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%).

2021 Q4 (25 results)
BKNG
+36.53%
+140,070
+3.27%
$2,399.23
115.78% $5,177.15
12.23%
ICE
+35.05%
+993,677
+1.32%
$136.77
16.47% $159.29
5.10%
PG
+28.61%
+557,113
+0.89%
$163.58
7.76% $176.28
3.99%
DEO
+21.40%
+306,394
+0.66%
$220.14
45.45% $120.09
3.73%
ANSS
+15.58%
+46,188
+0.18%
$401.12
12.74% $350.00
1.34%
ACN
+10.13%
+227,692
+0.92%
$414.55
13.48% $358.66
9.99%
TMO
+7.65%
+87,438
+0.57%
$667.24
23.08% $513.26
7.99%
EFX
+6.46%
+85,749
+0.28%
$292.79
13.39% $253.58
4.68%
EL
+6.24%
+75,039
+0.27%
$370.20
81.11% $69.93
4.61%
FICO
+4.10%
+10,005
+0.04%
$433.67
443.12% $2,355.35
1.07%
ADBE
+4.09%
+13,308
+0.08%
$567.06
9.68% $512.15
2.07%
RACE
-4.02%
-33,550
-0.10%
$258.86
69.06% $437.62
2.39%
ALC
-4.05%
-224,341
-0.19%
$87.83
2.10% $85.99
4.55%
NKE
-10.61%
-282,576
-0.46%
$166.67
53.56% $77.40
3.86%
MAR
-16.80%
-111,400
-0.22%
$165.24
72.05% $284.29
1.07%
ZTS
-16.90%
-364,332
-0.87%
$244.03
27.48% $176.96
4.26%
OTIS
-22.34%
-873,016
-0.91%
$87.07
16.23% $101.20
3.16%
LIN
-24.63%
-936,707
-3.17%
$347.43
30.90% $454.78
9.70%
MCO
-24.68%
-234,684
-0.89%
$390.58
23.06% $480.66
2.72%
GOOG
-25.67%
-988,558
-1.56%
$144.68
15.13% $166.57
4.53%
CHTR
-32.45%
-70,909
-0.51%
$651.97
40.45% $388.27
1.07%
EBAY
-32.95%
-2,424,155
-1.57%
$66.50
4.90% $63.24
3.19%
ALLE
-41.91%
-834,320
-1.08%
$132.44
6.75% $141.38
1.49%
V
-54.86%
-564,221
-1.49%
$216.71
43.01% $309.92
1.22%
PINS
-100.00%
-1,492,150
-0.79%
$50.95
41.08% $30.02
0.00%
25 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.