AKO Capital Nicolai Tangen
Top positions activity
Value History
Quarterly report: Q1 2024
Total portfolio value: $7.1M
| TICKER | CORP NAME | VALUE($) | SHARES | +/- SHARES | OWNERSHIP HISTORY |
|---|---|---|---|---|---|
|
ALC
|
Alcon Inc. - Registered Shares | 539.6K 7.64% | 6.5M | -100.9K ↓1.53% | |
|
MSFT
|
Microsoft Corporation | 470.5K 6.66% | 1.1M | +2.7K ↑0.24% | |
|
GE
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General Electric Co. | 432.5K 6.12% | 2.5M | +2.5K ↑0.10% | |
|
EL
|
Estee Lauder Cos., Inc. - Class A | 417.7K 5.91% | 2.7M | +838.8K ↑44.83% | |
|
ICE
|
Intercontinental Exchange Inc | 365.9K 5.18% | 2.7M | -537.0K ↓16.78% | |
|
V
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Visa Inc - Class A | 354.3K 5.01% | 1.3M | -379.4K ↓23.01% | |
|
INTU
|
Intuit Inc | 339.6K 4.81% | 522.4K | +23.0K ↑4.60% | |
|
FICO
|
Fair, Isaac Corp. | 311.6K 4.41% | 249.4K | -30.1K ↓10.79% | |
|
BKNG
|
Booking Holdings Inc | 310.9K 4.4% | 85.7K | -30.4K ↓26.16% | |
|
RACE
|
Ferrari N.V. | 300.3K 4.25% | 689.0K | -8.6K ↓1.24% | |
|
ZTS
|
Zoetis Inc - Class A | 293.6K 4.15% | 1.7M | +508.2K ↑41.42% | |
|
WAT
|
Waters Corp. | 288.7K 4.09% | 838.8K | +66.8K ↑8.66% | |
|
MCO
|
Moody`s Corp. | 280.1K 3.96% | 712.8K | -24 ↓0.00% | |
|
TMO
|
Thermo Fisher Scientific Inc. | 267.5K 3.78% | 460.2K | +296.2K ↑180.71% | |
|
MMC
|
Marsh & McLennan Cos., Inc. | 262.6K 3.72% | 1.3M | +93.8K ↑7.94% | |
|
MSCI
|
MSCI Inc | 247.0K 3.49% | 440.8K | +349.8K ↑384.31% | |
|
WMG
|
Warner Music Group Corp - Class A | 215.5K 3.05% | 6.5M | +2.8M ↑75.02% | |
|
EFX
|
Equifax, Inc. | 177.6K 2.51% | 663.8K | -2.8K ↓0.42% | |
|
ACN
|
Accenture plc - Class A | 173.7K 2.46% | 501.2K | -687.2K ↓57.82% | |
|
PG
|
Procter & Gamble Co. | 164.4K 2.32% | 1.0M | +227.0K ↑28.88% | |
|
CPRT
|
Copart, Inc. | 162.3K 2.29% | 2.8M | +684.3K ↑32.32% | |
|
ADI
|
Analog Devices Inc. | 143.6K 2.03% | 725.8K | +725.8K Newly Added | |
|
NKE
|
Nike, Inc. - Class B | 140.8K 1.99% | 1.5M | -368.2K ↓19.72% | |
|
CDNS
|
Cadence Design Systems, Inc. | 96.7K 1.36% | 310.5K | -291.9K ↓48.46% | |
|
OTIS
|
Otis Worldwide Corp | 75.6K 1.07% | 761.9K | -709.5K ↓48.22% | |
|
MAR
|
Marriott International, Inc. - Class A | 65.9K 0.93% | 261.0K | +1.7K ↑0.65% |
Sold Out Positions
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