Nicolai Tangen - AKO Capital 13F Activity & Position Changes (Q3 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 Sep 30, 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 Q3 2019, the filing reported:
New Buys - None reported
Increases - Ambev S.A., Edwards Lifesciences Corporatio, Allegion, Alphabet Inc., Marriott International, and 4 more
Reductions - Alcon, ANSYS, Inc., American Express Company, CME Group Inc., Estee Lauder Companies, Inc. (T, and 5 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 2019
|
ABEV
Ambev S.A.
|
Buy |
+2,348,948
|
|
Q3 2019
|
ALC
Alcon
|
Sell |
-323,227
|
|
Q3 2019
|
ANSS
ANSYS, Inc.
|
Sell |
-121,705
|
|
Q3 2019
|
AXP
American Express Company
|
Sell |
-32,493
|
|
Q3 2019
|
CME
CME Group Inc.
|
Sell |
-228,079
|
|
Q3 2019
|
EL
Estee Lauder Companies, Inc. (T
|
Sell |
-195,439
|
|
Q3 2019
|
EW
Edwards Lifesciences Corporatio
|
Buy |
+73,245
|
|
Q3 2019
|
FICO
Fair Isaac Corporation
|
Sell |
-81,229
|
|
Q3 2019
|
G0176J109
Allegion
|
Buy |
+111,351
|
|
Q3 2019
|
GOOG
Alphabet Inc.
|
Buy |
+24,017
|
|
Q3 2019
|
GRFS
Grifols, S.A.
|
Sell |
-403,280
|
|
Q3 2019
|
MAR
Marriott International
|
Buy |
+17,546
|
|
Q3 2019
|
MCO
Moody's Corporation
|
Buy |
+9,654
|
|
Q3 2019
|
NKE
Nike, Inc.
|
Buy |
+443,437
|
|
Q3 2019
|
PG
Procter & Gamble Company (The)
|
Buy |
+221,102
|
|
Q3 2019
|
RACE
Ferrari
|
Sell |
-433,707
|
|
Q3 2019
|
V
Visa Inc.
|
Sell |
-36,515
|
|
Q3 2019
|
VRSK
Verisk Analytics, Inc.
|
Sell |
-25,875
|
|
Q3 2019
|
ZTS
Zoetis Inc.
|
Buy |
+459,826
|