Tikehau Investment Management as of June 30, 2022
Portfolio Holdings for Tikehau Investment Management
Tikehau Investment Management holds 17 positions in its portfolio as reported in the June 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| GOOGL US Equity Cap Stk Cl A (GOOGL) | 12.1 | $47M | 22k | 2179.26 | |
| META US Equity Cl A (META) | 10.4 | $41M | 252k | 161.25 | |
| Microsoft Corporation (MSFT) | 8.4 | $33M | 128k | 256.83 | |
| V US Equity Com Cl A (V) | 7.8 | $31M | 155k | 196.89 | |
| Arista Networks (ANET) | 6.3 | $25M | 262k | 93.74 | |
| NVR (NVR) | 5.7 | $22M | 5.6k | 4004.13 | |
| Activision Blizzard | 5.6 | $22M | 283k | 77.86 | |
| Clorox Company (CLX) | 5.0 | $20M | 139k | 140.98 | |
| Amazon (AMZN) | 4.9 | $19M | 180k | 106.21 | |
| Starbucks Corporation (SBUX) | 4.8 | $19M | 249k | 76.39 | |
| Adobe Systems Incorporated (ADBE) | 4.6 | $18M | 50k | 366.06 | |
| Waters Corporation (WAT) | 4.6 | $18M | 55k | 330.99 | |
| 3M Company (MMM) | 4.3 | $17M | 130k | 129.41 | |
| Colgate-Palmolive Company (CL) | 4.2 | $16M | 203k | 80.14 | |
| Johnson & Johnson (JNJ) | 4.0 | $16M | 89k | 177.51 | |
| Coca-Cola Company (KO) | 3.9 | $15M | 244k | 62.91 | |
| Hershey Company (HSY) | 3.4 | $13M | 61k | 215.16 |
