AKO Capital Nicolai Tangen

Top positions activity

Value History

Quarterly report: Q1 2026

Total portfolio value: $5.1M
TICKER CORP NAME VALUE($) SHARES +/- SHARES OWNERSHIP HISTORY
ALC
Alcon Inc. - Registered Shares 695.6K 13.61% 9.3M +1.6M ↑21.31%
AMZN
Amazon.com Inc. 360.6K 7.05% 1.7M -6.4K ↓0.37%
V
Visa Inc - Class A 358.7K 7.02% 1.2M -251.0K ↓17.46%
ADI
Analog Devices Inc. 327.5K 6.41% 1.0M -218.5K ↓17.51%
RACE
Ferrari N.V. 310.8K 6.08% 926.5K -18.3K ↓1.94%
ICE
Intercontinental Exchange Inc 293.7K 5.74% 1.9M -216.6K ↓10.39%
GE
General Electric Co. 282.9K 5.53% 996.8K -112.5K ↓10.14%
MSFT
Microsoft Corporation 272.2K 5.32% 735.2K -285.5K ↓27.97%
WAT
Waters Corp. 243.3K 4.76% 816.9K +63.5K ↑8.42%
CSCO
Cisco Systems, Inc. 236.2K 4.62% 3.0M -70.1K ↓2.25%
MCO
Moody`s Corp. 222.8K 4.36% 510.8K -225.7K ↓30.65%
CP
Canadian Pacific Railway Ltd 216.1K 4.23% 2.7M -209.6K ↓7.09%
BKNG
Booking Holdings Inc 210.2K 4.11% 49.9K +7.1K ↑16.64%
FICO
Fair, Isaac Corp. 135.8K 2.65% 127.2K +14.4K ↑12.79%
WMB
Williams Cos Inc 129.3K 2.53% 1.8M +1.8M Newly Added
SYK
Stryker Corp. 82.1K 1.6% 249.9K +249.9K Newly Added
MA
Mastercard Incorporated - Class A 77.7K 1.52% 155.6K +55.5K ↑55.42%
EFX
Equifax, Inc. 72.7K 1.42% 403.8K -362.2K ↓47.28%
APD
Air Products & Chemicals Inc. 67.8K 1.32% 233.4K +233.4K Newly Added
CSL
Carlisle Companies Inc. 67.2K 1.31% 201.4K +201.4K Newly Added
CRM
Salesforce.Com Inc 66.2K 1.29% 354.8K +42.2K ↑13.50%
MMC
Marsh & McLennan Cos., Inc. 45.4K 0.88% 261.5K -1.2M ↓82.39%
Sold Out Positions
TICKER CORP NAME VALUE($) SHARES +/- SHARES
CPRT
Copart, Inc. 235.3K 3.58% 6.0M Sold Out
INTU
Intuit Inc 158.2K 2.4% 238.9K Sold Out