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 Q3 (28 results)
CHTR
buy
+249,743
+1.88%
$727.56
46.63% $388.27
1.88%
ACN
buy
+2,246,800
+7.45%
$319.92
12.11% $358.66
7.45%
BKNG
+57.37%
+139,771
+3.44%
$2,373.87
118.09% $5,177.15
9.43%
ICE
+47.09%
+875,722
+1.08%
$114.82
38.73% $159.29
3.37%
TMO
+16.05%
+158,024
+0.94%
$571.33
10.16% $513.26
6.76%
EFX
+13.20%
+179,853
+0.47%
$253.42
0.06% $253.58
4.05%
DEO
+11.68%
+148,957
+0.30%
$193.00
37.78% $120.09
2.86%
PINS
+2.73%
+39,629
+0.02%
$50.95
41.08% $30.02
0.00%
ANSS
+2.36%
+3,489
+0.02%
$340.45
2.81% $350.00
1.05%
GOOG
+2.33%
+98,420
+0.14%
$133.27
24.99% $166.57
5.98%
EBAY
+2.27%
+163,562
+0.12%
$69.67
9.23% $63.24
5.31%
PG
+2.19%
+41,743
+0.06%
$139.80
26.09% $176.28
2.82%
ALLE
+2.19%
+42,733
+0.06%
$132.18
6.96% $141.38
2.73%
MCO
-0.31%
-2,822
-0.01%
$355.11
35.36% $480.66
3.50%
OTIS
-3.33%
-165,052
-0.14%
$82.28
22.99% $101.20
4.09%
FICO
-5.11%
-13,144
-0.05%
$397.93
491.90% $2,355.35
1.01%
MAR
-6.06%
-51,577
-0.08%
$148.09
91.97% $284.29
1.23%
ALC
-7.29%
-228,986
-0.37%
$80.95
6.22% $85.99
4.65%
RACE
-7.54%
-80,483
-0.17%
$209.40
108.99% $437.62
2.14%
LIN
-9.05%
-378,596
-1.16%
$295.26
54.03% $454.78
11.64%
ZTS
-11.34%
-275,903
-0.56%
$194.14
8.85% $176.96
4.34%
EL
-13.54%
-184,713
-0.59%
$299.93
76.68% $69.93
3.74%
NKE
-16.63%
-530,989
-0.80%
$145.23
46.71% $77.40
4.01%
ADBE
-23.85%
-112,676
-0.67%
$575.72
11.04% $512.15
2.15%
V
-35.27%
-644,449
-1.62%
$222.75
39.13% $309.92
2.97%
LYFT
-100.00%
-1,142,556
-1.22%
$60.48
72.24% $16.79
0.00%
ABEV
-100.00%
-21,322,958
-1.18%
$3.44
36.34% $2.19
0.00%
CLB
-100.00%
-859,953
-0.55%
$38.95
45.37% $21.28
0.00%
28 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.