Nicolai Tangen Holdings Activity

AKO Capital Portfolio 13F

AKO Capital has disclosed a total of 29 changes to the portfolio in the latest (2025 Q1) SEC report(s): increased the number of shares of 16, bought 2 totally new, decreased the number of shares of 8 and completely sold out 3 position(s).

What stocks is Nicolai Tangen buying now?

In the recent quarter Nicolai Tangen has bought 18 securities out of which top 5 purchases (by % change to portfolio) are (FLUT) FLUTTER ENTERTAINMENT PLC-DI (new buy), (ALC) ALCON INC (added shares +21.09%), (CRM) SALESFORCECOM INC (new buy), (MCO) MOODY'S CORP (added shares +26.53%) and (MSFT) MICROSOFT CORP (added shares +9.45%).

What does Nicolai Tangen invest in?

Nicolai Tangen's top 5 holdings (by % of portfolio) are (ALC) ALCON INC (8.73%), (V) VISA INC-CLASS A SHARES (8.08%), (FLUT) FLUTTER ENTERTAINMENT PLC-DI (7.42%), (MMC) MARSH & MCLENNAN COS (6.72%) and (GE) GENERAL ELECTRIC CO (6.4%).

In the latest report(s) the following changes have been made to the top investments: (ALC) ALCON INC (added shares +21.09%), (V) VISA INC-CLASS A SHARES (added shares +1.07%), (FLUT) FLUTTER ENTERTAINMENT PLC-DI (new buy), (MMC) MARSH & MCLENNAN COS (added shares +2.86%) and (GE) GENERAL ELECTRIC CO (reduced shares -8.42%).

2025 Q1 (29 results)
CRM
buy
+359,908
+1.25%
$268.36
3.83% $258.07
1.25%
FLUT
buy
+2,590,673
+7.42%
$220.70
31.35% $289.89
7.42%
ILMN
+79.64%
+394,428
+0.41%
$79.34
25.09% $99.25
0.92%
CNI
+73.52%
+8,081
+0.01%
$97.47
7.93% $105.20
0.02%
MCO
+26.53%
+125,676
+1.05%
$465.69
7.27% $499.53
5.00%
ALC
+21.09%
+842,717
+1.52%
$94.52
7.45% $87.48
8.73%
CPRT
+15.71%
+531,055
+0.51%
$56.59
16.13% $47.46
3.73%
MSFT
+9.45%
+107,983
+0.53%
$375.39
34.08% $503.32
6.09%
WAT
+8.81%
+71,836
+0.34%
$368.57
4.25% $352.91
4.24%
ADI
+6.56%
+76,623
+0.20%
$201.67
21.33% $244.68
3.25%
TMO
+6.07%
+19,061
+0.12%
$497.60
12.61% $434.86
2.15%
EFX
+5.05%
+36,659
+0.12%
$243.56
6.20% $258.66
2.41%
MMC
+2.86%
+58,902
+0.19%
$244.03
13.23% $211.74
6.72%
AMZN
+2.10%
+23,674
+0.07%
$190.26
18.27% $225.02
3.55%
FICO
+1.38%
+2,058
+0.05%
$1,844.16
16.26% $1,544.23
3.60%
ZTS
+1.20%
+18,022
+0.04%
$164.65
5.89% $154.96
3.26%
V
+1.07%
+13,367
+0.09%
$350.46
0.72% $347.93
8.08%
BAH
+1.06%
+770
+0.00%
$104.58
2.26% $106.94
0.13%
BKNG
-0.58%
-418
-0.02%
$4,606.91
24.10% $5,717.10
4.31%
ACN
-5.55%
-50,614
-0.29%
$312.04
9.93% $281.06
5.01%
RACE
-5.58%
-34,604
-0.19%
$424.99
15.45% $490.66
3.23%
INTU
-6.50%
-28,614
-0.31%
$613.99
21.81% $747.90
4.43%
GE
-8.42%
-171,226
-0.59%
$200.15
27.61% $255.42
6.40%
ICE
-12.40%
-323,230
-0.72%
$172.50
4.64% $180.51
5.11%
LIN
-33.63%
-43,071
-0.26%
$465.64
0.68% $468.81
0.51%
CDNS
-38.64%
-86,535
-0.29%
$254.33
26.06% $320.60
0.45%
MSCI
-100.00%
-137,875
-1.63%
$600.01
5.74% $565.56
0.00%
PG
-100.00%
-1,172,423
-2.55%
$167.65
6.32% $157.05
0.00%
WMG
-100.00%
-4,323,994
-1.74%
$31.00
3.97% $29.77
0.00%
29 of 804

Shares, change to shares, sold shares - split-adjusted.

Reported price - this doesn't represent the actual buy or sell price.
It is the split-adjusted price of the security as of the last day of the reported period.

Value or Price - If the security is completely sold out, we show the reported value (or price) prior to the actual period.