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%).

Activity type

History

% change to
Portfolio

Reported
Price*

% difference
Current Price

% of
Portfolio

2020 Q1 (25 results)

ADBE

ADOBE INC

buy

+324,517

+2.18%

$318.24

31.01% $416.92

2.18%

BKNG

BOOKING HOLDINGS INC

buy

+49,443

+1.40%

$1,345.33

317.34% $5,614.61

1.40%

EBAY

EBAY INC

buy

+5,649,338

+3.58%

$30.06

161.51% $78.61

3.58%

MAR

MARRIOTT INTERNATIONAL -CL A

buy

+1,043,161

+2.30%

$74.81

255.07% $265.63

2.30%

CHKP

CHECK POINT SOFTWARE TECH

+99.37%

+590,172

+1.65%

$100.54

132.22% $233.47

3.30%

UTX

UNITED TECHNOLOGIES CORP

+61.32%

+1,134,015

+2.25%

$94.33

0.00%

LIN

LINDE PLC

+44.07%

+1,154,087

+4.27%

$175.70

169.05% $472.71

13.97%

VISA INC-CLASS A SHARES

+31.29%

+292,836

+1.45%

$161.12

129.78% $370.22

6.09%

PROCTER & GAMBLE CO/THE

+29.21%

+329,045

+1.09%

$110.00

49.11% $164.02

4.82%

ESTEE LAUDER COMPANIES-CL A

+23.71%

+222,680

+0.75%

$159.34

57.04% $68.46

3.90%

AXP

AMERICAN EXPRESS CO

+20.49%

+201,162

+0.47%

$85.61

253.31% $302.47

0.00%

ABEV

AMBEV SA-ADR

+20.40%

+7,975,590

+0.39%

$2.30

8.26% $2.49

2.28%

ZTS

ZOETIS INC

+13.38%

+161,532

+0.40%

$117.69

44.58% $170.16

3.40%

MCO

MOODY'S CORP

+12.27%

+58,701

+0.26%

$211.50

131.18% $488.95

2.39%

GRFS

GRIFOLS SA-ADR

+6.73%

+835,287

+0.35%

$20.14

56.21% $8.82

5.62%

RACE

FERRARI NV

+4.15%

+74,275

+0.33%

$154.84

211.69% $482.61

8.33%

CME

CME GROUP INC

+1.39%

+10,219

+0.04%

$172.91

58.60% $274.24

2.72%

ALC

ALCON INC

+0.55%

+15,442

+0.02%

$51.09

71.85% $87.79

3.04%

ANSS

ANSYS INC

-5.27%

-45,086

-0.22%

$232.47

45.94% $339.27

3.97%

ALLE

ALLEGION PLC

-5.51%

-85,381

-0.21%

$92.02

51.22% $139.15

3.59%

VRSK

VERISK ANALYTICS INC

-7.20%

-70,120

-0.21%

$139.38

129.30% $319.60

2.66%

EDWARDS LIFESCIENCES CORP

-9.04%

-167,300

-0.30%

$62.87

23.30% $77.52

0.00%

FICO

FAIR ISAAC CORP

-12.64%

-51,779

-0.34%

$307.69

476.91% $1,775.10

2.32%

GOOG

ALPHABET INC-CL C

-13.33%

-485,800

-0.60%

$58.14

200.86% $174.92

3.87%

NKE

NIKE INC -CL B

-41.49%

-1,056,035

-1.84%

$82.74

24.10% $62.80

2.60%

2019 Q4 (22 results)

CHKP

CHECK POINT SOFTWARE TECH

buy

+781,478

+1.87%

$110.96

110.41% $233.47

1.87%

ZTS

ZOETIS INC

+58.28%

+357,963

+1.27%

$132.35

28.57% $170.16

3.44%

ALC

ALCON INC

+33.07%

+698,118

+0.85%

$56.60

55.10% $87.79

3.42%

EDWARDS LIFESCIENCES CORP

+28.74%

+479,877

+0.93%

$77.76

0.31% $77.52

4.16%

GOOG

ALPHABET INC-CL C

+23.10%

+611,929

+0.98%

$66.85

161.66% $174.92

5.24%

UTX

UNITED TECHNOLOGIES CORP

+20.14%

+254,237

+1.00%

$149.76

5.96%

ABEV

AMBEV SA-ADR

+12.62%

+4,382,063

+0.44%

$4.66

46.57% $2.49

3.92%

VISA INC-CLASS A SHARES

+11.16%

+137,145

+0.55%

$187.90

97.03% $370.22

5.52%

ANSS

ANSYS INC

+10.09%

+69,040

+0.43%

$257.41

31.80% $339.27

4.74%

NKE

NIKE INC -CL B

+4.47%

+108,850

+0.24%

$101.31

38.01% $62.80

5.55%

MCO

MOODY'S CORP

+4.43%

+16,947

+0.10%

$237.41

105.95% $488.95

2.44%

VRSK

VERISK ANALYTICS INC

+4.42%

+41,231

+0.13%

$149.34

114.01% $319.60

3.13%

PROCTER & GAMBLE CO/THE

+4.42%

+68,066

+0.18%

$124.90

31.32% $164.02

4.32%

ALLE

ALLEGION PLC

+4.41%

+82,906

+0.22%

$124.54

11.73% $139.15

5.26%

CME

CME GROUP INC

+4.05%

+28,655

+0.12%

$200.72

36.63% $274.24

3.18%

GRFS

GRIFOLS SA-ADR

+2.03%

+246,903

+0.12%

$23.29

62.13% $8.82

6.22%

LIN

LINDE PLC

-1.76%

-47,027

-0.22%

$213.76

121.14% $472.71

12.04%

FICO

FAIR ISAAC CORP

-3.30%

-13,984

-0.11%

$374.68

373.77% $1,775.10

3.30%

ESTEE LAUDER COMPANIES-CL A

-3.79%

-36,972

-0.16%

$206.54

66.85% $68.46

4.17%

RACE

FERRARI NV

-4.20%

-91,278

-0.38%

$165.86

190.97% $482.61

8.75%

AXP

AMERICAN EXPRESS CO

-13.24%

-193,272

-0.52%

$124.49

142.97% $302.47

3.39%

MAR

MARRIOTT INTERNATIONAL -CL A

-100.00%

-1,253,498

-3.35%

$124.37

113.58% $265.63

0.00%

47 of 804

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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.