Tikehau Investment Management as of Sept. 30, 2023
Portfolio Holdings for Tikehau Investment Management
Tikehau Investment Management holds 15 positions in its portfolio as reported in the September 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) | 9.9 | $12M | 93k | 130.86 | |
| Microsoft Corporation (MSFT) | 9.7 | $12M | 38k | 315.75 | |
| V US Equity Com Cl A (V) | 9.5 | $12M | 51k | 230.01 | |
| Amazon (AMZN) | 8.2 | $10M | 80k | 127.12 | |
| Waters Corporation (WAT) | 7.8 | $9.6M | 35k | 274.21 | |
| Starbucks Corporation (SBUX) | 6.4 | $7.8M | 86k | 91.27 | |
| Hershey Company (HSY) | 6.3 | $7.7M | 39k | 200.08 | |
| Fastenal Company (FAST) | 6.1 | $7.5M | 138k | 54.64 | |
| NVR (NVR) | 6.0 | $7.4M | 1.2k | 5963.30 | |
| Arista Networks (ANET) | 5.9 | $7.2M | 39k | 183.93 | |
| Agilent Technologies Inc C ommon (A) | 5.8 | $7.1M | 63k | 111.82 | |
| Colgate-Palmolive Company (CL) | 5.6 | $6.9M | 97k | 71.11 | |
| S&p Global (SPGI) | 5.5 | $6.7M | 18k | 365.41 | |
| Coca-Cola Company (KO) | 3.7 | $4.6M | 82k | 55.98 | |
| Procter & Gamble Company (PG) | 3.7 | $4.5M | 31k | 145.86 |
