Nicolai Tangen AKO Capital Portfolio Update: March 2026

Nicolai Tangen's portfolio at AKO Capital had a total value of $4,901,053 as of March 31, 2026.

Tangen's portfolio saw notable changes during the period. Ferrari (RACE) was the largest increase, with a 46.38% rise in shares and a corresponding increase in its portfolio allocation. Alcon (ALC) also saw significant growth, with a 16.93% increase in shares. Conversely, several holdings experienced substantial reductions, including Visa (V), Analog Devices (ADI), Intercontinental Exchange (ICE), GE Aerospace (GE), and Microsoft (MSFT), all seeing decreases of 25% or more in their share counts. Amazon (AMZN) and Cisco Systems (CSCO) also saw decreases, while Waters (WAT) remained relatively stable.

For more information on Nicolai Tangen's investment activities, visit https://www.insiderset.com/investor/nicolai-tangen-ako-capital. You can explore details about the companies in his portfolio, such as ALC, AMZN, V, and others.