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AKO Capital

AKO Capital

Founded by Nicolai Tangen — AKO Capital
Quality Growth Long/Short European ESG
AUM (13F)
$6.57B
Positions
22
Latest Filing
Feb 17, 2026
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Fund Founded
2005
Style
Long/Short Quality
Typical Positions
20–30
Net Worth
N/A (institutional)
Biography

AKO Capital was founded in London in 2005 by Nicolai Tangen, a Norwegian investor who previously worked at Egerton Capital. The firm runs a concentrated long/short equity strategy focused on high-quality European and global businesses with strong competitive positions and superior management teams. AKO has been recognized as one of Europe's top-performing hedge funds, known for rigorous fundamental research and a strong emphasis on corporate governance and sustainability factors.

In 2020, Nicolai Tangen was appointed CEO of Norges Bank Investment Management — Norway's $1.7 trillion sovereign wealth fund — stepping back from AKO's day-to-day management. AKO has maintained its investment approach under the leadership of its remaining partners. The firm also runs a significant charitable initiative, the AKO Foundation, which funds arts and education projects in the UK and Norway. AKO's portfolio has historically been concentrated in high-quality consumer, technology, and healthcare businesses.

Investment Philosophy

We look for companies that will be structurally bigger and better in five years than they are today — businesses with pricing power, recurring revenue, and management teams that think and act like long-term owners.

— AKO Capital, AKO Capital
Notable Trades
WIN
European quality compounders
AKO's core long book in high-quality European consumer and healthcare businesses has generated strong long-term returns through the power of compound growth.
WIN
Technology platform shorts
AKO's short book has generated alpha by identifying overvalued technology companies with deteriorating fundamentals or competitive positioning.
WIN
LVMH / luxury goods
Long-term exposure to European luxury goods companies with exceptional pricing power and brand equity has been a consistent driver of returns.
CURRENT
Global quality growth
AKO's long book continues to focus on high-quality global businesses with sustainable competitive advantages, superior management, and long growth runways.
CURRENT
Short book — challenged businesses
The short portfolio targets businesses facing structural disruption, competitive deterioration, or financial engineering that obscures fundamental weakness.
Top Holdings — AKO Capital
Top 5 Holdings · Q4 2025 Filed Feb 17, 2026
1
FLUTTER ENTMT PLC
10.2%
2
ALCON AG
9.3%
3
VISA INC
7.7%
4
MICROSOFT CORP
7.5%
5
AMAZON COM INC
6.1%