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%).

2022 Q4 (24 results)
INTU
+75.03%
+139,483
+0.88%
$389.22
10.15% $428.71
2.05%
MSFT
+67.64%
+334,692
+1.30%
$239.82
14.42% $274.41
3.21%
GOOG
+10.09%
+321,865
+0.46%
$88.73
14.18% $101.31
5.03%
ANSS
+7.51%
+38,634
+0.18%
$241.59
14.34% $276.23
2.59%
BKNG
+1.47%
+5,403
+0.18%
$2,015.28
22.67% $2,472.09
12.12%
ICE
+0.28%
+12,113
+0.02%
$102.59
6.14% $108.89
7.24%
FICO
-1.00%
-3,949
-0.04%
$598.58
12.50% $673.42
3.78%
ACN
-1.24%
-24,012
-0.10%
$266.84
7.66% $287.27
8.28%
ALC
-2.07%
-101,168
-0.13%
$68.47
10.97% $75.98
6.23%
RACE
-2.24%
-17,576
-0.08%
$214.20
24.79% $267.30
3.29%
LIN
-3.19%
-22,330
-0.15%
$326.21
5.20% $343.17
4.52%
MAR
-3.37%
-23,148
-0.06%
$148.89
16.65% $173.68
1.60%
PG
-3.39%
-36,048
-0.09%
$151.56
8.42% $138.80
2.51%
MCO
-3.47%
-5,700
-0.03%
$278.62
13.37% $315.87
0.92%
OTIS
-3.60%
-105,512
-0.13%
$78.31
6.44% $83.35
3.58%
ALLE
-3.82%
-102,780
-0.17%
$105.26
13.78% $119.76
4.40%
V
-9.20%
-224,738
-0.75%
$207.76
11.13% $230.88
7.45%
ADBE
-16.59%
-131,047
-0.71%
$336.53
13.75% $382.79
3.58%
DG
-20.98%
-248,163
-0.99%
$246.25
7.63% $227.46
3.72%
EL
-24.32%
-281,008
-1.13%
$248.11
3.53% $256.86
3.51%
TMO
-29.94%
-210,282
-2.46%
$550.69
5.87% $583.03
5.76%
EFX
-40.98%
-685,280
-2.62%
$194.36
13.77% $221.13
3.78%
ZTS
-70.51%
-867,406
-2.05%
$146.55
12.21% $164.45
0.86%
NKE
-100.00%
-1,228,044
-1.91%
$83.12
47.83% $122.88
0.00%
24 of 555

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.