Tikehau Investment Management as of Dec. 31, 2024
Portfolio Holdings for Tikehau Investment Management
Tikehau Investment Management holds 20 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 13.2 | $11M | 50k | 219.39 | |
| Microsoft Corporation (MSFT) | 12.8 | $11M | 25k | 421.50 | |
| V US Equity Com Cl A (V) | 10.1 | $8.4M | 27k | 316.04 | |
| ZTS US Equity Cl A (ZTS) | 7.6 | $6.3M | 39k | 162.93 | |
| Arista Networks | 6.8 | $5.7M | 51k | 110.53 | |
| GOOGL US Equity Cap Stk Cl A (GOOGL) | 6.6 | $5.5M | 29k | 189.30 | |
| S&p Global (SPGI) | 6.2 | $5.1M | 10k | 498.03 | |
| Fastenal Company (FAST) | 4.8 | $4.0M | 55k | 71.91 | |
| ACN US Equity Shs Class A (ACN) | 4.5 | $3.8M | 11k | 351.79 | |
| NVIDIA Corporation (NVDA) | 4.1 | $3.4M | 413.00 | 8178.90 | |
| Agilent Technologies Inc C ommon (A) | 3.5 | $2.9M | 22k | 134.34 | |
| Coca-Cola Company (KO) | 3.4 | $2.8M | 45k | 62.26 | |
| Waters Corporation (WAT) | 3.2 | $2.6M | 7.1k | 370.98 | |
| Procter & Gamble Company (PG) | 2.8 | $2.4M | 14k | 167.65 | |
| Stryker Corporation (SYK) | 2.8 | $2.3M | 6.4k | 360.05 | |
| JPMorgan Chase & Co. (JPM) | 2.3 | $2.0M | 8.1k | 239.71 | |
| IDEXX Laboratories (IDXX) | 2.3 | $1.9M | 4.6k | 413.44 | |
| Wabtec Corporation (WAB) | 1.4 | $1.1M | 6.1k | 189.59 | |
| Ametek (AME) | 1.3 | $1.1M | 6.1k | 180.26 | |
| Starbucks Corporation (SBUX) | 0.4 | $308k | 3.4k | 91.25 |
