Tikehau Investment Management as of March 31, 2023
Portfolio Holdings for Tikehau Investment Management
Tikehau Investment Management holds 16 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 11.0 | $21M | 74k | 288.30 | |
| GOOGL US Equity Cap Stk Cl A (GOOGL) | 10.5 | $20M | 195k | 103.73 | |
| Colgate-Palmolive Company (CL) | 7.3 | $14M | 189k | 75.15 | |
| Amazon (AMZN) | 7.1 | $14M | 133k | 103.29 | |
| V US Equity Com Cl A (V) | 7.0 | $14M | 60k | 225.46 | |
| Arista Networks (ANET) | 6.3 | $12M | 73k | 167.86 | |
| Activision Blizzard | 5.8 | $11M | 131k | 85.59 | |
| Starbucks Corporation (SBUX) | 5.6 | $11M | 104k | 104.13 | |
| NVR (NVR) | 5.6 | $11M | 1.9k | 5572.19 | |
| Hershey Company (HSY) | 5.2 | $10M | 39k | 254.41 | |
| Waters Corporation (WAT) | 5.0 | $9.8M | 32k | 309.63 | |
| Clorox Company (CLX) | 5.0 | $9.7M | 61k | 158.24 | |
| Johnson & Johnson (JNJ) | 5.0 | $9.6M | 28k | 344.77 | |
| Coca-Cola Company (KO) | 4.8 | $9.2M | 149k | 62.03 | |
| Procter & Gamble Company (PG) | 4.5 | $8.7M | 59k | 148.69 | |
| Fastenal Company (FAST) | 4.3 | $8.3M | 154k | 53.94 |
