Tikehau Investment Management as of March 31, 2025
Portfolio Holdings for Tikehau Investment Management
Tikehau Investment Management holds 23 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| V US Equity Com Cl A (V) | 9.9 | $6.4M | 18k | 350.46 | |
| Microsoft Corporation (MSFT) | 9.8 | $6.3M | 17k | 375.39 | |
| ZTS US Equity Cl A (ZTS) | 9.6 | $6.2M | 38k | 164.65 | |
| Amazon (AMZN) | 9.3 | $6.0M | 32k | 190.26 | |
| S&p Global (SPGI) | 7.8 | $5.0M | 9.9k | 508.10 | |
| ACN US Equity Shs Class A (ACN) | 5.2 | $3.4M | 11k | 312.04 | |
| GOOGL US Equity Cap Stk Cl A (GOOGL) | 4.9 | $3.2M | 21k | 154.64 | |
| Coca-Cola Company (KO) | 4.7 | $3.0M | 42k | 71.62 | |
| ANET US Equity Com Shs (ANET) | 4.5 | $2.9M | 38k | 77.48 | |
| Fastenal Company (FAST) | 4.3 | $2.8M | 36k | 77.55 | |
| Waters Corporation (WAT) | 3.8 | $2.4M | 6.6k | 368.57 | |
| Agilent Technologies Inc C ommon (A) | 3.7 | $2.4M | 21k | 116.98 | |
| Stryker Corporation (SYK) | 3.7 | $2.4M | 6.4k | 372.25 | |
| Procter & Gamble Company (PG) | 3.5 | $2.3M | 13k | 170.42 | |
| JPMorgan Chase & Co. (JPM) | 3.1 | $2.0M | 8.1k | 245.30 | |
| IDEXX Laboratories (IDXX) | 2.9 | $1.9M | 4.5k | 419.95 | |
| Wabtec Corporation (WAB) | 1.7 | $1.1M | 6.1k | 181.35 | |
| Ametek (AME) | 1.6 | $1.1M | 6.1k | 172.14 | |
| META US Equity Cl A (META) | 1.6 | $1.0M | 1.8k | 576.36 | |
| C US Equity Com New (C) | 1.5 | $942k | 13k | 70.99 | |
| Thermo Fisher Scientific (TMO) | 1.4 | $896k | 1.8k | 497.60 | |
| Bank of America Corporation (BAC) | 1.3 | $874k | 21k | 41.73 | |
| NVR (NVR) | 0.3 | $210k | 29.00 | 7244.38 |
