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%).

2018 Q1 (19 results)
UTX
+50.30%
+83,915
+1.22%
$125.82
-
3.66%
ABEV
+25.34%
+1,363,099
+0.59%
$7.27
70.43% $2.15
2.90%
CME
+22.18%
+64,553
+0.62%
$161.74
40.08% $226.56
3.40%
ALLE
+15.35%
+67,006
+0.58%
$85.29
65.80% $141.41
4.34%
CL
+13.82%
+46,597
+0.36%
$71.68
31.49% $94.25
2.93%
CTSH
+12.85%
+98,102
+0.47%
$80.50
2.04% $78.86
4.10%
USB
+10.25%
+100,438
+0.30%
$50.50
1.76% $51.39
3.22%
NKE
+10.25%
+49,290
+0.19%
$66.44
13.03% $75.10
2.08%
PX
+10.25%
+43,511
+0.37%
$144.30
90.58% $13.60
3.99%
MAR
+10.10%
+46,352
+0.37%
$135.98
108.44% $283.44
4.06%
V
+10.07%
+62,068
+0.44%
$119.62
159.07% $309.90
4.80%
GRFS
+2.62%
+296,973
+0.37%
$21.20
59.72% $8.54
14.60%
FICO
-0.43%
-1,520
-0.02%
$169.37
1K+% $2,337.83
3.52%
ANSS
-3.10%
-5,197
-0.08%
$156.69
122.69% $348.94
2.64%
EL
-3.74%
-24,434
-0.22%
$149.72
55.36% $66.84
5.56%
MCO
-5.81%
-9,530
-0.17%
$161.30
196.30% $477.92
2.81%
RACE
-6.68%
-153,228
-2.02%
$120.28
257.10% $429.51
28.17%
GOOG
-7.47%
-84,920
-0.26%
$51.59
228.05% $169.24
3.21%
ECL
-100.00%
-132,425
-1.63%
$134.18
81.41% $243.42
0.00%
2017 Q4 (20 results)
CME
buy
+192,110
+3.30%
$146.05
55.12% $226.56
3.30%
UTX
buy
+196,287
+3.24%
$127.57
-
3.24%
ECL
+38.44%
+36,768
+0.59%
$134.18
81.41% $243.42
0.00%
ABEV
+18.37%
+834,801
+0.00%
$0.06
3K+% $2.15
0.03%
CL
+17.92%
+92,292
+0.54%
$75.45
24.92% $94.25
3.56%
RACE
+1.38%
+36,357
+0.46%
$102.25
320.06% $429.51
33.70%
GOOG
+1.00%
+7,573
+0.05%
$52.32
223.47% $169.24
4.62%
PX
+0.19%
+817
+0.01%
$154.68
91.21% $13.60
5.10%
ALLE
+0.19%
+1,450
+0.01%
$79.56
77.74% $141.41
4.61%
NKE
+0.10%
+482
+0.00%
$62.55
20.06% $75.10
2.33%
GRFS
-0.98%
-111,899
-0.01%
$1.38
520.59% $8.54
1.21%
FICO
-2.19%
-7,907
-0.09%
$153.20
1K+% $2,337.83
4.20%
CTSH
-6.84%
-56,035
-0.31%
$71.02
11.04% $78.86
4.21%
EL
-7.53%
-53,111
-0.52%
$127.24
47.47% $66.84
6.45%
MAR
-7.82%
-38,920
-0.41%
$135.73
108.83% $283.44
4.84%
USB
-11.09%
-122,179
-0.51%
$53.58
4.09% $51.39
4.07%
MCO
-12.10%
-26,448
-0.49%
$147.61
223.77% $477.92
3.58%
ANSS
-13.82%
-47,133
-0.54%
$147.59
136.42% $348.94
3.37%
V
-16.68%
-123,378
-1.09%
$114.02
171.79% $309.90
5.46%
1856613D
-100.00%
-248,452
-2.31%
$119.82
-
0.00%
39 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.