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%).

2022 Q3 (27 results)
MSFT
buy
+494,820
+1.90%
$232.90
78.14% $414.89
1.90%
INTU
buy
+185,913
+1.19%
$387.32
68.12% $651.16
1.19%
GOOG
+255.37%
+2,291,880
+3.64%
$96.15
73.65% $166.96
5.06%
ALC
+22.62%
+1,060,800
+1.03%
$58.61
46.67% $85.96
5.56%
ALLE
+9.04%
+209,729
+0.33%
$89.68
57.76% $141.48
3.98%
BKNG
+6.26%
+19,988
+0.59%
$1,643.21
214.20% $5,162.95
9.95%
ICE
+5.77%
+212,723
+0.35%
$90.35
75.58% $158.64
6.49%
ADBE
+3.29%
+25,186
+0.11%
$275.20
85.84% $511.43
3.59%
RACE
+1.98%
+18,941
+0.06%
$186.68
134.51% $437.78
3.00%
V
+0.86%
+20,914
+0.06%
$177.65
73.68% $308.55
7.16%
MAR
+0.57%
+3,436
+0.01%
$140.14
103.09% $284.61
1.59%
ANSS
+0.56%
+3,431
+0.01%
$221.70
58.57% $351.55
2.25%
EFX
-8.23%
-182,922
-0.52%
$171.43
47.98% $253.69
5.77%
DG
-8.91%
-115,749
-0.46%
$239.86
68.70% $75.07
4.68%
EL
-11.06%
-130,812
-0.51%
$215.90
67.99% $69.11
4.12%
PG
-11.72%
-141,033
-0.29%
$126.25
40.42% $177.28
2.21%
ACN
-15.16%
-331,777
-1.47%
$257.30
40.33% $361.07
8.25%
ZTS
-15.81%
-230,981
-0.57%
$148.29
19.28% $176.88
3.01%
OTIS
-16.19%
-566,576
-0.60%
$63.80
59.55% $101.79
3.09%
LIN
-17.28%
-184,961
-0.82%
$269.78
69.08% $456.14
3.94%
FICO
-19.50%
-95,728
-0.65%
$412.01
473.87% $2,364.39
2.69%
TMO
-23.79%
-245,198
-2.41%
$507.19
1.40% $514.27
7.73%
NKE
-25.80%
-427,104
-0.68%
$83.12
7.03% $77.28
0.00%
MCO
-29.03%
-86,637
-0.35%
$243.11
97.71% $480.66
0.85%
CHTR
-100.00%
-255,191
-1.97%
$468.53
16.60% $390.76
0.00%
DEO
-100.00%
-1,620,140
-4.90%
$174.12
31.06% $120.03
0.00%
EBAY
-100.00%
-2,139,984
-1.47%
$41.67
51.24% $63.02
0.00%
27 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.