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%).

History
Ticker
Stock
%
Activity
Share
Change
% change to
Portfolio
Reported
Price*
% difference
Current Price
% of
Portfolio
2021 Q4 (25 results)
BKNG
BOOKING HOLDINGS INC
+36.53%
+140,070
+3.27%
$2,399.23
134.02% $5,614.61
12.23%
ICE
INTERCONTINENTAL EXCHANGE IN
+35.05%
+993,677
+1.32%
$136.77
30.64% $178.68
5.10%
PG
PROCTER & GAMBLE CO/THE
+28.61%
+557,113
+0.89%
$163.58
0.27% $164.02
3.99%
DEO
DIAGEO PLC-SPONSORED ADR
+21.40%
+306,394
+0.66%
$220.14
52.24% $105.13
3.73%
ANSS
ANSYS INC
+15.58%
+46,188
+0.18%
$401.12
15.42% $339.27
1.34%
ACN
ACCENTURE PLC-CL A
+10.13%
+227,692
+0.92%
$414.55
23.37% $317.65
9.99%
TMO
THERMO FISHER SCIENTIFIC INC
+7.65%
+87,438
+0.57%
$667.24
39.77% $401.90
7.99%
EFX
EQUIFAX INC
+6.46%
+85,749
+0.28%
$292.79
8.36% $268.31
4.68%
EL
ESTEE LAUDER COMPANIES-CL A
+6.24%
+75,039
+0.27%
$370.20
81.51% $68.46
4.61%
FICO
FAIR ISAAC CORP
+4.10%
+10,005
+0.04%
$433.67
309.32% $1,775.10
1.07%
ADBE
ADOBE INC
+4.09%
+13,308
+0.08%
$567.06
26.48% $416.92
2.07%
RACE
FERRARI NV
-4.02%
-33,550
-0.10%
$258.86
86.44% $482.61
2.39%
ALC
ALCON INC
-4.05%
-224,341
-0.19%
$87.83
0.05% $87.79
4.55%
NKE
NIKE INC -CL B
-10.61%
-282,576
-0.46%
$166.67
62.32% $62.80
3.86%
MAR
MARRIOTT INTERNATIONAL -CL A
-16.80%
-111,400
-0.22%
$165.24
60.75% $265.63
1.07%
ZTS
ZOETIS INC
-16.90%
-364,332
-0.87%
$244.03
30.27% $170.16
4.26%
OTIS
OTIS WORLDWIDE CORP
-22.34%
-873,016
-0.91%
$87.07
10.33% $96.06
3.16%
LIN
LINDE PLC
-24.63%
-936,707
-3.17%
$347.43
36.06% $472.71
9.70%
MCO
MOODY'S CORP
-24.68%
-234,684
-0.89%
$390.58
25.19% $488.95
2.72%
GOOG
ALPHABET INC-CL C
-25.67%
-988,558
-1.56%
$144.68
20.90% $174.92
4.53%
CHTR
CHARTER COMMUNICATIONS INC-A
-32.45%
-70,909
-0.51%
$651.97
39.19% $396.45
1.07%
EBAY
EBAY INC
-32.95%
-2,424,155
-1.57%
$66.50
18.21% $78.61
3.19%
ALLE
ALLEGION PLC
-41.91%
-834,320
-1.08%
$132.44
5.07% $139.15
1.49%
V
VISA INC-CLASS A SHARES
-54.86%
-564,221
-1.49%
$216.71
70.84% $370.22
1.22%
PINS
PINTEREST INC- CLASS A
-100.00%
-1,492,150
-0.79%
$50.95
32.88% $34.20
0.00%
25 of 804

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.