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 Q1 (25 results)
MAR
buy
+1,043,161
+2.30%
$74.81
280.44% $284.61
2.30%
ADBE
buy
+324,517
+2.18%
$318.24
60.73% $511.52
2.18%
BKNG
buy
+49,443
+1.40%
$1,345.33
283.77% $5,162.95
1.40%
EBAY
buy
+5,649,338
+3.58%
$30.06
109.68% $63.03
3.58%
CHKP
+99.37%
+590,172
+1.65%
$100.54
80.53% $181.50
3.30%
UTX
+61.32%
+1,134,015
+2.25%
$94.33
-
0.00%
LIN
+44.07%
+1,154,087
+4.27%
$175.70
159.62% $456.14
13.97%
V
+31.29%
+292,836
+1.45%
$161.12
91.50% $308.55
6.09%
PG
+29.21%
+329,045
+1.09%
$110.00
61.16% $177.28
4.82%
EL
+23.71%
+222,680
+0.75%
$159.34
56.62% $69.12
3.90%
AXP
+20.49%
+201,162
+0.47%
$85.61
250.03% $299.66
0.00%
ABEV
+20.40%
+7,975,590
+0.39%
$2.30
4.78% $2.19
2.28%
ZTS
+13.38%
+161,532
+0.40%
$117.69
50.29% $176.88
3.40%
MCO
+12.27%
+58,701
+0.26%
$211.50
127.26% $480.66
2.39%
GRFS
+6.73%
+835,287
+0.35%
$20.14
56.41% $8.78
5.62%
RACE
+4.15%
+74,275
+0.33%
$154.84
182.73% $437.78
8.33%
CME
+1.39%
+10,219
+0.04%
$172.91
32.32% $228.80
2.72%
ALC
+0.55%
+15,442
+0.02%
$51.09
68.27% $85.96
3.04%
ANSS
-5.27%
-45,086
-0.22%
$232.47
51.19% $351.47
3.97%
ALLE
-5.51%
-85,381
-0.21%
$92.02
53.75% $141.48
3.59%
VRSK
-7.20%
-70,120
-0.21%
$139.38
108.18% $290.16
2.66%
EW
-9.04%
-167,300
-0.30%
$62.87
12.27% $70.59
0.00%
FICO
-12.64%
-51,779
-0.34%
$307.69
668.43% $2,364.39
2.32%
GOOG
-13.33%
-485,800
-0.60%
$58.14
187.15% $166.95
3.87%
NKE
-41.49%
-1,056,035
-1.84%
$82.74
6.60% $77.28
2.60%
2019 Q4 (22 results)
CHKP
buy
+781,478
+1.87%
$110.96
63.57% $181.50
1.87%
ZTS
+58.28%
+357,963
+1.27%
$132.35
33.65% $176.88
3.44%
ALC
+33.07%
+698,118
+0.85%
$56.60
51.86% $85.96
3.42%
EW
+28.74%
+479,877
+0.93%
$77.76
9.22% $70.59
4.16%
GOOG
+23.10%
+611,929
+0.98%
$66.85
149.73% $166.95
5.24%
UTX
+20.14%
+254,237
+1.00%
$149.76
-
5.96%
ABEV
+12.62%
+4,382,063
+0.44%
$4.66
53.00% $2.19
3.92%
V
+11.16%
+137,145
+0.55%
$187.90
64.21% $308.55
5.52%
ANSS
+10.09%
+69,040
+0.43%
$257.41
36.54% $351.47
4.74%
NKE
+4.47%
+108,850
+0.24%
$101.31
23.72% $77.28
5.55%
MCO
+4.43%
+16,947
+0.10%
$237.41
102.46% $480.66
2.44%
PG
+4.42%
+68,066
+0.18%
$124.90
41.94% $177.28
4.32%
VRSK
+4.42%
+41,231
+0.13%
$149.34
94.29% $290.16
3.13%
ALLE
+4.41%
+82,906
+0.22%
$124.54
13.60% $141.48
5.26%
CME
+4.05%
+28,655
+0.12%
$200.72
13.99% $228.80
3.18%
GRFS
+2.03%
+246,903
+0.12%
$23.29
62.30% $8.78
6.22%
LIN
-1.76%
-47,027
-0.22%
$213.76
113.38% $456.14
12.04%
FICO
-3.30%
-13,984
-0.11%
$374.68
531.04% $2,364.39
3.30%
EL
-3.79%
-36,972
-0.16%
$206.54
66.53% $69.12
4.17%
RACE
-4.20%
-91,278
-0.38%
$165.86
163.95% $437.78
8.75%
AXP
-13.24%
-193,272
-0.52%
$124.49
140.71% $299.66
3.39%
MAR
-100.00%
-1,253,498
-3.35%
$124.37
128.84% $284.61
0.00%
47 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.