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
2020 Q1 (25 results)
ADBE
ADOBE INC
buy
+324,517
+2.18%
$318.24
20.99% $251.44
2.18%
BKNG
BOOKING HOLDINGS INC
buy
+49,443
+1.40%
$1,345.33
87.67% $165.84
1.40%
EBAY
EBAY INC
buy
+5,649,338
+3.58%
$30.06
263.77% $109.35
3.58%
MAR
MARRIOTT INTERNATIONAL -CL A
buy
+1,458,967
+2.30%
$74.81
424.68% $392.51
2.30%
CHKP
CHECK POINT SOFTWARE TECH
+99.37%
+776,543
+1.65%
$100.54
35.09% $135.82
3.30%
UTX
UNITED TECHNOLOGIES CORP
+61.32%
+1,134,015
+2.25%
$94.33
-
0.00%
LIN
LINDE PLC
+44.07%
+1,154,087
+4.27%
$175.70
189.08% $507.90
13.97%
V
VISA INC-CLASS A SHARES
+31.29%
+427,498
+1.45%
$161.12
100.83% $323.57
6.09%
PG
PROCTER & GAMBLE CO/THE
+29.21%
+470,065
+1.09%
$110.00
33.22% $146.54
4.82%
EL
ESTEE LAUDER COMPANIES-CL A
+23.71%
+222,680
+0.75%
$159.34
47.60% $83.49
3.90%
AXP
AMERICAN EXPRESS CO
+20.49%
+259,564
+0.47%
$85.61
262.88% $310.66
0.00%
ABEV
AMBEV SA-ADR
+20.40%
+7,975,590
+0.39%
$2.30
-
2.28%
ZTS
ZOETIS INC
+13.38%
+161,532
+0.40%
$117.69
32.50% $79.44
3.40%
MCO
MOODY'S CORP
+12.27%
+58,701
+0.26%
$211.50
113.40% $451.35
2.39%
GRFS
GRIFOLS SA-ADR
+6.73%
+835,287
+0.35%
$20.14
-
5.62%
RACE
FERRARI NV
+4.15%
+101,747
+0.33%
$154.84
124.10% $346.99
8.33%
CME
CME GROUP INC
+1.39%
+10,219
+0.04%
$172.91
48.86% $257.40
2.72%
ALC
ALCON INC
+0.55%
+15,442
+0.02%
$51.09
30.78% $66.81
3.04%
ANSS
ANSYS INC
-5.27%
-45,086
-0.22%
$232.47
-
3.97%
ALLE
ALLEGION PLC
-5.51%
-108,078
-0.21%
$92.02
41.45% $130.16
3.59%
VRSK
VERISK ANALYTICS INC
-7.20%
-70,120
-0.21%
$139.38
30.38% $181.73
2.66%
EW
EDWARDS LIFESCIENCES CORP
-9.04%
-224,565
-0.30%
$62.87
36.72% $85.96
0.00%
FICO
FAIR ISAAC CORP
-12.64%
-51,779
-0.34%
$307.69
269.63% $1,137.33
2.32%
GOOG
ALPHABET INC-CL C
-13.33%
-485,800
-0.60%
$58.14
529.10% $365.76
3.87%
NKE
NIKE INC -CL B
-41.49%
-1,056,035
-1.84%
$82.74
48.05% $42.98
2.60%
2019 Q4 (22 results)
CHKP
CHECK POINT SOFTWARE TECH
buy
+781,478
+1.87%
$110.96
22.40% $135.82
1.87%
ZTS
ZOETIS INC
+58.28%
+444,675
+1.27%
$132.35
39.98% $79.44
3.44%
ALC
ALCON INC
+33.07%
+698,118
+0.85%
$56.60
18.03% $66.81
3.42%
EW
EDWARDS LIFESCIENCES CORP
+28.74%
+554,772
+0.93%
$77.76
10.54% $85.96
4.16%
GOOG
ALPHABET INC-CL C
+23.10%
+683,720
+0.98%
$66.85
447.13% $365.76
5.24%
UTX
UNITED TECHNOLOGIES CORP
+20.14%
+310,046
+1.00%
$149.76
-
5.96%
ABEV
AMBEV SA-ADR
+12.62%
+4,382,063
+0.44%
$4.66
-
3.92%
V
VISA INC-CLASS A SHARES
+11.16%
+137,145
+0.55%
$187.90
72.20% $323.57
5.52%
ANSS
ANSYS INC
+10.09%
+78,455
+0.43%
$257.41
-
4.74%
NKE
NIKE INC -CL B
+4.47%
+108,850
+0.24%
$101.31
57.58% $42.98
5.55%
MCO
MOODY'S CORP
+4.43%
+20,296
+0.10%
$237.41
90.11% $451.35
2.44%
VRSK
VERISK ANALYTICS INC
+4.42%
+41,231
+0.13%
$149.34
21.69% $181.73
3.13%
PG
PROCTER & GAMBLE CO/THE
+4.42%
+68,066
+0.18%
$124.90
17.33% $146.54
4.32%
ALLE
ALLEGION PLC
+4.41%
+82,906
+0.22%
$124.54
4.51% $130.16
5.26%
CME
CME GROUP INC
+4.05%
+28,655
+0.12%
$200.72
28.24% $257.40
3.18%
GRFS
GRIFOLS SA-ADR
+2.03%
+246,903
+0.12%
$23.29
-
6.22%
LIN
LINDE PLC
-1.76%
-47,027
-0.22%
$213.76
137.60% $507.90
12.04%
FICO
FAIR ISAAC CORP
-3.30%
-13,984
-0.11%
$374.68
203.55% $1,137.33
3.30%
EL
ESTEE LAUDER COMPANIES-CL A
-3.79%
-36,972
-0.16%
$206.54
59.58% $83.49
4.17%
RACE
FERRARI NV
-4.20%
-107,386
-0.38%
$165.86
109.21% $346.99
8.75%
AXP
AMERICAN EXPRESS CO
-13.24%
-193,272
-0.52%
$124.49
149.55% $310.66
3.39%
MAR
MARRIOTT INTERNATIONAL -CL A
-100.00%
-1,253,498
-3.35%
$124.37
215.60% $392.51
0.00%
47 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.