AKO Capital Nicolai Tangen

Top positions activity

Value History

Quarterly report: Q2 2026

Total portfolio value: $4.3M
TICKER CORP NAME VALUE($) SHARES +/- SHARES OWNERSHIP HISTORY
ALC
Alcon Inc. - Registered Shares 651.9K 15.18% 9.7M +358.3K ↑3.84%
V
Visa Inc - Class A 338.0K 7.87% 985.1K -201.8K ↓17.00%
RACE
Ferrari N.V. 328.9K 7.66% 886.4K -40.2K ↓4.33%
GE
General Electric Co. 288.3K 6.71% 771.4K -225.4K ↓22.61%
AMZN
Amazon.com Inc. 272.1K 6.34% 1.1M -589.3K ↓34.04%
ADI
Analog Devices Inc. 245.0K 5.7% 616.9K -412.6K ↓40.08%
MSFT
Microsoft Corporation 234.3K 5.45% 628.2K -107.0K ↓14.55%
CSCO
Cisco Systems, Inc. 231.6K 5.39% 2.0M -1.1M ↓35.22%
CP
Canadian Pacific Railway Ltd 210.2K 4.89% 2.4M -321.8K ↓11.71%
MCO
Moody`s Corp. 193.8K 4.51% 427.9K -82.9K ↓16.23%
APD
Air Products & Chemicals Inc. 162.2K 3.77% 553.4K +320.0K ↑137.13%
FICO
Fair, Isaac Corp. 123.8K 2.88% 103.6K -23.6K ↓18.55%
ICE
Intercontinental Exchange Inc 123.5K 2.87% 1.0M -864.0K ↓46.27%
WMB
Williams Cos Inc 110.5K 2.57% 1.5M -289.8K ↓16.32%
MA
Mastercard Incorporated - Class A 97.6K 2.27% 189.9K +34.3K ↑22.08%
WAT
Waters Corp. 76.3K 1.77% 203.4K -613.6K ↓75.11%
CSL
Carlisle Companies Inc. 69.4K 1.61% 191.4K -10.0K ↓4.95%
Sold Out Positions
TICKER CORP NAME VALUE($) SHARES +/- SHARES
BKNG
Booking Holdings Inc 210.2K 4.11% 49.9K Sold Out
SYK
Stryker Corp. 82.1K 1.6% 249.9K Sold Out
EFX
Equifax, Inc. 72.7K 1.42% 403.8K Sold Out
CRM
Salesforce.Com Inc 66.2K 1.29% 354.8K Sold Out
MMC
Marsh & McLennan Cos., Inc. 45.4K 0.88% 261.5K Sold Out