Nicolai Tangen - AKO Capital 13F Activity & Position Changes (Q2 2017)
As of Jun 30, 2017, the AKO Capital portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 15, 2026. 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 Q2 2017, the filing reported:
New Buys - None reported
Increases - Cognizant Technology Solutions , Estee Lauder Companies, Inc. (T, Alphabet Inc., Grifols, S.A., Moody's Corporation, and 2 more
Reductions - ANSYS, Inc., Colgate-Palmolive Company, Fair Isaac Corporation, Allegion, Marriott International, and 2 more
Complete Exits - Harley-Davidson, Inc.
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 |
|---|---|---|---|
|
Q2 2017
|
ANSS
ANSYS, Inc.
|
Sell |
-29,010
|
|
Q2 2017
|
CL
Colgate-Palmolive Company
|
Sell |
-3,208
|
|
Q2 2017
|
CTSH
Cognizant Technology Solutions
|
Buy |
+169,280
|
|
Q2 2017
|
EL
Estee Lauder Companies, Inc. (T
|
Buy |
+154,206
|
|
Q2 2017
|
FICO
Fair Isaac Corporation
|
Sell |
-12,945
|
|
Q2 2017
|
G0176J109
Allegion
|
Sell |
-159,621
|
|
Q2 2017
|
GOOG
Alphabet Inc.
|
Buy |
+3,289
|
|
Q2 2017
|
GRFS
Grifols, S.A.
|
Buy |
+667,174
|
|
Q2 2017
|
HOG
Harley-Davidson, Inc.
|
Sell - Position Exit |
-435,298
|
|
Q2 2017
|
MAR
Marriott International
|
Sell |
-75,004
|
|
Q2 2017
|
MCO
Moody's Corporation
|
Buy |
+5,385
|
|
Q2 2017
|
NKE
Nike, Inc.
|
Buy |
+130,276
|
|
Q2 2017
|
RACE
Ferrari
|
Sell |
-596,567
|
|
Q2 2017
|
USB
U.S. Bancorp
|
Buy |
+227,362
|
|
Q2 2017
|
V
Visa Inc.
|
Sell |
-52,826
|