Nicolai Tangen's Portfolio

AKO Capital 13F holdings

What is Nicolai Tangen's portfolio?

AKO Capital has disclosed a total of 27 security holdings in their (2026 Q1) SEC 13F filing(s) with portfolio value of $5,108,383,000.

What stocks does Nicolai Tangen own?

In Nicolai Tangen's portfolio as of 31 Mar 2026, the top 5 holdings are (ALC) ALCON INC (13.62%), (AMZN) AMAZONCOM INC (7.06%), (V) VISA INC-CLASS A SHARES (7.02%), (ADI) ANALOG DEVICES INC (6.41%) and (RACE) FERRARI NV (6.08%).

To see the historical data of AKO Capital's portfolio holdings please click on the "2026 Q1" dropdown menu and select the date.

To see AKO Capital's original 13F reports (2026 Q1), please click on the "important" button.

Portfolio value: $5,108M+
Period: 2026 Q1
Number of stock: 27
Update: 15 May 2026
Important
History
Ticker
Stock
% of
Portfolio
Shares*
Reported
Price*
% difference
Current Price
Value
% (shares)
Activity
% change to
Portfolio
APD
AIR PRODUCTS & CHEMICALS INC
1.33%
233,356
$290.49
2.83% $282.27
$67,788,000
buy
+1.33%
ALC
ALCON INC
13.62%
9,324,656
$74.60
13.90% $64.23
$695,604,000
+21.31% (+1,637,956)
+2.39%
AMZN
AMAZONCOM INC
7.06%
1,731,170
$208.27
20.05% $250.02
$360,551,000
-0.37% (-6,433)
-0.03%
ADI
ANALOG DEVICES INC
6.41%
1,029,523
$318.14
37.57% $437.67
$327,532,000
-17.51% (-218,486)
-1.36%
BKNG
BOOKING HOLDINGS INC
4.11%
49,923
$4,210.32
96.09% $164.78
$210,192,000
+16.64% (+7,122)
+0.59%
CP
CANADIAN PACIFIC KANSAS CITY
4.23%
2,747,795
$78.66
-
$216,142,000
-7.09% (-209,566)
-0.32%
CSL
CARLISLE COS INC
1.32%
201,377
$333.62
2.78% $342.90
$67,183,000
buy
+1.32%
CSCO
CISCO SYSTEMS INC
4.62%
3,043,637
$77.59
63.04% $126.50
$236,156,000
-2.25% (-70,069)
-0.11%
CPRT
COPART INC
0.18%
274,058
$33.20
8.59% $30.35
$9,099,000
-95.44% (-5,736,076)
-3.73%
EFX
EQUIFAX INC
1.42%
403,774
$180.07
5.50% $170.16
$72,708,000
-47.28% (-362,181)
-1.28%
FICO
FAIR ISAAC CORP
2.66%
127,212
$1,067.54
10.03% $1,174.66
$135,804,000
+12.79% (+14,427)
+0.30%
RACE
FERRARI NV
6.08%
926,523
$335.45
2.67% $344.40
$310,801,000
-1.94% (-18,344)
-0.12%
FLUT
FLUTTER ENTERTAINMENT PLC-DI
0.97%
487,027
$101.95
1.23% $100.70
$49,652,000
-84.34% (-2,622,399)
-5.23%
GE
GENERAL ELECTRIC CO
5.54%
996,847
$283.77
-
$282,875,000
-10.14% (-112,542)
-0.63%
ICE
INTERCONTINENTAL EXCHANGE IN
5.75%
1,867,549
$157.28
-
$293,728,000
-10.39% (-216,636)
-0.67%
LIN
LINDE PLC
1.31%
134,631
$495.76
-
$66,745,000
+899.04% (+121,155)
+1.18%
MMC
MARSH & MCLENNAN COS
0.89%
261,527
$173.45
-
$45,362,000
-82.39% (-1,223,333)
-4.15%
MA
MASTERCARD INC - A
1.52%
155,592
$499.66
5.63% $471.55
$77,743,000
+55.42% (+55,483)
+0.54%
MSFT
MICROSOFT CORP
5.33%
735,214
$370.17
15.44% $427.34
$272,154,000
-27.97% (-285,501)
-2.07%
MCO
MOODY'S CORP
4.36%
510,824
$436.25
2.78% $448.39
$222,847,000
-30.65% (-225,744)
-1.93%
20 of 27

Completely sold out

History
Ticker
Stock
Sold
Shares*
% change to
Portfolio
INTU
INTUIT INC
238,876
-3.10%

Shares, change to shares, sold shares - 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.