Tikehau Investment Management as of Sept. 30, 2020
Portfolio Holdings for Tikehau Investment Management
Tikehau Investment Management holds 12 positions in its portfolio as reported in the September 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| FB US Equity Cl A (META) | 14.5 | $69M | 262k | 261.90 | |
| GOOGL UW Equity Cap Stk Cl A (GOOGL) | 13.8 | $65M | 45k | 1465.59 | |
| BRK/B US Equity Cl B New (BRK.B) | 13.3 | $63M | 296k | 212.94 | |
| 3M Company (MMM) | 11.5 | $54M | 339k | 160.18 | |
| Arista Networks (ANET) | 11.1 | $53M | 255k | 206.93 | |
| USB US Equity Com New (USB) | 10.8 | $51M | 1.4M | 35.85 | |
| Wells Fargo & Company (WFC) | 10.2 | $48M | 2.1M | 23.51 | |
| Kraft Heinz Call Option (KHC) | 5.5 | $26M | 865k | 29.95 | |
| Coca-Cola Company (KO) | 4.4 | $21M | 425k | 49.37 | |
| Microsoft Corporation (MSFT) | 4.0 | $19M | 89k | 210.33 | |
| Realogy Hldgs (HOUS) | 0.6 | $2.6M | 277k | 9.44 | |
| NVR (NVR) | 0.3 | $1.5M | 360.00 | 4083.33 |
