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
2018 Q1 (19 results)
UTX
UNITED TECHNOLOGIES CORP
+50.30%
+83,915
+1.22%
$125.82
-
3.66%
ABEV
AMBEV SA-ADR
+25.34%
+1,363,099
+0.59%
$7.27
66.44% $2.44
2.90%
CME
CME GROUP INC
+22.18%
+64,553
+0.62%
$161.74
78.68% $289.00
3.40%
ALLE
ALLEGION PLC
+15.35%
+67,006
+0.58%
$85.29
67.31% $142.70
4.34%
CL
COLGATE-PALMOLIVE CO
+13.82%
+46,597
+0.36%
$71.68
29.66% $92.94
2.93%
CTSH
COGNIZANT TECH SOLUTIONS-A
+12.85%
+98,102
+0.47%
$80.50
0.61% $80.99
4.10%
PX
PRAXAIR INC
+10.25%
+43,511
+0.37%
$144.30
92.47% $10.86
3.99%
USB
US BANCORP
+10.25%
+100,438
+0.30%
$50.50
13.68% $43.59
3.22%
NKE
NIKE INC -CL B
+10.25%
+49,290
+0.19%
$66.44
8.81% $60.59
2.08%
MAR
MARRIOTT INTERNATIONAL -CL A
+10.10%
+46,352
+0.37%
$135.98
94.02% $263.83
4.06%
V
VISA INC-CLASS A SHARES
+10.07%
+62,068
+0.44%
$119.62
205.29% $365.19
4.80%
GRFS
GRIFOLS SA-ADR
+2.62%
+296,973
+0.37%
$21.20
60.80% $8.31
14.60%
FICO
FAIR ISAAC CORP
-0.43%
-1,520
-0.02%
$169.37
919.23% $1,726.28
3.52%
ANSS
ANSYS INC
-3.10%
-5,197
-0.08%
$156.69
111.13% $330.82
2.64%
EL
ESTEE LAUDER COMPANIES-CL A
-3.74%
-24,434
-0.22%
$149.72
55.29% $66.94
5.56%
MCO
MOODY'S CORP
-5.81%
-9,530
-0.17%
$161.30
197.16% $479.32
2.81%
RACE
FERRARI NV
-6.68%
-153,228
-2.02%
$120.28
298.05% $478.76
28.17%
GOOG
ALPHABET INC-CL C
-7.47%
-84,920
-0.26%
$51.59
235.05% $172.85
3.21%
ECL
ECOLAB INC
-100.00%
-132,425
-1.63%
$134.18
97.96% $265.62
0.00%
2017 Q4 (20 results)
UTX
UNITED TECHNOLOGIES CORP
buy
+196,287
+3.24%
$127.57
-
3.24%
CME
CME GROUP INC
buy
+192,110
+3.30%
$146.05
97.88% $289.00
3.30%
ECL
ECOLAB INC
+38.44%
+36,768
+0.59%
$134.18
97.96% $265.62
0.00%
ABEV
AMBEV SA-ADR
+18.37%
+834,801
+0.00%
$0.06
3K+% $2.44
0.03%
CL
COLGATE-PALMOLIVE CO
+17.92%
+92,292
+0.54%
$75.45
23.18% $92.94
3.56%
RACE
FERRARI NV
+1.38%
+36,357
+0.46%
$102.25
368.23% $478.76
33.70%
GOOG
ALPHABET INC-CL C
+1.00%
+7,573
+0.05%
$52.32
230.37% $172.85
4.62%
PX
PRAXAIR INC
+0.19%
+817
+0.01%
$154.68
92.98% $10.86
5.10%
ALLE
ALLEGION PLC
+0.19%
+1,450
+0.01%
$79.56
79.36% $142.70
4.61%
NKE
NIKE INC -CL B
+0.10%
+482
+0.00%
$62.55
3.13% $60.59
2.33%
GRFS
GRIFOLS SA-ADR
-0.98%
-111,899
-0.01%
$1.38
503.88% $8.31
1.21%
FICO
FAIR ISAAC CORP
-2.19%
-7,907
-0.09%
$153.20
1K+% $1,726.28
4.20%
CTSH
COGNIZANT TECH SOLUTIONS-A
-6.84%
-56,035
-0.31%
$71.02
14.04% $80.99
4.21%
EL
ESTEE LAUDER COMPANIES-CL A
-7.53%
-53,111
-0.52%
$127.24
47.39% $66.94
6.45%
MAR
MARRIOTT INTERNATIONAL -CL A
-7.82%
-38,920
-0.41%
$135.73
94.38% $263.83
4.84%
USB
US BANCORP
-11.09%
-122,179
-0.51%
$53.58
18.64% $43.59
4.07%
MCO
MOODY'S CORP
-12.10%
-26,448
-0.49%
$147.61
224.72% $479.32
3.58%
ANSS
ANSYS INC
-13.82%
-47,133
-0.54%
$147.59
124.15% $330.82
3.37%
V
VISA INC-CLASS A SHARES
-16.68%
-123,378
-1.09%
$114.02
220.28% $365.19
5.46%
1856613D
MONSANTO CO
-100.00%
-248,452
-2.31%
$119.82
-
0.00%
39 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.