Nicolai Tangen Holdings Activity
AKO Capital Portfolio 13F
AKO Capital has disclosed a total of 28 changes to the portfolio in the latest (2023 Q3) SEC report(s): increased the number of shares of 6, bought 4 totally new, decreased the number of shares of 17 and completely sold out 1 position(s).
What stocks is Nicolai Tangen buying now?
In the recent quarter Nicolai Tangen has bought 10 securities out of which top 5 purchases (by % change to portfolio) are (GE) GENERAL ELECTRIC CO (new buy), (CDNS) CADENCE DESIGN SYS INC (new buy), (CPRT) COPART INC (added shares +121.35%), (WAT) WATERS CORP (new buy) and (ZTS) ZOETIS INC (added shares +122.66%).
What does Nicolai Tangen invest in?
Nicolai Tangen's top 5 holdings (by % of portfolio) are (ALC) ALCON INC (8.23%), (ACN) ACCENTURE PLC-CL A (7.26%), (V) VISA INC-CLASS A SHARES (7.12%), (BKNG) BOOKING HOLDINGS INC (6.6%) and (ICE) INTERCONTINENTAL EXCHANGE IN (6.58%).
In the latest report(s) the following changes have been made to the top investments: (ALC) ALCON INC (added shares +0.09%), (ACN) ACCENTURE PLC-CL A (reduced shares -20.18%), (V) VISA INC-CLASS A SHARES (reduced shares -1.88%), (BKNG) BOOKING HOLDINGS INC (reduced shares -37.74%) and (ICE) INTERCONTINENTAL EXCHANGE IN (reduced shares -12.04%).
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.