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%).

Activity type

History

% change to
Portfolio

Reported
Price*

% difference
Current Price

% of
Portfolio

2022 Q2 (25 results)

VISA INC-CLASS A SHARES

+84.42%

+1,109,007

+3.06%

$196.89

63.74% $322.39

6.68%

DOLLAR GENERAL CORP

+50.95%

+438,407

+1.51%

$245.44

53.23% $114.80

4.47%

ALLE

ALLEGION PLC

+37.74%

+676,606

+0.93%

$97.90

36.84% $133.97

3.39%

FICO

FAIR ISAAC CORP

+26.46%

+102,724

+0.58%

$400.90

194.14% $1,179.19

2.76%

ANSS

ANSYS INC

+21.12%

+106,852

+0.36%

$239.29

2.05%

ICE

INTERCONTINENTAL EXCHANGE IN

+12.22%

+448,394

+0.59%

$94.04

5.42%

EFX

EQUIFAX INC

+8.02%

+164,972

+0.42%

$182.78

10.43% $163.71

5.69%

ADBE

ADOBE INC

+3.94%

+28,960

+0.15%

$366.06

44.27% $204.02

3.92%

MAR

MARRIOTT INTERNATIONAL -CL A

+1.53%

+10,278

+0.02%

$136.01

195.96% $402.54

1.30%

DEO

DIAGEO PLC-SPONSORED ADR

+1.41%

+23,737

+0.06%

$174.12

0.00%

TMO

THERMO FISHER SCIENTIFIC INC

+0.49%

+5,962

+0.05%

$543.28

13.61% $469.34

9.23%

ESTEE LAUDER COMPANIES-CL A

+0.45%

+5,852

+0.02%

$254.67

64.79% $89.68

4.63%

ACN

ACCENTURE PLC-CL A

+0.34%

+7,779

+0.03%

$277.65

38.67% $170.28

8.91%

RACE

FERRARI NV

+0.32%

+3,044

+0.01%

$183.40

93.37% $354.64

2.45%

OTIS

OTIS WORLDWIDE CORP

-10.05%

-390,916

-0.39%

$70.67

0.11% $70.75

3.46%

BKNG

BOOKING HOLDINGS INC

-10.88%

-42,160

-1.03%

$1,748.99

90.57% $164.94

8.46%

ALC

ALCON INC

-12.30%

-657,631

-0.64%

$69.86

4.31% $66.85

4.59%

ZTS

ZOETIS INC

-15.96%

-277,443

-0.67%

$171.89

53.71% $79.57

3.52%

CHTR

CHARTER COMMUNICATIONS INC-A

-16.13%

-49,067

-0.32%

$468.53

68.88% $145.82

0.00%

NKE

NIKE INC -CL B

-30.30%

-831,658

-1.19%

$102.20

56.04% $44.93

2.74%

PROCTER & GAMBLE CO/THE

-38.69%

-759,400

-1.53%

$143.79

4.05% $149.61

2.42%

LIN

LINDE PLC

-46.26%

-921,356

-3.71%

$287.35

82.21% $523.57

4.31%

MCO

MOODY'S CORP

-55.16%

-367,136

-1.40%

$271.97

64.67% $447.85

1.14%

EBAY

EBAY INC

-55.44%

-2,662,047

-1.55%

$41.67

160.64% $108.61

0.00%

GOOG

ALPHABET INC-CL C

-74.59%

-2,634,860

-4.04%

$109.37

227.47% $358.16

1.37%

2022 Q1 (25 results)

DOLLAR GENERAL CORP

buy

+860,433

+2.07%

$222.63

48.43% $114.80

2.07%

VISA INC-CLASS A SHARES

+126.40%

+733,422

+1.76%

$221.77

45.37% $322.39

3.14%

ADBE

ADOBE INC

+96.43%

+361,134

+1.78%

$455.62

55.22% $204.02

3.62%

CHTR

CHARTER COMMUNICATIONS INC-A

+80.35%

+135,554

+0.80%

$545.52

73.27% $145.82

1.79%

ALLE

ALLEGION PLC

+55.03%

+636,425

+0.75%

$109.78

22.04% $133.97

2.12%

FICO

FAIR ISAAC CORP

+52.68%

+133,949

+0.67%

$466.46

152.80% $1,179.19

1.95%

ANSS

ANSYS INC

+47.58%

+163,085

+0.56%

$317.65

1.73%

EFX

EQUIFAX INC

+25.27%

+415,080

+1.06%

$237.10

30.95% $163.71

5.27%

NKE

NIKE INC -CL B

+15.34%

+365,077

+0.53%

$134.56

66.61% $44.93

3.99%

GOOG

ALPHABET INC-CL C

+9.83%

+316,200

+0.48%

$139.65

156.47% $358.16

5.33%

OTIS

OTIS WORLDWIDE CORP

+4.44%

+165,193

+0.14%

$76.95

8.06% $70.75

3.23%

ESTEE LAUDER COMPANIES-CL A

+1.20%

+15,308

+0.05%

$272.32

67.07% $89.68

3.80%

MAR

MARRIOTT INTERNATIONAL -CL A

+1.16%

+7,701

+0.01%

$175.75

129.04% $402.54

1.28%

RACE

FERRARI NV

+0.50%

+4,746

+0.01%

$219.67

61.44% $354.64

2.26%

ALC

ALCON INC

+0.50%

+26,710

+0.02%

$79.67

16.10% $66.85

4.60%

TMO

THERMO FISHER SCIENTIFIC INC

-1.90%

-23,361

-0.15%

$590.65

20.54% $469.34

7.69%

EBAY

EBAY INC

-2.64%

-130,064

-0.08%

$57.26

89.68% $108.61

2.97%

ZTS

ZOETIS INC

-2.98%

-53,316

-0.11%

$188.59

57.81% $79.57

3.54%

DEO

DIAGEO PLC-SPONSORED ADR

-3.26%

-56,615

-0.12%

$203.14

3.69%

ICE

INTERCONTINENTAL EXCHANGE IN

-4.17%

-159,587

-0.23%

$132.12

5.23%

MCO

MOODY'S CORP

-7.08%

-50,675

-0.18%

$337.41

32.73% $447.85

2.42%

ACN

ACCENTURE PLC-CL A

-7.72%

-191,118

-0.70%

$337.23

49.51% $170.28

8.31%

PROCTER & GAMBLE CO/THE

-21.61%

-541,187

-0.89%

$152.80

2.09% $149.61

3.24%

BKNG

BOOKING HOLDINGS INC

-25.99%

-136,055

-3.45%

$2,348.45

92.98% $164.94

9.82%

LIN

LINDE PLC

-30.52%

-874,936

-3.03%

$320.94

63.14% $523.57

6.90%

50 of 908

go to page

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.