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
2022 Q3 (27 results)
MSFT
MICROSOFT CORP
buy
+494,820
+1.90%
$232.90
78.90% $416.67
1.90%
INTU
INTUIT INC
buy
+185,913
+1.19%
$387.32
23.38% $296.76
1.19%
GOOG
ALPHABET INC-CL C
+255.37%
+2,291,880
+3.64%
$96.15
280.41% $365.76
5.06%
ALC
ALCON INC
+22.62%
+1,060,800
+1.03%
$58.61
14.00% $66.81
5.56%
ALLE
ALLEGION PLC
+9.04%
+223,117
+0.33%
$89.68
45.14% $130.16
3.98%
BKNG
BOOKING HOLDINGS INC
+6.26%
+21,609
+0.59%
$1,643.21
89.91% $165.84
9.95%
ICE
INTERCONTINENTAL EXCHANGE IN
+5.77%
+237,680
+0.35%
$90.35
-
6.49%
ADBE
ADOBE INC
+3.29%
+25,186
+0.11%
$275.20
8.63% $251.44
3.59%
RACE
FERRARI NV
+1.98%
+18,941
+0.06%
$186.68
85.88% $346.99
3.00%
V
VISA INC-CLASS A SHARES
+0.86%
+20,914
+0.06%
$177.65
82.14% $323.57
7.16%
MAR
MARRIOTT INTERNATIONAL -CL A
+0.57%
+3,905
+0.01%
$140.14
180.09% $392.51
1.59%
ANSS
ANSYS INC
+0.56%
+3,431
+0.01%
$221.70
-
2.25%
EFX
EQUIFAX INC
-8.23%
-182,922
-0.52%
$171.43
0.41% $172.13
5.77%
DG
DOLLAR GENERAL CORP
-8.91%
-115,749
-0.46%
$239.86
56.77% $103.70
4.68%
EL
ESTEE LAUDER COMPANIES-CL A
-11.06%
-143,750
-0.51%
$215.90
61.33% $83.49
4.12%
PG
PROCTER & GAMBLE CO/THE
-11.72%
-141,033
-0.29%
$126.25
16.07% $146.54
2.21%
ACN
ACCENTURE PLC-CL A
-15.16%
-347,411
-1.47%
$257.30
30.72% $178.25
8.25%
ZTS
ZOETIS INC
-15.81%
-230,981
-0.57%
$148.29
46.43% $79.44
3.01%
OTIS
OTIS WORLDWIDE CORP
-16.19%
-566,576
-0.60%
$63.80
10.25% $70.34
3.09%
LIN
LINDE PLC
-17.28%
-184,961
-0.82%
$269.78
88.27% $507.90
3.94%
FICO
FAIR ISAAC CORP
-19.50%
-95,728
-0.65%
$412.01
176.04% $1,137.33
2.69%
TMO
THERMO FISHER SCIENTIFIC INC
-23.79%
-288,469
-2.41%
$507.19
6.78% $472.80
7.73%
NKE
NIKE INC -CL B
-25.80%
-493,763
-0.68%
$83.12
48.29% $42.98
0.00%
MCO
MOODY'S CORP
-29.03%
-86,637
-0.35%
$243.11
85.66% $451.35
0.85%
CHTR
CHARTER COMMUNICATIONS INC-A
-100.00%
-255,191
-1.97%
$468.53
71.80% $132.12
0.00%
DEO
DIAGEO PLC-SPONSORED ADR
-100.00%
-1,705,411
-4.90%
$174.12
-
0.00%
EBAY
EBAY INC
-100.00%
-2,139,984
-1.47%
$41.67
162.42% $109.35
0.00%
27 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.