Equal-WT
WhaleScore 2.0
?
Tikehau Investment Management is based out of Paris. Tikehau Investment Management is a registered investment advisory firm Their last reported 13F filing for Q4 2023 included $120,808,967 in managed 13F securities
and a top 10 holdings concentration of 76.79%. Tikehau Investment Management's largest holding is Microsoft Corp. with shares held of 32,565. Whalewisdom has at least 27 13F filings
2023-12-31
Top Buys (13F)
Name | % Change |
---|
2023-12-31
Top Sells (13F)
Name | % Change |
---|---|
HSY Hershey Company (The | 1.06% |
GOOGL Alphabet Inc. Class | 0.58% |
SBUX Starbucks Corp. | 0.41% |
PG Procter & Gamble Co. | 0.38% |
KO Coca Cola Co. | 0.35% |
2023-12-31
13F Holdings Summary
Name | $ Change |
---|---|
MSFT Microsoft Corp. | 10.14% |
V VISA Inc | 9.4% |
GOOGL Alphabet Inc. Class | 9.36% |
AMZN Amazon.com Inc. | 8.59% |
WAT Waters Corporation | 8.32% |
2023-12-31
13F Activity
Market Value | $121m, Prior: $123m |
New Purchases | 0 stocks |
Added To | 0 stocks |
Sold out of | 0 stocks |
Reduced holdings in | 15 stocks |
Top 10 Holdings % | 76.79% |
Turnover %[1] | 0% |
Turnover Alt %[2] | 0% |
Time Held Top 20 | 9.8 quarters |
Time Held Top 10 | 6.4 quarters |
Time Held All | 10 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.
2023-12-31
13F Sector Allocation Over Time
2023-12-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31