Tikehau Investment Management as of March 31, 2021
Portfolio Holdings for Tikehau Investment Management
Tikehau Investment Management holds 15 positions in its portfolio as reported in the March 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| FB US Equity Cl A (META) | 16.0 | $75M | 256k | 294.53 | |
| GOOGL UW Equity Cap Stk Cl A (GOOGL) | 11.8 | $56M | 27k | 2062.53 | |
| NVR (NVR) | 9.2 | $43M | 9.2k | 4710.83 | |
| Arista Networks (ANET) | 8.7 | $41M | 136k | 301.89 | |
| 3M Company (MMM) | 8.0 | $38M | 196k | 192.68 | |
| Kraft Heinz Co call Call Option | 7.6 | $36M | 900k | 40.00 | |
| FactSet Research Systems (FDS) | 7.6 | $36M | 117k | 308.59 | |
| BRK/B US Equity Cl B New (BRK.B) | 5.4 | $25M | 100k | 255.47 | |
| Coca-Cola Company (KO) | 4.5 | $21M | 399k | 52.71 | |
| Microsoft Corporation (MSFT) | 4.1 | $19M | 81k | 235.78 | |
| Church & Dwight (CHD) | 3.5 | $17M | 189k | 87.35 | |
| Hershey Company (HSY) | 3.4 | $16M | 103k | 158.16 | |
| Procter & Gamble Company (PG) | 3.4 | $16M | 120k | 135.43 | |
| Pepsi (PEP) | 3.4 | $16M | 114k | 141.44 | |
| Colgate-Palmolive Company (CL) | 3.2 | $15M | 194k | 78.83 |
