Nicolai Tangen - AKO Capital 13F Activity & Position Changes (Q1 2019)
According to the SEC 13F filed on Aug 12, 2026, the AKO Capital portfolio showed several notable changes in holdings as of quarter-end Mar 31, 2019. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.
During Q1 2019, the filing reported:
New Buys - Verisk Analytics, Inc.
Increases - Ambev S.A., ANSYS, Inc., American Express Company, CME Group Inc., Estee Lauder Companies, Inc. (T, and 10 more
Reductions - Grifols, S.A.
Complete Exits - Cognizant Technology Solutions
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
| Date | Symbol | Type | Change Qty |
|---|---|---|---|
|
Q1 2019
|
ABEV
Ambev S.A.
|
Buy |
+9,645,604
|
|
Q1 2019
|
ANSS
ANSYS, Inc.
|
Buy |
+310,181
|
|
Q1 2019
|
AXP
American Express Company
|
Buy |
+422,711
|
|
Q1 2019
|
CME
CME Group Inc.
|
Buy |
+108,713
|
|
Q1 2019
|
CTSH
Cognizant Technology Solutions
|
Sell - Position Exit |
-121,197
|
|
Q1 2019
|
EL
Estee Lauder Companies, Inc. (T
|
Buy |
+149,106
|
|
Q1 2019
|
EW
Edwards Lifesciences Corporatio
|
Buy |
+180,170
|
|
Q1 2019
|
FICO
Fair Isaac Corporation
|
Buy |
+62,761
|
|
Q1 2019
|
G0176J109
Allegion
|
Buy |
+299,089
|
|
Q1 2019
|
GOOG
Alphabet Inc.
|
Buy |
+34,378
|
|
Q1 2019
|
GRFS
Grifols, S.A.
|
Sell |
-375,047
|
|
Q1 2019
|
MAR
Marriott International
|
Buy |
+360,836
|
|
Q1 2019
|
MCO
Moody's Corporation
|
Buy |
+106,562
|
|
Q1 2019
|
NKE
Nike, Inc.
|
Buy |
+469,131
|
|
Q1 2019
|
PG
Procter & Gamble Company (The)
|
Buy |
+408,966
|
|
Q1 2019
|
RACE
Ferrari
|
Buy |
+132,631
|
|
Q1 2019
|
V
Visa Inc.
|
Buy |
+309,158
|
|
Q1 2019
|
VRSK
Verisk Analytics, Inc.
|
Buy - Position Entry |
+704,506
|