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 Q2 (28 results)
PINS
buy
+1,553,499
+1.38%
$78.95
61.98% $30.02
1.38%
EFX
+197.17%
+556,081
+2.44%
$239.51
5.87% $253.58
3.68%
DEO
+71.23%
+533,371
+1.15%
$191.69
37.35% $120.09
2.77%
ZTS
+52.87%
+454,260
+1.77%
$186.36
5.04% $176.96
5.11%
CLB
+34.19%
+219,112
+0.15%
$38.95
45.37% $21.28
0.00%
TMO
+33.78%
+248,578
+1.41%
$504.47
1.74% $513.26
5.60%
NKE
+33.36%
+455,378
+1.39%
$154.49
49.90% $77.40
5.56%
MCO
+26.05%
+197,134
+0.80%
$362.37
32.64% $480.66
3.89%
ABEV
+0.70%
+148,915
+0.01%
$3.44
36.34% $2.19
0.00%
V
+0.70%
+13,891
+0.04%
$233.82
32.55% $309.92
5.23%
PG
+0.70%
+7,368
+0.02%
$134.93
30.65% $176.28
2.90%
GOOG
+0.70%
+29,520
+0.04%
$125.32
32.92% $166.57
5.97%
ICE
+0.63%
+12,045
+0.02%
$118.70
34.20% $159.29
2.58%
LIN
-0.93%
-39,270
-0.13%
$288.62
57.57% $454.78
13.60%
EL
-1.73%
-24,554
-0.09%
$318.08
78.01% $69.93
4.99%
RACE
-4.49%
-30,135
-0.12%
$206.13
112.30% $437.62
2.48%
ALC
-4.53%
-187,166
-0.22%
$70.13
22.61% $85.99
4.73%
FICO
-8.44%
-23,733
-0.13%
$502.68
368.56% $2,355.35
1.46%
MAR
-9.44%
-88,674
-0.14%
$136.52
108.24% $284.29
1.31%
OTIS
-10.36%
-573,521
-0.53%
$81.77
23.76% $101.20
4.57%
BKNG
-11.11%
-30,452
-0.75%
$2,188.09
136.61% $5,177.15
6.01%
ANSS
-21.08%
-77,392
-0.30%
$347.06
0.85% $350.00
1.13%
EBAY
-22.92%
-2,138,741
-1.69%
$70.21
9.93% $63.24
5.69%
LYFT
-23.06%
-342,464
-0.40%
$60.48
72.24% $16.79
0.00%
ALLE
-24.37%
-627,786
-0.99%
$139.30
1.49% $141.38
3.06%
ADBE
-26.23%
-168,006
-1.11%
$585.64
12.55% $512.15
3.12%
VRSK
-100.00%
-724,504
-1.44%
$176.69
64.54% $290.73
0.00%
UAA
-100.00%
-6,124,357
-1.53%
$22.16
57.04% $9.52
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.