AKO Capital's top holdings (August 2025) include General Electric Co. (GE Aerospace) (GE), a leader in aviation engines, systems, and services.

AKO Capital operates as an investment management firm, primarily focused on public equity investments. The firm conducts fundamental research to identify companies for its long-term portfolio, aiming to invest in businesses with strong market positions and consistent revenue streams.

General Electric Co. (GE Aerospace) (GE)

General Electric Co., now largely focused on its GE Aerospace segment, is a global provider of jet engines, components, and maintenance services for commercial and military aircraft. The company's technology powers a significant portion of the world's commercial aviation fleet. The current value of AKO Capital's position in General Electric Co. is $668.56 million, and the company maintains a market capitalization of $288.0 billion. Analysts have set a price target of $275.0 for the stock, while its discounted cash flow analysis suggests a value of $18.11 per share.

Here's an overview of AKO Capital's trades in General Electric Co.: [STOCKCIRCLE_EMBED_PLACEHOLDER_ge]

Microsoft Corporation (MSFT)

Microsoft Corporation is a multinational technology company known for its diverse range of software products, consumer electronics, personal computers, and related services. Its offerings include the Windows operating systems, Office productivity suite, Azure cloud services, and Xbox gaming consoles. With a vast market capitalization of $3.82 trillion, this holding in AKO Capital's portfolio is currently worth $667.26 million. The company's discounted cash flow value is indicated at $344.93 per share, and analysts project a price target of $530.5.

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

Alcon Inc. (ALC)

Alcon Inc. specializes in eye care products, providing surgical and vision care solutions to patients worldwide. Its portfolio includes contact lenses, lens care products, and surgical equipment for ophthalmic procedures. Alcon's market cap stands at $45.43 billion, while the current value of AKO Capital's holding is $622.97 million. A discounted cash flow analysis for Alcon suggests a value of $30.11 per share, and analysts have a price target of $100.0.

Here's an overview of AKO Capital's trades in Alcon Inc.: [STOCKCIRCLE_EMBED_PLACEHOLDER_alc]

Visa Inc (V)

Visa Inc. is a global payments technology company that facilitates electronic funds transfers throughout the world, primarily through Visa-branded credit, debit, and prepaid cards. The company operates one of the world's largest retail electronic payments networks. Visa has a market capitalization of $692.36 billion, with AKO Capital's position currently valued at $613.55 million. The discounted cash flow value for Visa is $258.45 per share, and its analyst price target is $412.5.

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

Intuit Inc (INTU)

Intuit Inc. develops and sells financial management and tax preparation software and services for individuals, small businesses, and accounting professionals. Key products include QuickBooks, TurboTax, and Credit Karma. The current value of AKO Capital's position in Intuit Inc. is $436.38 million. The company's market capitalization is $219.24 billion. A discounted cash flow analysis indicates a value of $618.45 per share, and analysts have established an $820.0 price target for Intuit.

Here's an overview of AKO Capital's trades in Intuit Inc: [STOCKCIRCLE_EMBED_PLACEHOLDER_intu]