Tikehau Investment Management as of June 30, 2023
Portfolio Holdings for Tikehau Investment Management
Tikehau Investment Management holds 16 positions in its portfolio as reported in the June 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| GOOGL US Equity Cap Stk Cl A (GOOGL) | 8.9 | $15M | 125k | 119.70 | |
| V US Equity Com Cl A (V) | 8.8 | $15M | 63k | 237.48 | |
| Microsoft Corporation (MSFT) | 8.5 | $14M | 42k | 340.54 | |
| Colgate-Palmolive Company (CL) | 7.3 | $12M | 161k | 77.04 | |
| Waters Corporation (WAT) | 7.3 | $12M | 46k | 266.54 | |
| Amazon (AMZN) | 6.7 | $11M | 87k | 130.36 | |
| S&p Global (SPGI) | 6.6 | $11M | 28k | 400.89 | |
| Activision Blizzard | 6.1 | $10M | 123k | 84.30 | |
| Starbucks Corporation (SBUX) | 5.9 | $10M | 101k | 99.06 | |
| NVR (NVR) | 5.5 | $9.2M | 1.5k | 6350.62 | |
| Fastenal Company (FAST) | 5.4 | $9.1M | 154k | 58.99 | |
| Hershey Company (HSY) | 5.0 | $8.4M | 34k | 249.70 | |
| Procter & Gamble Company (PG) | 4.8 | $8.1M | 54k | 151.74 | |
| Coca-Cola Company (KO) | 4.5 | $7.6M | 127k | 60.22 | |
| Arista Networks (ANET) | 4.4 | $7.5M | 46k | 162.06 | |
| Clorox Company (CLX) | 4.4 | $7.4M | 46k | 159.04 |
