Nicolai Tangen
AKO Capital
AKO Capital Portfolio 13F
Nicolai Tangen Holdings Activity
- Portfolio value:
- $7.92B≈ (+$216M≈)
- Previous value:
- $7.71B≈
- # of changes:
- 25
- New positions:
- 0
- Reported for:
- 30 Jun 2025 (Q2)
- Latest filing date:
- 13 Aug 2025
AKO Capital has disclosed a total of 25 changes to the portfolio in the (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 did Nicolai Tangen buy in 2025 Q2?
During 2025 Q2 Nicolai Tangen has bought 12 securities out of which top 5 purchases (by % change to portfolio) were (FLUT) FLUTTER ENTERTAINMENT PLC-DI (added shares +14.77%), (ALC) Alcon AG (added shares +8.40%), (MSFT) Microsoft Corp (added shares +1.75%), (INTU) Intuit Inc (added shares +21.59%) and (MCO) Moodys Corp (added shares +0.10%).
In the 2025 Q2 report(s) the following changes have been made to the top investments: (FLUT) FLUTTER ENTERTAINMENT PLC-DI (added shares +14.77%), (ALC) Alcon AG (added shares +8.40%), (MSFT) Microsoft Corp (added shares +1.75%), (V) Visa Inc, CL-A (reduced shares -7.47%) and (INTU) Intuit Inc (added shares +21.59%).
25 results
| History | Ticker | Name |
% or activity |
Shares change |
Shares held after* |
% change to portfolio |
Reported price* |
% difference current price* |
% of portfolio |
Held since* | Held for* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
Salesforce.com Inc
|
+30.38%
|
+109,346
|
469,254
|
+0.38%
|
$272.69
|
-32.90%($182.97)
|
1.61%
|
2025 Q1
|
≈ 0.50 years
|
|
|
|
Intuit Inc
|
+21.59%
|
+119,972
|
675,783
|
+1.19%
|
$787.63
|
-60.03%($314.85)
|
6.72%
|
2022 Q3
|
≈ 3.00 years
|
|
|
|
Equifax Inc
|
+19.52%
|
+148,915
|
911,820
|
+0.49%
|
$259.37
|
-32.96%($173.88)
|
2.98%
|
2021 Q1
|
≈ 4.50 years
|
|
|
|
FLUTTER ENTERTAINMENT PLC-DI
|
+14.77%
|
+382,537
|
2,973,210
|
+1.38%
|
$285.05
|
-63.48%($104.10)
|
10.70%
|
2025 Q1
|
≈ 0.50 years
|
|
|
|
FERRARI NV
|
+10.42%
|
+60,988
|
646,106
|
+0.38%
|
$490.00
|
-19.58%($394.08)
|
4.00%
|
2016 Q4
|
≈ 8.75 years
|
|
|
|
Alcon AG
|
+8.40%
|
+597,835
|
7,713,406
|
+0.67%
|
$88.35
|
-22.54%($68.43)
|
8.60%
|
2019 Q2
|
≈ 6.25 years
|
|
|
|
Copart Inc
|
+5.11%
|
+259,830
|
5,340,975
|
+0.16%
|
$49.07
|
-40.81%($29.04)
|
3.31%
|
2023 Q1
|
≈ 2.50 years
|
|
|
|
Analog Devices Inc
|
+1.94%
|
+24,143
|
1,267,990
|
+0.07%
|
$238.02
|
+54.69%($368.20)
|
3.81%
|
2024 Q1
|
≈ 1.50 years
|
|
|
|
Microsoft Corp
|
+1.75%
|
+21,839
|
1,272,557
|
+0.14%
|
$497.41
|
-7.28%($461.18)
|
7.99%
|
2022 Q3
|
≈ 3.00 years
|
|
|
|
Fair Isaac Corp
|
+1.73%
|
+2,613
|
153,273
|
+0.06%
|
$1,827.96
|
-38.75%($1,119.57)
|
3.54%
|
2016 Q4
|
≈ 8.75 years
|
|
* Shares, change to shares, sold shares, shares held after: 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.
* Current price: this can be a delayed price and may not reflect the real-time market value, however it is too close.
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* Held since / Held for: calculated since the latest "new buy" position. If the security was previously exited and re-entered, only the most recent holding period is counted.