Latest Tikehau Investment Management Stock Portfolio
Tikehau Investment Management Performance:
2025 Q3: 3.12%YTD: 3.81%2024: 14.61%
Performance for 2025 Q3 is 3.12%, and YTD is 3.81%, and 2024 is 14.61%.
About Tikehau Investment Management and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Tikehau Investment Management reported an equity portfolio of $68.4 Millions as of 30 Sep, 2025.
The top stock holdings of Tikehau Investment Management are MSFT, AMZN, META. The fund has invested 14.7% of it's portfolio in MSFT US EQUITY and 12.5% of portfolio in AMZN US EQUITY.
They significantly reduced their stock positions in IDXX US EQUITY (IDXX), ACN US EQUITY (ACN) and KO US EQUITY (KO). The fund showed a lot of confidence in some stocks as they added substantially to AME US EQUITY (AME), GOOGL US EQUITY (GOOG) and ZTS US EQUITY (ZTS).
The top stock holdings of Tikehau Investment Management are MSFT, AMZN, META. The fund has invested 14.7% of it's portfolio in MSFT US EQUITY and 12.5% of portfolio in AMZN US EQUITY.
They significantly reduced their stock positions in IDXX US EQUITY (IDXX), ACN US EQUITY (ACN) and KO US EQUITY (KO). The fund showed a lot of confidence in some stocks as they added substantially to AME US EQUITY (AME), GOOGL US EQUITY (GOOG) and ZTS US EQUITY (ZTS).
Tikehau Investment Management Annual Return Estimates Vs S&P 500
Our best estimate is that Tikehau Investment Management made a return of 3.12% in the last quarter. In trailing 12 months, it's portfolio return was 2.12%.
- Performance
- S&P 500
New Buys
Additions
| Ticker | % Inc. |
|---|---|
| ame us equity | 84.43 |
| googl us equity | 42.98 |
| zts us equity | 42.64 |
| wat us equity | 35.55 |
| nvda us equity | 21.97 |
| v us equity | 14.34 |
| msft us equity | 4.13 |
Additions to existing portfolio by Tikehau Investment Management
Reductions
| Ticker | % Reduced |
|---|---|
| idxx us equity | -52.47 |
| acn us equity | -35.9 |
| ko us equity | -33.96 |
| pg us equity | -19.01 |
| spgi us equity | -4.53 |
| a us equity | -0.51 |
| tmo un equity | -0.5 |
| amzn us equity | -0.19 |
Tikehau Investment Management reduced stake in above stock
Sold off
Sector Distribution
Tikehau Investment Management has about 28.1% of it's holdings in Technology sector.
- Technology
- Communication Services
- Financial Services
- Healthcare
- Consumer Cyclical
- Consumer Defensive
- Industrials
| Sector | % |
|---|---|
| Technology | 28.1 |
| Communication Services | 21.4 |
| Financial Services | 13.4 |
| Healthcare | 13.1 |
| Consumer Cyclical | 12.5 |
| Consumer Defensive | 5.8 |
| Industrials | 5.6 |
Market Cap. Distribution
Tikehau Investment Management has about 100% of it's portfolio invested in the large-cap and mega-cap stocks.
- MEGA-CAP
- LARGE-CAP
| Category | % |
|---|---|
| MEGA-CAP | 77.9 |
| LARGE-CAP | 22.1 |
Stocks belong to which Index?
About 100% of the stocks held by Tikehau Investment Management either belong to S&P 500 or RUSSELL 2000 index.
- S&P 500
| Index | % |
|---|---|
| S&P 500 | 100 |
Tikehau Investment Management Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Tikehau Investment Management
Tikehau Investment Management has 19 stocks in it's portfolio. About 80.8% of the portfolio is in top 10 stocks. ACN proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for Tikehau Investment Management last quarter.
Last Reported on: 20 Oct, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| A | a us equity | 1.22 | 6,490 | 832,992 | reduced | -0.51 | ||
| ACN | acn us equity | 2.58 | 7,147 | 1,762,450 | reduced | -35.9 | ||
| AME | ame us equity | 3.09 | 11,250 | 2,115,000 | added | 84.43 | ||
| AMZN | amzn us equity | 12.49 | 38,927 | 8,547,200 | reduced | -0.19 | ||
| BAC | bac un equity | 1.58 | 20,943 | 1,080,450 | unchanged | 0.00 | ||
| FAST | fast us equity | 2.55 | 35,590 | 1,745,330 | reduced | -0.14 | ||
| GOOG | googl us equity | 10.41 | 29,308 | 7,124,780 | added | 42.98 | ||
| IDXX | idxx us equity | 2.62 | 2,804 | 1,791,450 | reduced | -52.47 | ||
| JPM | jpm us equity | 1.88 | 4,070 | 1,283,800 | unchanged | 0.00 | ||
| KO | ko us equity | 3.42 | 35,277 | 2,339,570 | reduced | -33.96 | ||
| META | meta us equity | 11.04 | 10,288 | 7,555,300 | reduced | -0.12 | ||
| MSFT | msft us equity | 14.66 | 19,369 | 10,032,200 | added | 4.13 | ||
| NVDA | nvda us equity | 10.84 | 39,762 | 7,418,790 | added | 21.97 | ||
| PG | pg us equity | 2.42 | 10,802 | 1,659,730 | reduced | -19.01 | ||
| SPGI | spgi us equity | 4.62 | 6,492 | 3,159,720 | reduced | -4.53 | ||
| TMO | tmo un equity | 1.27 | 1,791 | 868,671 | reduced | -0.5 | ||
| V | v us equity | 5.30 | 10,634 | 3,630,240 | added | 14.34 | ||
| WAT | wat us equity | 3.76 | 8,590 | 2,575,370 | added | 35.55 | ||
| ZTS | zts us equity | 4.27 | 19,970 | 2,922,010 | added | 42.64 | ||