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 Q2 (27 results)
CLB
buy
+1,329,300
+0.47%
$20.32
4.73% $21.28
0.47%
OTIS
buy
+3,104,781
+5.31%
$56.86
77.98% $101.20
5.31%
BKNG
+112.54%
+55,643
+1.55%
$1,592.34
225.13% $5,177.15
2.92%
EBAY
+49.71%
+1,755,242
+2.57%
$52.45
20.57% $63.24
7.74%
ADBE
+40.23%
+130,551
+0.99%
$435.31
17.65% $512.15
3.46%
EL
+37.52%
+435,932
+1.44%
$188.68
62.94% $69.93
5.26%
MAR
+37.33%
+324,038
+0.82%
$85.73
231.61% $284.29
3.00%
NKE
+19.61%
+292,104
+0.50%
$98.05
21.06% $77.40
3.05%
GOOG
+17.30%
+546,400
+0.67%
$70.68
135.67% $166.57
4.57%
V
+14.64%
+148,330
+0.89%
$193.17
60.44% $309.92
6.93%
ALC
+12.94%
+244,830
+0.37%
$57.39
49.83% $85.99
3.20%
CHKP
+10.77%
+107,381
+0.31%
$107.43
69.18% $181.75
3.24%
ABEV
+10.10%
+3,115,049
+0.22%
$2.64
17.05% $2.19
2.39%
LIN
+9.85%
+371,462
+1.37%
$211.71
114.81% $454.78
15.32%
ZTS
+5.67%
+77,644
+0.19%
$137.04
29.13% $176.96
3.46%
VRSK
+4.54%
+41,046
+0.12%
$170.20
70.82% $290.73
2.81%
FICO
+3.19%
+11,421
+0.08%
$418.04
463.43% $2,355.35
2.69%
MCO
-0.35%
-1,901
-0.01%
$274.73
74.96% $480.66
2.57%
GRFS
-7.31%
-968,555
-0.31%
$18.24
52.30% $8.70
0.00%
PG
-9.32%
-193,814
-0.40%
$119.57
47.43% $176.28
3.94%
ANSS
-14.25%
-115,546
-0.59%
$291.73
19.97% $350.00
3.54%
CME
-14.46%
-107,880
-0.31%
$162.54
40.91% $229.04
0.00%
ALLE
-16.16%
-299,532
-0.53%
$102.22
38.31% $141.38
2.77%
RACE
-25.91%
-403,516
-1.97%
$170.80
156.21% $437.62
5.64%
UTX
-100.00%
-2,983,253
-4.91%
$94.33
-
0.00%
AXP
-100.00%
-1,182,926
-2.28%
$85.61
251.95% $301.30
0.00%
EW
-100.00%
-1,684,224
-2.48%
$62.87
12.10% $70.48
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.