Nicolai Tangen Holdings Activity

AKO Capital Portfolio 13F

AKO Capital has disclosed a total of 29 changes to the portfolio in the latest (2024 Q2) SEC report(s): increased the number of shares of 18, bought 2 totally new, decreased the number of shares of 6 and completely sold out 3 position(s).

What stocks is Nicolai Tangen buying now?

In the recent quarter Nicolai Tangen has bought 20 securities out of which top 5 purchases (by % change to portfolio) are (ACN) ACCENTURE PLC-CL A (added shares +143.38%), (AMZN) AMAZONCOM INC (new buy), (FICO) FAIR ISAAC CORP (added shares +27.42%), (GE) GENERAL ELECTRIC CO (added shares +15.63%) and (INTU) INTUIT INC (added shares +13.8%).

What does Nicolai Tangen invest in?

Nicolai Tangen's top 5 holdings (by % of portfolio) are (ALC) ALCON INC (7.81%), (MSFT) MICROSOFT CORP (7.44%), (FICO) FAIR ISAAC CORP (6.5%), (GE) GENERAL ELECTRIC CO (6.22%) and (INTU) INTUIT INC (5.37%).

In the latest report(s) the following changes have been made to the top investments: (ALC) ALCON INC (reduced shares -1.92%), (MSFT) MICROSOFT CORP (added shares +8.31%), (FICO) FAIR ISAAC CORP (added shares +27.42%), (GE) GENERAL ELECTRIC CO (added shares +15.63%) and (INTU) INTUIT INC (added shares +13.8%).

2017 Q1 (19 results)
GRFS
buy
+11,674,189
+3.32%
$3.17
171.18% $8.59
3.32%
HOG
buy
+391,768
+2.37%
$60.50
39.42% $36.65
0.00%
GOOG
+122.84%
+532,900
+1.99%
$41.48
296.62% $164.51
3.60%
RACE
+31.07%
+1,289,839
+8.52%
$73.55
555.76% $482.32
35.95%
NKE
+27.99%
+158,503
+0.79%
$55.73
49.65% $83.40
3.63%
USB
+24.18%
+151,716
+0.70%
$51.50
2.97% $49.97
3.60%
PX
+23.89%
+60,981
+0.75%
$118.60
90.51% $11.25
3.87%
EL
+22.95%
+98,245
+0.75%
$84.79
7.25% $90.94
4.01%
MAR
+16.01%
+77,516
+0.66%
$94.18
180.92% $264.57
4.75%
CLB
+16.01%
+41,619
+0.43%
$115.52
84.07% $18.40
3.13%
1856613D
+16.01%
+29,772
+0.34%
$113.20
-
2.48%
ALLE
+16.01%
+111,726
+0.80%
$75.71
101.40% $152.48
5.83%
MCO
+16.01%
+47,216
+0.48%
$112.04
333.87% $486.11
3.44%
ANSS
+12.59%
+39,387
+0.38%
$106.87
205.58% $326.58
3.38%
V
+11.57%
+79,186
+0.63%
$88.87
226.76% $290.39
6.10%
FICO
+4.01%
+13,099
+0.17%
$128.95
1K+% $2,038.95
4.30%
CTSH
-10.76%
-61,036
-0.35%
$59.52
30.61% $77.74
2.91%
CL
-13.11%
-76,447
-0.50%
$73.19
37.35% $100.53
3.33%
WFC
-100.00%
-482,479
-2.39%
$55.11
16.82% $64.38
0.00%
19 of 722

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.