AKO Capital

Managed by Nicolai Tangen
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Portfolio value
$4.29B
Holdings
22
Top 5 weight
48.04%
Latest filing

Portfolio

Reported 13F holdings, largest positions first
22holdings
ALC 15.19%SUNB 10.59%V 7.88%RACE 7.66%GE 6.72%Other 51.96%
Company% PortfolioSharesValue
ALCALCON INC15.19%9,683,000$651.90MSUNBSUNBELT RENTALS HOLDINGS INC10.59%6,074,800$454.50MVVISA INC7.88%985,100$338.00MRACEFERRARI NV7.66%886,400$328.90MGEGE AEROSPACE6.72%771,400$288.30MAMZNAMAZON COM INC6.34%1,141,800$272.10MADIANALOG DEVICES INC5.71%616,900$245.00MMSFTMICROSOFT CORP5.46%628,200$234.30MCSCOCISCO SYSTEMS INC5.4%1,971,600$231.60MCPCANADIAN PACIFIC KANSAS CITY LTD4.9%2,426,000$210.20MMCOMOODYS CORP4.52%427,900$193.80MAPDAIR PRODUCTS & CHEMICALS INC3.78%553,400$162.20MFICOFAIR ISAAC CORP2.88%103,600$123.80MICEINTERCONTINENTAL EXCHANGE INC2.88%1,003,500$123.50MWMBWILLIAMS COMPANIES INC2.57%1,486,100$110.50MMAMASTERCARD INC2.27%189,900$97.60MWATWATERS CORP1.78%203,400$76.30MCSLCARLISLE COMPANIES INC1.62%191,400$69.40MLINLINDE PLC0.78%64,800$33.60MEFXEQUIFAX INC0.5%134,400$21.30MCPRTCOPART INC0.43%656,600$18.50MSYKSTRYKER CORP0.15%20,600$6.50M
From the fund's Q2 '26 13F filingWhat is a 13F?

Activity

Buys and sells, quarter by quarter
Filing quarter

filing - 27 moves · 5 buy-side · 22 sell-side

CompanyChangeValue
SYKSTRYKER CORP92%$6.50MRELXRELX PLCSold$800.00K

filing - 28 moves · 13 buy-side · 15 sell-side

CompanyChangeValue
ALCALCON INC21%$695.60MAMZNAMAZON COM INC0%$360.60MVVISA INC17%$358.70MADIANALOG DEVICES INC18%$327.50MRACEFERRARI NV2%$310.80MICEINTERCONTINENTAL EXCHANGE INC10%$293.70MGEGE AEROSPACE10%$282.90MMSFTMICROSOFT CORP28%$272.20MWATWATERS CORP8%$243.30MCSCOCISCO SYSTEMS INC2%$236.20MMCOMOODYS CORP31%$222.80MCPCANADIAN PACIFIC KANSAS CITY LTD7%$216.10MBKNGBOOKING HOLDINGS INC17%$210.20MSUNBSUNBELT RENTALS HOLDINGS INCNew$207.30MINTUINTUIT INCSold$158.20MFICOFAIR ISAAC CORP13%$135.80MWMBWILLIAMS COMPANIES INCNew$129.30MSYKSTRYKER CORPNew$82.10MMAMASTERCARD INC55%$77.70MEFXEQUIFAX INC47%$72.70MAPDAIR PRODUCTS & CHEMICALS INCNew$67.80MCSLCARLISLE COMPANIES INCNew$67.20MLINLINDE PLC897%$66.70MCRMSALESFORCE INC13%$66.20MFLUTFLUTTER ENTERTAINMENT PLC84%$49.70M

