Nicolai Tangen Holdings Activity

AKO Capital Portfolio 13F

AKO Capital has disclosed a total of 26 changes to the portfolio in the latest (2024 Q3) SEC report(s): increased the number of shares of 8, 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 8 securities out of which top 5 purchases (by % change to portfolio) are (V) VISA INC-CLASS A SHARES (added shares +34.65%), (MMC) MARSH & MCLENNAN COS (added shares +32.7%), (AMZN) AMAZONCOM INC (added shares +58.83%), (CPRT) COPART INC (added shares +53.02%) and (ICE) INTERCONTINENTAL EXCHANGE IN (added shares +11.56%).

What does Nicolai Tangen invest in?

Nicolai Tangen's top 5 holdings (by % of portfolio) are (ALC) ALCON INC (8.02%), (MSFT) MICROSOFT CORP (7.1%), (GE) GENERAL ELECTRIC CO (6.51%), (V) VISA INC-CLASS A SHARES (6.42%) and (ICE) INTERCONTINENTAL EXCHANGE IN (6.24%).

In the latest report(s) the following changes have been made to the top investments: (ALC) ALCON INC (reduced shares -3.35%), (MSFT) MICROSOFT CORP (added shares +4.47%), (GE) GENERAL ELECTRIC CO (reduced shares -7.05%), (V) VISA INC-CLASS A SHARES (added shares +34.65%) and (ICE) INTERCONTINENTAL EXCHANGE IN (added shares +11.56%).

2024 Q3 (26 results)
AMZN
+58.83%
+551,277
+1.34%
$186.33
6.50% $198.45
3.61%
CPRT
+53.02%
+1,256,264
+0.86%
$52.40
8.17% $56.68
2.48%
V
+34.65%
+460,821
+1.65%
$274.95
12.93% $310.49
6.42%
MMC
+32.70%
+486,253
+1.41%
$223.09
0.64% $224.51
5.74%
ADI
+21.03%
+195,366
+0.59%
$230.17
6.86% $214.39
3.37%
ICE
+11.56%
+308,800
+0.65%
$160.64
1.62% $158.04
6.24%
MSFT
+4.47%
+54,157
+0.30%
$430.30
3.53% $415.13
7.10%
CNI
+2.62%
+253
+0.00%
$117.14
7.14% $108.78
0.02%
ZTS
-0.20%
-3,050
-0.01%
$195.38
9.21% $177.38
3.80%
LIN
-0.26%
-932
-0.01%
$476.86
5.10% $452.53
2.20%
PG
-0.27%
-2,858
-0.01%
$173.20
0.14% $173.44
2.39%
ALC
-3.35%
-213,488
-0.28%
$99.98
14.37% $85.61
8.02%
ACN
-3.66%
-44,707
-0.21%
$353.48
2.44% $362.11
5.41%
RACE
-3.77%
-25,434
-0.16%
$468.52
8.14% $430.38
3.97%
GE
-7.05%
-200,838
-0.49%
$188.58
4.48% $180.13
6.51%
INTU
-7.68%
-45,631
-0.37%
$621.00
9.14% $677.74
4.44%
WMG
-8.06%
-601,682
-0.25%
$31.30
0.16% $31.25
2.80%
MCO
-8.48%
-63,320
-0.39%
$474.59
0.66% $477.70
4.23%
WAT
-10.07%
-88,445
-0.41%
$359.89
1.79% $366.35
3.71%
BKNG
-12.33%
-10,626
-0.58%
$4,212.12
22.66% $5,166.51
4.15%
TMO
-19.22%
-100,775
-0.81%
$618.57
16.68% $515.39
3.41%
EFX
-21.00%
-146,154
-0.56%
$293.86
14.39% $251.58
2.11%
FICO
-30.07%
-95,557
-2.42%
$1,943.52
20.44% $2,340.80
5.63%
CDNS
-34.55%
-104,831
-0.37%
$271.03
13.70% $308.15
0.70%
MSCI
-55.36%
-255,586
-1.94%
$582.93
0.08% $582.44
1.57%
EL
-100.00%
-1,409,881
-1.96%
$106.40
37.14% $66.88
0.00%
26 of 748

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.