Tikvah Management LLC
- SEC CIK
- 0001606477
- Latest filing
- Aug 12, 2026
Holdings in Q2 2024
Holdings as of Jun 30, 2024, filed Aug 12, 2024. Long positions only; changes compare share counts with Q1 2024.
- Positions
- 25
- +2 vs. Q1 2024
- Portfolio value
- $286.7M
- −$32.5M (−10.2%) vs. Q1 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AMZNAmazon Com Inc | Stock | 317,080 | $61.3M | 21.4% | 00.0% | Unchanged | History |
| GOOGLAlphabet Inc. | Stock | 220,600 | $40.2M | 14.0% | 00.0% | Unchanged | History |
| BIOBio-Rad Laboratories, Inc. | CL A | 118,147 | $32.3M | 11.3% | 00.0% | Unchanged | History |
| PCORProcore Technologies, Inc. | COM | 329,989 | $21.9M | 7.6% | 00.0% | Unchanged | History |
| GOOGAlphabet Inc. | Stock | 108,880 | $20.0M | 7.0% | 00.0% | Unchanged | History |
| GPGIGPGI, Inc. | COM CL A | 2,249,786 | $15.3M | 5.3% | +400,000+21.6% | Added | History |
| AVDXAvidXchange Holdings, Inc. | COM | 982,818 | $11.9M | 4.1% | 00.0% | Unchanged | History |
| LABStandard Biotools Inc. | COM | 6,551,058 | $11.6M | 4.0% | 00.0% | Unchanged | History |
| MTCHMatch Group, Inc. | COM | 373,200 | $11.3M | 4.0% | −65,600−14.9% | Reduced | History |
| SMRTSmartRent, Inc. | COM CL A | 3,335,122 | $7.97M | 2.8% | 00.0% | Unchanged | History |
| QTRXQuanterix Corp | COM | 571,619 | $7.55M | 2.6% | 00.0% | Unchanged | History |
| BILLBILL Holdings, Inc. | Stock | 139,551 | $7.34M | 2.6% | 00.0% | Unchanged | History |
| PAYOPayoneer Global Inc. | COM | 1,292,133 | $7.16M | 2.5% | 00.0% | Unchanged | History |
| Propertyguru Group LtdG7258M108 | ORD SHS | 1,273,380 | $6.18M | 2.2% | 00.0% | Unchanged | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 101,580 | $4.45M | 1.6% | 00.0% | Unchanged | – |
| ATYRaTYR PHARMA INC | COM NEW | 2,460,833 | $3.84M | 1.3% | 00.0% | Unchanged | History |
| IAUiShares Gold Trust | ETF | 82,230 | $3.61M | 1.3% | 00.0% | Unchanged | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 30,858 | $3.41M | 1.2% | −5,866−16.0% | Reduced | History |
| iShares MSCI India ETF46429B598 | ETF | 47,200 | $2.63M | 0.9% | 00.0% | Unchanged | – |
| DLOdLocal Ltd | CLASS A COM | 295,000 | $2.39M | 0.8% | +295,000 | New | History |
| BMBLBumble Inc. | COM CL A | 174,500 | $1.83M | 0.6% | +174,500 | New | History |
| NAUTNautilus Biotechnology, Inc. | COM | 726,895 | $1.70M | 0.6% | 00.0% | Unchanged | History |
| Composecure Inc20459V113 | *W EXP 12/27/202 | 2,045,637 | $910.3K | 0.3% | 00.0% | Unchanged | – |
| OMICSingular Genomics Systems, Inc. | COM NEW | 10,561 | $89.2K | <0.1% | 00.0% | UnchangedConverted for a 1-for-30 split | History |
| STRAStrategic Education, Inc. | COM | 36,724 | – | – | +5,866+19.0% | Added | History |