filing - 25 moves · 7 buy-side · 18 sell-side

CompanyChangeValue
FLUTFLUTTER ENTERTAINMENT PLC0%$669.90MALCALCON INC4%$609.40MVVISA INC9%$504.30MMSFTMICROSOFT CORP5%$493.60MAMZNAMAZON COM INC4%$401.10MMCOMOODYS CORP4%$376.30MRACEFERRARI NV49%$351.50MGEGE AEROSPACE16%$341.70MADIANALOG DEVICES INC2%$338.50MICEINTERCONTINENTAL EXCHANGE INC0%$337.60MWATWATERS CORP7%$286.20MMRSHMARSH & MCLENNAN COMPANIES INC17%$275.50MCSCOCISCO SYSTEMS INCNew$239.80MCPRTCOPART INC9%$235.30MBKNGBOOKING HOLDINGS INC34%$229.20MCPCANADIAN PACIFIC KANSAS CITY LTD270%$217.80MFICOFAIR ISAAC CORP9%$190.70MEFXEQUIFAX INC18%$166.20MINTUINTUIT INC65%$158.20MZTSZOETIS INCSold$100.00MCRMSALESFORCE INC4%$82.80MCDNSCADENCE DESIGN SYSTEMS INCSold$59.30MMAMASTERCARD INCNew$57.10MBAHBOOZ ALLEN HAMILTON HOLDING CORPSold$8.70MLINLINDE PLC83%$5.70M

filing - 26 moves · 9 buy-side · 17 sell-side

CompanyChangeValue
FLUTFLUTTER ENTERTAINMENT PLC5%$796.70MALCALCON INC3%$593.80MMSFTMICROSOFT CORP16%$553.70MVVISA INC4%$541.00MINTUINTUIT INC0%$460.60MGEGE AEROSPACE36%$397.30MAMZNAMAZON COM INC24%$397.00MMCOMOODYS CORP7%$365.50MMRSHMARSH & MCLENNAN COMPANIES INC1%$362.70MICEINTERCONTINENTAL EXCHANGE INC5%$351.10MBKNGBOOKING HOLDINGS INC7%$348.90MRACEFERRARI NV2%$306.20MADIANALOG DEVICES INC4%$300.50MCPRTCOPART INC3%$248.60MWATWATERS CORP2%$241.90MEFXEQUIFAX INC3%$240.70MFICOFAIR ISAAC CORP19%$185.00MZTSZOETIS INC55%$100.00MCRMSALESFORCE INC31%$77.30MCPCANADIAN PACIFIC KANSAS CITY LTDNew$59.60MCDNSCADENCE DESIGN SYSTEMS INC28%$59.30MILMNILLUMINA INCSold$50.90MLINLINDE PLC4%$37.60MTMOTHERMO FISHER SCIENTIFIC INCSold$10.70MBAHBOOZ ALLEN HAMILTON HOLDING CORP3%$8.70M

filing - 25 moves · 12 buy-side · 13 sell-side

CompanyChangeValue
FLUTFLUTTER ENTERTAINMENT PLC15%$847.50MALCALCON INC8%$681.50MMSFTMICROSOFT CORP2%$633.00MVVISA INC7%$583.50MINTUINTUIT INC22%$532.30MGEGE AEROSPACE16%$531.00MMCOMOODYS CORP0%$415.10MICEINTERCONTINENTAL EXCHANGE INC4%$402.10MBKNGBOOKING HOLDINGS INC4%$400.10MMRSHMARSH & MCLENNAN COMPANIES INC16%$389.70MACNACCENTURE PLCSold$386.50MAMZNAMAZON COM INC2%$320.50MRACEFERRARI NV10%$316.60MADIANALOG DEVICES INC2%$301.80MFICOFAIR ISAAC CORP2%$280.20MWATWATERS CORP11%$274.80MCPRTCOPART INC5%$262.10MEFXEQUIFAX INC20%$236.50MZTSZOETIS INC1%$235.60MCRMSALESFORCE INC30%$128.00MILMNILLUMINA INC40%$50.90MCDNSCADENCE DESIGN SYSTEMS INC4%$40.60MLINLINDE PLC4%$38.50MTMOTHERMO FISHER SCIENTIFIC INC92%$10.70MBAHBOOZ ALLEN HAMILTON HOLDING CORP4%$9.40M

