Tikvah Management LLC
- SEC CIK
- 0001606477
- Latest filing
- Aug 12, 2026
Holdings in Q2 2022
Holdings as of Jun 30, 2022, filed Aug 15, 2022. Long positions only; changes compare share counts with Q1 2022.
- Positions
- 24
- +1 vs. Q1 2022
- Portfolio value
- $232.1M
- −$80.7M (−25.8%) vs. Q1 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| BIOBio-Rad Laboratories, Inc. | CL A | 97,027 | $48.0M | 20.7% | 00.0% | Unchanged | History |
| AMZNAmazon Com Inc | Stock | 375,480 | $39.9M | 17.2% | 00.0% | UnchangedConverted for a 20-for-1 split | History |
| GOOGLAlphabet Inc. | Stock | 12,585 | $27.4M | 11.8% | 00.0% | Unchanged | History |
| AVDXAvidXchange Holdings, Inc. | COM | 2,752,798 | $16.9M | 7.3% | −65,000−2.3% | Reduced | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 38,994 | $14.7M | 6.3% | 00.0% | Unchanged | History |
| SLGCSomaLogic, Inc. | CLASS A COM | 2,852,740 | $12.9M | 5.6% | +298,500+11.7% | Added | History |
| GOOGAlphabet Inc. | Stock | 5,869 | $12.8M | 5.5% | 00.0% | Unchanged | History |
| SMRTSmartRent, Inc. | COM CL A | 1,743,222 | $7.88M | 3.4% | 00.0% | Unchanged | History |
| BNFTBenefitfocus, Inc. | COM | 975,118 | $7.59M | 3.3% | 00.0% | Unchanged | History |
| QTRXQuanterix Corp | COM | 436,119 | $7.06M | 3.0% | 00.0% | Unchanged | History |
| OMICSingular Genomics Systems, Inc. | COM | 1,316,854 | $5.03M | 2.2% | +609,254+86.1% | Added | History |
| STRAStrategic Education, Inc. | COM | 67,489 | $4.76M | 2.1% | 00.0% | Unchanged | History |
| GPGIGPGI, Inc. | COM CL A | 900,716 | $4.68M | 2.0% | +402,347+80.7% | Added | History |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 101,580 | $4.23M | 1.8% | 00.0% | Unchanged | – |
| NAUTNautilus Biotechnology, Inc. | COM | 1,488,895 | $4.00M | 1.7% | 00.0% | Unchanged | History |
| ATYRaTYR PHARMA INC | COM NEW | 1,350,833 | $3.82M | 1.6% | 00.0% | Unchanged | History |
| WEJOWejo Group Ltd | COMMON SHARES | 2,538,372 | $3.02M | 1.3% | +38,372+1.5% | Added | History |
| IAUiShares Gold Trust | ETF | 82,230 | $2.82M | 1.2% | +31,980+63.6% | Added | History |
| iShares MSCI India ETF46429B598 | ETF | 47,200 | $1.86M | 0.8% | 00.0% | Unchanged | – |
| Composecure Inc20459V113 | *W EXP 12/27/202 | 2,045,637 | $1.49M | 0.6% | 00.0% | Unchanged | – |
| Allego N VN0796A118 | *W EXP 03/16/202 | 950,000 | $444.0K | 0.2% | 00.0% | Unchanged | – |
| Wejo Group LtdG9525W117 | *W EXP 11/18/202 | 1,866,274 | $295.0K | 0.1% | +117,537+6.7% | Added | – |
| Propertyguru Group LtdG7258M108 | ORD SHS | 51,001 | $230.0K | 0.1% | +51,001 | New | – |
| Longview Acquisition Corp. II54319Q113 | *W EXP 99/99/999 | 1,259,790 | $164.0K | 0.1% | 00.0% | Unchanged | – |