AKO Capital's top holdings (June 2025) include Visa Inc (V), a global payments technology company that facilitates electronic funds transfers worldwide.

AKO Capital is an investment management firm that manages assets on behalf of a global client base. The firm focuses on long-term investments in public equities across various sectors and geographies. They conduct in-depth fundamental research to identify companies with sustainable competitive advantages.

Visa Inc (V)

Visa Inc. operates as a global payments technology company, enabling digital payments across merchants, consumers, and financial institutions. Their primary services include transaction processing and payment solutions, facilitated through their extensive network. The company's discounted cash flow is $246.53, and its market capitalization reaches $708.3B. The position is currently valued at $648.57M in AKO Capital's portfolio.

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

Alcon, Inc. (ALC)

Alcon, Inc. specializes in the development, manufacturing, and marketing of eye care products. Their portfolio includes surgical and vision care products, addressing needs from cataracts to refractive errors and glaucoma. The company's market cap stands at $42.51B, while the current value of AKO Capital's holding is $611.51M. Alcon's discounted cash flow value is $27.56.

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

GE Aerospace (GE)

GE Aerospace is a leading provider of jet engines, components, and integrated systems for commercial and military aircraft. The company also offers aftermarket services to support its installed engine base. The market capitalization of GE Aerospace is $262.24B, and AKO Capital's position is currently valued at $606.48M. Analysts have set a price target of $250.0 for the company, while its discounted cash flow value is $10.0.

Here's an overview of AKO Capital's trades in GE Aerospace:

Microsoft Corporation (MSFT)

Microsoft Corporation develops, licenses, and supports a wide range of software products, services, and devices. Its offerings include operating systems, productivity applications, cloud computing services, and gaming consoles. Microsoft boasts a market cap of $3.42T. The current value of AKO Capital's position is $575.78M, with analysts setting a price target of $505.4 and a discounted cash flow value of $353.31.

Here's an overview of AKO Capital's trades in Microsoft Corporation:

Marsh & McLennan Cos., Inc. (MMC)

Marsh & McLennan Companies, Inc. provides advice and solutions in the areas of risk, strategy, and people. The company operates through its various subsidiaries, offering services such as insurance brokerage, risk management, reinsurance services, talent management, and investment management. This holding in AKO Capital's portfolio is currently worth $495.76M, with a market capitalization of $115.13B.

Here's an overview of AKO Capital's trades in Marsh & McLennan Cos., Inc.: