Tikehau Investment Management 13F Holdings

CIK 0001740840 · PARIS, I0

As of Sep 30, 2025, Tikehau Investment Management reported 19 positions worth $68.4M in its SEC Form 13F filing.

Top 19 holdings

SecurityTickerSectorSharesValue% of portfolio
MICROSOFT CORPMSFTTechnology19,369 0.0M14.66%
AMAZON.COM INCAMZNEquity38,927$8.5M12.49%
META PLATFORMS INCMETACommunication Services10,288$7.6M11.04%
NVIDIA CORPNVDATechnology39,762$7.4M10.84%
ALPHABET INCGOOGLEquity29,308$7.1M10.41%
VISA INC-CLASS A SHARESVFinancial Services10,634$3.6M5.30%
S&P GLOBAL INCSPGIFinancial Services6,492$3.2M4.62%
ZOETIS INCZTSHealthcare19,970$2.9M4.27%
WATERS CORPWATHealthcare8,590$2.6M3.76%
COCA COLA COKOConsumer Defensive35,277$2.3M3.42%
AMETEK INCAMEIndustrials11,250$2.1M3.09%
IDEXX LABORATORIES INCIDXXHealthcare2,804 .8M2.62%
ACCENTURE PLCACNTechnology7,147 .8M2.57%
FASTENAL COFASTIndustrials35,590 .7M2.55%
PROCTER & GAMBLE COPGConsumer Defensive10,802 .7M2.42%
JPMORGAN CHASE & COJPMFinancial Services4,070 .3M1.88%
BANK OF AMERICA CORPBACFinancial Services20,943 .1M1.58%
THERMO FISHER SCIENTIFIC INCTMOHealthcare1,791$868.7K1.27%
AGILENT TECHNOLOGIES INCAHealthcare6,490$833.0K1.22%