filing - 29 moves · 18 buy-side · 11 sell-side

CompanyChangeValue
ALCALCON INC21%$672.60MVVISA INC1%$622.40MFLUTFLUTTER ENTERTAINMENT PLCNew$571.80MMRSHMARSH & MCLENNAN COMPANIES INC3%$517.80MGEGE AEROSPACE8%$493.60MMSFTMICROSOFT CORP9%$469.50MICEINTERCONTINENTAL EXCHANGE INC12%$393.70MACNACCENTURE PLC6%$386.50MMCOMOODYS CORP27%$385.00MINTUINTUIT INC7%$341.30MBKNGBOOKING HOLDINGS INC1%$331.90MWATWATERS CORP9%$327.00MCPRTCOPART INC16%$287.50MFICOFAIR ISAAC CORP1%$277.80MAMZNAMAZON COM INC2%$273.60MZTSZOETIS INC1%$250.90MADIANALOG DEVICES INC7%$250.80MRACEFERRARI NV6%$248.70MPGPROCTER & GAMBLE COSold$196.60MEFXEQUIFAX INC5%$185.80MTMOTHERMO FISHER SCIENTIFIC INC6%$165.60MWMGWARNER MUSIC GROUP CORPSold$134.00MMSCIMSCI INCSold$125.30MCRMSALESFORCE INCNew$96.60MILMNILLUMINA INC80%$70.60M

filing - 27 moves · 15 buy-side · 12 sell-side

CompanyChangeValue
VVISA INC2%$555.30MALCALCON INC5%$498.60MMSFTMICROSOFT CORP10%$481.70MACNACCENTURE PLC12%$461.40MGEGE AEROSPACE2%$449.20MMRSHMARSH & MCLENNAN COMPANIES INC5%$438.20MICEINTERCONTINENTAL EXCHANGE INC13%$388.30MINTUINTUIT INC8%$373.60MBKNGBOOKING HOLDINGS INC4%$360.10MMCOMOODYS CORP4%$309.30MAMZNAMAZON COM INC5%$309.00MWATWATERS CORP3%$302.50MFICOFAIR ISAAC CORP33%$295.90MRACEFERRARI NV5%$264.10MCPRTCOPART INC21%$252.00MADIANALOG DEVICES INC4%$248.00MZTSZOETIS INC1%$245.40MPGPROCTER & GAMBLE CO11%$196.60MEFXEQUIFAX INC32%$185.10MTMOTHERMO FISHER SCIENTIFIC INC26%$163.20MWMGWARNER MUSIC GROUP CORP37%$134.00MMSCIMSCI INC1%$125.30MCDNSCADENCE DESIGN SYSTEMS INC13%$67.30MILMNILLUMINA INCNew$66.20MLINLINDE PLC64%$53.60M

filing - 26 moves · 8 buy-side · 18 sell-side

CompanyChangeValue
ALCALCON INC3%$615.60MMSFTMICROSOFT CORP4%$544.40MGEGE AEROSPACE7%$499.40MVVISA INC35%$492.40MICEINTERCONTINENTAL EXCHANGE INC12%$478.60MMRSHMARSH & MCLENNAN COMPANIES INC33%$440.20MFICOFAIR ISAAC CORP30%$431.80MACNACCENTURE PLC4%$415.40MINTUINTUIT INC8%$340.90MMCOMOODYS CORP8%$324.40MBKNGBOOKING HOLDINGS INC12%$318.30MRACEFERRARI NV4%$304.40MZTSZOETIS INC0%$291.50MWATWATERS CORP10%$284.40MAMZNAMAZON COM INC59%$277.30MTMOTHERMO FISHER SCIENTIFIC INC19%$261.90MADIANALOG DEVICES INC21%$258.80MWMGWARNER MUSIC GROUP CORP8%$214.80MCPRTCOPART INC53%$190.00MPGPROCTER & GAMBLE CO0%$183.20MLINLINDE PLC0%$168.60MEFXEQUIFAX INC21%$161.60MELESTEE LAUDER COMPANIES INCSold$150.00MMSCIMSCI INC55%$120.10MCDNSCADENCE DESIGN SYSTEMS INC35%$53.80M
Changes are share-count changes vs. the prior quarter