Tikehau Investment Management as of June 30, 2025
Portfolio Holdings for Tikehau Investment Management
Tikehau Investment Management holds 19 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 14.4 | $9.3M | 19k | 497.41 | |
| Amazon (AMZN) | 13.3 | $8.6M | 39k | 219.39 | |
| META US Equity Cl A (META) | 11.9 | $7.6M | 10k | 738.09 | |
| NVIDIA Corporation (NVDA) | 8.0 | $5.2M | 33k | 157.99 | |
| Coca-Cola Company (KO) | 5.9 | $3.8M | 53k | 70.75 | |
| GOOGL US Equity Cap Stk Cl A (GOOGL) | 5.6 | $3.6M | 21k | 176.23 | |
| S&p Global (SPGI) | 5.6 | $3.6M | 6.8k | 527.29 | |
| ACN US Equity Shs Class A (ACN) | 5.2 | $3.3M | 11k | 298.89 | |
| V US Equity Com Cl A (V) | 5.1 | $3.3M | 9.3k | 355.05 | |
| IDEXX Laboratories (IDXX) | 4.9 | $3.2M | 5.9k | 536.34 | |
| Waters Corporation (WAT) | 3.4 | $2.2M | 6.3k | 349.04 | |
| ZTS US Equity Cl A (ZTS) | 3.4 | $2.2M | 14k | 155.95 | |
| Procter & Gamble Company (PG) | 3.3 | $2.1M | 13k | 159.32 | |
| Fastenal Company (FAST) | 2.3 | $1.5M | 36k | 42.00 | |
| JPMorgan Chase & Co. (JPM) | 1.8 | $1.2M | 4.1k | 289.91 | |
| Ametek (AME) | 1.7 | $1.1M | 6.1k | 180.96 | |
| Bank of America Corporation (BAC) | 1.5 | $991k | 21k | 47.32 | |
| Agilent Technologies Inc C ommon (A) | 1.2 | $770k | 6.5k | 118.01 | |
| Thermo Fisher Scientific (TMO) | 1.1 | $730k | 1.8k | 405.46 |
