Nicolai Tangen
AKO Capital LLP
·
CIK
1376879
Founder of AKO Capital LLP, known for his value investing approach and his focus on identifying undervalued companies with strong growth potential, particularly in European markets.
13 Aug 2024
Last Update
AUM
$7.28BHoldings
29ROI %
27.32%QoQ%
7.67%Avg. Holding Period
3y
Sector Breakdown
Top Investments
Performance
Holdings
S&P 500
Stocks
29
Options
0
Ticker
Name
Shares
Shares value
% Portfolio
Change
Change %
History
Avg. Buy Price
Current price
Report Date
ALC
Alcon AG
6.37M
$568.07M
7.81%
-124.85K
-1.92%
$64.56(38.10%)
$89.16
30 Jun 2024
MSFT
Microsoft Corporation
1.21M
$541.3M
7.44%
92.87K
8.31%
$283.48(57.67%)
$446.95
30 Jun 2024
FICO
Fair Isaac Corporation
317.73K
$473M
6.50%
68.37K
27.42%
$561.55(165.10%)
$1.49K
30 Jun 2024
GE
GE Aerospace
2.85M
$452.92M
6.22%
-238.23K
-7.72%
$91.13(74.44%)
$158.97
30 Jun 2024
INTU
Intuit Inc
594.51K
$390.72M
5.37%
72.1K
13.80%
$463.53(41.78%)
$657.21
30 Jun 2024
ACN
Accenture plc
1.22M
$370.14M
5.09%
718.69K
143.38%
$313.7(-3.28%)
$303.41
30 Jun 2024
ICE
Intercontinental Exchange Inc
2.67M
$365.6M
5.02%
8.07K
0.30%
$111.34(22.95%)
$136.89
30 Jun 2024
V
Visa Inc. Class A
1.33M
$349.07M
4.80%
60.47K
4.76%
$196.16(33.80%)
$262.47
30 Jun 2024
PCLN
Booking Holdings Inc
86.2K
$341.5M
4.69%
502
0.59%
$2.15K(83.94%)
$3.96K
30 Jun 2024
MCO
Moodys Corporation
746.78K
$314.34M
4.32%
34.01K
4.77%
$307.85(36.73%)
$420.93
30 Jun 2024
MMC
Marsh & McLennan Companies Inc
1.49M
$313.34M
4.31%
211.93K
16.62%
$192.96(9.20%)
$210.72
30 Jun 2024
TMO
Thermo Fisher Scientific Inc
524.25K
$289.91M
3.98%
64.06K
13.92%
$549.73(0.59%)
$553
30 Jun 2024
RACE
Ferrari NV
675.09K
$275.45M
3.79%
-13.88K
-2.01%
$72.38(463.72%)
$408.02
30 Jun 2024
ZTS
Zoetis Inc
1.5M
$259.21M
3.56%
-239.94K
-13.83%
$170.51(1.67%)
$173.36
30 Jun 2024
WAT
Waters Corporation
878.65K
$254.91M
3.50%
39.89K
4.76%
$299.06(-2.99%)
$290.12
30 Jun 2024
WMG
Warner Music Group
7.46M
$228.77M
3.14%
936.42K
14.35%
$32.91(-6.87%)
$30.65
30 Jun 2024
MSCI
MSCI Inc
461.68K
$222.41M
3.06%
20.9K
4.74%
$557.91(-13.65%)
$481.75
30 Jun 2024
ADI
Analog Devices Inc
928.92K
$212.03M
2.91%
203.12K
27.99%
$204.45(11.65%)
$228.26
30 Jun 2024
AMZN
Amazon.com Inc
937K
$181.08M
2.49%
937K
New
$193.25(0.00%)
$193.25
30 Jun 2024
PG
Procter & Gamble Company
1.06M
$174.96M
2.40%
47.92K
4.73%
$132.4(24.56%)
$164.92
30 Jun 2024
EFX
Equifax Inc
695.97K
$168.74M
2.32%
32.15K
4.84%
$231.77(4.61%)
$242.46
30 Jun 2024
LIN
Linde plc Ordinary Shares
354.54K
$155.58M
2.14%
9.78K
2.84%
$251.4(74.55%)
$438.81
30 Jun 2024
