Nicolai Tangen Holdings Activity

AKO Capital Portfolio 13F

AKO Capital has disclosed a total of 25 changes to the portfolio in the latest (2025 Q2) SEC report(s): increased the number of shares of 12, decreased the number of shares of 12 and completely sold out 1 position(s).

What stocks is Nicolai Tangen buying now?

In the recent quarter Nicolai Tangen has bought 12 securities out of which top 5 purchases (by % change to portfolio) are (FLUT) FLUTTER ENTERTAINMENT PLC-DI (added shares +14.77%), (INTU) INTUIT INC (added shares +21.59%), (ALC) ALCON INC (added shares +8.4%), (EFX) EQUIFAX INC (added shares +19.52%) and (RACE) FERRARI NV (added shares +10.42%).

What does Nicolai Tangen invest in?

Nicolai Tangen's top 5 holdings (by % of portfolio) are (FLUT) FLUTTER ENTERTAINMENT PLC-DI (10.7%), (ALC) ALCON INC (8.6%), (MSFT) MICROSOFT CORP (7.99%), (V) VISA INC-CLASS A SHARES (7.36%) and (INTU) INTUIT INC (6.72%).

In the latest report(s) the following changes have been made to the top investments: (FLUT) FLUTTER ENTERTAINMENT PLC-DI (added shares +14.77%), (ALC) ALCON INC (added shares +8.4%), (MSFT) MICROSOFT CORP (added shares +1.75%), (V) VISA INC-CLASS A SHARES (reduced shares -7.47%) and (INTU) INTUIT INC (added shares +21.59%).

2025 Q2 (25 results)
CRM
+30.38%
+109,346
+0.38%
$272.69
9.39% $247.09
1.61%
INTU
+21.59%
+119,972
+1.19%
$787.63
16.69% $656.16
6.72%
EFX
+19.52%
+148,915
+0.49%
$259.37
3.02% $251.54
2.98%
FLUT
+14.77%
+382,537
+1.38%
$285.05
4.51% $297.90
10.70%
RACE
+10.42%
+60,988
+0.38%
$490.00
3.98% $470.52
4.00%
ALC
+8.40%
+597,835
+0.67%
$88.35
7.78% $81.47
8.60%
CPRT
+5.11%
+259,830
+0.16%
$49.07
0.75% $48.70
3.31%
ADI
+1.94%
+24,143
+0.07%
$238.02
6.32% $253.06
3.81%
MSFT
+1.75%
+21,839
+0.14%
$497.41
1.97% $507.23
7.99%
FICO
+1.73%
+2,613
+0.06%
$1,827.96
22.17% $1,422.74
3.54%
AMZN
+1.58%
+22,740
+0.06%
$219.39
4.27% $228.76
4.04%
MCO
+0.10%
+820
+0.01%
$501.59
1.93% $511.26
5.24%
ZTS
-0.86%
-13,034
-0.03%
$155.95
0.22% $155.61
2.97%
LIN
-3.57%
-3,038
-0.02%
$469.18
1.94% $478.28
0.49%
BAH
-3.68%
-3,439
-0.00%
$104.13
4.98% $109.31
0.12%
ICE
-3.98%
-90,770
-0.21%
$183.47
1.76% $180.24
5.07%
CDNS
-4.08%
-5,602
-0.02%
$308.15
12.37% $346.27
0.51%
BKNG
-4.09%
-2,945
-0.22%
$5,789.24
0.41% $5,765.79
5.05%
V
-7.47%
-132,600
-0.59%
$355.05
1.55% $349.56
7.36%
WAT
-11.26%
-99,869
-0.44%
$349.04
14.39% $298.82
3.47%
MMC
-16.00%
-339,530
-0.94%
$218.64
4.51% $208.77
4.92%
GE
-16.35%
-403,261
-1.31%
$257.39
4.07% $267.87
6.70%
ILMN
-39.99%
-355,760
-0.43%
$95.41
4.88% $100.07
0.64%
TMO
-92.06%
-306,418
-1.57%
$405.46
21.43% $492.34
0.14%
ACN
-100.00%
-1,238,638
-4.88%
$312.04
17.77% $256.58
0.00%
25 of 829

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.