AKO Capital LLP 13F holdings and portfolio analysis
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Baseline
Analysis messagesPre-generated Q&A about this fund. Use as reference context for your own analysis.
Concentration is the first item to inspect: top 5 45.36%, top 10 74.66%, top 20 100.01%. The largest names are FLUT (Flutter Entertainment plc) 12.41%, V 9.36%, MSFT (Microsoft Corporation) 9.16%, AMZN (Amazon.com, Inc.) 7.44%, and MCO (Moody's Corporation) 6.99%, and the largest sector exposures are Financials 28.78%, Information Technology 27.91%, and Consumer Discretionary 24.11%. If those exposures reverse, baseline performance can diverge sharply from a broad index.
The strongest recent period was 2024-12-31 (-0.04% strategy return, -3.63% benchmark, 3.58% excess, 16.55% turnover), while the weakest was 2025-09-30 (-12.98% strategy return, 1.46% benchmark, -14.45% excess, 19.21% turnover). Those periods should be read alongside baseline metrics of return 11.15%, alpha -1.82%, beta 1.00, Sharpe 0.63, Sortino 0.80, and max drawdown -35.93% to judge whether returns came from persistent exposure or a narrow timing window.
The latest change list shows FLUT unchanged to 12.41%; V unchanged to 9.36%; MSFT unchanged to 9.16%. Combined with top 5 45.36%, top 10 74.66%, top 20 100.01%, that tells the user whether the baseline is becoming more concentrated or simply refreshing existing exposure. For a static page, this is the best first check before deciding whether the raw disclosed book is still acceptable.