Tikehau Investment Management — 13F holdings

Tikehau Investment Management reported 19 holdings worth $68.4M in its 13F filing for Q3 2025, filed October 20, 2025.

Largest positions

1. MSFT MICROSOFT CORP — $10.0M (14.7%)
2. AMZN AMAZON COM INC — $8.55M (12.5%)
3. META META PLATFORMS INC — $7.56M (11.0%)
4. NVDA NVIDIA CORPORATION — $7.42M (10.8%)
5. GOOGL ALPHABET INC — $7.12M (10.4%)
6. V Visa Inc — $3.63M (5.3%)
7. SPGI S&P GLOBAL INC — $3.16M (4.6%)
8. ZTS ZOETIS INC — $2.92M (4.3%)
9. WAT WATERS CORP — $2.58M (3.8%)
10. KO COCA COLA CO — $2.34M (3.4%)