Nicolai Tangen recent buys & sells (2026 Q3)
AKO Capital
AKO Capital Portfolio Changes
Purchase & sale details
- Portfolio value:
- $3.15B (-$1B)
- Previous value:
- $4.29B
- # of changes:
- 23
- New positions:
- 1
- Reported for:
- 30 Sep 2026 (Q3)
- Latest filing date:
- 13 Nov 2026
AKO Capital has disclosed a total of 23 changes to the portfolio in the latest (2026 Q3) SEC report(s): increased the number of shares of 4, bought 1 totally new, decreased the number of shares of 13 and completely sold out 5 position(s).
What stocks is Nicolai Tangen buying now?
In the recent quarter Nicolai Tangen has purchased 5 securities: (SUNB) Sunbelt Rentals Holdings, Inc (added shares +12.15%), (ICE) Intercontinental Exchange Inc (added shares +7.39%), (WMB) Williams Companies Inc (added shares +6.18%), (SLB) Schlumberger NV (new buy) and (EFX) Equifax Inc (added shares +15.26%).
In the latest report(s) the following changes have been made to the top investments: (ALC) Alcon AG (reduced shares -10.97%), (SUNB) Sunbelt Rentals Holdings, Inc (added shares +12.15%), (RACE) FERRARI NV (reduced shares -16.18%), (MSFT) Microsoft Corp (reduced shares -17.41%) and (V) Visa Inc, CL-A (reduced shares -28.78%).
23 results
| History | Ticker | Name |
% or activity |
Shares change |
Shares held after* |
% change to portfolio |
Reported price* |
% difference current price* |
% of portfolio |
Held since* | Held for* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
Schlumberger NV
|
new
|
+779,659
|
779,659
|
+1.2%
|
$48.72
|
+4.94%($51.12)
|
1.20%
|
2026 Q3
|
~0.25 years
|
|
|
|
Equifax Inc
|
+15.26%
|
+20,522
|
154,961
|
+0.09%
|
$137.24
|
+37.21%($188.30)
|
0.67%
|
2021 Q1
|
~5.75 years
|
|
|
|
Sunbelt Rentals Holdings, Inc
|
+12.15%
|
+738,198
|
6,813,015
|
+1.71%
|
$73.21
|
+11.68%($81.76)
|
15.81%
|
2026 Q1
|
~0.75 years
|
|
|
|
Intercontinental Exchange Inc
|
+7.39%
|
+74,169
|
1,077,679
|
+0.36%
|
$152.03
|
+17.51%($178.65)
|
5.19%
|
2020 Q3
|
~6.25 years
|
|
|
|
Williams Companies Inc
|
+6.18%
|
+91,899
|
1,578,015
|
+0.2%
|
$67.97
|
+1.34%($68.88)
|
3.40%
|
2026 Q1
|
~0.75 years
|
|
|
|
Carlisle Companies Incorporated
|
-0.35%
|
-677
|
190,737
|
-0.01%
|
$322.17
|
+22.51%($394.69)
|
1.95%
|
2026 Q1
|
~0.75 years
|
|
|
|
Mastercard Inc
|
-2.76%
|
-5,244
|
184,697
|
-0.07%
|
$551.47
|
+19.79%($660.59)
|
3.23%
|
2025 Q4
|
~1.00 year
|
|
|
|
Alcon AG
|
-10.97%
|
-1,061,772
|
8,621,232
|
-1.6%
|
$64.69
|
+13.23%($73.24)
|
17.68%
|
2019 Q2
|
~7.50 years
|
|
|
|
Air Products and Chemicals Inc
|
-11.74%
|
-64,971
|
488,388
|
-0.42%
|
$278.23
|
+13.27%($315.14)
|
4.31%
|
2026 Q1
|
~0.75 years
|
|
|
|
FERRARI NV
|
-16.18%
|
-143,442
|
742,918
|
-1.31%
|
$392.79
|
+4.73%($411.36)
|
9.25%
|
2016 Q4
|
~10.00 years
|
|
Insights | News
Insight
—
Consensus shift · 2026 Q3
Insight
—
Consensus shift · 2026 Q3
Insight
—
Consensus shift · 2026 Q3
Insight
—
Position exited · 2026 Q3
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
* Current price: this can be a delayed price and may not reflect the real-time market value, however it is too close.
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* Held since / Held for: calculated since the latest "new buy" position. If the security was previously exited and re-entered, only the most recent holding period is counted. 2013 Q2 is the earliest period we have data for, so "2013 Q2*" means "2013 Q2 or earlier".