Tikvah Management LLC
- SEC CIK
- 0001606477
- Latest filing
- Aug 12, 2026
Holdings in Q3 2024
Holdings as of Sep 30, 2024, filed Nov 12, 2024. Long positions only; changes compare share counts with Q2 2024.
- Positions
- 24
- −1 vs. Q2 2024
- Portfolio value
- $322.6M
- +$35.9M (+12.5%) vs. Q2 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AMZNAmazon Com Inc | Stock | 317,080 | $59.1M | 18.3% | 00.0% | Unchanged | History |
| BIOBio-Rad Laboratories, Inc. | CL A | 118,147 | $39.5M | 12.3% | 00.0% | Unchanged | History |
| GOOGLAlphabet Inc. | Stock | 220,600 | $36.6M | 11.3% | 00.0% | Unchanged | History |
| GPGIGPGI, Inc. | COM CL A | 2,249,786 | $31.5M | 9.8% | 00.0% | Unchanged | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 36,724 | $21.1M | 6.5% | +5,866+19.0% | Added | History |
| PCORProcore Technologies, Inc. | COM | 329,989 | $20.4M | 6.3% | 00.0% | Unchanged | History |
| MTCHMatch Group, Inc. | COM | 373,200 | $14.1M | 4.4% | 00.0% | Unchanged | History |
| GOOGAlphabet Inc. | Stock | 82,530 | $13.8M | 4.3% | −26,350−24.2% | Reduced | History |
| LABStandard Biotools Inc. | COM | 6,551,058 | $12.6M | 3.9% | 00.0% | Unchanged | History |
| PAYOPayoneer Global Inc. | COM | 1,292,133 | $9.73M | 3.0% | 00.0% | Unchanged | History |
| AVDXAvidXchange Holdings, Inc. | COM | 982,818 | $7.97M | 2.5% | 00.0% | Unchanged | History |
| Composecure Inc20459V113 | *W EXP 12/27/202 | 2,045,637 | $7.71M | 2.4% | 00.0% | Unchanged | – |
| QTRXQuanterix Corp | COM | 571,619 | $7.41M | 2.3% | 00.0% | Unchanged | History |
| BILLBILL Holdings, Inc. | Stock | 139,551 | $7.36M | 2.3% | 00.0% | Unchanged | History |
| SMRTSmartRent, Inc. | COM CL A | 3,335,122 | $5.77M | 1.8% | 00.0% | Unchanged | History |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 101,580 | $4.86M | 1.5% | 00.0% | Unchanged | – |
| ATYRaTYR PHARMA INC | COM NEW | 2,460,833 | $4.33M | 1.3% | 00.0% | Unchanged | History |
| IAUiShares Gold Trust | ETF | 82,230 | $4.09M | 1.3% | 00.0% | Unchanged | History |
| Propertyguru Group LtdG7258M108 | ORD SHS | 519,718 | $3.44M | 1.1% | −753,662−59.2% | Reduced | – |
| DLOdLocal Ltd | CLASS A COM | 418,300 | $3.35M | 1.0% | +123,300+41.8% | Added | History |
| STRAStrategic Education, Inc. | COM | 30,858 | $2.86M | 0.9% | −5,866−16.0% | Reduced | History |
| iShares MSCI India ETF46429B598 | ETF | 47,200 | $2.76M | 0.9% | 00.0% | Unchanged | – |
| NAUTNautilus Biotechnology, Inc. | COM | 726,895 | $2.07M | 0.6% | 00.0% | Unchanged | History |
| OMICSingular Genomics Systems, Inc. | COM NEW | 10,561 | $165.5K | 0.1% | 00.0% | Unchanged | History |
Sold out since Q2 2024 (1)
Positions held at the end of Q2 2024 that are gone from this filing.