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%).

2017 Q1 (19 results)
GRFS
buy
+11,674,189
+3.32%
$3.17
166.45% $8.44
3.32%
HOG
buy
+435,298
+2.37%
$60.50
45.85% $32.76
0.00%
GOOG
+122.84%
+532,900
+1.99%
$41.48
305.42% $168.16
3.60%
RACE
+31.07%
+1,289,839
+8.52%
$73.55
484.51% $429.91
35.95%
NKE
+27.99%
+158,503
+0.79%
$55.73
34.72% $75.08
3.63%
USB
+24.18%
+151,716
+0.70%
$51.50
0.76% $51.89
3.60%
PX
+23.89%
+70,094
+0.75%
$118.60
88.86% $13.21
3.87%
EL
+22.95%
+98,245
+0.75%
$84.79
21.12% $66.88
4.01%
MAR
+16.01%
+77,516
+0.66%
$94.18
200.86% $283.35
4.75%
CLB
+16.01%
+41,619
+0.43%
$115.52
81.55% $21.31
3.13%
1856613D
+16.01%
+33,641
+0.34%
$113.20
-
2.48%
ALLE
+16.01%
+118,229
+0.80%
$75.71
85.40% $140.37
5.83%
MCO
+16.01%
+47,216
+0.48%
$112.04
326.20% $477.52
3.44%
ANSS
+12.59%
+39,387
+0.38%
$106.87
226.12% $348.53
3.38%
V
+11.57%
+79,186
+0.63%
$88.87
249.26% $310.39
6.10%
FICO
+4.01%
+14,316
+0.17%
$128.95
1K+% $2,345.36
4.30%
CTSH
-10.76%
-65,631
-0.35%
$59.52
32.71% $78.99
2.91%
CL
-13.11%
-76,447
-0.50%
$73.19
29.36% $94.68
3.33%
WFC
-100.00%
-482,479
-2.39%
$55.11
37.44% $75.74
0.00%
19 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.