Tikehau Investment Management as of Dec. 31, 2023
Portfolio Holdings for Tikehau Investment Management
Tikehau Investment Management holds 15 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 10.1 | $12M | 33k | 376.04 | |
| V US Equity Com Cl A (V) | 9.4 | $11M | 44k | 260.35 | |
| GOOGL US Equity Cap Stk Cl A (GOOGL) | 9.4 | $11M | 81k | 139.69 | |
| Amazon (AMZN) | 8.6 | $10M | 68k | 151.94 | |
| Waters Corporation (WAT) | 8.3 | $10M | 31k | 329.23 | |
| Agilent Technologies Inc C ommon (A) | 6.3 | $7.7M | 55k | 139.03 | |
| Arista Networks (ANET) | 6.3 | $7.6M | 32k | 235.51 | |
| NVR (NVR) | 6.2 | $7.5M | 1.1k | 7000.45 | |
| Fastenal Company (FAST) | 6.2 | $7.4M | 115k | 64.77 | |
| Starbucks Corporation (SBUX) | 6.0 | $7.2M | 75k | 96.01 | |
| S&p Global (SPGI) | 5.9 | $7.1M | 16k | 440.52 | |
| Colgate-Palmolive Company (CL) | 5.4 | $6.5M | 81k | 79.71 | |
| Hershey Company (HSY) | 5.2 | $6.3M | 34k | 186.44 | |
| Coca-Cola Company (KO) | 3.4 | $4.1M | 69k | 58.93 | |
| Procter & Gamble Company (PG) | 3.3 | $4.0M | 27k | 146.54 |
