Nicolai Tangen - AKO Capital 13F Activity & Position Changes (Q3 2017)
As of Sep 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 Q3 2017, the filing reported:
New Buys - Ambev S.A., Ecolab Inc.
Increases - ANSYS, Inc., Colgate-Palmolive Company, Cognizant Technology Solutions , Estee Lauder Companies, Inc. (T, Fair Isaac Corporation, and 6 more
Complete Exits - None reported
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 |
|---|---|---|---|
|
Q3 2017
|
ABEV
Ambev S.A.
|
Buy - Position Entry |
+4,544,467
|
|
Q3 2017
|
ANSS
ANSYS, Inc.
|
Buy |
+17,781
|
|
Q3 2017
|
CL
Colgate-Palmolive Company
|
Buy |
+11,512
|
|
Q3 2017
|
CTSH
Cognizant Technology Solutions
|
Buy |
+105,850
|
|
Q3 2017
|
ECL
Ecolab Inc.
|
Buy - Position Entry |
+148,305
|
|
Q3 2017
|
EL
Estee Lauder Companies, Inc. (T
|
Buy |
+25,156
|
|
Q3 2017
|
FICO
Fair Isaac Corporation
|
Buy |
+3,290
|
|
Q3 2017
|
G0176J109
Allegion
|
Buy |
+47,741
|
|
Q3 2017
|
GOOG
Alphabet Inc.
|
Buy |
+4,665
|
|
Q3 2017
|
GRFS
Grifols, S.A.
|
Sell |
-876,803
|
|
Q3 2017
|
MAR
Marriott International
|
Buy |
+11,261
|
|
Q3 2017
|
MCO
Moody's Corporation
|
Buy |
+7,943
|
|
Q3 2017
|
NKE
Nike, Inc.
|
Sell |
-374,842
|
|
Q3 2017
|
RACE
Ferrari
|
Sell |
-656,831
|
|
Q3 2017
|
USB
U.S. Bancorp
|
Buy |
+95,106
|
|
Q3 2017
|
V
Visa Inc.
|
Buy |
+29,108
|