Frühlingsrabtatt -> 10% Rabatt! Code: "SPRING"
AKO Capital LLP (Nicolai Tangen)
Echtzeit-Einblicke & Depot-Analyse
Gesamtwert (USD) $4,3 Mrd.
Größte Position Alcon Ag
Letztes Update Q2 2026
Gesamtrendite · 1 Jahr -0,72 %
Gesamtrendite · 3 Jahre +59,13 %
Gesamtrendite · 5 Jahre +71,52 %
22 Positionen
| Aktie | % Depot | Market Value $ | Shares | Q2 vs. Q1 2026 | Last Transaction | Kurs | |
|---|---|---|---|---|---|---|---|
 ALCAlcon Ag | 15,19% | $651.941.000 | 9.683.004 | BUY Q2 · 2026+3,8% · 358 Tsd. Stk. | ← | $65,04 | |
N/A SUNBSunbelt Rentals Holdings Inc | 10,59% | $454.457.000 | 6.074.817 | BUY Q2 · 2026+90,7% · 2,9 Mio. Stk. | ← | $73,59 | |
 VVisa Inc | 7,87% | $337.987.000 | 985.126 | SOLD Q2 · 2026-17,0% · 202 Tsd. Stk. | ← | $368,29 | |
 RACEFerrari N V | 7,66% | $328.940.000 | 886.360 | SOLD Q2 · 2026-4,3% · 40 Tsd. Stk. | ← | $406,69 | |
 GEGe Aerospace | 6,72% | $288.302.000 | 771.417 | SOLD Q2 · 2026-22,6% · 225 Tsd. Stk. | ← | $314,27 | |
 AMZNAmazon Com Inc | 6,34% | $272.145.000 | 1.141.835 | SOLD Q2 · 2026-34,0% · 589 Tsd. Stk. | ← | $253,71 | |
 ADIAnalog Devices Inc | 5,71% | $245.007.000 | 616.881 | SOLD Q2 · 2026-40,1% · 413 Tsd. Stk. | ← | $375,72 | |
 MSFTMicrosoft Corp | 5,46% | $234.340.000 | 628.224 | SOLD Q2 · 2026-14,6% · 107 Tsd. Stk. | ← | $493,78 | |
 CSCOCisco Sys Inc | 5,40% | $231.587.000 | 1.971.628 | SOLD Q2 · 2026-35,2% · 1,1 Mio. Stk. | ← | $109,51 | |
 CPCanadian Pacific Kansas City | 4,90% | $210.215.000 | 2.426.027 | SOLD Q2 · 2026-11,7% · 322 Tsd. Stk. | ← | $87,48 | |
 MCOMoodys Corp | 4,52% | $193.814.000 | 427.920 | SOLD Q2 · 2026-16,2% · 83 Tsd. Stk. | ← | $468,59 | |
 APDAir Prods & Chems Inc | 3,78% | $162.234.000 | 553.359 | BUY Q2 · 2026+137,1% · 320 Tsd. Stk. | ← | $284,18 | |
 FICOFair Isaac Corp | 2,88% | $123.802.000 | 103.619 | SOLD Q2 · 2026-18,5% · 24 Tsd. Stk. | ← | $949,68 | |
 ICEIntercontinental Exchange In | 2,88% | $123.542.000 | 1.003.510 | SOLD Q2 · 2026-46,3% · 864 Tsd. Stk. | ← | $155,47 | |
 WMBWilliams Cos Inc | 2,57% | $110.478.000 | 1.486.116 | SOLD Q2 · 2026-16,3% · 290 Tsd. Stk. | ← | $72,05 | |
 MAMastercard Incorporated | 2,27% | $97.554.000 | 189.941 | BUY Q2 · 2026+22,1% · 34 Tsd. Stk. | ← | $565,24 | |
N/A WATWaters Corp | 1,78% | $76.267.000 | 203.356 | SOLD Q2 · 2026-75,1% · 614 Tsd. Stk. | ← | $421,63 | |
 CSLCarlisle Cos Inc | 1,62% | $69.435.000 | 191.414 | SOLD Q2 · 2026-4,9% · 10 Tsd. Stk. | ← | $314,70 | |
 LINLinde Plc | 0,78% | $33.622.000 | 64.789 | SOLD Q2 · 2026-51,9% · 70 Tsd. Stk. | ← | $460,40 | |
 EFXEquifax Inc | 0,50% | $21.338.000 | 134.439 | SOLD Q2 · 2026-66,7% · 269 Tsd. Stk. | ← | $158,87 | |
 CPRTCopart Inc | 0,43% | $18.509.000 | 656.567 | BUY Q2 · 2026+139,6% · 383 Tsd. Stk. | ← | $29,28 | |
 SYKStryker Corporation | 0,15% | $6.493.000 | 20.624 | SOLD Q2 · 2026-91,7% · 229 Tsd. Stk. | ← | $275,12 | |
 BKNGBooking Holdings Inc Ausgestiegen | - | - | 0 | SOLD Q2 · 2026-100% · 50 Tsd. Stk. | ← | $167,90 | |
N/A FLUTFlutter Entmt Plc Ausgestiegen | - | - | 0 | SOLD Q2 · 2026-100% · 487 Tsd. Stk. | ← | – | |
N/A MRSHMarsh & Mclennan Cos Inc Ausgestiegen | - | - | 0 | SOLD Q2 · 2026-100% · 262 Tsd. Stk. | ← | $175,01 | |
 RELXRelx Plc Ausgestiegen | - | - | 0 | SOLD Q2 · 2026-100% · 23 Tsd. Stk. | ← | $33,41 | |
 CRMSalesforce Inc Ausgestiegen | - | - | 0 | SOLD Q2 · 2026-100% · 355 Tsd. Stk. | ← | $237,92 |
