Tikehau Investment Management as of Dec. 31, 2021
Portfolio Holdings for Tikehau Investment Management
Tikehau Investment Management holds 17 positions in its portfolio as reported in the December 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| FB US Equity Cl A (META) | 15.6 | $83M | 247k | 336.35 | |
| GOOGL UW Equity Cap Stk Cl A (GOOGL) | 12.1 | $65M | 22k | 2897.03 | |
| NVR (NVR) | 9.5 | $50M | 8.5k | 5908.85 | |
| Activision Blizzard | 6.3 | $33M | 502k | 66.53 | |
| V US Equity Com Cl A (V) | 5.9 | $32M | 145k | 216.71 | |
| Johnson & Johnson (JNJ) | 5.3 | $28M | 166k | 171.07 | |
| Colgate-Palmolive Company (CL) | 5.3 | $28M | 328k | 85.34 | |
| Microsoft Corporation (MSFT) | 5.2 | $28M | 83k | 336.32 | |
| Arista Networks (ANET) | 5.2 | $28M | 193k | 143.75 | |
| Hershey Company (HSY) | 5.2 | $28M | 143k | 193.47 | |
| Church & Dwight (CHD) | 4.2 | $23M | 220k | 102.50 | |
| 3M Company (MMM) | 4.2 | $23M | 127k | 177.63 | |
| Clorox Company (CLX) | 3.6 | $19M | 110k | 174.36 | |
| Kraft Heinz Co call Call Option | 3.4 | $18M | 500k | 35.90 | |
| Coca-Cola Company (KO) | 3.3 | $18M | 297k | 59.21 | |
| Procter & Gamble Company (PG) | 3.0 | $16M | 98k | 163.58 | |
| Pepsi (PEP) | 2.4 | $13M | 75k | 173.71 |
