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 Q2 (25 results)
V
VISA INC-CLASS A SHARES
+84.42%
+1,109,007
+3.06%
$196.89
62.36% $319.67
6.68%
DG
DOLLAR GENERAL CORP
+50.95%
+438,407
+1.51%
$245.44
56.48% $106.82
4.47%
ALLE
ALLEGION PLC
+37.74%
+676,606
+0.93%
$97.90
30.37% $127.63
3.39%
FICO
FAIR ISAAC CORP
+26.46%
+102,724
+0.58%
$400.90
201.16% $1,207.34
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
8.15% $167.89
5.69%
ADBE
ADOBE INC
+3.94%
+28,960
+0.15%
$366.06
33.07% $244.99
3.92%
MAR
MARRIOTT INTERNATIONAL -CL A
+1.53%
+10,278
+0.02%
$136.01
187.79% $391.42
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
13.56% $469.63
9.23%
EL
ESTEE LAUDER COMPANIES-CL A
+0.45%
+5,852
+0.02%
$254.67
66.76% $84.64
4.63%
ACN
ACCENTURE PLC-CL A
+0.34%
+7,779
+0.03%
$277.65
37.18% $174.43
8.91%
RACE
FERRARI NV
+0.32%
+3,044
+0.01%
$183.40
91.70% $351.57
2.45%
OTIS
OTIS WORLDWIDE CORP
-10.05%
-390,916
-0.39%
$70.67
1.47% $69.63
3.46%
BKNG
BOOKING HOLDINGS INC
-10.88%
-42,160
-1.03%
$1,748.99
90.72% $162.30
8.46%
ALC
ALCON INC
-12.30%
-657,631
-0.64%
$69.86
5.37% $66.11
4.59%
ZTS
ZOETIS INC
-15.96%
-277,443
-0.67%
$171.89
54.15% $78.82
3.52%
CHTR
CHARTER COMMUNICATIONS INC-A
-16.13%
-49,067
-0.32%
$468.53
71.78% $132.20
0.00%
NKE
NIKE INC -CL B
-30.30%
-831,658
-1.19%
$102.20
57.70% $43.23
2.74%
PG
PROCTER & GAMBLE CO/THE
-38.69%
-759,400
-1.53%
$143.79
0.91% $145.10
2.42%
LIN
LINDE PLC
-46.26%
-921,356
-3.71%
$287.35
74.67% $501.92
4.31%
MCO
MOODY'S CORP
-55.16%
-367,136
-1.40%
$271.97
63.17% $443.76
1.14%
EBAY
EBAY INC
-55.44%
-2,662,047
-1.55%
$41.67
160.24% $108.44
0.00%
GOOG
ALPHABET INC-CL C
-74.59%
-2,634,860
-4.04%
$109.37
230.22% $361.17
1.37%
2022 Q1 (25 results)
DG
DOLLAR GENERAL CORP
buy
+860,433
+2.07%
$222.63
52.02% $106.82
2.07%
V
VISA INC-CLASS A SHARES
+126.40%
+733,422
+1.76%
$221.77
44.14% $319.67
3.14%
ADBE
ADOBE INC
+96.43%
+361,134
+1.78%
$455.62
46.23% $244.99
3.62%
CHTR
CHARTER COMMUNICATIONS INC-A
+80.35%
+135,554
+0.80%
$545.52
75.77% $132.20
1.79%
ALLE
ALLEGION PLC
+55.03%
+636,425
+0.75%
$109.78
16.26% $127.63
2.12%
FICO
FAIR ISAAC CORP
+52.68%
+133,949
+0.67%
$466.46
158.83% $1,207.34
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
29.19% $167.89
5.27%
NKE
NIKE INC -CL B
+15.34%
+365,077
+0.53%
$134.56
67.87% $43.23
3.99%
GOOG
ALPHABET INC-CL C
+9.83%
+316,200
+0.48%
$139.65
158.63% $361.17
5.33%
OTIS
OTIS WORLDWIDE CORP
+4.44%
+165,193
+0.14%
$76.95
9.51% $69.63
3.23%
EL
ESTEE LAUDER COMPANIES-CL A
+1.20%
+15,308
+0.05%
$272.32
68.92% $84.64
3.80%
MAR
MARRIOTT INTERNATIONAL -CL A
+1.16%
+7,701
+0.01%
$175.75
122.71% $391.42
1.28%
RACE
FERRARI NV
+0.50%
+4,746
+0.01%
$219.67
60.04% $351.57
2.26%
ALC
ALCON INC
+0.50%
+26,710
+0.02%
$79.67
17.02% $66.11
4.60%
TMO
THERMO FISHER SCIENTIFIC INC
-1.90%
-23,361
-0.15%
$590.65
20.49% $469.63
7.69%
EBAY
EBAY INC
-2.64%
-130,064
-0.08%
$57.26
89.38% $108.44
2.97%
ZTS
ZOETIS INC
-2.98%
-53,316
-0.11%
$188.59
58.21% $78.82
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
31.52% $443.76
2.42%
ACN
ACCENTURE PLC-CL A
-7.72%
-191,118
-0.70%
$337.23
48.28% $174.43
8.31%
PG
PROCTER & GAMBLE CO/THE
-21.61%
-541,187
-0.89%
$152.80
5.04% $145.10
3.24%
BKNG
BOOKING HOLDINGS INC
-25.99%
-136,055
-3.45%
$2,348.45
93.09% $162.30
9.82%
LIN
LINDE PLC
-30.52%
-874,936
-3.03%
$320.94
56.39% $501.92
6.90%
50 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.