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

2023 Q1 (25 results)

CPRT

COPART INC

buy

+1,618,162

+1.85%

$75.21

59.71% $30.30

1.85%

URI

UNITED RENTALS INC

buy

+200,433

+1.21%

$395.76

173.91% $1,084.01

1.21%

MCO

MOODY'S CORP

+99.71%

+203,808

+0.95%

$306.02

48.38% $454.06

1.90%

MSFT

MICROSOFT CORP

+58.60%

+486,111

+2.13%

$288.30

38.66% $399.76

5.77%

ZTS

ZOETIS INC

+25.69%

+93,218

+0.24%

$166.44

51.96% $79.95

1.16%

INTU

INTUIT INC

+23.84%

+77,568

+0.53%

$445.83

36.80% $281.77

2.73%

ALC

ALCON INC

+17.26%

+972,228

+1.05%

$70.67

6.20% $66.29

7.10%

ANSS

ANSYS INC

+13.40%

+88,786

+0.45%

$332.80

3.80%

LIN

LINDE PLC

+10.28%

+88,102

+0.48%

$355.44

46.71% $521.48

0.00%

DOLLAR GENERAL CORP

+9.54%

+89,187

+0.29%

$210.46

44.70% $116.39

3.28%

RACE

FERRARI NV

-1.06%

-10,094

-0.04%

$270.85

36.26% $369.06

3.88%

ACN

ACCENTURE PLC-CL A

-2.52%

-48,418

-0.21%

$285.81

42.14% $165.36

8.14%

PROCTER & GAMBLE CO/THE

-4.37%

-44,855

-0.10%

$148.69

1.19% $150.46

2.22%

MAR

MARRIOTT INTERNATIONAL -CL A

-4.40%

-29,205

-0.07%

$166.04

141.29% $400.63

1.60%

ICE

INTERCONTINENTAL EXCHANGE IN

-4.40%

-192,287

-0.31%

$104.29

6.63%

FICO

FAIR ISAAC CORP

-4.42%

-17,307

-0.19%

$702.69

68.16% $1,181.62

4.00%

OTIS

OTIS WORLDWIDE CORP

-4.43%

-125,323

-0.16%

$84.40

14.92% $71.81

3.47%

TMO

THERMO FISHER SCIENTIFIC INC

-5.11%

-33,059

-0.29%

$576.37

17.81% $473.72

5.39%

BKNG

BOOKING HOLDINGS INC

-7.21%

-26,833

-1.08%

$2,652.41

93.42% $174.64

13.94%

VISA INC-CLASS A SHARES

-8.27%

-183,589

-0.63%

$225.46

43.63% $323.82

6.98%

ALLE

ALLEGION PLC

-10.82%

-280,225

-0.46%

$106.73

25.27% $133.70

3.75%

ESTEE LAUDER COMPANIES-CL A

-30.36%

-265,536

-1.00%

$246.46

63.48% $90.00

2.28%

EFX

EQUIFAX INC

-32.15%

-387,024

-1.19%

$202.84

18.59% $165.13

2.52%

ADBE

ADOBE INC

-67.11%

-442,062

-2.59%

$385.37

46.45% $206.36

0.00%

GOOG

ALPHABET INC-CL C

-100.00%

-3,511,205

-4.74%

$88.73

313.74% $367.11

0.00%

2022 Q4 (24 results)

INTU

INTUIT INC

+75.03%

+139,483

+0.88%

$389.22

27.61% $281.77

2.05%

MSFT

MICROSOFT CORP

+67.64%

+334,692

+1.30%

$239.82

66.69% $399.76

3.21%

GOOG

ALPHABET INC-CL C

+10.09%

+321,865

+0.46%

$88.73

313.74% $367.11

0.00%

ANSS

ANSYS INC

+7.51%

+46,269

+0.18%

$241.59

2.59%

BKNG

BOOKING HOLDINGS INC

+1.47%

+5,403

+0.18%

$2,015.28

91.33% $174.64

12.12%

ICE

INTERCONTINENTAL EXCHANGE IN

+0.28%

+12,113

+0.02%

$102.59

7.24%

FICO

FAIR ISAAC CORP

-1.00%

-3,949

-0.04%

$598.58

97.40% $1,181.62

3.78%

ACN

ACCENTURE PLC-CL A

-1.24%

-24,012

-0.10%

$266.84

38.03% $165.36

8.28%

ALC

ALCON INC

-2.07%

-119,022

-0.13%

$68.47

3.18% $66.29

6.23%

RACE

FERRARI NV

-2.24%

-21,834

-0.08%

$214.20

72.30% $369.06

3.29%

LIN

LINDE PLC

-3.19%

-28,267

-0.15%

$326.21

59.86% $521.48

4.52%

MAR

MARRIOTT INTERNATIONAL -CL A

-3.37%

-23,148

-0.06%

$148.89

169.08% $400.63

1.60%

PROCTER & GAMBLE CO/THE

-3.39%

-36,048

-0.09%

$151.56

0.73% $150.46

2.51%

MCO

MOODY'S CORP

-3.47%

-7,356

-0.03%

$278.62

62.97% $454.06

0.92%

OTIS

OTIS WORLDWIDE CORP

-3.60%

-105,512

-0.13%

$78.31

8.30% $71.81

3.58%

ALLE

ALLEGION PLC

-3.82%

-102,780

-0.17%

$105.26

27.02% $133.70

4.40%

VISA INC-CLASS A SHARES

-9.20%

-224,738

-0.75%

$207.76

55.86% $323.82

7.45%

ADBE

ADOBE INC

-16.59%

-131,047

-0.71%

$336.53

38.68% $206.36

3.58%

DOLLAR GENERAL CORP

-20.98%

-248,163

-0.99%

$246.25

52.74% $116.39

3.72%

ESTEE LAUDER COMPANIES-CL A

-24.32%

-281,008

-1.13%

$248.11

63.73% $90.00

3.51%

TMO

THERMO FISHER SCIENTIFIC INC

-29.94%

-276,688

-2.46%

$550.69

13.98% $473.72

5.76%

EFX

EQUIFAX INC

-40.98%

-835,708

-2.62%

$194.36

15.04% $165.13

3.78%

ZTS

ZOETIS INC

-70.51%

-867,406

-2.05%

$146.55

45.45% $79.95

0.86%

NKE

NIKE INC -CL B

-100.00%

-1,419,705

-1.91%

$83.12

45.62% $45.20

0.00%

49 of 908

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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.