Nicolai Tangen - AKO Capital LLP
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    27
Portfolio value:    $5,108,383,000
Holdings Activity Buys Sells    History
Holding/activity history for  Cadence Design Systems (CDNS)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2025   Q4 0 0.00 Sell 100.00% 0.84 SEC
2025   Q3 168,767 0.84 Add 28.04% 0.18 $351.26 $59,281,000 SEC
2025   Q2 131,807 0.51 Reduce 4.08% 0.02 $308.15 $40,616,000 SEC
2025   Q1 137,409 0.45 Reduce 38.64% 0.36 $254.33 $34,947,000 SEC
2024   Q4 223,944 0.93 Add 12.77% 0.11 $300.46 $67,286,000 SEC
2024   Q3 198,578 0.70 Reduce 34.55% 0.44 $271.03 $53,821,000 SEC
2024   Q2 303,409 1.28 Reduce 2.30% 0.03 $307.75 $93,374,000 SEC
2024   Q1 310,549 1.37 Reduce 48.46% 1.13 $311.28 $96,668,000 SEC
2023   Q4 602,490 2.34 Reduce 2.57% 0.06 $272.37 $164,100,000 SEC
2023   Q3 618,403 2.36 Buy 2.36 $234.30 $144,892,000 SEC