Ako Capital Portfolio 2023
Nicolai Tangen
AKO Capital LLP Holdings Strategy: Long Term InvestorAKO Capital goal is to follow an evidence-based process and seek to achieve returns for their clients which materially outperforms the equity markets over time. The company was founded by Nicolai Tangen. AKO Capital's portfolio presents a well-defined investment strategy with a focus on stability and growth across different sectors. Leading their investments is Alcon Inc., holding 7.7% of the portfolio, characterized by its significant position in the healthcare sector. Following closely, Visa Inc., a major player in the financial services industry, represents 6.3% of AKO Capital’s investments, matched by Microsoft Corporation at an equivalent 6.3%, indicating a strong inclination towards technology and digital payment systems. Accenture plc, occupying 6.1% of the portfolio, showcases AKO Capital's confidence in global professional services companies specializing in consulting and processing solutions. Finally, Intercontinental Exchange Inc, making up 6.0% of the investments, underscores the portfolio's diversification into the business of financial markets and exchanges. This selection reveals AKO Capital’s strategic approach to investing in robust stocks that promise both growth and stability within their respective industries, aligning with trends in technology, finance, health care, and consulting services.
Track Ako, It's Free!Performance
1 Year
+31.79%
3 Years
+38.38%
5 Years
+106.31%
10 years
+234.40%
Sectors
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Largest Holdings
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Trades
Alcon Inc. - Registered Shares (ALC)- Sector: Medical Specialties
- % of Portfolio: 7.7%
- (Buy) $64.42 ― +34.9% →$86.92 (Now)
Accenture plc - Ordinary Shares - Class A (ACN)- Sector: Data Processing, Hosting, and Related Services
- % of Portfolio: 6.2%
- (Buy) $328.81 ― +17.7% →$386.91 (Now)
Visa Inc - Ordinary Shares - Class A (V)- Sector: Data Processing, Hosting, and Related Services
- % of Portfolio: 6.2%
- (Buy) $171.67 ― +62.1% →$278.26 (Now)
Microsoft Corporation (MSFT)- Sector: Data Processing, Hosting, and Related Services
- % of Portfolio: 6.1%
- (Buy) $263.91 ― +55.0% →$409.14 (Now)
Intercontinental Exchange Inc (ICE)- Sector: Securities and Commodity Exchanges
- % of Portfolio: 6.0%
- (Buy) $111.89 ― +24.1% →$138.85 (Now)
General Electric Co. (GE)- Sector: Aircraft Engine and Engine Parts Manufacturing
- % of Portfolio: 5.5%
- (Buy) $113.34 ― +46.9% →$166.50 (Now)
Booking Holdings Inc (BKNG)- Sector: Tobacco Manufacturing
- % of Portfolio: 5.4%
- (Buy) $2,054.40 ― +69.3% →$3,477.76 (Now)
Fair Isaac Corp. (FICO)- Sector: Data Processing, Hosting, and Related Services
- % of Portfolio: 5.0%
- (Buy) $236.51 ― +464.4% →$1,334.99 (Now)
Ansys Inc. - Registered Shares (ANSS)- Sector: Software Publishers
- % of Portfolio: 4.4%
- (Buy) $205.56 ― +65.1% →$339.37 (Now)
Intuit Inc (INTU)- Sector: Software Publishers
- % of Portfolio: 4.4%
- (Buy) $435.08 ― +49.2% →$649.34 (Now)
Ferrari N.V. (RACE)- Sector: Automobile Manufacturing
- % of Portfolio: 4.0%
- (Buy) $61.06 ― +590.7% →$421.75 (Now)
Moody`s Corp. (MCO)- Sector: Credit Bureaus
- % of Portfolio: 3.8%
- (Buy) $238.14 ― +64.4% →$391.58 (Now)
Waters Corp. (WAT)- Sector: Analytical Laboratory Instrument Manufacturing
- % of Portfolio: 3.7%
- (Buy) $276.29 ― +30.7% →$361.00 (Now)
Estee Lauder Cos., Inc. - Ordinary Shares - Class A (EL)- Sector: All Other Miscellaneous Chemical Product and Preparation Manufacturing
- % of Portfolio: 3.7%
- (Buy) $139.85 ― +5.9% →$148.17 (Now)
Linde Plc. (LIN)- Sector:
- % of Portfolio: 3.4%
- (Buy) $199.83 ― +132.8% →$465.29 (Now)
Marsh & McLennan Cos., Inc. (MMC)- Sector: Insurance Agencies and Brokerages
- % of Portfolio: 3.2%
- (Buy) $183.46 ― +11.4% →$204.29 (Now)
Zoetis Inc - Ordinary Shares - Class A (ZTS)- Sector: Pharmaceutical Preparation Manufacturing
- % of Portfolio: 3.0%
- (Buy) $150.84 ― +20.3% →$181.51 (Now)
Cadence Design Systems, Inc. (CDNS)- Sector: Software Publishers
- % of Portfolio: 2.6%
