Tikehau Investment Management as of Sept. 30, 2024
Portfolio Holdings for Tikehau Investment Management
Tikehau Investment Management holds 17 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 11.1 | $12M | 28k | 430.30 | |
| Amazon (AMZN) | 9.8 | $11M | 57k | 186.33 | |
| V US Equity Com Cl A (V) | 8.5 | $9.2M | 33k | 274.95 | |
| ZTS US Equity Cl A (ZTS) | 8.0 | $8.7M | 44k | 195.38 | |
| Arista Networks | 7.6 | $8.2M | 21k | 383.82 | |
| GOOGL US Equity Cap Stk Cl A (GOOGL) | 6.9 | $7.5M | 45k | 165.85 | |
| Coca-Cola Company (KO) | 6.4 | $7.0M | 97k | 71.86 | |
| NVR (NVR) | 6.4 | $6.9M | 707.00 | 9811.80 | |
| S&p Global (SPGI) | 5.9 | $6.4M | 12k | 516.62 | |
| Agilent Technologies Inc C ommon (A) | 5.8 | $6.3M | 42k | 148.48 | |
| Waters Corporation (WAT) | 5.6 | $6.1M | 17k | 359.89 | |
| Hershey Company (HSY) | 5.5 | $6.0M | 31k | 191.78 | |
| Procter & Gamble Company (PG) | 4.1 | $4.5M | 26k | 173.20 | |
| Fastenal Company (FAST) | 3.3 | $3.6M | 50k | 71.42 | |
| NVIDIA Corporation (NVDA) | 2.4 | $2.6M | 22k | 121.44 | |
| IDEXX Laboratories (IDXX) | 2.3 | $2.6M | 5.1k | 505.22 | |
| Starbucks Corporation (SBUX) | 0.4 | $436k | 4.5k | 97.49 |
