AKO Capital Nicolai Tangen
Top positions activity
Value History
Quarterly report: Q2 2025
Total portfolio value: $7.9M
| TICKER | CORP NAME | VALUE($) | SHARES | +/- SHARES | OWNERSHIP HISTORY |
|---|---|---|---|---|---|
|
ALC
|
Alcon Inc. - Registered Shares | 681.5K 8.6% | 7.7M | +597.8K ↑8.40% | |
|
MSFT
|
Microsoft Corporation | 633.0K 7.98% | 1.3M | +21.8K ↑1.75% | |
|
V
|
Visa Inc - Class A | 583.5K 7.36% | 1.6M | -132.6K ↓7.47% | |
|
INTU
|
Intuit Inc | 532.3K 6.71% | 675.8K | +120.0K ↑21.59% | |
|
GE
|
General Electric Co. | 531.0K 6.7% | 2.1M | -403.3K ↓16.35% | |
|
MCO
|
Moody`s Corp. | 415.1K 5.23% | 827.6K | +820 ↑0.10% | |
|
ICE
|
Intercontinental Exchange Inc | 402.1K 5.07% | 2.2M | -90.8K ↓3.98% | |
|
BKNG
|
Booking Holdings Inc | 400.1K 5.04% | 69.1K | -2.9K ↓4.09% | |
|
MMC
|
Marsh & McLennan Cos., Inc. | 389.7K 4.91% | 1.8M | -339.5K ↓16.00% | |
|
AMZN
|
Amazon.com Inc. | 320.5K 4.04% | 1.5M | +22.7K ↑1.58% | |
|
RACE
|
Ferrari N.V. | 316.6K 3.99% | 646.1K | +61.0K ↑10.42% | |
|
ADI
|
Analog Devices Inc. | 301.8K 3.8% | 1.3M | +24.1K ↑1.94% | |
|
FICO
|
Fair, Isaac Corp. | 280.2K 3.53% | 153.3K | +2.6K ↑1.73% | |
|
WAT
|
Waters Corp. | 274.8K 3.46% | 787.3K | -99.9K ↓11.26% | |
|
CPRT
|
Copart, Inc. | 262.1K 3.3% | 5.3M | +259.8K ↑5.11% | |
|
EFX
|
Equifax, Inc. | 236.5K 2.98% | 911.8K | +148.9K ↑19.52% | |
|
ZTS
|
Zoetis Inc - Class A | 235.6K 2.97% | 1.5M | -13.0K ↓0.86% | |
|
CRM
|
Salesforce.Com Inc | 128.0K 1.61% | 469.3K | +109.3K ↑30.38% | |
|
ILMN
|
Illumina Inc | 50.9K 0.64% | 534.0K | -355.8K ↓39.99% | |
|
CDNS
|
Cadence Design Systems, Inc. | 40.6K 0.51% | 131.8K | -5.6K ↓4.08% |
Sold Out Positions
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