Tikehau Investment Management as of Sept. 30, 2022
Portfolio Holdings for Tikehau Investment Management
Tikehau Investment Management holds 16 positions in its portfolio as reported in the September 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 | $40M | 416k | 95.65 | |
| Microsoft Corporation (MSFT) | 10.5 | $35M | 150k | 232.90 | |
| META US Equity Cl A (META) | 9.9 | $33M | 241k | 135.68 | |
| V US Equity Com Cl A (V) | 8.0 | $27M | 149k | 177.65 | |
| Amazon (AMZN) | 6.5 | $21M | 190k | 113.00 | |
| NVR (NVR) | 6.0 | $20M | 5.0k | 3986.98 | |
| Arista Networks (ANET) | 5.9 | $20M | 173k | 112.89 | |
| Activision Blizzard | 5.6 | $19M | 249k | 74.34 | |
| Clorox Company (CLX) | 5.4 | $18M | 138k | 128.39 | |
| Waters Corporation (WAT) | 5.0 | $17M | 62k | 269.54 | |
| Johnson & Johnson (JNJ) | 4.4 | $14M | 88k | 163.37 | |
| Colgate-Palmolive Company (CL) | 4.3 | $14M | 202k | 70.25 | |
| Adobe Systems Incorporated (ADBE) | 4.1 | $14M | 49k | 275.19 | |
| Coca-Cola Company (KO) | 4.1 | $14M | 242k | 56.02 | |
| Hershey Company (HSY) | 4.1 | $13M | 61k | 220.46 | |
| Starbucks Corporation (SBUX) | 4.0 | $13M | 158k | 84.26 |
