Nicolai Tangen Holdings Activity

AKO Capital Portfolio 13F

AKO Capital has disclosed a total of 29 changes to the portfolio in the latest (2025 Q1) SEC report(s): increased the number of shares of 16, bought 2 totally new, decreased the number of shares of 8 and completely sold out 3 position(s).

What stocks is Nicolai Tangen buying now?

In the recent quarter Nicolai Tangen has bought 18 securities out of which top 5 purchases (by % change to portfolio) are (FLUT) FLUTTER ENTERTAINMENT PLC-DI (new buy), (ALC) ALCON INC (added shares +21.09%), (CRM) SALESFORCECOM INC (new buy), (MCO) MOODY'S CORP (added shares +26.53%) and (MSFT) MICROSOFT CORP (added shares +9.45%).

What does Nicolai Tangen invest in?

Nicolai Tangen's top 5 holdings (by % of portfolio) are (ALC) ALCON INC (8.73%), (V) VISA INC-CLASS A SHARES (8.08%), (FLUT) FLUTTER ENTERTAINMENT PLC-DI (7.42%), (MMC) MARSH & MCLENNAN COS (6.72%) and (GE) GENERAL ELECTRIC CO (6.4%).

In the latest report(s) the following changes have been made to the top investments: (ALC) ALCON INC (added shares +21.09%), (V) VISA INC-CLASS A SHARES (added shares +1.07%), (FLUT) FLUTTER ENTERTAINMENT PLC-DI (new buy), (MMC) MARSH & MCLENNAN COS (added shares +2.86%) and (GE) GENERAL ELECTRIC CO (reduced shares -8.42%).

