AKO Capital's top holdings (June 2026) include Sunbelt Rentals Holdings Inc (SUNB.L), a provider of diverse equipment rental solutions for the construction and industrial sectors.

AKO Capital is a London-based investment firm that focuses on long-term equity investments in European and global markets. The firm utilizes a fundamental research approach to manage capital on behalf of a range of global institutional clients.

Sunbelt Rentals Holdings Inc (SUNB.L)

Sunbelt Rentals provides a wide range of industrial and construction equipment for rent, serving customers across North America and the United Kingdom. Their inventory includes everything from heavy earthmoving machinery to specialized tools for maintenance and events. The company's market cap stands at $24.14B, while the current value of AKO Capital's holding is $18.61B. A discounted cash flow analysis suggests a value of $1.56K per share.

Here's an overview of AKO Capital's trades in Sunbelt Rentals Holdings Inc: [STOCKCIRCLE_EMBED_PLACEHOLDER_SUNB.L]

Alcon, Inc. (ALC)

Alcon, Inc. specializes in eye care products, operating through surgical and vision care segments to provide innovative lenses and devices. The company develops medical solutions for treating conditions like cataracts, glaucoma, and refractive errors globally. Alcon has a market capitalization of $32.31B, with AKO Capital's position currently valued at $618.13M. Analysts have set a price target of $81.75 for the stock, and the discounted cash flow value is calculated at $91.63.

Here's an overview of AKO Capital's trades in Alcon, Inc.:

Amazon.com Inc. (AMZN)

Amazon.com Inc. is a global leader in e-commerce, cloud computing through AWS, and digital streaming services. The company maintains an extensive logistics network and a massive online marketplace serving millions of consumers and third-party sellers. This holding in AKO Capital's portfolio is currently worth $468.52M, and the firm as a whole has a market cap of $2.91T. Market analysts have established a price target of $302.49, while the discounted cash flow model indicates a value of $66.27.

Here's an overview of AKO Capital's trades in Amazon.com Inc.:

Analog Devices Inc. (ADI)

Analog Devices Inc. designs and manufactures high-performance integrated circuits used in analog, mixed-signal, and digital signal processing applications. Their products are critical components in industrial automation, automotive electronics, and communications infrastructure. The current value of AKO Capital's position is $426.07M, relative to the company's total market cap of $201.58B. The discounted cash flow value for the company is $206.16 per share, and analysts maintain a price target of $426.09.

Here's an overview of AKO Capital's trades in Analog Devices Inc.:

Visa Inc (V)

Visa Inc is a global payments technology company that facilitates electronic funds transfers across more than 200 countries and territories. It operates one of the world's most advanced processing networks, enabling secure and reliable transactions for consumers, merchants, and financial institutions. Visa's market cap is currently $625.58B, and AKO Capital's position is valued at $387.37M. The company's discounted cash flow analysis suggests a value of $253.58 per share, with an analyst price target of $377.33.

Here's an overview of AKO Capital's trades in Visa Inc: