Nicolai Tangen Holdings Activity

AKO Capital Portfolio 13F

AKO Capital has disclosed a total of 28 changes to the portfolio in the latest (2026 Q1) SEC report(s): increased the number of shares of 7, bought 6 totally new, decreased the number of shares of 14 and completely sold out 1 position(s).

What stocks is Nicolai Tangen buying now?

In the recent quarter Nicolai Tangen has bought 13 securities out of which top 5 purchases (by % change to portfolio) are (SUNB) SUNBELT RENTALS HOLDINGS INC (new buy), (WMB) WILLIAMS COS INC (new buy), (ALC) ALCON INC (added shares +21.31%), (SYK) STRYKER CORP (new buy) and (APD) AIR PRODUCTS & CHEMICALS INC (new buy).

What does Nicolai Tangen invest in?

Nicolai Tangen's top 5 holdings (by % of portfolio) 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%).

In the latest report(s) the following changes have been made to the top investments: (ALC) ALCON INC (added shares +21.31%), (AMZN) AMAZONCOM INC (reduced shares -0.37%), (V) VISA INC-CLASS A SHARES (reduced shares -17.46%), (ADI) ANALOG DEVICES INC (reduced shares -17.51%) and (RACE) FERRARI NV (reduced shares -1.94%).

History
Ticker
Stock
%
Activity
Share
Change
% change to
Portfolio
Reported
Price*
% difference
Current Price
% of
Portfolio
2026 Q1 (28 results)
APD
AIR PRODUCTS & CHEMICALS INC
buy
+233,356
+1.33%
$290.49
2.83% $282.27
1.33%
SUNB
SUNBELT RENTALS HOLDINGS INC
buy
+3,185,284
+4.06%
$65.09
18.85% $77.36
4.06%
RELX
RELX PLC - SPON ADR
buy
+23,447
+0.02%
$33.14
-
0.02%
WMB
WILLIAMS COS INC
buy
+1,775,909
+2.53%
$72.78
1.54% $71.66
2.53%
CSL
CARLISLE COS INC
buy
+201,377
+1.32%
$333.62
2.78% $342.90
1.32%
SYK
STRYKER CORP
buy
+249,883
+1.61%
$328.59
10.22% $295.00
1.61%
LIN
LINDE PLC
+899.04%
+121,155
+1.18%
$495.76
-
1.31%
MA
MASTERCARD INC - A
+55.42%
+55,483
+0.54%
$499.66
5.63% $471.55
1.52%
ALC
ALCON INC
+21.31%
+1,637,956
+2.39%
$74.60
13.90% $64.23
13.62%
BKNG
BOOKING HOLDINGS INC
+16.64%
+7,122
+0.59%
$4,210.32
96.09% $164.78
4.11%
CRM
SALESFORCECOM INC
+13.50%
+42,197
+0.15%
$186.67
2.11% $190.61
1.30%
FICO
FAIR ISAAC CORP
+12.79%
+14,427
+0.30%
$1,067.54
10.03% $1,174.66
2.66%
WAT
WATERS CORP
+8.42%
+63,474
+0.37%
$297.80
27.53% $379.77
4.76%
AMZN
AMAZONCOM INC
-0.37%
-6,433
-0.03%
$208.27
20.05% $250.02
7.06%
RACE
FERRARI NV
-1.94%
-18,344
-0.12%
$335.45
2.67% $344.40
6.08%
CSCO
CISCO SYSTEMS INC
-2.25%
-70,069
-0.11%
$77.59
63.04% $126.50
4.62%
CP
CANADIAN PACIFIC KANSAS CITY
-7.09%
-209,566
-0.32%
$78.66
-
4.23%
GE
GENERAL ELECTRIC CO
-10.14%
-112,542
-0.63%
$283.77
-
5.54%
ICE
INTERCONTINENTAL EXCHANGE IN
-10.39%
-216,636
-0.67%
$157.28
-
5.75%
V
VISA INC-CLASS A SHARES
-17.46%
-251,036
-1.49%
$302.24
3.36% $312.40
7.02%
ADI
ANALOG DEVICES INC
-17.51%
-218,486
-1.36%
$318.14
37.57% $437.67
6.41%
MSFT
MICROSOFT CORP
-27.97%
-285,501
-2.07%
$370.17
15.44% $427.34
5.33%
MCO
MOODY'S CORP
-30.65%
-225,744
-1.93%
$436.25
2.78% $448.39
4.36%
EFX
EQUIFAX INC
-47.28%
-362,181
-1.28%
$180.07
5.50% $170.16
1.42%
MMC
MARSH & MCLENNAN COS
-82.39%
-1,223,333
-4.15%
$173.45
-
0.89%
FLUT
FLUTTER ENTERTAINMENT PLC-DI
-84.34%
-2,622,399
-5.23%
$101.95
1.23% $100.70
0.97%
CPRT
COPART INC
-95.44%
-5,736,076
-3.73%
$33.20
8.59% $30.35
0.18%
INTU
INTUIT INC
-100.00%
-238,876
-3.10%
$662.42
52.98% $311.44
0.00%
28 of 908

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.

Value or Price - If the security is completely sold out, we show the reported value (or price) prior to the actual period.