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%).

2024 Q4 (27 results)
BAH
buy
+92,490
+0.16%
$128.70
-
0.16%
ILMN
buy
+334,318
+0.91%
$133.63
-
0.91%
EFX
+32.09%
+121,739
+0.62%
$254.85
-
2.56%
CPRT
+21.12%
+765,698
+0.61%
$57.39
-
3.48%
CDNS
+12.77%
+17,883
+0.11%
$300.46
-
0.93%
ACN
+11.59%
+136,236
+0.66%
$351.79
-
6.38%
CNI
+10.91%
+1,081
+0.00%
$101.53
-
0.02%
PG
+10.81%
+114,397
+0.27%
$167.65
-
0.00%
INTU
+8.31%
+45,603
+0.40%
$628.50
-
5.16%
MMC
+4.54%
+89,594
+0.26%
$212.41
-
6.05%
ADI
+3.82%
+30,915
+0.13%
$212.46
-
3.43%
WAT
+3.19%
+25,172
+0.13%
$370.98
-
4.18%
GE
+1.69%
+44,811
+0.10%
$166.79
-
6.21%
MSCI
+1.36%
+1,852
+0.02%
$600.01
-
0.00%
ZTS
+0.92%
+8,487
+0.03%
$162.93
-
3.39%
V
-1.88%
-21,186
-0.15%
$316.04
-
7.67%
BKNG
-4.11%
-3,109
-0.21%
$4,968.41
-
4.98%
MCO
-4.40%
-19,397
-0.20%
$473.37
-
4.27%
ALC
-4.57%
-168,921
-0.33%
$84.85
-
6.89%
RACE
-4.61%
-29,934
-0.18%
$426.22
-
3.65%
AMZN
-5.37%
-79,966
-0.24%
$219.39
-
4.27%
MSFT
-9.68%
-122,525
-0.71%
$421.50
-
6.66%
ICE
-12.55%
-373,931
-0.77%
$149.01
-
5.37%
TMO
-25.90%
-109,689
-0.79%
$520.23
-
2.26%
FICO
-33.12%
-73,574
-2.02%
$1,990.93
-
4.09%
WMG
-36.99%
-2,538,131
-1.09%
$31.00
-
0.00%
LIN
-63.78%
-225,547
-1.30%
$418.67
-
0.74%
27 of 804

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.