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People

Gorm Thomassen

Chief investment officer, AKO Capital

CIO since founder Nicolai Tangen left in 2020 to become CEO of Norges Bank Investment Management.

Biography

Gorm Thomassen has been with AKO Capital since Nicolai Tangen founded it in London in 2005, having previously worked at Cazenove. He became Chief Investment Officer in 2020 when Tangen left to run Norges Bank Investment Management, and co-manages the AKO European Fund.

Profiles

AKO Capital’s largest US holdings

From the Q2 2026 13F, worth $4.3bn in total. See every holding and change

  1. AlconALC15.2%
  2. Sunbelt Rentals HoldingsSUNB10.6%
  3. VisaV7.9%
  4. FerrariRACE7.7%
  5. GE AerospaceGE6.7%
  6. Amazon.comAMZN6.3%
  7. Analog DevicesADI5.7%
  8. MicrosoftMSFT5.5%
  9. Cisco SystemsCSCO5.4%
  10. Canadian Pacific Kansas CityCP4.9%

Also at AKO Capital

Sources: akocapital.com, en.wikipedia.org, nbim.no. Checked October 2026.