AKO CAPITAL LLP
LONDON X0 · SEC CIK 0001376879
$42.92亿2026Q2 申报市值
22持仓数
75.8%前十大占比 · 第一大 15.2%
0 / 5新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
SUNB 加仓+$2.16亿
APD 加仓+$9,381.86万
ALC 加仓+$2,412.70万
MA 加仓+$1,764.17万
CPRT 加仓+$1,078.31万
2026Q2 卖出最多 按季末市值估算
WAT 减仓-$2.30亿
BKNG 清仓-$2.10亿
ADI 减仓-$1.64亿
AMZN 减仓-$1.40亿
CSCO 减仓-$1.26亿
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| BKNG | BOOKING HOLDINGS INC | $0 | 0.00% | 0 | -1,248,075 | -100.0% | -$2.10亿 | 清仓 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -354,805 | -100.0% | -$6,623.10万 | 清仓 |
| FLUT | FLUTTER ENTMT PLC | $0 | 0.00% | 0 | -487,027 | -100.0% | -$4,965.20万 | 清仓 |
| MRSH | MARSH & MCLENNAN COS INC | $0 | 0.00% | 0 | -261,527 | -100.0% | -$4,536.20万 | 清仓 |
| RELX | RELX PLC | $0 | 0.00% | 0 | -23,447 | -100.0% | -$77.70万 | 清仓 |
| SYK | STRYKER CORPORATION | $649.30万 | 0.15% | 20,624 | -229,259 | -91.7% | -$7,217.70万 | 减仓 |
| CPRT | COPART INC | $1,850.90万 | 0.43% | 656,567 | 382,509 | 139.6% | $1,078.31万 | 加仓 |
| EFX | EQUIFAX INC | $2,133.80万 | 0.50% | 134,439 | -269,335 | -66.7% | -$4,274.85万 | 减仓 |
| LIN | LINDE PLC | $3,362.20万 | 0.78% | 64,789 | -69,842 | -51.9% | -$3,624.42万 | 减仓 |
| CSL | CARLISLE COS INC | $6,943.50万 | 1.62% | 191,414 | -9,963 | -4.9% | -$361.41万 | 减仓 |
| WAT | WATERS CORP | $7,626.70万 | 1.78% | 203,356 | -613,573 | -75.1% | -$2.30亿 | 减仓 |
| MA | MASTERCARD INCORPORATED | $9,755.40万 | 2.27% | 189,941 | 34,349 | 22.1% | $1,764.17万 | 加仓 |
| WMB | WILLIAMS COS INC | $1.10亿 | 2.57% | 1,486,116 | -289,793 | -16.3% | -$2,154.32万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $1.24亿 | 2.88% | 1,003,510 | -864,039 | -46.3% | -$1.06亿 | 减仓 |
| FICO | FAIR ISAAC CORP | $1.24亿 | 2.88% | 103,619 | -23,593 | -18.5% | -$2,818.85万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $1.62亿 | 3.78% | 553,359 | 320,003 | 137.1% | $9,381.86万 | 加仓 |
| MCO | MOODYS CORP | $1.94亿 | 4.52% | 427,920 | -82,904 | -16.2% | -$3,754.90万 | 减仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $2.10亿 | 4.90% | 2,426,027 | -321,768 | -11.7% | -$2,788.12万 | 减仓 |
| CSCO | CISCO SYS INC | $2.32亿 | 5.40% | 1,971,628 | -1,072,009 | -35.2% | -$1.26亿 | 减仓 |
| MSFT | MICROSOFT CORP | $2.34亿 | 5.46% | 628,224 | -106,990 | -14.6% | -$3,990.94万 | 减仓 |
| ADI | ANALOG DEVICES INC | $2.45亿 | 5.71% | 616,881 | -412,642 | -40.1% | -$1.64亿 | 减仓 |
| AMZN | AMAZON COM INC | $2.72亿 | 6.34% | 1,141,835 | -589,335 | -34.0% | -$1.40亿 | 减仓 |
| GE | GE AEROSPACE | $2.88亿 | 6.72% | 771,417 | -225,430 | -22.6% | -$8,425.00万 | 减仓 |
| RACE | FERRARI N V | $3.29亿 | 7.66% | 886,360 | -40,163 | -4.3% | -$1,490.50万 | 减仓 |
| V | VISA INC | $3.38亿 | 7.87% | 985,126 | -201,805 | -17.0% | -$6,923.73万 | 减仓 |
| SUNB | SUNBELT RENTALS HOLDINGS INC | $4.54亿 | 10.59% | 6,074,817 | 2,889,533 | 90.7% | $2.16亿 | 加仓 |
| ALC | ALCON AG | $6.52亿 | 15.19% | 9,683,004 | 358,348 | 3.8% | $2,412.70万 | 加仓 |