Nicolai Tangen's AKO Capital Portfolio Snapshot: Top Holdings as of March 31, 2026
Nicolai Tangen's portfolio, managed by AKO Capital, as of March 31, 2026, features significant changes in holdings like Alcon AG and Ferrari NV, alongside a new position in Cisco Systems.
As of March 31, 2026, Nicolai Tangen's portfolio managed by AKO Capital totals $4.9 million, with Alcon AG (ALC) leading at 13.62% allocation. Tangen increased his stake in ALC by 16.93%, adding 1.35 million shares.
He also boosted his Ferrari NV (RACE) position by 46.38%, adding 0.29 million shares, now accounting for 6.08% of the portfolio. In contrast, holdings like Visa (V) and Analog Devices (ADI) saw significant reductions, with share decreases of 25.11% and 15.83% respectively.
Tangen's portfolio includes major allocations in Amazon (AMZN), VISA, V, GE, Microsoft (MSFT), and Cisco Systems (CSCO). Notably, CSCO represents a newly added position, with a 100% increase in shares from the prior period.
For detailed insights into Nicolai Tangen's investment strategy and holdings, visit Insiderset. For company-specific analysis, explore stock profiles at Insiderset.