Tikvah Management LLC
- SEC CIK
- 0001606477
- Latest filing
- Aug 12, 2026
Holdings in Q2 2023
Holdings as of Jun 30, 2023, filed Aug 11, 2023. Long positions only; changes compare share counts with Q1 2023.
- Positions
- 22
- −1 vs. Q1 2023
- Portfolio value
- $294.0M
- +$50.7M (+20.8%) vs. Q1 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AMZNAmazon Com Inc | Stock | 352,480 | $45.9M | 15.6% | 00.0% | Unchanged | History |
| BIOBio-Rad Laboratories, Inc. | CL A | 118,147 | $44.8M | 15.2% | +21,120+21.8% | Added | History |
| GOOGLAlphabet Inc. | Stock | 251,700 | $30.1M | 10.2% | 00.0% | Unchanged | History |
| AVDXAvidXchange Holdings, Inc. | COM | 2,752,798 | $28.6M | 9.7% | 00.0% | Unchanged | History |
| PCORProcore Technologies, Inc. | COM | 330,000 | $21.5M | 7.3% | +36,400+12.4% | Added | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 38,994 | $17.3M | 5.9% | 00.0% | Unchanged | History |
| MTCHMatch Group, Inc. | COM | 354,300 | $14.8M | 5.0% | +354,300 | New | History |
| GOOGAlphabet Inc. | Stock | 117,380 | $14.2M | 4.8% | 00.0% | Unchanged | History |
| QTRXQuanterix Corp | COM | 571,619 | $12.9M | 4.4% | −76,000−11.7% | Reduced | History |
| SMRTSmartRent, Inc. | COM CL A | 3,335,122 | $12.8M | 4.3% | +665,919+24.9% | Added | History |
| SLGCSomaLogic, Inc. | CLASS A COM | 5,215,740 | $12.0M | 4.1% | +1,001,000+23.7% | Added | History |
| GPGIGPGI, Inc. | COM CL A | 1,039,786 | $7.13M | 2.4% | 00.0% | Unchanged | History |
| ATYRaTYR PHARMA INC | COM NEW | 2,460,833 | $5.32M | 1.8% | 00.0% | Unchanged | History |
| Propertyguru Group LtdG7258M108 | ORD SHS | 1,146,880 | $5.09M | 1.7% | +140,000+13.9% | Added | – |
| NAUTNautilus Biotechnology, Inc. | COM | 1,313,895 | $5.08M | 1.7% | −175,000−11.8% | Reduced | History |
| STRAStrategic Education, Inc. | COM | 67,489 | $4.58M | 1.6% | 00.0% | Unchanged | History |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 101,580 | $4.13M | 1.4% | 00.0% | Unchanged | – |
| IAUiShares Gold Trust | ETF | 82,230 | $2.99M | 1.0% | 00.0% | Unchanged | History |
| Composecure Inc20459V113 | *W EXP 12/27/202 | 2,045,637 | $2.15M | 0.7% | 00.0% | Unchanged | – |
| iShares MSCI India ETF46429B598 | ETF | 47,200 | $2.06M | 0.7% | 00.0% | Unchanged | – |
| Allego N VN0796A118 | *W EXP 03/16/202 | 950,000 | $275.5K | 0.1% | 00.0% | Unchanged | – |
| OMICSingular Genomics Systems, Inc. | COM | 316,854 | $263.0K | 0.1% | 00.0% | Unchanged | History |
Sold out since Q1 2023 (2)
Positions held at the end of Q1 2023 that are gone from this filing.