Nicolai Tangen Holdings Activity

AKO Capital Portfolio 13F

AKO Capital has disclosed a total of 27 changes to the portfolio in the latest (2024 Q4) SEC report(s): increased the number of shares of 13, bought 2 totally new and decreased the number of shares of 12 position(s).

What stocks is Nicolai Tangen buying now?

In the recent quarter Nicolai Tangen has bought 15 securities out of which top 5 purchases (by % change to portfolio) are (ILMN) ILLUMINA INC (new buy), (ACN) ACCENTURE PLC-CL A (added shares +11.59%), (EFX) EQUIFAX INC (added shares +32.09%), (CPRT) COPART INC (added shares +21.12%) and (INTU) INTUIT INC (added shares +8.31%).

What does Nicolai Tangen invest in?

Nicolai Tangen's top 5 holdings (by % of portfolio) are (V) VISA INC-CLASS A SHARES (7.67%), (ALC) ALCON INC (6.89%), (MSFT) MICROSOFT CORP (6.66%), (ACN) ACCENTURE PLC-CL A (6.38%) and (GE) GENERAL ELECTRIC CO (6.21%).

In the latest report(s) the following changes have been made to the top investments: (V) VISA INC-CLASS A SHARES (reduced shares -1.88%), (ALC) ALCON INC (reduced shares -4.57%), (MSFT) MICROSOFT CORP (reduced shares -9.68%), (ACN) ACCENTURE PLC-CL A (added shares +11.59%) and (GE) GENERAL ELECTRIC CO (added shares +1.69%).

2017 Q1 (19 results)
GRFS
buy
+11,674,189
+3.32%
$3.17
135.19% $7.45
3.32%
HOG
buy
+391,768
+2.37%
$60.50
56.33% $26.42
0.00%
GOOG
+122.84%
+532,900
+1.99%
$41.48
337.77% $181.58
3.60%
RACE
+31.07%
+1,289,839
+8.52%
$73.55
584.46% $503.43
35.95%
NKE
+27.99%
+158,503
+0.79%
$55.73
37.27% $76.50
3.63%
USB
+24.18%
+151,716
+0.70%
$51.50
10.93% $45.87
3.60%
PX
+23.89%
+60,981
+0.75%
$118.60
89.11% $12.92
3.87%
EL
+22.95%
+98,245
+0.75%
$84.79
15.32% $71.80
4.01%
MAR
+16.01%
+77,516
+0.66%
$94.18
194.61% $277.47
4.75%
CLB
+16.01%
+41,619
+0.43%
$115.52
86.03% $16.14
3.13%
1856613D
+16.01%
+29,772
+0.34%
$113.20
-
2.48%
ALLE
+16.01%
+111,726
+0.80%
$75.71
67.96% $127.16
5.83%
MCO
+16.01%
+47,216
+0.48%
$112.04
346.52% $500.28
3.44%
ANSS
+12.59%
+39,387
+0.38%
$106.87
212.72% $334.21
3.38%
V
+11.57%
+79,186
+0.63%
$88.87
292.18% $348.53
6.10%
FICO
+4.01%
+13,099
+0.17%
$128.95
1K+% $1,698.11
4.30%
CTSH
-10.76%
-61,036
-0.35%
$59.52
42.59% $84.87
2.91%
CL
-13.11%
-76,447
-0.50%
$73.19
22.24% $89.47
3.33%
WFC
-100.00%
-482,479
-2.39%
$55.11
40.63% $77.50
0.00%
19 of 775

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.