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 Q1 (29 results)
LYFT
buy
+1,827,718
+1.98%
$63.18
75.42% $15.53
1.98%
EFX
buy
+343,932
+1.03%
$181.13
48.13% $268.31
1.03%
DEO
buy
+748,818
+1.52%
$164.21
35.98% $105.13
1.52%
ALC
+41.47%
+1,460,140
+1.59%
$70.24
24.98% $87.79
5.44%
TMO
+39.03%
+142,543
+1.17%
$456.38
11.94% $401.90
4.15%
ADBE
+38.95%
+179,530
+1.06%
$475.37
12.30% $416.92
3.76%
MCO
+28.82%
+169,316
+0.63%
$298.61
63.74% $488.95
2.79%
ALLE
+20.69%
+441,525
+0.69%
$125.62
10.77% $139.15
4.00%
OTIS
+18.80%
+875,893
+0.74%
$68.45
40.34% $96.06
4.68%
LIN
+14.44%
+532,641
+1.85%
$280.48
68.54% $472.71
14.64%
ICE
+9.93%
+172,930
+0.24%
$111.68
59.99% $178.68
2.64%
ZTS
+0.08%
+1,316
+0.00%
$157.48
8.05% $170.16
3.10%
BKNG
-0.10%
-273
-0.01%
$2,329.84
140.99% $5,614.61
7.89%
ABEV
-0.16%
-41,527
-0.00%
$2.74
9.12% $2.49
1.11%
GOOG
-2.14%
-91,900
-0.12%
$103.43
69.12% $174.92
5.37%
NKE
-5.70%
-101,957
-0.24%
$132.89
52.74% $62.80
3.93%
EL
-10.08%
-158,683
-0.57%
$290.85
76.46% $68.46
5.09%
PG
-14.23%
-313,790
-0.53%
$135.43
21.11% $164.02
3.17%
EBAY
-15.08%
-1,657,495
-1.25%
$61.24
28.36% $78.61
7.06%
V
-15.67%
-247,352
-0.96%
$211.73
74.85% $370.22
5.16%
ANSS
-17.39%
-77,252
-0.32%
$339.56
0.09% $339.27
1.54%
UAA
-20.13%
-1,543,179
-0.42%
$22.16
69.58% $6.74
0.00%
RACE
-23.20%
-248,188
-0.87%
$209.45
130.42% $482.61
2.89%
FICO
-24.25%
-89,982
-0.54%
$486.05
265.21% $1,775.10
1.69%
VRSK
-27.52%
-275,123
-0.60%
$176.69
80.88% $319.60
0.00%
CLB
-35.05%
-419,891
-0.20%
$28.79
61.17% $11.18
0.36%
MAR
-51.75%
-1,007,379
-1.84%
$148.11
79.35% $265.63
1.72%
RMD
-100.00%
-356,305
-0.94%
$212.56
18.65% $252.20
0.00%
CHKP
-100.00%
-1,413,618
-2.32%
$132.91
75.66% $233.47
0.00%
29 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.