Tikehau Investment Management as of Dec. 31, 2020
Portfolio Holdings for Tikehau Investment Management
Tikehau Investment Management holds 12 positions in its portfolio as reported in the December 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| FB US Equity Cl A (META) | 15.4 | $74M | 271k | 273.16 | |
| GOOGL UW Equity Cap Stk Cl A (GOOGL) | 12.9 | $62M | 35k | 1752.63 | |
| USB US Equity Com New (USB) | 12.3 | $59M | 1.3M | 46.59 | |
| Arista Networks (ANET) | 11.2 | $54M | 185k | 290.57 | |
| NVR (NVR) | 10.3 | $50M | 12k | 4079.82 | |
| BRK/B US Equity Cl B New (BRK.B) | 10.0 | $48M | 207k | 231.87 | |
| 3M Company (MMM) | 7.0 | $34M | 194k | 174.79 | |
| Wells Fargo & Company (WFC) | 7.0 | $34M | 1.1M | 30.18 | |
| Microsoft Corporation (MSFT) | 6.6 | $32M | 143k | 222.42 | |
| Kraft Heinz Call Option (KHC) | 6.2 | $30M | 865k | 34.66 | |
| Realogy Hldgs (HOUS) | 0.8 | $3.6M | 277k | 13.12 | |
| Coca-Cola Company (KO) | 0.5 | $2.3M | 42k | 54.85 |
