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%).

2017 Q1 (19 results)
GRFS
buy
+11,674,189
+3.32%
$3.17
162.34% $8.31
3.32%
HOG
buy
+391,768
+2.37%
$60.50
59.98% $24.21
0.00%
GOOG
+122.84%
+532,900
+1.99%
$41.48
316.72% $172.85
3.60%
RACE
+31.07%
+1,289,839
+8.52%
$73.55
550.92% $478.76
35.95%
NKE
+27.99%
+158,503
+0.79%
$55.73
8.72% $60.59
3.63%
USB
+24.18%
+151,716
+0.70%
$51.50
15.36% $43.59
3.60%
PX
+23.89%
+60,981
+0.75%
$118.60
90.84% $10.86
3.87%
EL
+22.95%
+98,245
+0.75%
$84.79
21.05% $66.94
4.01%
MAR
+16.01%
+77,516
+0.66%
$94.18
180.13% $263.83
4.75%
CLB
+16.01%
+41,619
+0.43%
$115.52
90.69% $10.75
3.13%
1856613D
+16.01%
+29,772
+0.34%
$113.20
-
2.48%
ALLE
+16.01%
+111,726
+0.80%
$75.71
88.48% $142.70
5.83%
MCO
+16.01%
+47,216
+0.48%
$112.04
327.81% $479.32
3.44%
ANSS
+12.59%
+39,387
+0.38%
$106.87
209.55% $330.82
3.38%
V
+11.57%
+79,186
+0.63%
$88.87
310.92% $365.19
6.10%
FICO
+4.01%
+13,099
+0.17%
$128.95
1K+% $1,726.28
4.30%
CTSH
-10.76%
-61,036
-0.35%
$59.52
36.07% $80.99
2.91%
CL
-13.11%
-76,447
-0.50%
$73.19
26.98% $92.94
3.33%
WFC
-100.00%
-482,479
-2.39%
$55.11
35.69% $74.78
0.00%
19 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.