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%).

2021 Q2 (28 results)
PINS
buy
+1,553,499
+1.38%
$78.95
56.68% $34.20
1.38%
EFX
+197.17%
+556,081
+2.44%
$239.51
12.02% $268.31
3.68%
DEO
+71.23%
+533,371
+1.15%
$191.69
45.16% $105.13
2.77%
ZTS
+52.87%
+454,260
+1.77%
$186.36
8.69% $170.16
5.11%
CLB
+34.19%
+219,112
+0.15%
$38.95
71.30% $11.18
0.00%
TMO
+33.78%
+248,578
+1.41%
$504.47
20.33% $401.90
5.60%
NKE
+33.36%
+455,378
+1.39%
$154.49
59.35% $62.80
5.56%
MCO
+26.05%
+197,134
+0.80%
$362.37
34.93% $488.95
3.89%
V
+0.70%
+13,891
+0.04%
$233.82
58.34% $370.22
5.23%
PG
+0.70%
+7,368
+0.02%
$134.93
21.56% $164.02
2.90%
GOOG
+0.70%
+29,520
+0.04%
$125.32
39.58% $174.92
5.97%
ABEV
+0.70%
+148,915
+0.01%
$3.44
27.62% $2.49
0.00%
ICE
+0.63%
+12,045
+0.02%
$118.70
50.53% $178.68
2.58%
LIN
-0.93%
-39,270
-0.13%
$288.62
63.78% $472.71
13.60%
EL
-1.73%
-24,554
-0.09%
$318.08
78.48% $68.46
4.99%
RACE
-4.49%
-30,135
-0.12%
$206.13
134.12% $482.61
2.48%
ALC
-4.53%
-187,166
-0.22%
$70.13
25.18% $87.79
4.73%
FICO
-8.44%
-23,733
-0.13%
$502.68
253.13% $1,775.10
1.46%
MAR
-9.44%
-88,674
-0.14%
$136.52
94.57% $265.63
1.31%
OTIS
-10.36%
-573,521
-0.53%
$81.77
17.48% $96.06
4.57%
BKNG
-11.11%
-30,452
-0.75%
$2,188.09
156.60% $5,614.61
6.01%
ANSS
-21.08%
-77,392
-0.30%
$347.06
2.24% $339.27
1.13%
EBAY
-22.92%
-2,138,741
-1.69%
$70.21
11.96% $78.61
5.69%
LYFT
-23.06%
-342,464
-0.40%
$60.48
74.32% $15.53
0.00%
ALLE
-24.37%
-627,786
-0.99%
$139.30
0.11% $139.15
3.06%
ADBE
-26.23%
-168,006
-1.11%
$585.64
28.81% $416.92
3.12%
VRSK
-100.00%
-724,504
-1.44%
$176.69
80.88% $319.60
0.00%
UAA
-100.00%
-6,124,357
-1.53%
$22.16
69.58% $6.74
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.