Investor Details
| Filer Name: | TIKEHAU INVESTMENT MANAGEMENT |
|---|---|
| CIK: | 1740840 |
| Period: | 2024-12-31 |
| Filed At: | 2025-02-13 |
| Number of Holdings: | 20 |
| Portfolio Value: | $0.08B |
Tikehau Investment Management Top Holdings
| Ticker | Exchange | Security | Shares | Value | % of Portfolio | Position Change | Put/Call |
|---|---|---|---|---|---|---|---|
| AMZN | US | AMAZON.COM INC | 49,897 | $11M | 13.17% | -13.1% | - |
| MSFT | US | MICROSOFT CORP | 25,231 | $11M | 12.80% | -10.0% | - |
| V | US | VISA INC-CLASS A SHARES | 26,619 | $8M | 10.12% | -20.4% | - |
| ZTS | US | ZOETIS INC | 38,846 | $6M | 7.62% | -12.5% | - |
| ANET | US | ARISTA NETWORKS INC | 51,122 | $6M | 6.80% | 138.9% | - |
| GOOGL | US | ALPHABET INC-CL A | 28,946 | $5M | 6.59% | -36.3% | - |
| SPGI | US | S&P GLOBAL INC | 10,266 | $5M | 6.15% | -17.1% | - |
| FAST | US | FASTENAL CO | 55,037 | $4M | 4.76% | 9.8% | - |
| ACN | US | ACCENTURE PLC-CL A | 10,669 | $4M | 4.52% | 100.0% | - |
| NVDA | US | NVIDIA CORP | 413 | $3M | 4.07% | -98.1% | - |
| A | US | AGILENT TECHNOLOGIES INC | 21,599 | $3M | 3.49% | -48.9% | - |
| KO | US | COCA-COLA CO/THE | 45,320 | $3M | 3.40% | -53.2% | - |
| WAT | US | WATERS CORP | 7,083 | $3M | 3.16% | -58.4% | - |
| PG | US | PROCTER & GAMBLE CO/THE | 14,060 | $2M | 2.84% | -46.0% | - |
| SYK | US | STRYKER CORP | 6,394 | $2M | 2.77% | 100.0% | - |
| JPM | US | JPMORGAN CHASE & CO | 8,140 | $2M | 2.35% | 100.0% | - |
| IDXX | US | IDEXX LABORATORIES INC | 4,637 | $2M | 2.31% | -8.3% | - |
| WAB | US | WABTEC CORP | 6,050 | $1M | 1.38% | 100.0% | - |
| AME | US | AMETEK INC | 6,100 | $1M | 1.32% | 100.0% | - |
| SBUX | US | STARBUCKS CORP | 3,377 | $0M | 0.37% | -24.5% | - |