Tikehau Investment Management as of Sept. 30, 2021
Portfolio Holdings for Tikehau Investment Management
Tikehau Investment Management holds 16 positions in its portfolio as reported in the September 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| FB US Equity Cl A (META) | 16.1 | $82M | 241k | 339.39 | |
| GOOGL UW Equity Cap Stk Cl A (GOOGL) | 13.8 | $70M | 26k | 2673.54 | |
| Arista Networks (ANET) | 11.3 | $58M | 167k | 343.64 | |
| NVR (NVR) | 9.2 | $47M | 9.7k | 4794.12 | |
| Activision Blizzard | 5.9 | $30M | 386k | 77.39 | |
| Johnson & Johnson (JNJ) | 5.2 | $26M | 163k | 161.50 | |
| Colgate-Palmolive Company (CL) | 5.2 | $26M | 348k | 75.58 | |
| Hershey Company (HSY) | 5.0 | $25M | 150k | 169.25 | |
| Microsoft Corporation (MSFT) | 4.7 | $24M | 85k | 281.92 | |
| 3M Company (MMM) | 4.2 | $22M | 123k | 175.42 | |
| Procter & Gamble Company (PG) | 3.9 | $20M | 140k | 139.80 | |
| Church & Dwight (CHD) | 3.7 | $19M | 228k | 82.57 | |
| Clorox Company (CLX) | 3.7 | $19M | 113k | 165.61 | |
| Kraft Heinz Co call Call Option | 3.6 | $18M | 500k | 36.82 | |
| Pepsi (PEP) | 2.3 | $12M | 78k | 150.41 | |
| Coca-Cola Company (KO) | 2.1 | $10M | 198k | 52.47 |
