Vault-13

Tikehau Investment Management

PARIS, I0 · CIK 1740840 · 13F filing filed 2025-10-20

Exempt reporting adviser since 2021 · other (specify)

As an employer

Where they work

people there (dot area)number not reportedmain officeHover or tap a dot. Australian and UK companies are placed at their business or registered address, with their staff across the whole country.

Offices

From Form ADV: the main office and the other offices where it does advisory work (at most the 25 largest), with the people doing investment work at each. “About” is worked out: the firm's investment staff less its other offices. Each city links to the other managers there.

CityCountryPeople
Paris (main office)France France
LondonUnited Kingdom United Kingdom24
MilanItaly Italy14
MadridSpain Spain14
Francfort Am MainGermany Germany9
BrusselsBelgium Belgium7
LuxembourgLuxembourg Luxembourg
AmsterdamNetherlands Netherlands

US visa salary filings

Job titleFilingsMedianRange
Investment DirectorNew York, NY 1 $210,000 $210,000 – $260,000
Vice PresidentNew York, NY 1 $160,000 $160,000 – $200,000
Investment AssociateNew York, NY 1 $150,500 $150,500 – $162,200
Clo AssociateNew York, NY 1 $130,000 $130,000 – $160,000
Credit Research AssociateNew York, NY 1 $115,000 $115,000 – $165,000
Investment AnalystNew York, NY 1 $110,000

Source: US Department of Labor, Labor Condition Application disclosure data (certified, full-time, yearly equivalent). These are the salaries the employer committed to pay the visa roles it filed for, at least the prevailing wage for the job and place; they are not the pay of all its staff. Filed by: Tikehau Capital North America LLC, Tikehau Capital North America, LLC.

In the UK

2 UK companies in the group; those with staff figures, a pay gap report, FCA authorisation or fund management as their business are listed.

CompanyTownStaffPay gap reportFCA register
TIKEHAU CAPITAL EUROPE LIMITED Private Limited CompanyFCA: Authorised · manages investments, advises, deals London Authorisedmanages investments, advises, deals

Sources: Companies House (accounts filed electronically; the largest groups often file on paper, so their staff numbers can be missing), the UK gender pay gap service (employers with 250+ staff) and the FCA's Financial Services Register. Contains public sector information licensed under the Open Government Licence v3.0.

Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.

$68.4m reported value +6.7% vs Q2 2025
19positions
80.8%in top 10
0 new 7 added 10 reduced 0 sold out vs Q2 2025

Holdings, Q3 2025

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#SecurityTickerShares Value% of portfolioChangeShares change
1 MICROSOFT CORP COM MSFT MSFT 19,369 $10.0m14.66% 14.66% AddedShares held: Q4 2024 25.2k, Q1 2025 16.9k, Q2 2025 18.6k, Q3 2025 19.4k +769 +769 4.1%
2 AMAZON COM INC COM AMZN AMZN 38,927 $8.5m12.49% 12.49% ReducedShares held: Q4 2024 49.9k, Q1 2025 31.5k, Q2 2025 39.0k, Q3 2025 38.9k -73 -73 -0.2%
3 META PLATFORMS INC CL A META META 10,288 $7.6m11.04% 11.04% ReducedShares held: Q4 2024 0, Q1 2025 1.8k, Q2 2025 10.3k, Q3 2025 10.3k -12 -12 -0.1%
4 NVIDIA CORPORATION COM NVDA NVDA 39,762 $7.4m10.84% 10.84% AddedShares held: Q4 2024 413, Q1 2025 0, Q2 2025 32.6k, Q3 2025 39.8k +7.2k +7,162 22.0%
5 ALPHABET INC CAP STK CL A GOOGL GOOGL 29,308 $7.1m10.41% 10.41% AddedShares held: Q4 2024 28.9k, Q1 2025 20.5k, Q2 2025 20.5k, Q3 2025 29.3k +8.8k +8,810 43.0%
6 VISA INC COM CL A V V 10,634 $3.6m5.30% 5.30% AddedShares held: Q4 2024 26.6k, Q1 2025 18.3k, Q2 2025 9.3k, Q3 2025 10.6k +1.3k +1,334 14.3%
7 S&P GLOBAL INC COM SPGI SPGI 6,492 $3.2m4.62% 4.62% ReducedShares held: Q4 2024 10.3k, Q1 2025 9.9k, Q2 2025 6.8k, Q3 2025 6.5k -308 -308 -4.5%
8 ZOETIS INC CL A ZTS ZTS 19,970 $2.9m4.27% 4.27% AddedShares held: Q4 2024 38.8k, Q1 2025 37.6k, Q2 2025 14.0k, Q3 2025 20.0k +6.0k +5,970 42.6%
9 WATERS CORP COM WAT WAT 8,590 $2.6m3.76% 3.76% AddedShares held: Q4 2024 7.1k, Q1 2025 6.6k, Q2 2025 6.3k, Q3 2025 8.6k +2.3k +2,253 35.5%
10 COCA COLA CO COM KO KO 35,277 $2.3m3.42% 3.42% ReducedShares held: Q4 2024 45.3k, Q1 2025 42.4k, Q2 2025 53.4k, Q3 2025 35.3k -18.1k -18,137 -34.0%
11 AMETEK INC COM AME AME 11,250 $2.1m3.09% 3.09% AddedShares held: Q4 2024 6.1k, Q1 2025 6.1k, Q2 2025 6.1k, Q3 2025 11.2k +5.2k +5,150 84.4%
12 IDEXX LABS INC COM IDXX IDXX 2,804 $1.8m2.62% 2.62% ReducedShares held: Q4 2024 4.6k, Q1 2025 4.5k, Q2 2025 5.9k, Q3 2025 2.8k -3.1k -3,096 -52.5%
13 ACCENTURE PLC IRELAND SHS CLASS A ACN ACN 7,147 $1.8m2.57% 2.57% ReducedShares held: Q4 2024 10.7k, Q1 2025 10.8k, Q2 2025 11.2k, Q3 2025 7.1k -4.0k -4,003 -35.9%
14 FASTENAL CO COM FAST FAST 35,590 $1.7m2.55% 2.55% ReducedShares held: Q4 2024 110.1k, Q1 2025 71.3k, Q2 2025 35.6k, Q3 2025 35.6k -50 -50 -0.1%
15 PROCTER AND GAMBLE CO COM PG PG 10,802 $1.7m2.42% 2.42% ReducedShares held: Q4 2024 14.1k, Q1 2025 13.3k, Q2 2025 13.3k, Q3 2025 10.8k -2.5k -2,535 -19.0%
16 JPMORGAN CHASE & CO COM JPM JPM 4,070 $1.3m1.88% 1.88% UnchangedShares held: Q4 2024 8.1k, Q1 2025 8.1k, Q2 2025 4.1k, Q3 2025 4.1k
17 BANK AMERICA CORP COM BAC BAC 20,943 $1.1m1.58% 1.58% UnchangedShares held: Q4 2024 0, Q1 2025 20.9k, Q2 2025 20.9k, Q3 2025 20.9k
18 THERMO FISHER SCIENTIFIC INC COM TMO TMO 1,791 $868.7k1.27% 1.27% ReducedShares held: Q4 2024 0, Q1 2025 1.8k, Q2 2025 1.8k, Q3 2025 1.8k -9 -9 -0.5%
19 AGILENT TECHNOLOGIES INC COM A A 6,490 $833.0k1.22% 1.22% ReducedShares held: Q4 2024 21.6k, Q1 2025 20.7k, Q2 2025 6.5k, Q3 2025 6.5k -33 -33 -0.5%