AKO Capital
AKO CapitalAKO Capital13F · 15 May 2026
持仓 27前十集中度 66%本季新建/加仓 13减持/清仓 14
113.6%加仓27.1%减持37.0%减持46.4%减持56.1%减持65.8%减持75.5%减持85.3%减持94.8%加仓104.6%减持114.4%减持124.2%减持134.1%加仓144.1%新建仓152.7%加仓162.5%新建仓171.6%新建仓181.5%加仓191.4%减持201.3%新建仓211.3%新建仓221.3%加仓231.3%加仓241.0%减持250.9%减持260.2%减持270.0%新建仓
ALCAlcon Inc.均 54
AMZNAmazon.com Inc.均 69
VVisa Inc.均 63
ADIAnalog Devices均 67
RACEFerrari NV均 62
ICEIntercontinental Exchange Inc.均 62
GEGE Aerospace均 63
MSFTMicrosoft Corp.均 70
WATWaters Corp.均 65
CSCOCisco Systems均 60
MCOMoody's Corp.均 62
CPCanadian Pacific Kansas City均 61
BKNGBooking Holdings Inc.均 64
SUNBSunbelt Rentals Holdings Inc均 55
FICOFair Isaac Corp.均 55
WMBWilliams Cos.均 60
SYKStryker Corp.均 62
MAMastercard Inc.均 66
EFXEquifax Inc.均 57
APDAir Products & Chemicals均 61
CSLCarlisle Companies均 61
LINLinde plc均 65
CRMSalesforce.com均 61
FLUTFlutter Entertainment Plc均 64
MRSHMarsh均 59
CPRTCopart Inc.均 59
RELXRELX plc均 60
数据 = Dataroma 13F(季度披露,有 ~45 天滞后);占比为组合权重,非实时。「均」= 五方均分。共识 ≠ 正确,大佬也会一起踏空 · 非投资建议。