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
2017 Q3 (19 results)
ECL
ECOLAB INC
buy
+148,305
+1.56%
$128.61
105.53% $264.34
1.56%
ABEV
AMBEV SA-ADR
buy
+4,544,467
+0.08%
$0.23
997.29% $2.47
0.08%
1856613D
MONSANTO CO
+14.93%
+32,276
+0.32%
$119.82
-
0.00%
CTSH
COGNIZANT TECH SOLUTIONS-A
+14.84%
+105,850
+0.63%
$72.54
10.82% $80.39
4.87%
PX
PRAXAIR INC
+9.68%
+37,378
+0.43%
$139.74
92.72% $10.17
4.85%
USB
US BANCORP
+9.45%
+95,106
+0.42%
$53.59
17.71% $44.10
4.84%
GOOG
ALPHABET INC-CL C
+9.04%
+93,300
+0.37%
$47.96
251.02% $168.33
4.43%
ALLE
ALLEGION PLC
+6.85%
+47,741
+0.34%
$86.47
59.85% $138.22
5.28%
ANSS
ANSYS INC
+5.50%
+17,781
+0.18%
$122.73
170.62% $332.13
3.43%
V
VISA INC-CLASS A SHARES
+4.10%
+29,108
+0.25%
$105.24
245.27% $363.36
6.38%
EL
ESTEE LAUDER COMPANIES-CL A
+3.70%
+25,156
+0.22%
$107.84
36.54% $68.43
6.24%
MAR
MARRIOTT INTERNATIONAL -CL A
+2.31%
+11,261
+0.10%
$110.26
138.53% $263.00
4.50%
MCO
MOODY'S CORP
+2.29%
+7,943
+0.09%
$139.21
242.38% $476.63
4.06%
CL
COLGATE-PALMOLIVE CO
+2.29%
+11,512
+0.07%
$72.85
24.60% $90.77
3.08%
FICO
FAIR ISAAC CORP
+0.92%
+3,290
+0.04%
$140.50
1K+% $1,732.38
4.16%
GRFS
GRIFOLS SA-ADR
-7.10%
-876,803
-0.06%
$0.78
976.63% $8.36
0.73%
RACE
FERRARI NV
-13.56%
-656,831
-5.80%
$107.78
340.62% $474.90
37.01%
NKE
NIKE INC -CL B
-43.84%
-374,842
-1.59%
$51.85
18.90% $61.65
2.04%
CLB
CORE LABORATORIES NV
-100.00%
-310,226
-2.58%
$101.27
89.21% $10.93
0.00%
2017 Q2 (18 results)
CTSH
COGNIZANT TECH SOLUTIONS-A
+31.11%
+169,280
+1.00%
$66.40
21.07% $80.39
4.20%
EL
ESTEE LAUDER COMPANIES-CL A
+29.30%
+154,206
+1.31%
$95.98
28.70% $68.43
5.79%
USB
US BANCORP
+29.18%
+227,362
+1.05%
$51.92
15.06% $44.10
4.63%
NKE
NIKE INC -CL B
+17.98%
+130,276
+0.68%
$59.00
4.49% $61.65
4.47%
GOOG
ALPHABET INC-CL C
+6.80%
+65,780
+0.26%
$45.44
270.48% $168.33
4.16%
PX
PRAXAIR INC
+6.23%
+22,639
+0.27%
$132.55
92.33% $10.17
4.54%
GRFS
GRIFOLS SA-ADR
+5.71%
+667,174
+0.04%
$0.76
1K+% $8.36
0.83%
CLB
CORE LABORATORIES NV
+2.87%
+8,664
+0.08%
$101.27
89.21% $10.93
0.00%
MCO
MOODY'S CORP
+1.57%
+5,385
+0.06%
$121.68
291.71% $476.63
3.75%
CL
COLGATE-PALMOLIVE CO
-0.63%
-3,208
-0.02%
$74.13
22.45% $90.77
3.31%
FICO
FAIR ISAAC CORP
-3.49%
-12,945
-0.16%
$139.41
1K+% $1,732.38
4.43%
V
VISA INC-CLASS A SHARES
-6.92%
-52,826
-0.44%
$93.78
287.46% $363.36
5.91%
ANSS
ANSYS INC
-8.24%
-29,010
-0.31%
$121.68
172.95% $332.13
3.49%
RACE
FERRARI NV
-10.96%
-596,567
-4.45%
$84.07
464.92% $474.90
36.11%
1856613D
MONSANTO CO
-11.32%
-27,589
-0.29%
$118.36
-
2.27%
MAR
MARRIOTT INTERNATIONAL -CL A
-13.35%
-75,004
-0.67%
$100.31
162.19% $263.00
4.33%
ALLE
ALLEGION PLC
-18.63%
-159,621
-1.15%
$81.12
70.39% $138.22
5.01%
HOG
HARLEY-DAVIDSON INC
-100.00%
-435,298
-2.33%
$60.50
60.18% $24.09
0.00%
37 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.