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
2023 Q2 (26 results)
MMC
MARSH & MCLENNAN COS
buy
+715,777
+2.04%
$188.08
-
2.04%
LIN
LINDE PLC
buy
+1,245,704
+7.18%
$381.08
-
7.18%
MCO
MOODY'S CORP
+82.62%
+337,280
+1.77%
$347.72
29.80% $451.35
3.92%
CPRT
COPART INC
+54.98%
+889,656
+1.23%
$91.21
66.06% $30.96
3.46%
URI
UNITED RENTALS INC
+32.06%
+64,260
+0.43%
$445.37
139.75% $1,067.77
1.78%
INTU
INTUIT INC
+17.00%
+68,506
+0.47%
$458.19
35.23% $296.76
3.27%
ANSS
ANSYS INC
+10.81%
+81,217
+0.41%
$330.27
-
4.16%
ICE
INTERCONTINENTAL EXCHANGE IN
-0.20%
-8,308
-0.01%
$113.08
-
7.12%
ALC
ALCON INC
-1.29%
-85,028
-0.11%
$82.46
18.98% $66.81
8.13%
RACE
FERRARI NV
-1.47%
-13,842
-0.07%
$326.47
6.29% $346.99
4.58%
ACN
ACCENTURE PLC-CL A
-3.00%
-56,157
-0.26%
$308.58
42.24% $178.25
8.47%
EL
ESTEE LAUDER COMPANIES-CL A
-3.12%
-18,976
-0.06%
$196.38
57.49% $83.49
1.75%
EFX
EQUIFAX INC
-4.25%
-34,723
-0.12%
$235.30
26.85% $172.13
2.78%
ALLE
ALLEGION PLC
-4.29%
-99,016
-0.18%
$120.02
8.45% $130.16
4.01%
PG
PROCTER & GAMBLE CO/THE
-4.29%
-42,153
-0.10%
$151.74
3.43% $146.54
2.16%
OTIS
OTIS WORLDWIDE CORP
-4.30%
-116,218
-0.16%
$89.01
20.98% $70.34
3.48%
ZTS
ZOETIS INC
-4.31%
-19,655
-0.05%
$172.21
53.87% $79.44
1.14%
FICO
FAIR ISAAC CORP
-4.32%
-16,171
-0.20%
$809.21
40.55% $1,137.33
4.38%
V
VISA INC-CLASS A SHARES
-5.04%
-102,486
-0.37%
$237.48
36.25% $323.57
6.94%
MSFT
MICROSOFT CORP
-18.16%
-238,941
-1.23%
$340.54
22.36% $416.67
5.54%
MAR
MARRIOTT INTERNATIONAL -CL A
-28.34%
-179,792
-0.50%
$183.69
113.68% $392.51
1.26%
BKNG
BOOKING HOLDINGS INC
-39.02%
-134,802
-5.50%
$2,700.33
93.86% $165.84
8.60%
TMO
THERMO FISHER SCIENTIFIC INC
-43.74%
-268,711
-2.12%
$521.75
9.38% $472.80
2.73%
DG
DOLLAR GENERAL CORP
-55.99%
-573,449
-1.47%
$169.78
38.92% $103.70
0.00%
ADBE
ADOBE INC
-100.00%
-216,689
-1.26%
$385.37
34.75% $251.44
0.00%
LIN
LINDE PLC
-100.00%
-945,222
-5.08%
$355.44
42.89% $507.90
0.00%
26 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.