AKO Capital Nicolai Tangen

Top positions activity

Value History

Quarterly report: Q4 2024

Total portfolio value: $7.2M
TICKER CORP NAME VALUE($) SHARES +/- SHARES OWNERSHIP HISTORY
V
Visa Inc - Class A 555.3K 7.67% 1.8M -33.6K ↓1.88%
ALC
Alcon Inc. - Registered Shares 498.6K 6.88% 5.9M -281.5K ↓4.57%
MSFT
Microsoft Corporation 481.7K 6.65% 1.1M -122.5K ↓9.68%
ACN
Accenture plc - Class A 461.4K 6.37% 1.3M +136.2K ↑11.59%
GE
General Electric Co. 449.2K 6.2% 2.7M +44.8K ↑1.69%
MMC
Marsh & McLennan Cos., Inc. 438.2K 6.05% 2.1M +89.6K ↑4.54%
ICE
Intercontinental Exchange Inc 388.3K 5.36% 2.6M -373.9K ↓12.55%
INTU
Intuit Inc 373.6K 5.16% 594.5K +45.6K ↑8.31%
BKNG
Booking Holdings Inc 360.1K 4.97% 72.5K -3.1K ↓4.11%
MCO
Moody`s Corp. 309.3K 4.27% 653.4K -30.1K ↓4.40%
AMZN
Amazon.com Inc. 309.0K 4.26% 1.4M -80.0K ↓5.37%
WAT
Waters Corp. 302.5K 4.17% 815.4K +25.2K ↑3.19%
FICO
Fair, Isaac Corp. 295.9K 4.08% 148.6K -73.6K ↓33.12%
RACE
Ferrari N.V. 264.1K 3.64% 619.7K -29.9K ↓4.61%
CPRT
Copart, Inc. 252.0K 3.48% 4.4M +765.7K ↑21.12%
ADI
Analog Devices Inc. 248.0K 3.42% 1.2M +42.9K ↑3.82%
ZTS
Zoetis Inc - Class A 245.4K 3.39% 1.5M +13.8K ↑0.92%
PG
Procter & Gamble Co. 196.6K 2.71% 1.2M +114.4K ↑10.81%
EFX
Equifax, Inc. 185.1K 2.55% 726.2K +176.4K ↑32.09%
TMO
Thermo Fisher Scientific Inc. 163.2K 2.25% 313.8K -109.7K ↓25.90%
WMG
Warner Music Group Corp - Class A 134.0K 1.85% 4.3M -2.5M ↓36.99%
MSCI
MSCI Inc 125.3K 1.73% 208.9K +2.8K ↑1.36%
CDNS
Cadence Design Systems, Inc. 67.3K 0.92% 223.9K +25.4K ↑12.77%
ILMN
Illumina Inc 66.2K 0.91% 495.3K +495.3K Newly Added