Tikehau Investment Management

RIA/Wealth

Tikehau Investment Management is a RIA/Wealth led by Lawrence Howard Levy, reporting $157.3M in AUM as of Q3 2025 with 81% concentrated in top 10 holdings.

Managing PartnerLawrence Howard Levy

Portfolio Value: $68.4M
Positions: 19
Top Holding: MSFT at 14.66%
Last Reported: Q3 2025

Address

Top Holdings

Largest long holdings in Tikehau Investment Management's portfolio (80.8% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Microsoft MSFT	Software - Infrastructure Technology	$10.0M	14.66%	+$398.3K Bought	0.00% 19.4K shares	Q1 2018 Held for 7y 8m
2 Amazon AMZN	Specialty Retail Consumer Cyclical	$8.5M	12.49%	-$16.0K Sold	0.00% 38.9K shares	Q2 2022 Held for 3y 5m
3 Meta Platforms, Inc. META	Internet Content & Information Communication Services	$7.6M	11.04%	-$8.8K Sold	0.00% 10.3K shares	Q1 2025 Held for 8 months
4 Nvidia NVDA	Semiconductors Technology	$7.4M	10.84%	+$1.3M Bought	0.00% 39.8K shares	Q3 2024 Held for 1y 2m
5 Alphabet Inc. GOOGL	Internet Content & Information Communication Services	$7.1M	10.41%	+$2.1M Bought	0.00% 29.3K shares	Q2 2019 Held for 6y 5m
6 Visa V	Financial - Credit Services Financial Services	$3.6M	5.30%	+$455.4K Bought	0.00% 10.6K shares	Q4 2021 Held for 3y 11m
7 S&P Global SPGI	Financial - Data & Stock Exchanges Financial Services	$3.2M	4.62%	-$149.9K Sold	0.00% 6.5K shares	Q2 2023 Held for 2y 5m
8 Zoetis ZTS	Drug Manufacturers - Specialty & Generic Healthcare	$2.9M	4.27%	+$873.5K Bought	0.00% 20.0K shares	Q1 2024 Held for 1y 8m
9 Waters Corporation WAT	Medical - Diagnostics & Research Healthcare	$2.6M	3.76%	+$675.5K Bought	0.01% 8.6K shares	Q1 2022 Held for 3y 8m
10 Coca-Cola KO	Beverages - Non-Alcoholic Consumer Defensive	$2.3M	3.42%	-$1.2M Sold	0.00% 35.3K shares	Q2 2020 Held for 5y 5m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Tikehau Investment Management's latest filing

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Market Value

$68.4M

Prior: $64.1M

Q/Q Change

+6.73%

+$4.3M

Net Flows % of MV

+3.08%

Turnover Ratio

8.47%

New Purchases

0 stocks

Added To

7 stocks

+$6.8M

Sold Out Of

0 stocks

Reduced Holdings

10 stocks

-$4.7M

Increased Positions

Position	Shares Δ	Change
1 Ametek AME	+84.43%	6.1K → 11.3K +$968.2K
2 Alphabet Inc. GOOGL	+42.98%	20.5K → 29.3K +$2.1M
3 Zoetis ZTS	+42.64%	14.0K → 20.0K +$873.5K
4 Waters Corporation WAT	+35.55%	6.3K → 8.6K +$675.5K
5 Nvidia NVDA	+21.97%	32.6K → 39.8K +$1.3M

Decreased Positions

Position	Shares Δ	Change
1 Idexx Laboratories IDXX	-52.47%	5.9K → 2.8K −$2.0M
2 Accenture ACN	-35.9%	11.2K → 7.1K −$987.1K
3 Coca-Cola KO	-33.96%	53.4K → 35.3K −$1.2M
4 Procter & Gamble PG	-19.01%	13.3K → 10.8K −$389.5K
5 S&P Global SPGI	-4.53%	6.8K → 6.5K −$149.9K