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $2.16亿 | 4.23% | 2,747,795 | -209,566 | -7.1% | -$1,648.45万 | 减仓 |
| MCO | MOODYS CORP | $2.23亿 | 4.36% | 510,824 | -225,744 | -30.6% | -$9,848.08万 | 减仓 |
| CSCO | CISCO SYS INC | $2.36亿 | 4.62% | 3,043,637 | -70,069 | -2.3% | -$543.67万 | 减仓 |
| WAT | WATERS CORP | $2.43亿 | 4.76% | 816,929 | 63,474 | 8.4% | $1,890.25万 | 加仓 |
| MSFT | MICROSOFT CORP | $2.72亿 | 5.33% | 735,214 | -285,501 | -28.0% | -$1.06亿 | 减仓 |
| GE | GE AEROSPACE | $2.83亿 | 5.54% | 996,847 | -112,542 | -10.1% | -$3,193.60万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $2.94亿 | 5.75% | 1,867,549 | -216,636 | -10.4% | -$3,407.25万 | 减仓 |
| RACE | FERRARI N V | $3.11亿 | 6.08% | 926,523 | -18,344 | -1.9% | -$615.35万 | 减仓 |
| ADI | ANALOG DEVICES INC | $3.28亿 | 6.41% | 1,029,523 | -218,486 | -17.5% | -$6,950.90万 | 减仓 |
| V | VISA INC | $3.59亿 | 7.02% | 1,186,931 | -251,036 | -17.5% | -$7,587.31万 | 减仓 |
| AMZN | AMAZON COM INC | $3.61亿 | 7.06% | 1,731,170 | -6,433 | -0.4% | -$133.98万 | 减仓 |
| ALC | ALCON AG | $6.96亿 | 13.62% | 9,324,656 | 1,637,956 | 21.3% | $1.22亿 | 加仓 |