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  Booking Holdings Inc. (BKNG)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 1,248,075 4.11 Add 16.64% 0.59 $168.41 $210,192,000 SEC
2025   Q4 1,070,025 3.49 Reduce 33.76% 1.67 $214.21 $229,213,000 SEC
2025   Q3 1,615,450 4.96 Reduce 6.50% 0.33 $215.97 $348,890,000 SEC
2025   Q2 1,727,675 5.05 Reduce 4.09% 0.18 $231.57 $400,077,000 SEC
2025   Q1 1,801,300 4.31 Reduce 0.58% 0.03 $184.28 $331,937,000 SEC
2024   Q4 1,811,750 4.98 Reduce 4.11% 0.17 $198.74 $360,061,000 SEC
2024   Q3 1,889,475 4.15 Reduce 12.33% 0.58 $168.48 $318,348,000 SEC
2024   Q2 2,155,125 4.69 Add 0.59% 0.03 $158.46 $341,501,000 SEC
2024   Q1 2,142,575 4.40 Reduce 26.16% 1.53 $145.12 $310,920,000 SEC
2023   Q4 2,901,575 5.86 Reduce 11.51% 0.76 $141.89 $411,701,000 SEC
2023   Q3 3,279,025 6.60 Reduce 37.74% 3.25 $123.36 $404,494,000 SEC
2023   Q2 5,266,300 8.60 Reduce 39.02% 5.44 $108.01 $568,830,000 SEC
2023   Q1 8,636,350 13.94 Reduce 7.21% 0.87 $106.10 $916,286,000 SEC
2022   Q4 9,307,175 12.12 Add 1.47% 0.18 $80.61 $750,263,000 SEC
2022   Q3 9,172,100 9.95 Add 6.26% 0.59 $65.73 $602,867,000 SEC
2022   Q2 8,631,875 8.46 Reduce 10.88% 1.07 $69.96 $603,883,000 SEC
2022   Q1 9,685,875 9.82 Reduce 25.99% 3.18 $93.94 $909,872,000 SEC
2021   Q4 13,087,250 12.23 Add 36.53% 3.27 $95.97 $1,255,973,000 SEC
2021   Q3 9,585,500 9.43 Add 57.37% 3.44 $94.95 $910,189,000 SEC
2021   Q2 6,091,225 6.01 Reduce 11.11% 0.88 $87.52 $533,126,000 SEC
2021   Q1 6,852,525 7.89 Reduce 0.10% <0.01 $93.19 $638,611,000 SEC
2020   Q4 6,859,350 7.88 Add 155.30% 4.79 $89.09 $611,105,000 SEC
2020   Q3 2,686,750 2.88 Add 2.27% 0.06 $68.43 $183,847,000 SEC
2020   Q2 2,627,150 2.92 Add 112.54% 1.55 $63.69 $167,333,000 SEC
2020   Q1 1,236,075 1.40 Buy 1.40 $53.81 $66,517,000 SEC