Tikehau Investment Management as of June 30, 2021
Portfolio Holdings for Tikehau Investment Management
Tikehau Investment Management holds 15 positions in its portfolio as reported in the June 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| FB US Equity Cl A (META) | 18.6 | $94M | 269k | 347.71 | |
| GOOGL UW Equity Cap Stk Cl A (GOOGL) | 13.8 | $69M | 28k | 2441.78 | |
| Arista Networks (ANET) | 10.1 | $51M | 140k | 362.31 | |
| NVR (NVR) | 8.7 | $44M | 8.8k | 4973.27 | |
| FactSet Research Systems (FDS) | 7.1 | $36M | 107k | 335.61 | |
| Microsoft Corporation (MSFT) | 5.2 | $26M | 97k | 270.90 | |
| Hershey Company (HSY) | 5.1 | $26M | 147k | 174.18 | |
| 3M Company (MMM) | 4.8 | $24M | 123k | 198.63 | |
| Kraft Heinz Co call Call Option | 4.1 | $20M | 500k | 40.78 | |
| Procter & Gamble Company (PG) | 4.0 | $20M | 151k | 134.93 | |
| Church & Dwight (CHD) | 4.0 | $20M | 236k | 85.22 | |
| Colgate-Palmolive Company (CL) | 3.9 | $20M | 244k | 81.35 | |
| BRK/B US Equity Cl B New (BRK.B) | 3.6 | $18M | 66k | 277.91 | |
| Coca-Cola Company (KO) | 3.6 | $18M | 337k | 54.11 | |
| Pepsi (PEP) | 3.2 | $16M | 109k | 148.17 |
