Nicolai Tangen
AKO Capital
AKO Capital Portfolio 13F
Nicolai Tangen Holdings Activity
- Portfolio value:
- $4.29B~ (-$816M~)
- Previous value:
- $5.11B~
- # of changes:
- 27
- New positions:
- 0
- Reported for:
- 30 Jun 2026 (Q2)
- Latest filing date:
- 12 Aug 2026
AKO Capital has disclosed a total of 27 changes to the portfolio in the latest (2026 Q2) SEC report(s): increased the number of shares of 5, decreased the number of shares of 17 and completely sold out 5 position(s).
What stocks is Nicolai Tangen buying now?
In the recent quarter Nicolai Tangen has purchased 5 securities: (ALC) Alcon AG (added shares +3.84%), (SUNB) Sunbelt Rentals Holdings, Inc (added shares +90.72%), (APD) Air Products and Chemicals Inc (added shares +137.13%), (MA) Mastercard Inc (added shares +22.08%) and (CPRT) Copart Inc (added shares +139.57%).
In the latest report(s) the following changes have been made to the top investments: (ALC) Alcon AG (added shares +3.84%), (SUNB) Sunbelt Rentals Holdings, Inc (added shares +90.72%), (V) Visa Inc, CL-A (reduced shares -17.00%), (RACE) FERRARI NV (reduced shares -4.33%) and (GE) GE Aerospace (reduced shares -22.61%).
27 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* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
Copart Inc
|
+139.57%
|
+382,509
|
656,567
|
+0.25%
|
$28.19
|
+20.73%($34.04)
|
0.43%
|
2023 Q1
|
~3.50 years
|
|
|
|
Air Products and Chemicals Inc
|
+137.13%
|
+320,003
|
553,359
|
+2.19%
|
$293.18
|
+4.39%($306.06)
|
3.78%
|
2026 Q1
|
~0.50 years
|
|
|
|
Sunbelt Rentals Holdings, Inc
|
+90.72%
|
+2,889,533
|
6,074,817
|
+5.04%
|
$74.81
|
+2.08%($76.36)
|
10.59%
|
2026 Q1
|
~0.50 years
|
|
|
|
Mastercard Inc
|
+22.08%
|
+34,349
|
189,941
|
+0.41%
|
$513.60
|
+12.84%($579.57)
|
2.27%
|
2025 Q4
|
~0.75 years
|
|
|
|
Alcon AG
|
+3.84%
|
+358,348
|
9,683,004
|
+0.56%
|
$67.33
|
+8.95%($73.36)
|
15.19%
|
2019 Q2
|
~7.25 years
|
|
|
|
FERRARI NV
|
-4.33%
|
-40,163
|
886,360
|
-0.29%
|
$371.11
|
+16.92%($433.92)
|
7.66%
|
2016 Q4
|
~9.75 years
|
|
|
|
Carlisle Companies Incorporated
|
-4.95%
|
-9,963
|
191,414
|
-0.07%
|
$362.75
|
+1.05%($366.56)
|
1.62%
|
2026 Q1
|
~0.50 years
|
|
|
|
Canadian Pacific Kansas City Limited
|
-11.71%
|
-321,768
|
2,426,027
|
-0.55%
|
$86.65
|
+10.92%($96.11)
|
4.90%
|
2025 Q3
|
~1.00 year
|
|
|
|
Microsoft Corp
|
-14.55%
|
-106,990
|
628,224
|
-0.78%
|
$373.02
|
+29.37%($482.58)
|
5.46%
|
2022 Q3
|
~4.00 years
|
|
|
|
Moodys Corp
|
-16.23%
|
-82,904
|
427,920
|
-0.74%
|
$452.92
|
+11.03%($502.86)
|
4.52%
|
2016 Q4
|
~9.75 years
|
|
* 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".