Activity type

History

% change to
Portfolio

Reported
Price*

% difference
Current Price

% of
Portfolio

2022 Q2 (25 results)

VISA INC-CLASS A SHARES

+84.42%

+970,381

+3.06%

$196.89

88.03% $370.22

6.68%

DOLLAR GENERAL CORP

+50.95%

+438,407

+1.51%

$245.44

53.76% $113.48

4.47%

ALLE

ALLEGION PLC

+37.74%

+676,606

+0.93%

$97.90

42.13% $139.15

3.39%

FICO

FAIR ISAAC CORP

+26.46%

+102,724

+0.58%

$400.90

342.78% $1,775.10

2.76%

ANSS

ANSYS INC

+21.12%

+103,112

+0.36%

$239.29

41.78% $339.27

2.05%

ICE

INTERCONTINENTAL EXCHANGE IN

+12.22%

+448,394

+0.59%

$94.04

90.00% $178.68

5.42%

EFX

EQUIFAX INC

+8.02%

+154,248

+0.42%

$182.78

46.79% $268.31

5.69%

ADBE

ADOBE INC

+3.94%

+28,960

+0.15%

$366.06

13.89% $416.92

3.92%

MAR

MARRIOTT INTERNATIONAL -CL A

+1.53%

+9,301

+0.02%

$136.01

95.30% $265.63

1.30%

DEO

DIAGEO PLC-SPONSORED ADR

+1.41%

+22,550

+0.06%

$174.12

39.62% $105.13

0.00%

TMO

THERMO FISHER SCIENTIFIC INC

+0.49%

+5,962

+0.05%

$543.28

26.02% $401.90

9.23%

ESTEE LAUDER COMPANIES-CL A

+0.45%

+5,852

+0.02%

$254.67

73.12% $68.46

4.63%

ACN

ACCENTURE PLC-CL A

+0.34%

+7,779

+0.03%

$277.65

14.41% $317.65

8.91%

RACE

FERRARI NV

+0.32%

+2,800

+0.01%

$183.40

163.15% $482.61

2.45%

OTIS

OTIS WORLDWIDE CORP

-10.05%

-347,915

-0.39%

$70.67

35.93% $96.06

3.46%

BKNG

BOOKING HOLDINGS INC

-10.88%

-42,160

-1.03%

$1,748.99

221.02% $5,614.61

8.46%

ALC

ALCON INC

-12.30%

-644,478

-0.64%

$69.86

25.67% $87.79

4.59%

ZTS

ZOETIS INC

-15.96%

-277,443

-0.67%

$171.89

1.01% $170.16

3.52%

CHTR

CHARTER COMMUNICATIONS INC-A

-16.13%

-49,067

-0.32%

$468.53

15.38% $396.45

0.00%

NKE

NIKE INC -CL B

-30.30%

-831,658

-1.19%

$102.20

38.55% $62.80

2.74%

PROCTER & GAMBLE CO/THE

-38.69%

-759,400

-1.53%

$143.79

14.07% $164.02

2.42%

LIN

LINDE PLC

-46.26%

-921,356

-3.71%

$287.35

64.51% $472.71

4.31%

MCO

MOODY'S CORP

-55.16%

-367,136

-1.40%

$271.97

79.78% $488.95

1.14%

EBAY

EBAY INC

-55.44%

-2,662,047

-1.55%

$41.67

88.65% $78.61

0.00%

GOOG

ALPHABET INC-CL C

-74.59%

-2,634,860

-4.04%

$109.37

59.93% $174.92

1.37%

2022 Q1 (25 results)

DOLLAR GENERAL CORP

buy

+860,433

+2.07%

$222.63

49.03% $113.48

2.07%

VISA INC-CLASS A SHARES

+126.40%

+733,422

+1.76%

$221.77

66.94% $370.22

3.14%

ADBE

ADOBE INC

+96.43%

+283,490

+1.78%

$455.62

8.49% $416.92

3.62%

CHTR

CHARTER COMMUNICATIONS INC-A

+80.35%

+102,343

+0.80%

$545.52

27.33% $396.45

1.79%

ALLE

ALLEGION PLC

+55.03%

+636,425

+0.75%

$109.78

26.75% $139.15

2.12%

FICO

FAIR ISAAC CORP

+52.68%

+97,113

+0.67%

$466.46

280.55% $1,775.10

1.95%

ANSS

ANSYS INC

+47.58%

+163,085

+0.56%

$317.65

6.81% $339.27

1.73%

EFX

EQUIFAX INC

+25.27%

+415,080

+1.06%

$237.10

13.16% $268.31

5.27%

NKE

NIKE INC -CL B

+15.34%

+253,728

+0.53%

$134.56

53.33% $62.80

3.99%

GOOG

ALPHABET INC-CL C

+9.83%

+243,474

+0.48%

$139.65

25.26% $174.92

5.33%

OTIS

OTIS WORLDWIDE CORP

+4.44%

+165,193

+0.14%

$76.95

24.83% $96.06

3.23%

ESTEE LAUDER COMPANIES-CL A

+1.20%

+15,308

+0.05%

$272.32

74.86% $68.46

3.80%

MAR

MARRIOTT INTERNATIONAL -CL A

+1.16%

+7,701

+0.01%

$175.75

51.14% $265.63

1.28%

ALC

ALCON INC

+0.50%

+26,710

+0.02%

$79.67

10.19% $87.79

4.60%

RACE

FERRARI NV

+0.50%

+4,746

+0.01%

$219.67

119.69% $482.61

2.26%

TMO

THERMO FISHER SCIENTIFIC INC

-1.90%

-15,885

-0.15%

$590.65

31.96% $401.90

7.69%

EBAY

EBAY INC

-2.64%

-96,247

-0.08%

$57.26

37.29% $78.61

2.97%

ZTS

ZOETIS INC

-2.98%

-53,316

-0.11%

$188.59

9.77% $170.16

3.54%

DEO

DIAGEO PLC-SPONSORED ADR

-3.26%

-56,615

-0.12%

$203.14

48.25% $105.13

3.69%

ICE

INTERCONTINENTAL EXCHANGE IN

-4.17%

-159,587

-0.23%

$132.12

35.24% $178.68

5.23%

MCO

MOODY'S CORP

-7.08%

-50,675

-0.18%

$337.41

44.91% $488.95

2.42%

ACN

ACCENTURE PLC-CL A

-7.72%

-191,118

-0.70%

$337.23

5.81% $317.65

8.31%

PROCTER & GAMBLE CO/THE

-21.61%

-541,187

-0.89%

$152.80

7.34% $164.02

3.24%

BKNG

BOOKING HOLDINGS INC

-25.99%

-136,055

-3.45%

$2,348.45

139.08% $5,614.61

9.82%

LIN

LINDE PLC

-30.52%

-621,204

-3.03%

$320.94

47.29% $472.71

6.90%

50 of 804

go to page

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.