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%).

2020 Q3 (27 results)
TMO
buy
+435,377
+3.02%
$441.52
16.25% $513.26
3.02%
UAA
buy
+10,112,291
+1.78%
$11.23
15.23% $9.52
1.78%
ICE
buy
+1,472,385
+2.31%
$100.05
59.21% $159.29
2.31%
NKE
+32.57%
+580,158
+1.14%
$125.54
38.35% $77.40
4.65%
ALLE
+29.72%
+461,899
+0.72%
$98.91
42.94% $141.38
3.13%
PG
+14.04%
+264,778
+0.58%
$138.99
26.83% $176.28
4.69%
CLB
+10.64%
+141,453
+0.03%
$15.26
39.45% $21.28
0.35%
CHKP
+10.33%
+178,191
+0.34%
$120.34
51.03% $181.75
3.60%
ZTS
+7.10%
+102,740
+0.27%
$165.37
7.01% $176.96
4.02%
MCO
+7.00%
+37,472
+0.17%
$289.85
65.83% $480.66
2.60%
EBAY
+6.97%
+589,663
+0.48%
$52.10
21.38% $63.24
7.40%
MAR
+6.93%
+138,802
+0.20%
$92.58
207.07% $284.29
3.11%
VRSK
+3.12%
+29,482
+0.09%
$185.31
56.89% $290.73
2.83%
BKNG
+2.27%
+2,384
+0.06%
$1,710.68
202.64% $5,177.15
2.88%
GOOG
+1.95%
+72,380
+0.08%
$73.48
126.69% $166.57
4.35%
V
+1.90%
+38,989
+0.12%
$199.97
54.98% $309.92
6.57%
EL
+1.57%
+25,109
+0.09%
$218.25
67.96% $69.93
5.56%
ALC
+0.71%
+22,795
+0.02%
$56.88
51.17% $85.99
2.87%
ADBE
-1.25%
-5,678
-0.04%
$490.43
4.43% $512.15
3.46%
FICO
-2.01%
-7,437
-0.05%
$425.38
453.71% $2,355.35
2.41%
RACE
-4.47%
-84,467
-0.24%
$183.74
138.17% $437.62
5.21%
ABEV
-4.50%
-2,329,849
-0.08%
$2.26
3.10% $2.19
1.76%
LIN
-10.46%
-433,406
-1.61%
$236.98
91.91% $454.78
13.80%
ANSS
-10.73%
-74,598
-0.38%
$327.23
6.96% $350.00
3.19%
OTIS
-15.19%
-813,149
-0.80%
$62.42
62.13% $101.20
4.45%
CME
-100.00%
-638,179
-1.63%
$162.54
40.91% $229.04
0.00%
GRFS
-100.00%
-12,273,278
-3.51%
$18.24
52.30% $8.70
0.00%
27 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.