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%).

History
Ticker
Stock
%
Activity
Share
Change
% change to
Portfolio
Reported
Price*
% difference
Current Price
% of
Portfolio
2019 Q1 (20 results)
VRSK
VERISK ANALYTICS INC
buy
+704,506
+2.83%
$133.00
141.60% $321.33
2.83%
EW
EDWARDS LIFESCIENCES CORP
+64.77%
+367,546
+1.04%
$63.78
22.07% $77.85
2.65%
ABEV
AMBEV SA-ADR
+57.30%
+9,645,604
+1.25%
$4.30
42.56% $2.47
3.44%
UTX
UNITED TECHNOLOGIES CORP
+53.17%
+483,206
+1.88%
$128.89
-
5.42%
PG
PROCTER & GAMBLE CO/THE
+51.19%
+259,693
+1.28%
$104.05
59.49% $165.95
3.79%
ANSS
ANSYS INC
+49.16%
+310,181
+1.71%
$182.71
84.23% $336.61
5.19%
MAR
MARRIOTT INTERNATIONAL -CL A
+42.30%
+234,543
+1.36%
$125.09
109.39% $261.93
4.58%
AXP
AMERICAN EXPRESS CO
+41.96%
+293,784
+1.39%
$109.30
170.75% $295.93
4.72%
GOOG
ALPHABET INC-CL C
+39.07%
+687,560
+1.22%
$58.67
188.74% $169.39
4.34%
V
VISA INC-CLASS A SHARES
+34.33%
+191,677
+1.46%
$156.19
135.61% $368.00
5.70%
NKE
NIKE INC -CL B
+31.51%
+469,131
+1.19%
$84.21
25.46% $62.77
4.98%
MCO
MOODY'S CORP
+25.76%
+106,562
+0.58%
$181.09
168.11% $485.52
2.84%
CME
CME GROUP INC
+21.91%
+108,713
+0.54%
$164.58
68.84% $277.88
3.01%
ALLE
ALLEGION PLC
+20.55%
+212,353
+0.82%
$90.71
52.25% $138.11
4.81%
EL
ESTEE LAUDER COMPANIES-CL A
+14.19%
+149,106
+0.75%
$165.55
58.42% $68.83
6.00%
FICO
FAIR ISAAC CORP
+11.87%
+62,761
+0.51%
$271.63
546.11% $1,755.03
4.85%
LIN
LINDE PLC
+6.35%
+120,910
+0.64%
$175.41
170.09% $473.77
10.73%
RACE
FERRARI NV
+4.34%
+88,199
+0.54%
$134.00
258.92% $480.96
12.90%
GRFS
GRIFOLS SA-ADR
-3.05%
-375,047
-0.23%
$20.11
57.98% $8.45
7.23%
CTSH
COGNIZANT TECH SOLUTIONS-A
-100.00%
-121,197
-0.23%
$63.48
25.61% $79.74
0.00%
2018 Q4 (21 results)
LIN
LINDE PLC
buy
+1,904,696
+13.55%
$157.75
200.33% $473.77
13.55%
PG
PROCTER & GAMBLE CO/THE
buy
+579,215
+3.31%
$91.92
80.54% $165.95
3.31%
ABEV
AMBEV SA-ADR
+86.46%
+7,805,336
+1.38%
$3.92
36.99% $2.47
2.97%
ANSS
ANSYS INC
+85.76%
+228,666
+1.88%
$142.94
135.49% $336.61
4.07%
GOOG
ALPHABET INC-CL C
+44.89%
+436,208
+1.27%
$51.78
227.13% $169.39
4.11%
AXP
AMERICAN EXPRESS CO
+44.29%
+309,238
+1.33%
$95.32
210.46% $295.93
4.33%
FICO
FAIR ISAAC CORP
+38.95%
+148,234
+1.25%
$187.00
838.52% $1,755.03
4.46%
EL
ESTEE LAUDER COMPANIES-CL A
+37.99%
+289,254
+1.70%
$130.10
47.09% $68.83
6.16%
NKE
NIKE INC -CL B
+37.61%
+406,860
+1.36%
$74.14
15.34% $62.77
4.98%
MCO
MOODY'S CORP
+34.82%
+106,834
+0.67%
$140.04
246.70% $485.52
2.61%
ALLE
ALLEGION PLC
+31.62%
+349,663
+1.26%
$79.71
73.27% $138.11
5.23%
V
VISA INC-CLASS A SHARES
+31.58%
+216,151
+1.29%
$131.94
178.92% $368.00
5.36%
UTX
UNITED TECHNOLOGIES CORP
+31.41%
+217,239
+1.04%
$106.48
-
4.36%
EW
EDWARDS LIFESCIENCES CORP
+27.72%
+139,452
+0.42%
$51.06
52.48% $77.85
1.92%
GRFS
GRIFOLS SA-ADR
+24.74%
+2,436,502
+2.02%
$18.36
53.98% $8.45
10.17%
MAR
MARRIOTT INTERNATIONAL -CL A
+22.63%
+116,489
+0.77%
$108.56
141.28% $261.93
4.17%
CME
CME GROUP INC
+9.48%
+42,962
+0.36%
$188.12
47.71% $277.88
4.21%
RACE
FERRARI NV
-8.91%
-225,537
-1.34%
$99.41
383.81% $480.96
13.69%
CTSH
COGNIZANT TECH SOLUTIONS-A
-77.48%
-417,066
-1.19%
$63.48
25.61% $79.74
0.00%
CL
COLGATE-PALMOLIVE CO
-100.00%
-879,383
-2.65%
$66.95
34.73% $90.20
0.00%
PX
PRAXAIR INC
-100.00%
-553,146
-4.01%
$160.73
93.55% $10.36
0.00%
41 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.