Rating #136
Nicolai Tangen
Ako Capital
Portfolio value
Stocks
Performance
1 Year
-16.24%
Stock Holdings
$
%
1Y
3Y
5Y
10Y
Nicolai Tangen’s Portfolio: Q1 2026
Top10 stocks: 66.19% of the portfolio
Nicolai Tangen’s Trades: Q1 2026
Adds
New Buys
Sold Outs
Cuts
4.34ppt
1.22ppt
0.65ppt
0.41ppt
-0.24ppt
0.04ppt
0.63ppt
Company Name | Share Count Chg. (%) | Price Paid | Buy Value | Portfolio % Change | |
|---|---|---|---|---|---|
1  ALC | Add +21.31% | $79.62 | $130.41M | 4.34ppt | |
2  LIN | Add +899.04% | $471.81 | $57.16M | 1.22ppt | |
3  MA | Add +55.42% | $526.66 | $29.22M | 0.65ppt | |
4  WAT | Add +8.42% | $342.13 | $21.72M | 0.41ppt | |
5  FICO | Add +12.79% | $1371.63 | $19.79M | -0.24ppt | |
6  CRM | Add +13.50% | $207.19 | $8.74M | 0.04ppt | |
7  BKNG | Add +16.64% | $184.02 | $1.31M | 0.63ppt |
Nicolai Tangen’s Holdings: Q1 2026
Company Name | Primary Industry | Avg. price paid  | Share Count Chg. (%) | No of shares held | Market value | Portfolio % Change | % of Ownership | Holding period | Last Transaction | |
|---|---|---|---|---|---|---|---|---|---|---|
1 ALC | Ophthalmic Goods | $71.97 | Add +21.31% | 9.32M | $695.60M | 13.62% 4.34ppt | 1.91% | 28 Quarters | Q1 2026 | |
2  AMZN | Retail-Catalog & Mail-Order | $198.53 | Cut -0.37% | 1.73M | $360.55M | 7.06% 0.95ppt | 0.02% | 8 Quarters | Q1 2026 | |
3  V | Other Business Services | $217.90 | Cut -17.46% | 1.19M | $358.74M | 7.02% -0.66ppt | 0.06% | 38 Quarters | Q1 2026 | |
4  ADI | Semiconductors | $209.25 | Cut -17.51% | 1.03M | $327.53M | 6.41% 1.26ppt | 0.21% | 9 Quarters | Q1 2026 | |
5  RACE | Motor Vehicle Bodies | $196.94 | Cut -1.94% | 926.52K | $310.80M | 6.08% 0.73ppt | 0.52% | 38 Quarters | Q1 2026 | |
6  ICE | Security & Commodity Brokers | $116.45 | Cut -10.39% | 1.87M | $293.73M | 5.75% 0.61ppt | 0.33% | 23 Quarters | Q1 2026 | |
7  GE | Electrical Equip (No Comp) | $101.35 | Cut -10.14% | 996.85K | $282.88M | 5.54% 0.33ppt | 0.09% | 11 Quarters | Q1 2026 | |
8  MSFT | Prepackaged Software | $301.24 | Cut -27.97% | 735.21K | $272.15M | 5.33% -2.19ppt | 0.01% | 15 Quarters | Q1 2026 | |
9 WAT | Lab Analytical Instruments | $305.62 | Add +8.42% | 816.93K | $243.28M | 4.76% 0.41ppt | 1.37% | 11 Quarters | Q1 2026 | |
10  CSCO | Computer Communication Equip | $77.03 | Cut -2.25% | 3.04M | $236.16M | 4.62% 0.97ppt | 0.08% | 2 Quarters | Q1 2026 | |
11  MCO | Consumer Credit Reporting | $341.21 | Cut -30.65% | 510.82K | $222.85M | 4.36% -1.37ppt | 0.29% | 38 Quarters | Q1 2026 | |
12  CP | Railroad Operations | $73.86 | Cut -7.09% | 2.75M | $216.14M | 4.23% 0.92ppt | 0.30% | 3 Quarters | Q1 2026 | |
13 BKNG | Transportation Services | $236.48 | Add +16.64% | 49.92K | $210.19M | 4.11% 0.63ppt | 0.15% | 25 Quarters | Q1 2026 | |
14 S SUNB | Other Equipment Rental | $65.09 | New Buy +100.00% | 3.19M | $207.33M | 4.06% 4.06ppt | 0.76% | 1 Quarter | Q1 2026 | |
15 FICO | Other Business Services | $654.83 | Add +12.79% | 127.21K | $135.80M | 2.66% -0.24ppt | 0.54% | 38 Quarters | Q1 2026 | |
16  WMB | Natural Gas Transmission | $72.78 | New Buy +100.00% | 1.78M | $129.25M | 2.53% 2.53ppt | 0.15% | 1 Quarter | Q1 2026 | |
17  SYK | Surgical Instruments | $328.59 | New Buy +100.00% | 249.88K | $82.11M | 1.61% 1.61ppt | 0.07% | 1 Quarter | Q1 2026 | |
18 MA | Other Business Services | $545.48 | Add +55.42% | 155.59K | $77.74M | 1.52% 0.65ppt | 0.02% | 2 Quarters | Q1 2026 | |
19  EFX | Consumer Credit Reporting | $241.49 | Cut -47.28% | 403.77K | $72.71M | 1.42% -1.11ppt | 0.33% | 21 Quarters | Q1 2026 | |
20  APD | Inorganic Chemicals | $290.49 | New Buy +100.00% | 233.36K | $67.79M | 1.33% 1.33ppt | 0.10% | 1 Quarter | Q1 2026 |
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