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Tikvah Management LLC

SEC CIK
0001606477
Latest filing
Aug 12, 2026

Holdings in Q1 2024

Holdings as of Mar 31, 2024, filed May 15, 2024. Long positions only; changes compare share counts with Q4 2023.

Institution overview
Positions
23
+1 vs. Q4 2023
Portfolio value
$319.2M
+$27.8M (+9.5%) vs. Q4 2023
Filed
May 15, 2024
SEC
Holdings of Tikvah Management LLC in Q1 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
AMZNAmazon Com IncStock317,080$57.2M17.9%00.0%UnchangedHistory
BIOBio-Rad Laboratories, Inc.CL A118,147$40.9M12.8%00.0%UnchangedHistory
GOOGLAlphabet Inc.Stock220,600$33.3M10.4%00.0%UnchangedHistory
PCORProcore Technologies, Inc.COM329,989$27.1M8.5%00.0%UnchangedHistory
SPYSPDR S&P 500 ETF TrustETF36,724$19.2M6.0%00.0%UnchangedHistory
LABStandard Biotools Inc.COM6,551,058$17.8M5.6%+6,551,058NewHistory
GOOGAlphabet Inc.Stock108,880$16.6M5.2%00.0%UnchangedHistory
MTCHMatch Group, Inc.COM438,800$15.9M5.0%00.0%UnchangedHistory
QTRXQuanterix CorpCOM571,619$13.5M4.2%00.0%UnchangedHistory
GPGIGPGI, Inc.COM CL A1,849,786$13.4M4.2%+174,795+10.4%AddedHistory
AVDXAvidXchange Holdings, Inc.COM982,818$12.9M4.0%−439,000−30.9%ReducedHistory
BILLBILL Holdings, Inc.Stock139,551$9.59M3.0%00.0%UnchangedHistory
SMRTSmartRent, Inc.COM CL A3,335,122$8.94M2.8%00.0%UnchangedHistory
PAYOPayoneer Global Inc.COM1,292,133$6.28M2.0%+1,292,133NewHistory
Propertyguru Group LtdG7258M108ORD SHS1,273,380$4.83M1.5%00.0%Unchanged–
ATYRaTYR PHARMA INCCOM NEW2,460,833$4.80M1.5%00.0%UnchangedHistory
Vanguard Ftse Emerging Markets ETF922042858ETF101,580$4.24M1.3%00.0%Unchanged–
IAUiShares Gold TrustETF82,230$3.45M1.1%00.0%UnchangedHistory
STRAStrategic Education, Inc.COM30,858$3.21M1.0%00.0%UnchangedHistory
iShares MSCI India ETF46429B598ETF47,200$2.44M0.8%00.0%Unchanged–
NAUTNautilus Biotechnology, Inc.COM726,895$2.14M0.7%00.0%UnchangedHistory
Composecure Inc20459V113*W EXP 12/27/2022,045,637$1.43M0.4%00.0%Unchanged–
OMICSingular Genomics Systems, Inc.COM316,854$162.9K0.1%00.0%UnchangedHistory

Sold out since Q4 2023 (1)

Positions held at the end of Q4 2023 that are gone from this filing.

Positions of Tikvah Management LLC sold out since Q4 2023
SecurityClassShares in Q4 2023Value in Q4 2023% of portfolio in Q4 2023History
SLGCSomaLogic, Inc.CLASS A COM5,901,855$14.9M5.1%History