Nicolai Tangen Holdings Activity
AKO Capital Portfolio 13F
AKO Capital has disclosed a total of 24 changes to the portfolio in the latest (2022 Q4) SEC report(s): increased the number of shares of 6, 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 6 securities out of which top 5 purchases (by % change to portfolio) are (MSFT) MICROSOFT CORP (added shares +67.64%), (INTU) INTUIT INC (added shares +75.03%), (GOOG) ALPHABET INC-CL C (added shares +10.09%), (ANSS) ANSYS INC (added shares +7.51%) and (BKNG) BOOKING HOLDINGS INC (added shares +1.47%).
What does Nicolai Tangen invest in?
Nicolai Tangen's top 5 holdings (by % of portfolio) are (BKNG) BOOKING HOLDINGS INC (12.12%), (ACN) ACCENTURE PLC-CL A (8.28%), (V) VISA INC-CLASS A SHARES (7.45%), (ICE) INTERCONTINENTAL EXCHANGE IN (7.24%) and (ALC) ALCON INC (6.23%).
In the latest report(s) the following changes have been made to the top investments: (BKNG) BOOKING HOLDINGS INC (added shares +1.47%), (ACN) ACCENTURE PLC-CL A (reduced shares -1.24%), (V) VISA INC-CLASS A SHARES (reduced shares -9.2%), (ICE) INTERCONTINENTAL EXCHANGE IN (added shares +0.28%) and (ALC) ALCON INC (reduced shares -2.07%).
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.