AKO Capital Nicolai Tangen
Top positions activity
Value History
Quarterly report: Q2 2024
Total portfolio value: $7.3M
| TICKER | CORP NAME | VALUE($) | SHARES | +/- SHARES | OWNERSHIP HISTORY |
|---|---|---|---|---|---|
|
ALC
|
Alcon Inc. - Registered Shares | 568.1K 7.8% | 6.4M | -124.9K ↓1.92% | |
|
MSFT
|
Microsoft Corporation | 541.3K 7.43% | 1.2M | +92.9K ↑8.31% | |
|
FICO
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Fair, Isaac Corp. | 473.0K 6.5% | 317.7K | +68.4K ↑27.42% | |
|
GE
|
General Electric Co. | 452.9K 6.22% | 2.8M | +385.1K ↑15.63% | |
|
INTU
|
Intuit Inc | 390.7K 5.36% | 594.5K | +72.1K ↑13.80% | |
|
ACN
|
Accenture plc - Class A | 370.1K 5.08% | 1.2M | +718.7K ↑143.38% | |
|
ICE
|
Intercontinental Exchange Inc | 365.6K 5.02% | 2.7M | +8.1K ↑0.30% | |
|
V
|
Visa Inc - Class A | 349.1K 4.79% | 1.3M | +60.5K ↑4.76% | |
|
BKNG
|
Booking Holdings Inc | 341.5K 4.69% | 86.2K | +502 ↑0.59% | |
|
MCO
|
Moody`s Corp. | 314.3K 4.32% | 746.8K | +34.0K ↑4.77% | |
|
MMC
|
Marsh & McLennan Cos., Inc. | 313.3K 4.3% | 1.5M | +211.9K ↑16.62% | |
|
TMO
|
Thermo Fisher Scientific Inc. | 289.9K 3.98% | 524.2K | +64.1K ↑13.92% | |
|
RACE
|
Ferrari N.V. | 275.4K 3.78% | 675.1K | -13.9K ↓2.01% | |
|
ZTS
|
Zoetis Inc - Class A | 259.2K 3.56% | 1.5M | -239.9K ↓13.83% | |
|
WAT
|
Waters Corp. | 254.9K 3.5% | 878.7K | +39.9K ↑4.76% | |
|
WMG
|
Warner Music Group Corp - Class A | 228.8K 3.14% | 7.5M | +936.4K ↑14.35% | |
|
MSCI
|
MSCI Inc | 222.4K 3.05% | 461.7K | +20.9K ↑4.74% | |
|
ADI
|
Analog Devices Inc. | 212.0K 2.91% | 928.9K | +203.1K ↑27.99% | |
|
AMZN
|
Amazon.com Inc. | 181.1K 2.48% | 937.0K | +937.0K Newly Added | |
|
PG
|
Procter & Gamble Co. | 175.0K 2.4% | 1.1M | +47.9K ↑4.73% | |
|
EFX
|
Equifax, Inc. | 168.7K 2.31% | 696.0K | +32.2K ↑4.84% | |
|
EL
|
Estee Lauder Cos., Inc. - Class A | 150.0K 2.06% | 1.4M | -1.3M ↓47.97% | |
|
CPRT
|
Copart, Inc. | 128.3K 1.76% | 2.4M | -431.9K ↓15.42% | |
|
CDNS
|
Cadence Design Systems, Inc. | 93.4K 1.28% | 303.4K | -7.1K ↓2.30% |
Sold Out Positions
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