Tikehau Investment Management as of June 30, 2024
Portfolio Holdings for Tikehau Investment Management
Tikehau Investment Management holds 15 positions in its portfolio as reported in the June 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 13.0 | $15M | 33k | 446.95 | |
| GOOGL US Equity Cap Stk Cl A (GOOGL) | 12.1 | $14M | 75k | 182.15 | |
| Amazon (AMZN) | 11.3 | $13M | 66k | 193.25 | |
| V US Equity Com Cl A (V) | 8.0 | $9.0M | 34k | 262.47 | |
| Arista Networks (ANET) | 7.7 | $8.7M | 25k | 350.48 | |
| ZTS US Equity Cl A (ZTS) | 6.8 | $7.7M | 44k | 173.36 | |
| S&p Global (SPGI) | 6.6 | $7.5M | 17k | 446.00 | |
| Agilent Technologies Inc C ommon (A) | 5.4 | $6.1M | 47k | 129.63 | |
| Hershey Company (HSY) | 5.3 | $6.0M | 33k | 183.83 | |
| NVR (NVR) | 5.0 | $5.6M | 738.00 | 7588.56 | |
| Waters Corporation (WAT) | 4.9 | $5.5M | 19k | 290.12 | |
| Coca-Cola Company (KO) | 4.8 | $5.4M | 85k | 63.65 | |
| Fastenal Company (FAST) | 4.7 | $5.3M | 85k | 62.84 | |
| Procter & Gamble Company (PG) | 3.6 | $4.1M | 25k | 164.92 | |
| Starbucks Corporation (SBUX) | 0.8 | $925k | 12k | 77.85 |
