Nicolai Tangen's Top Holdings at AKO Capital as of March 31, 2026
This snapshot details the top holdings in Nicolai Tangen's portfolio as of March 31, 2026, highlighting significant changes in shares for key positions like Alcon AG and Ferrari NV.
Nicolai Tangen's portfolio at AKO Capital, valued at $4.9 million as of March 31, 2026, is dominated by top holdings that reflect strategic adjustments in the current market. The largest position is Alcon AG (ALC), which accounts for 13.62% of the portfolio and saw a significant increase in shares by 16.93% compared to the prior period. Tangen also boosted his stake in Ferrari NV (RACE) by 46.38%, adding substantial exposure to the luxury sector.
Other notable changes include a reduction in Amazon.com Inc. (AMZN) shares by 4.25%, a sharp decline in Visa Inc. (V) shares by 25.11%, and decreased positions in Analog Devices Inc. (ADI), Intercontinental Exchange Inc. (ICE), and Microsoft Corp. (MSFT). The portfolio also features a newly added position in Cisco Systems Inc. (CSCO), with shares increasing by 100%, signaling a fresh allocation in the Technology sector.
For detailed insights into Tangen's investment activities, visit his profile on Insiderset: https://www.insiderset.com/investor/nicolai-tangen-ako-capital. You can explore each stock's performance and filings by visiting their respective pages on Insiderset: ALC, AMZN, V, ADI, RACE, ICE, GE, MSFT, WAT, and CSCO.