Tikvah Management LLC
- SEC CIK
- 0001606477
- Latest filing
- Aug 12, 2026
Holdings in Q4 2022
Holdings as of Dec 31, 2022, filed Feb 6, 2023. Long positions only; changes compare share counts with Q3 2022.
- Positions
- 23
- −1 vs. Q3 2022
- Portfolio value
- $209.4M
- −$6.84M (−3.2%) vs. Q3 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| BIOBio-Rad Laboratories, Inc. | CL A | 97,027 | $40.8M | 19.5% | 00.0% | Unchanged | History |
| AMZNAmazon Com Inc | Stock | 352,480 | $29.6M | 14.1% | −23,000−6.1% | Reduced | History |
| AVDXAvidXchange Holdings, Inc. | COM | 2,752,798 | $27.4M | 13.1% | 00.0% | Unchanged | History |
| GOOGLAlphabet Inc. | Stock | 251,700 | $22.2M | 10.6% | 00.0% | Unchanged | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 38,994 | $14.9M | 7.1% | 00.0% | Unchanged | History |
| SLGCSomaLogic, Inc. | CLASS A COM | 4,214,740 | $10.6M | 5.1% | +830,000+24.5% | Added | History |
| GOOGAlphabet Inc. | Stock | 117,380 | $10.4M | 5.0% | 00.0% | Unchanged | History |
| PCORProcore Technologies, Inc. | COM | 194,600 | $9.18M | 4.4% | +194,600 | New | History |
| QTRXQuanterix Corp | COM | 647,619 | $8.97M | 4.3% | 00.0% | Unchanged | History |
| STRAStrategic Education, Inc. | COM | 67,489 | $5.29M | 2.5% | 00.0% | Unchanged | History |
| GPGIGPGI, Inc. | COM CL A | 1,039,786 | $5.11M | 2.4% | +135,421+15.0% | Added | History |
| SMRTSmartRent, Inc. | COM CL A | 1,743,222 | $4.24M | 2.0% | 00.0% | Unchanged | History |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 101,580 | $3.96M | 1.9% | 00.0% | Unchanged | – |
| ATYRaTYR PHARMA INC | COM NEW | 1,350,833 | $2.96M | 1.4% | 00.0% | Unchanged | History |
| Propertyguru Group LtdG7258M108 | ORD SHS | 671,880 | $2.90M | 1.4% | +383,400+132.9% | Added | – |
| IAUiShares Gold Trust | ETF | 82,230 | $2.84M | 1.4% | 00.0% | Unchanged | History |
| NAUTNautilus Biotechnology, Inc. | COM | 1,488,895 | $2.68M | 1.3% | 00.0% | Unchanged | History |
| iShares MSCI India ETF46429B598 | ETF | 47,200 | $1.97M | 0.9% | 00.0% | Unchanged | – |
| Composecure Inc20459V113 | *W EXP 12/27/202 | 2,045,637 | $1.43M | 0.7% | 00.0% | Unchanged | – |
| WEJOWejo Group Ltd | COMMON SHARES | 2,538,372 | $1.22M | 0.6% | 00.0% | Unchanged | History |
| OMICSingular Genomics Systems, Inc. | COM | 316,854 | $636.9K | 0.3% | −1,000,000−75.9% | Reduced | History |
| Allego N VN0796A118 | *W EXP 03/16/202 | 950,000 | $95.0K | <0.1% | 00.0% | Unchanged | – |
| Wejo Group LtdG9525W117 | *W EXP 11/18/202 | 1,866,594 | $93.0K | <0.1% | 00.0% | Unchanged | – |
Sold out since Q3 2022 (2)
Positions held at the end of Q3 2022 that are gone from this filing.