Tikehau Investment Management as of March 31, 2022
Portfolio Holdings for Tikehau Investment Management
Tikehau Investment Management holds 15 positions in its portfolio as reported in the March 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| FB US Equity Cl A (META) | 14.9 | $69M | 312k | 222.36 | |
| GOOGL UW Equity Cap Stk Cl A (GOOGL) | 14.6 | $68M | 24k | 2781.33 | |
| Microsoft Corporation (MSFT) | 8.1 | $38M | 122k | 308.31 | |
| V US Equity Com Cl A (V) | 7.9 | $37M | 166k | 221.77 | |
| Arista Networks (ANET) | 5.8 | $27M | 195k | 138.98 | |
| Johnson & Johnson (JNJ) | 5.6 | $26M | 148k | 177.23 | |
| Clorox Company (CLX) | 5.4 | $25M | 180k | 139.03 | |
| NVR (NVR) | 5.3 | $25M | 5.5k | 4467.33 | |
| 3M Company (MMM) | 5.2 | $24M | 163k | 148.88 | |
| Activision Blizzard | 5.2 | $24M | 301k | 80.11 | |
| Coca-Cola Company (KO) | 5.1 | $24M | 386k | 62.00 | |
| Colgate-Palmolive Company (CL) | 5.1 | $24M | 311k | 75.83 | |
| Starbucks Corporation (SBUX) | 4.7 | $22M | 243k | 90.97 | |
| Waters Corporation (WAT) | 3.9 | $18M | 59k | 310.39 | |
| Hershey Company (HSY) | 3.1 | $14M | 66k | 216.64 |
