Tikehau Investment Management as of March 31, 2024
Portfolio Holdings for Tikehau Investment Management
Tikehau Investment Management holds 16 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| GOOGL US Equity Cap Stk Cl A (GOOGL) | 11.1 | $14M | 91k | 150.93 | |
| Microsoft Corporation (MSFT) | 10.7 | $13M | 32k | 420.72 | |
| Amazon (AMZN) | 10.0 | $12M | 68k | 180.38 | |
| V US Equity Com Cl A (V) | 7.9 | $9.7M | 35k | 279.08 | |
| Waters Corporation (WAT) | 6.0 | $7.4M | 21k | 344.23 | |
| NVR (NVR) | 6.0 | $7.4M | 908.00 | 8099.96 | |
| Arista Networks | 5.9 | $7.3M | 25k | 289.98 | |
| Starbucks Corporation (SBUX) | 5.9 | $7.3M | 79k | 91.39 | |
| Agilent Technologies Inc C ommon (A) | 5.6 | $7.0M | 48k | 145.51 | |
| S&p Global (SPGI) | 5.4 | $6.7M | 16k | 425.45 | |
| Fastenal Company (FAST) | 5.4 | $6.6M | 86k | 77.14 | |
| Hershey Company (HSY) | 5.2 | $6.4M | 33k | 194.50 | |
| Coca-Cola Company (KO) | 4.3 | $5.3M | 87k | 61.18 | |
| ZTS US Equity Cl A (ZTS) | 4.0 | $5.0M | 29k | 169.21 | |
| Procter & Gamble Company (PG) | 3.5 | $4.3M | 27k | 162.25 | |
| Colgate-Palmolive Company (CL) | 3.1 | $3.9M | 43k | 90.05 |
