Tikvah Management LLC
- SEC CIK
- 0001606477
- Latest filing
- Aug 12, 2026
Holdings in Q1 2025
Holdings as of Mar 31, 2025, filed May 13, 2025. Long positions only; changes compare share counts with Q4 2024.
- Positions
- 24
- 0 vs. Q4 2024
- Portfolio value
- $293.6M
- −$73.6M (−20.0%) vs. Q4 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AMZNAmazon Com Inc | Stock | 317,080 | $60.3M | 20.5% | 00.0% | Unchanged | History |
| GOOGLAlphabet Inc. | Stock | 213,150 | $33.0M | 11.2% | −7,450−3.4% | Reduced | History |
| BIOBio-Rad Laboratories, Inc. | CL A | 111,084 | $27.1M | 9.2% | −7,063−6.0% | Reduced | History |
| GPGIGPGI, Inc. | COM CL A | 2,249,786 | $24.5M | 8.3% | 00.0% | Unchanged | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 33,104 | $18.5M | 6.3% | −3,620−9.9% | Reduced | History |
| PCORProcore Technologies, Inc. | COM | 265,939 | $17.6M | 6.0% | −64,050−19.4% | Reduced | History |
| GOOGAlphabet Inc. | Stock | 82,530 | $12.9M | 4.4% | 00.0% | Unchanged | History |
| PAYOPayoneer Global Inc. | COM | 1,692,133 | $12.4M | 4.2% | +400,000+31.0% | Added | History |
| MTCHMatch Group, Inc. | COM | 373,200 | $11.6M | 4.0% | 00.0% | Unchanged | History |
| DLOdLocal Ltd | CLASS A COM | 1,054,499 | $8.79M | 3.0% | +152,699+16.9% | Added | History |
| AVDXAvidXchange Holdings, Inc. | COM | 982,818 | $8.33M | 2.8% | 00.0% | Unchanged | History |
| RHLDResolute Holdings Management, Inc. | COM | 247,480 | $7.76M | 2.6% | +247,480 | New | History |
| ATYRaTYR PHARMA INC | COM NEW | 2,460,833 | $7.43M | 2.5% | 00.0% | Unchanged | History |
| LABStandard Biotools Inc. | COM | 6,551,058 | $7.08M | 2.4% | 00.0% | Unchanged | History |
| ETHAiShares Ethereum Trust ETF | SHS | 124,000 | $5.80M | 2.0% | −229,700−64.9% | Reduced | History |
| Composecure Inc20459V113 | *W EXP 12/27/202 | 1,343,637 | $5.13M | 1.7% | −702,000−34.3% | Reduced | – |
| IAUiShares Gold Trust | ETF | 82,230 | $4.85M | 1.7% | 00.0% | Unchanged | History |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 101,580 | $4.60M | 1.6% | 00.0% | Unchanged | – |
| SMRTSmartRent, Inc. | COM CL A | 3,335,122 | $4.04M | 1.4% | 00.0% | Unchanged | History |
| QTRXQuanterix Corp | COM | 571,619 | $3.72M | 1.3% | 00.0% | Unchanged | History |
| BILLBILL Holdings, Inc. | Stock | 57,590 | $2.64M | 0.9% | −48,461−45.7% | Reduced | History |
| STRAStrategic Education, Inc. | COM | 30,858 | $2.59M | 0.9% | 00.0% | Unchanged | History |
| iShares MSCI India ETF46429B598 | ETF | 47,200 | $2.43M | 0.8% | 00.0% | Unchanged | – |
| NAUTNautilus Biotechnology, Inc. | COM | 726,895 | $625.9K | 0.2% | 00.0% | Unchanged | History |
Sold out since Q4 2024 (1)
Positions held at the end of Q4 2024 that are gone from this filing.