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
0.54% $266.92
1.25%
FLUT
buy
+2,590,673
+7.42%
$220.70
12.94% $249.25
7.42%
ILMN
+79.64%
+394,428
+0.41%
$79.34
6.23% $84.28
0.92%
CNI
+73.52%
+8,081
+0.01%
$97.47
7.71% $104.98
0.02%
MCO
+26.53%
+125,676
+1.05%
$465.69
3.42% $481.64
5.00%
ALC
+21.09%
+842,717
+1.52%
$94.52
8.64% $86.35
8.73%
CPRT
+15.71%
+531,055
+0.51%
$56.59
9.14% $51.42
3.73%
MSFT
+9.45%
+107,983
+0.53%
$375.39
22.19% $458.68
6.09%
WAT
+8.81%
+71,836
+0.34%
$368.57
3.60% $355.30
4.24%
ADI
+6.56%
+76,623
+0.20%
$201.67
6.98% $215.75
3.25%
TMO
+6.07%
+19,061
+0.12%
$497.60
18.86% $403.75
2.15%
EFX
+5.05%
+36,659
+0.12%
$243.56
8.00% $263.05
2.41%
MMC
+2.86%
+58,902
+0.19%
$244.03
5.14% $231.49
6.72%
AMZN
+2.10%
+23,674
+0.07%
$190.26
8.12% $205.70
3.55%
FICO
+1.38%
+2,058
+0.05%
$1,844.16
8.63% $1,685.00
3.60%
ZTS
+1.20%
+18,022
+0.04%
$164.65
1.51% $167.14
3.26%
V
+1.07%
+13,367
+0.09%
$350.46
3.41% $362.40
8.08%
BAH
+1.06%
+770
+0.00%
$104.58
1.09% $105.72
0.13%
BKNG
-0.58%
-418
-0.02%
$4,606.91
19.43% $5,502.00
4.31%
ACN
-5.55%
-50,614
-0.29%
$312.04
1.82% $317.73
5.01%
RACE
-5.58%
-34,604
-0.19%
$424.99
12.71% $479.02
3.23%
INTU
-6.50%
-28,614
-0.31%
$613.99
23.33% $757.22
4.43%
GE
-8.42%
-171,226
-0.59%
$200.15
21.99% $244.16
6.40%
ICE
-12.40%
-323,230
-0.72%
$172.50
3.50% $178.53
5.11%
LIN
-33.63%
-43,071
-0.26%
$465.64
0.33% $464.08
0.51%
CDNS
-38.64%
-86,535
-0.29%
$254.33
11.86% $284.50
0.45%
MSCI
-100.00%
-137,875
-1.63%
$600.01
5.67% $566.00
0.00%
PG
-100.00%
-1,172,423
-2.55%
$167.65
0.54% $168.56
0.00%
WMG
-100.00%
-4,323,994
-1.74%
$31.00
15.55% $26.18
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.