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%).

2024 Q2 (29 results)
CNI
buy
+9,658
+0.02%
$118.14
7.90% $108.81
0.02%
AMZN
buy
+937,004
+2.49%
$193.25
2.91% $198.87
2.49%
ACN
+143.38%
+718,691
+3.00%
$303.41
19.37% $362.17
5.09%
ADI
+27.99%
+203,121
+0.64%
$228.26
6.08% $214.38
2.91%
FICO
+27.42%
+56,406
+1.40%
$1,488.66
57.55% $2,345.36
6.50%
MMC
+16.62%
+168,484
+0.61%
$210.72
6.52% $224.46
4.31%
GE
+15.63%
+385,150
+0.84%
$158.97
13.36% $180.21
6.22%
WMG
+14.35%
+936,417
+0.39%
$30.65
1.96% $31.25
3.14%
TMO
+13.92%
+64,065
+0.49%
$553.00
6.80% $515.37
3.98%
INTU
+13.80%
+72,097
+0.65%
$657.21
3.22% $678.40
5.37%
MSFT
+8.31%
+92,874
+0.57%
$446.95
6.99% $415.73
7.44%
EFX
+4.84%
+32,154
+0.11%
$242.46
3.78% $251.63
2.32%
MCO
+4.77%
+34,011
+0.20%
$420.93
13.32% $476.98
4.32%
V
+4.76%
+46,261
+0.22%
$262.47
18.33% $310.57
4.80%
WAT
+4.76%
+39,889
+0.16%
$290.12
26.16% $366.01
3.50%
MSCI
+4.74%
+16,300
+0.14%
$481.75
20.94% $582.64
3.06%
PG
+4.73%
+47,925
+0.11%
$164.92
5.19% $173.48
2.40%
LIN
+2.84%
+9,775
+0.06%
$438.81
3.14% $452.58
2.14%
BKNG
+0.59%
+429
+0.03%
$3,961.50
30.48% $5,168.85
4.69%
ICE
+0.30%
+6,539
+0.02%
$136.89
15.41% $157.99
5.02%
ALC
-1.92%
-108,622
-0.15%
$89.16
4.01% $85.59
7.81%
RACE
-2.01%
-13,878
-0.08%
$408.02
5.36% $429.90
3.79%
CDNS
-2.30%
-7,140
-0.03%
$307.75
0.20% $308.36
1.28%
ZTS
-13.83%
-179,956
-0.57%
$173.36
2.31% $177.37
3.56%
CPRT
-15.42%
-362,795
-0.32%
$54.16
4.58% $56.64
1.76%
EL
-47.97%
-1,299,976
-1.90%
$106.40
37.14% $66.88
0.00%
MAR
-100.00%
-261,008
-0.91%
$252.31
12.30% $283.35
0.00%
NKE
-100.00%
-1,498,301
-1.94%
$93.98
20.14% $75.05
0.00%
OTIS
-100.00%
-761,938
-1.04%
$99.27
0.91% $100.17
0.00%
29 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.