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 Q3 (28 results)
ACN
ACCENTURE PLC-CL A
buy
+2,246,800
+7.45%
$319.92
0.71% $317.65
7.45%
CHTR
CHARTER COMMUNICATIONS INC-A
buy
+249,743
+1.88%
$727.56
45.51% $396.45
1.88%
BKNG
BOOKING HOLDINGS INC
+57.37%
+139,771
+3.44%
$2,373.87
136.52% $5,614.61
9.43%
ICE
INTERCONTINENTAL EXCHANGE IN
+47.09%
+875,722
+1.08%
$114.82
55.62% $178.68
3.37%
TMO
THERMO FISHER SCIENTIFIC INC
+16.05%
+158,024
+0.94%
$571.33
29.66% $401.90
6.76%
EFX
EQUIFAX INC
+13.20%
+179,853
+0.47%
$253.42
5.88% $268.31
4.05%
DEO
DIAGEO PLC-SPONSORED ADR
+11.68%
+148,957
+0.30%
$193.00
45.53% $105.13
2.86%
PINS
PINTEREST INC- CLASS A
+2.73%
+39,629
+0.02%
$50.95
32.88% $34.20
0.00%
ANSS
ANSYS INC
+2.36%
+3,489
+0.02%
$340.45
0.35% $339.27
1.05%
GOOG
ALPHABET INC-CL C
+2.33%
+98,420
+0.14%
$133.27
31.26% $174.92
5.98%
EBAY
EBAY INC
+2.27%
+163,562
+0.12%
$69.67
12.83% $78.61
5.31%
ALLE
ALLEGION PLC
+2.19%
+42,733
+0.06%
$132.18
5.27% $139.15
2.73%
PG
PROCTER & GAMBLE CO/THE
+2.19%
+41,743
+0.06%
$139.80
17.32% $164.02
2.82%
MCO
MOODY'S CORP
-0.31%
-2,822
-0.01%
$355.11
37.69% $488.95
3.50%
OTIS
OTIS WORLDWIDE CORP
-3.33%
-165,052
-0.14%
$82.28
16.75% $96.06
4.09%
FICO
FAIR ISAAC CORP
-5.11%
-13,144
-0.05%
$397.93
346.08% $1,775.10
1.01%
MAR
MARRIOTT INTERNATIONAL -CL A
-6.06%
-51,577
-0.08%
$148.09
79.37% $265.63
1.23%
ALC
ALCON INC
-7.29%
-228,986
-0.37%
$80.95
8.45% $87.79
4.65%
RACE
FERRARI NV
-7.54%
-80,483
-0.17%
$209.40
130.48% $482.61
2.14%
LIN
LINDE PLC
-9.05%
-378,596
-1.16%
$295.26
60.10% $472.71
11.64%
ZTS
ZOETIS INC
-11.34%
-275,903
-0.56%
$194.14
12.35% $170.16
4.34%
EL
ESTEE LAUDER COMPANIES-CL A
-13.54%
-184,713
-0.59%
$299.93
77.17% $68.46
3.74%
NKE
NIKE INC -CL B
-16.63%
-530,989
-0.80%
$145.23
56.76% $62.80
4.01%
ADBE
ADOBE INC
-23.85%
-112,676
-0.67%
$575.72
27.58% $416.92
2.15%
V
VISA INC-CLASS A SHARES
-35.27%
-644,449
-1.62%
$222.75
66.20% $370.22
2.97%
ABEV
AMBEV SA-ADR
-100.00%
-21,322,958
-1.18%
$3.44
27.62% $2.49
0.00%
CLB
CORE LABORATORIES NV
-100.00%
-859,953
-0.55%
$38.95
71.30% $11.18
0.00%
LYFT
LYFT INC-A
-100.00%
-1,142,556
-1.22%
$60.48
74.32% $15.53
0.00%
28 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.