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%).

2019 Q1 (20 results)
VRSK
buy
+704,506
+2.83%
$133.00
116.21% $287.56
2.83%
EW
+64.77%
+367,546
+1.04%
$63.78
10.35% $70.38
2.65%
ABEV
+57.30%
+9,645,604
+1.25%
$4.30
50.00% $2.15
3.44%
UTX
+53.17%
+483,206
+1.88%
$128.89
-
5.42%
PG
+51.19%
+259,693
+1.28%
$104.05
66.03% $172.75
3.79%
ANSS
+49.16%
+310,181
+1.71%
$182.71
90.98% $348.94
5.19%
MAR
+42.30%
+234,543
+1.36%
$125.09
126.59% $283.44
4.58%
AXP
+41.96%
+293,784
+1.39%
$109.30
168.07% $293.00
4.72%
GOOG
+39.07%
+687,560
+1.22%
$58.67
188.48% $169.24
4.34%
V
+34.33%
+191,677
+1.46%
$156.19
98.41% $309.90
5.70%
NKE
+31.51%
+469,131
+1.19%
$84.21
10.82% $75.10
4.98%
MCO
+25.76%
+106,562
+0.58%
$181.09
163.91% $477.92
2.84%
CME
+21.91%
+108,713
+0.54%
$164.58
37.66% $226.56
3.01%
ALLE
+20.55%
+212,353
+0.82%
$90.71
55.89% $141.41
4.81%
EL
+14.19%
+149,106
+0.75%
$165.55
59.63% $66.84
6.00%
FICO
+11.87%
+62,761
+0.51%
$271.63
760.67% $2,337.83
4.85%
LIN
+6.35%
+120,910
+0.64%
$175.41
159.43% $455.07
10.73%
RACE
+4.34%
+88,199
+0.54%
$134.00
220.53% $429.51
12.90%
GRFS
-3.05%
-375,047
-0.23%
$20.11
57.53% $8.54
7.23%
CTSH
-100.00%
-121,197
-0.23%
$63.48
24.22% $78.86
0.00%
2018 Q4 (21 results)
LIN
buy
+1,904,696
+13.55%
$157.75
188.48% $455.07
13.55%
PG
buy
+579,215
+3.31%
$91.92
87.93% $172.75
3.31%
ABEV
+86.46%
+7,805,336
+1.38%
$3.92
45.15% $2.15
2.97%
ANSS
+85.76%
+228,666
+1.88%
$142.94
144.12% $348.94
4.07%
GOOG
+44.89%
+436,208
+1.27%
$51.78
226.84% $169.24
4.11%
AXP
+44.29%
+309,238
+1.33%
$95.32
207.38% $293.00
4.33%
FICO
+38.95%
+148,234
+1.25%
$187.00
1K+% $2,337.83
4.46%
EL
+37.99%
+289,254
+1.70%
$130.10
48.62% $66.84
6.16%
NKE
+37.61%
+406,860
+1.36%
$74.14
1.29% $75.10
4.98%
MCO
+34.82%
+106,834
+0.67%
$140.04
241.27% $477.92
2.61%
ALLE
+31.62%
+349,663
+1.26%
$79.71
77.41% $141.41
5.23%
V
+31.58%
+216,151
+1.29%
$131.94
134.88% $309.90
5.36%
UTX
+31.41%
+217,239
+1.04%
$106.48
-
4.36%
EW
+27.72%
+139,452
+0.42%
$51.06
37.85% $70.38
1.92%
GRFS
+24.74%
+2,436,502
+2.02%
$18.36
53.49% $8.54
10.17%
MAR
+22.63%
+116,489
+0.77%
$108.56
161.09% $283.44
4.17%
CME
+9.48%
+42,962
+0.36%
$188.12
20.43% $226.56
4.21%
RACE
-8.91%
-225,537
-1.34%
$99.41
332.06% $429.51
13.69%
CTSH
-77.48%
-417,066
-1.19%
$63.48
24.22% $78.86
0.00%
CL
-100.00%
-879,383
-2.65%
$66.95
40.78% $94.25
0.00%
PX
-100.00%
-553,146
-4.01%
$160.73
91.54% $13.60
0.00%
41 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.