Nicolai Tangen
AKO Capital
AKO Capital Portfolio 13F
Nicolai Tangen Holdings Activity
- Portfolio value:
- $5.11B≈ (-$1B≈)
- Previous value:
- $6.57B≈
- # of changes:
- 28
- New positions:
- 6
- Reported for:
- 31 Mar 2026 (Q1)
- Latest filing date:
- 15 May 2026
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 (ALC) Alcon AG (added shares +21.31%), (WAT) Waters Corp (added shares +8.42%), (BKNG) Booking Holdings Inc (added shares +16.64%), (SUNB) Sunbelt Rentals Holdings, Inc (new buy) and (FICO) Fair Isaac Corp (added shares +12.79%).
In the latest report(s) the following changes have been made to the top investments: (ALC) Alcon AG (added shares +21.31%), (AMZN) Amazon.com Inc (reduced shares -0.37%), (V) Visa Inc, CL-A (reduced shares -17.46%), (ADI) Analog Devices Inc (reduced shares -17.51%) and (RACE) FERRARI NV (reduced shares -1.94%).
28 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* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
Air Products and Chemicals Inc
|
new
|
+233,356
|
233,356
|
+1.33%
|
$290.49
|
+1.12%($293.74)
|
1.33%
|
2026 Q1
|
≈ 0.25 years
|
|
|
|
Carlisle Companies Incorporated
|
new
|
+201,377
|
201,377
|
+1.32%
|
$333.62
|
+7.24%($357.78)
|
1.32%
|
2026 Q1
|
≈ 0.25 years
|
|
|
|
Relx PLC ADR
|
new
|
+23,447
|
23,447
|
+0.02%
|
$33.14
|
+6.58%($35.32)
|
0.02%
|
2026 Q1
|
≈ 0.25 years
|
|
|
|
Stryker Corp
|
new
|
+249,883
|
249,883
|
+1.61%
|
$328.59
|
-1.24%($324.50)
|
1.61%
|
2026 Q1
|
≈ 0.25 years
|
|
|
|
Sunbelt Rentals Holdings, Inc
|
new
|
+3,185,284
|
3,185,284
|
+4.06%
|
$65.09
|
+10.00%($71.60)
|
4.06%
|
2026 Q1
|
≈ 0.25 years
|
|
|
|
Williams Companies Inc
|
new
|
+1,775,909
|
1,775,909
|
+2.53%
|
$72.78
|
-1.96%($71.36)
|
2.53%
|
2026 Q1
|
≈ 0.25 years
|
|
|
|
Linde plc Ordinary Shares
|
+899.04%
|
+121,155
|
134,631
|
+1.18%
|
$495.76
|
-3.86%($476.65)
|
1.31%
|
2018 Q4
|
≈ 7.50 years
|
|
|
|
Mastercard Inc
|
+55.42%
|
+55,483
|
155,592
|
+0.54%
|
$499.66
|
+14.76%($573.40)
|
1.52%
|
2025 Q4
|
≈ 0.50 years
|
|
|
|
Alcon AG
|
+21.31%
|
+1,637,956
|
9,324,656
|
+2.39%
|
$74.60
|
-8.27%($68.43)
|
13.62%
|
2019 Q2
|
≈ 7.00 years
|
|
|
|
Booking Holdings Inc
|
+16.64%
|
+178,050
|
1,248,075
|
+0.59%
|
$168.41
|
+15.25%($194.10)
|
4.11%
|
2020 Q1
|
≈ 6.25 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.