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
2019 Q3 (21 results)
ZTS
ZOETIS INC
+151.70%
+459,826
+1.39%
$124.59
37.72% $77.59
2.31%
LIN
LINDE PLC
+35.80%
+702,716
+3.32%
$194.02
161.61% $507.57
12.59%
UTX
UNITED TECHNOLOGIES CORP
+23.44%
+292,309
+0.97%
$136.52
-
5.12%
NKE
NIKE INC -CL B
+22.25%
+443,437
+1.01%
$93.92
53.35% $43.81
5.57%
GOOG
ALPHABET INC-CL C
+19.37%
+480,340
+0.71%
$60.95
483.56% $355.68
4.39%
PG
PROCTER & GAMBLE CO/THE
+16.75%
+221,102
+0.67%
$124.38
12.71% $140.19
4.67%
EW
EDWARDS LIFESCIENCES CORP
+12.84%
+219,735
+0.39%
$73.30
17.35% $86.02
3.45%
ABEV
AMBEV SA-ADR
+7.26%
+2,348,948
+0.26%
$4.62
-
3.90%
ALLE
ALLEGION PLC
+6.30%
+111,351
+0.28%
$103.65
25.53% $130.11
4.74%
MCO
MOODY'S CORP
+2.15%
+9,654
+0.05%
$204.83
118.91% $448.39
2.28%
MAR
MARRIOTT INTERNATIONAL -CL A
+1.42%
+17,546
+0.05%
$124.37
202.93% $376.75
0.00%
AXP
AMERICAN EXPRESS CO
-2.18%
-32,493
-0.09%
$118.28
154.12% $300.57
4.20%
VRSK
VERISK ANALYTICS INC
-2.70%
-25,875
-0.10%
$158.14
12.77% $178.33
3.59%
V
VISA INC-CLASS A SHARES
-2.89%
-36,515
-0.15%
$172.01
81.62% $312.40
5.15%
GRFS
GRIFOLS SA-ADR
-3.21%
-403,280
-0.20%
$20.04
-
5.93%
ALC
ALCON INC
-13.28%
-323,227
-0.46%
$58.32
10.13% $64.23
3.00%
ANSS
ANSYS INC
-13.54%
-121,705
-0.66%
$221.36
-
4.19%
RACE
FERRARI NV
-14.49%
-433,707
-1.63%
$154.30
123.21% $344.40
9.61%
FICO
FAIR ISAAC CORP
-16.09%
-81,229
-0.60%
$303.52
287.01% $1,174.66
3.13%
EL
ESTEE LAUDER COMPANIES-CL A
-16.68%
-195,439
-0.95%
$198.95
58.76% $82.05
4.73%
CME
CME GROUP INC
-24.39%
-228,079
-1.17%
$211.34
19.54% $252.64
3.64%
2019 Q2 (21 results)
ALC
ALCON INC
buy
+2,434,011
+3.83%
$61.85
3.84% $64.23
3.83%
ZTS
ZOETIS INC
buy
+303,117
+0.87%
$113.49
31.63% $77.59
0.87%
CME
CME GROUP INC
+54.60%
+330,305
+1.63%
$194.11
30.15% $252.64
4.62%
VRSK
VERISK ANALYTICS INC
+36.10%
+254,336
+0.95%
$146.46
21.76% $178.33
3.57%
EW
EDWARDS LIFESCIENCES CORP
+24.41%
+335,709
+0.53%
$61.58
39.69% $86.02
2.68%
ABEV
AMBEV SA-ADR
+22.22%
+5,882,307
+0.70%
$4.67
-
3.84%
PG
PROCTER & GAMBLE CO/THE
+9.28%
+112,063
+0.31%
$109.65
27.85% $140.19
3.68%
GRFS
GRIFOLS SA-ADR
+5.50%
+654,497
+0.35%
$21.10
-
6.74%
V
VISA INC-CLASS A SHARES
+4.60%
+55,692
+0.25%
$173.55
80.01% $312.40
5.58%
AXP
AMERICAN EXPRESS CO
+4.36%
+62,372
+0.20%
$123.44
143.50% $300.57
4.68%
MAR
MARRIOTT INTERNATIONAL -CL A
+1.83%
+22,173
+0.08%
$140.29
168.55% $376.75
4.41%
NKE
NIKE INC -CL B
+1.80%
+35,166
+0.08%
$83.95
47.81% $43.81
4.25%
GOOG
ALPHABET INC-CL C
+1.30%
+31,900
+0.04%
$54.05
558.11% $355.68
3.41%
ALLE
ALLEGION PLC
+0.74%
+12,909
+0.04%
$110.55
17.69% $130.11
4.97%
EL
ESTEE LAUDER COMPANIES-CL A
-2.36%
-28,255
-0.13%
$183.11
55.19% $82.05
5.45%
LIN
LINDE PLC
-3.08%
-62,450
-0.32%
$200.88
152.67% $507.57
10.03%
ANSS
ANSYS INC
-4.48%
-42,152
-0.22%
$204.82
-
4.68%
RACE
FERRARI NV
-6.13%
-195,499
-0.81%
$162.12
112.43% $344.40
12.33%
UTX
UNITED TECHNOLOGIES CORP
-10.42%
-145,096
-0.48%
$130.20
-
4.13%
MCO
MOODY'S CORP
-13.80%
-71,806
-0.36%
$195.31
129.58% $448.39
2.23%
FICO
FAIR ISAAC CORP
-14.68%
-86,815
-0.69%
$314.02
274.07% $1,174.66
4.03%
42 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.