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TIKEHAU INVESTMENT MANAGEMENT

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PARIS I0 Investment Advisor
13F Summary

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Equal-WT
WhaleScore 2.0 ?

85

S&P 500
WhaleScore ?

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Equal-WT
WhaleScore 1.0 ?

Tikehau Investment Management is based out of Paris. Tikehau Investment Management is a registered investment advisory firm Their last reported 13F filing for Q1 2024 included $123,363,497 in managed 13F securities and a top 10 holdings concentration of 74.51%. Tikehau Investment Management's largest holding is Alphabet Inc. Class A with shares held of 90,898. Whalewisdom has at least 28 13F filings

2024-03-31

Top Buys (13F)

Name % Change
ZTS Zoetis, Inc. 4.02%
GOOGL Alphabet Inc. Class 1.76%
KO Coca Cola Co. 0.91%
SBUX Starbucks Corp. -0.07%

2024-03-31

Top Sells (13F)

2024-03-31

13F Holdings Summary

Name $ Change
GOOGL Alphabet Inc. Class 11.12%
MSFT Microsoft Corp. 10.75%
AMZN Amazon.com Inc. 9.98%
V VISA Inc 7.9%
WAT Waters Corporation 5.97%

2024-03-31

13F Activity

Market Value $123m, Prior: $121m
Inflows (Outflows) as % of Total MV (-7.1797)%
New Purchases 1 stocks
Added To 3 stocks
Sold out of 0 stocks
Reduced holdings in 12 stocks
Top 10 Holdings % 74.51%
Turnover %[1] 6.25%
Turnover Alt %[2] 6.42%
Time Held Top 20 10.125 quarters
Time Held Top 10 7.2 quarters
Time Held All 10.31 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2024-03-31

13F Sector Allocation Over Time

2024-03-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2024-03-31

Portfolio Performance