- (Buy) $234.06 ― +35.9% →$318.04 (Now)
Nike, Inc. - Ordinary Shares - Class B (NKE)- Sector: Footwear Manufacturing
- % of Portfolio: 2.5%
- (Buy) $107.46 ― -8.6% →$98.19 (Now)
Equifax, Inc. (EFX)- Sector: All Other Information Services
- % of Portfolio: 2.4%
- (Buy) $218.65 ― +23.9% →$270.95 (Now)
United Rentals, Inc. (URI)- Sector: General Rental Centers
- % of Portfolio: 2.3%
- (Buy) $408.02 ― +66.5% →$679.28 (Now)
Otis Worldwide Corp (OTIS)- Sector: Iron and Steel Forging
- % of Portfolio: 1.9%
- (Buy) $54.42 ― +78.1% →$96.94 (Now)
Procter & Gamble Co. (PG)- Sector: Soap and Other Detergent Manufacturing
- % of Portfolio: 1.7%
- (Buy) $115.35 ― +39.2% →$160.62 (Now)
Copart, Inc. (CPRT)- Sector: Used Car Dealers
- % of Portfolio: 1.6%
- (Buy) $72.90 ― -24.3% →$55.21 (Now)
Thermo Fisher Scientific Inc. (TMO)- Sector: Testing Laboratories
- % of Portfolio: 1.3%
- (Buy) $472.86 ― +26.4% →$597.66 (Now)
Marriott International, Inc. - Ordinary Shares - Class A (MAR)- Sector: Travel Agencies
- % of Portfolio: 0.9%
- (Buy) $113.43 ― +117.7% →$246.91 (Now)
MSCI Inc (MSCI)- Sector: Miscellaneous Financial Investment Activities
- % of Portfolio: 0.7%
- (Buy) $516.21 ― +6.6% →$550.17 (Now)
Allegion plc (ALLE)- Sector: Security Guards and Patrol Services
- % of Portfolio: 0.4%
- (Buy) $96.81 ― +36.2% →$131.90 (Now)
Edwards Lifesciences Corp (EW)- Sector: Surgical and Medical Instrument Manufacturing
- % of Portfolio: Sold
- (Buy) $59.78 ― +56.9% →$93.81 (Now)
American Express Co. (AXP)- Sector: Other Activities Related to Credit Intermediation
- % of Portfolio: Sold
- (Buy) $106.68 ― +109.4% →$223.42 (Now)
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Average Buy Price |
Current Price |
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Options
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Metrics
Performance
1 Year
+31.79%
3 Years
+38.38%
5 Years
+106.31%
10 years
+234.40%
Averaged Ratio's of Portfolio Stocks
- Market Cap: $317 Billion
- Dividend Yield 0.67 %
- Beta 1.0596
- P/E Ratio 42.94
- Negative P/E Ratio -
- Profit Margin 22.40%
- PEG 1045.29
- Price to Sales Ratio 9.72
- Price to Book Ratio 3.97
- Enterprise Value to EBIT: 35.76
- Enterprise Value to Revenue 9.91
- Total Debt to Enterprise Value 0.08
- Debt to Equity -0.0048
- Quarterly Earnings Growth (YoY) -
- Return on Equity 5.64%
- Return on Assets 12.31%
- Return on Invested Capital 23.45%
Track Ako
Don't miss a trade. Get notified when Nicolai Tangen makes his next trade, It's Free!
About Ako Capital
AKO Capital goal is to follow an evidence-based process and seek to achieve returns for their clients which materially outperforms the equity markets over time. The company was founded by Nicolai Tangen. AKO Capital's portfolio presents a well-defined investment strategy with a focus on stability and growth across different sectors. Leading their investments is Alcon Inc., holding 7.7% of the portfolio, characterized by its significant position in the healthcare sector. Following closely, Visa Inc., a major player in the financial services industry, represents 6.3% of AKO Capital’s investments, matched by Microsoft Corporation at an equivalent 6.3%, indicating a strong inclination towards technology and digital payment systems. Accenture plc, occupying 6.1% of the portfolio, showcases AKO Capital's confidence in global professional services companies specializing in consulting and processing solutions. Finally, Intercontinental Exchange Inc, making up 6.0% of the investments, underscores the portfolio's diversification into the business of financial markets and exchanges. This selection reveals AKO Capital’s strategic approach to investing in robust stocks that promise both growth and stability within their respective industries, aligning with trends in technology, finance, health care, and consulting services.
Dividend Kings 2024 The Most Elite Group of Dividend-Paying Stocks
See the list of stocks that have raised their payouts for 50 straight years
See the list
Track Ako
Don't miss a trade. Get notified when Nicolai Tangen makes his next trade, It's Free!