Tikvah Management LLC
- SEC CIK
- 0001606477
- Latest filing
- Aug 12, 2026
Holdings in Q1 2022
Holdings as of Mar 31, 2022, filed May 16, 2022. Long positions only; changes compare share counts with Q4 2021.
- Positions
- 23
- +2 vs. Q4 2021
- Portfolio value
- $312.8M
- −$45.8M (−12.8%) vs. Q4 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AMZNAmazon Com Inc | Stock | 18,774 | $61.2M | 19.6% | 00.0% | Unchanged | History |
| BIOBio-Rad Laboratories, Inc. | CL A | 97,027 | $54.6M | 17.5% | +97,027 | New | History |
| GOOGLAlphabet Inc. | Stock | 12,585 | $35.0M | 11.2% | 00.0% | Unchanged | History |
| AVDXAvidXchange Holdings, Inc. | COM | 2,817,798 | $22.7M | 7.3% | +561,280+24.9% | Added | History |
| SLGCSomaLogic, Inc. | CLASS A COM | 2,554,240 | $20.5M | 6.5% | +984,200+62.7% | Added | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 38,994 | $17.6M | 5.6% | 00.0% | Unchanged | History |
| GOOGAlphabet Inc. | Stock | 5,869 | $16.4M | 5.2% | 00.0% | Unchanged | History |
| QTRXQuanterix Corp | COM | 436,119 | $12.7M | 4.1% | +90,600+26.2% | Added | History |
| BNFTBenefitfocus, Inc. | COM | 975,118 | $12.3M | 3.9% | 00.0% | Unchanged | History |
| WEJOWejo Group Ltd | COMMON SHARES | 2,500,000 | $10.1M | 3.2% | 00.0% | Unchanged | History |
| SMRTSmartRent, Inc. | COM CL A | 1,743,222 | $8.82M | 2.8% | 00.0% | Unchanged | History |
| ATYRaTYR PHARMA INC | COM NEW | 1,350,833 | $7.23M | 2.3% | +125,000+10.2% | Added | History |
| NAUTNautilus Biotechnology, Inc. | COM | 1,488,895 | $6.46M | 2.1% | +257,060+20.9% | Added | History |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 101,580 | $4.69M | 1.5% | 00.0% | Unchanged | – |
| STRAStrategic Education, Inc. | COM | 67,489 | $4.48M | 1.4% | 00.0% | Unchanged | History |
| OMICSingular Genomics Systems, Inc. | COM | 707,600 | $4.46M | 1.4% | +707,600 | New | History |
| GPGIGPGI, Inc. | COM CL A | 498,369 | $3.78M | 1.2% | +498,369 | New | History |
| Composecure Inc20459V113 | *W EXP 12/27/202 | 2,045,637 | $3.17M | 1.0% | 00.0% | Unchanged | – |
| iShares MSCI India ETF46429B598 | ETF | 47,200 | $2.10M | 0.7% | 00.0% | Unchanged | – |
| IAUiShares Gold Trust | ETF | 50,250 | $1.85M | 0.6% | 00.0% | Unchanged | History |
| Wejo Group LtdG9525W117 | *W EXP 11/18/202 | 1,748,737 | $1.01M | 0.3% | 00.0% | Unchanged | – |
| Allego N VN0796A118 | *W EXP 03/16/202 | 950,000 | $998.0K | 0.3% | +950,000 | New | – |
| Longview Acquisition Corp. II54319Q113 | *W EXP 99/99/999 | 1,259,790 | $529.0K | 0.2% | 00.0% | Unchanged | – |
Sold out since Q4 2021 (2)
Positions held at the end of Q4 2021 that are gone from this filing.