13F HOLDINGS REPORT
Tikehau Investment Management
Quarter ended Q4 2024 · Filed February 13, 2025 · Accession 0001376474-25-000203
Total Value
$83.1M
Positions
20
Other Managers
0
Confidential Omitted
No
Holdings (20)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AMZN US Equity | AMZN | 49,897 | $10.9M | 13.17% |
| 2 | MSFT US Equity | MSFT | 25,231 | $10.6M | 12.80% |
| 3 | V US Equity | V | 26,619 | $8.4M | 10.12% |
| 4 | ZTS US Equity | ZTS | 38,846 | $6.3M | 7.62% |
| 5 | ANET US Equity | ANET | 51,122 | $5.7M | 6.80% |
| 6 | GOOGL US Equity | GOOG | 28,946 | $5.5M | 6.59% |
| 7 | SPGI US Equity | SPGI | 10,266 | $5.1M | 6.15% |
| 8 | FAST US Equity | FAST | 55,037 | $4.0M | 4.76% |
| 9 | ACN US Equity | ACN | 10,669 | $3.8M | 4.52% |
| 10 | NVR US Equity | NVDA | 413 | $3.4M | 4.07% |
| 11 | A US Equity | A | 21,599 | $2.9M | 3.49% |
| 12 | KO US Equity | KO | 45,320 | $2.8M | 3.40% |
| 13 | WAT US Equity | 941848103 | 7,083 | $2.6M | 3.16% |
| 14 | PG US Equity | 742718109 | 14,060 | $2.4M | 2.84% |
| 15 | SYK UN Equity | SYK | 6,394 | $2.3M | 2.77% |
| 16 | JPM US Equity | VYLD | 8,140 | $2.0M | 2.35% |
| 17 | IDXX US Equity | 45168D104 | 4,637 | $1.9M | 2.31% |
| 18 | WAB UN Equity | 929740108 | 6,050 | $1.1M | 1.38% |
| 19 | AME US Equity | AME | 6,100 | $1.1M | 1.32% |
| 20 | SBUX US Equity | SBUX | 3,377 | $308,151 | 0.37% |