Nicolai Tangen - AKO Capital 13F Activity & Position Changes (Q4 2016)
As of Dec 31, 2016, 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 Q4 2016, the filing reported:
New Buys - ANSYS, Inc., Colgate-Palmolive Company, Cognizant Technology Solutions , Estee Lauder Companies, Inc. (T, Fair Isaac Corporation, and 9 more
Increases - None reported
Reductions - None reported
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 |
|---|---|---|---|
|
Q4 2016
|
ANSS
ANSYS, Inc.
|
Buy - Position Entry |
+312,889
|
|
Q4 2016
|
CL
Colgate-Palmolive Company
|
Buy - Position Entry |
+583,223
|
|
Q4 2016
|
CTSH
Cognizant Technology Solutions
|
Buy - Position Entry |
+609,688
|
|
Q4 2016
|
EL
Estee Lauder Companies, Inc. (T
|
Buy - Position Entry |
+428,033
|
|
Q4 2016
|
FICO
Fair Isaac Corporation
|
Buy - Position Entry |
+356,692
|
|
Q4 2016
|
G0176J109
Allegion
|
Buy - Position Entry |
+738,428
|
|
Q4 2016
|
GOOG
Alphabet Inc.
|
Buy - Position Entry |
+21,690
|
|
Q4 2016
|
MAR
Marriott International
|
Buy - Position Entry |
+484,139
|
|
Q4 2016
|
MCO
Moody's Corporation
|
Buy - Position Entry |
+294,909
|
|
Q4 2016
|
NKE
Nike, Inc.
|
Buy - Position Entry |
+566,255
|
|
Q4 2016
|
RACE
Ferrari
|
Buy - Position Entry |
+4,151,324
|
|
Q4 2016
|
USB
U.S. Bancorp
|
Buy - Position Entry |
+627,471
|
|
Q4 2016
|
V
Visa Inc.
|
Buy - Position Entry |
+684,386
|
|
Q4 2016
|
WFC
Wells Fargo & Company
|
Buy - Position Entry |
+482,479
|