Nicolai Tangen - AKO Capital
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, Inc. (CDNS)
← All CDNS superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2025   Q4 0 0.00 Sell 100.00% 0.84 $262.75–341.31 · VW $301.82i SEC
2025   Q3 168,767 0.84 Add 28.04% 0.18 $295.18–374.30 · VW $327.11i $59,281,000 SEC
2025   Q2 131,807 0.51 Reduce 4.08% 0.02 $285.48–376.45 · VW $337.45i $40,616,000 SEC
2025   Q1 137,409 0.45 Reduce 38.64% 0.36 $221.56–323.39 · VW $277.34i $34,947,000 SEC
2024   Q4 223,944 0.93 Add 12.77% 0.11 $245.81–326.19 · VW $274.17i $67,286,000 SEC
2024   Q3 198,578 0.70 Reduce 34.55% 0.44 $245.45–316.37 · VW $289.54i $53,821,000 SEC
2024   Q2 303,409 1.28 Reduce 2.30% 0.03 $241.29–328.99 · VW $279.74i $93,374,000 SEC
2024   Q1 310,549 1.37 Reduce 48.46% 1.13 $270.39–327.36 · VW $294.69i $96,668,000 SEC
2023   Q4 602,490 2.34 Reduce 2.57% 0.06 $251.94–315.70 · VW $290.67i $164,100,000 SEC
2023   Q3 618,403 2.36 Buy 2.36 $227.05–279.33 · VW $259.88i $144,892,000 SEC
Price snapshot:
Current price$377.92
52-week low$262.75
52-week high$416.69