TIKEHAU INVESTMENT MANAGEMENT
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NVDA | 40K | $7.42M |
 | AMZN | 39K | $8.55M |
 | FAST | 36K | $1.75M |
 | KO | 35K | $2.34M |
 | GOOGL | 29K | $7.12M |
 | BAC | 21K | $1.08M |
 | ZTS | 20K | $2.92M |
 | MSFT | 19K | $10.03M |
 | AME | 11K | $2.12M |
 | PG | 11K | $1.66M |
 | V | 11K | $3.63M |
 | META | 10K | $7.56M |
 | WAT | 9K | $2.58M |
 | ACN | 7K | $1.76M |
 | SPGI | 6K | $3.16M |
 | A | 6K | $832.99K |
 | JPM | 4K | $1.28M |
 | IDXX | 3K | $1.79M |
 | TMO | 2K | $868.67K |
NVIDIA Corporation
NVDA
Shares Held
40K
Value
$7.42M
Amazon.com, Inc.
AMZN
Shares Held
39K
Value
$8.55M
Fastenal Company
FAST
Shares Held
36K
Value
$1.75M
The Coca-Cola Company
KO
Shares Held
35K
Value
$2.34M
Alphabet Inc.
GOOGL
Shares Held
29K
Value
$7.12M
Bank of America Corporation
BAC
Shares Held
21K
Value
$1.08M
Zoetis Inc.
ZTS
Shares Held
20K
Value
$2.92M
Microsoft Corporation
MSFT
Shares Held
19K
Value
$10.03M
AMETEK, Inc.
AME
Shares Held
11K
Value
$2.12M
The Procter & Gamble Company
PG
Shares Held
11K
Value
$1.66M
Visa Inc.
V
Shares Held
11K
Value
$3.63M
Meta Platforms, Inc.
META
Shares Held
10K
Value
$7.56M
Waters Corporation
WAT
Shares Held
9K
Value
$2.58M
Accenture plc
ACN
Shares Held
7K
Value
$1.76M
S&P Global Inc.
SPGI
Shares Held
6K
Value
$3.16M
Agilent Technologies, Inc.
A
Shares Held
6K
Value
$832.99K
JPMorgan Chase & Co.
JPM
Shares Held
4K
Value
$1.28M
IDEXX Laboratories, Inc.
IDXX
Shares Held
3K
Value
$1.79M
Thermo Fisher Scientific Inc.
TMO
Shares Held
2K
Value
$868.67K