Tikvah Management LLC
- SEC CIK
- 0001606477
- Latest filing
- Aug 12, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Aug 14, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 22
- −2 vs. Q1 2025
- Portfolio value
- $303.1M
- +$9.47M (+3.2%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AMZNAmazon Com Inc | Stock | 295,680 | $64.9M | 21.4% | −21,400−6.7% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 200,650 | $35.4M | 11.7% | −12,500−5.9% | Reduced | History |
| GPGIGPGI, Inc. | COM CL A | 2,249,786 | $31.7M | 10.5% | 00.0% | Unchanged | History |
| BIOBio-Rad Laboratories, Inc. | CL A | 111,084 | $26.8M | 8.8% | 00.0% | Unchanged | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 33,104 | $20.5M | 6.7% | 00.0% | Unchanged | History |
| PCORProcore Technologies, Inc. | COM | 265,939 | $18.2M | 6.0% | 00.0% | Unchanged | History |
| ATYRaTYR PHARMA INC | COM NEW | 2,460,833 | $12.5M | 4.1% | 00.0% | Unchanged | History |
| GOOGAlphabet Inc. | Stock | 69,480 | $12.3M | 4.1% | −13,050−15.8% | Reduced | History |
| DLOdLocal Ltd | CLASS A COM | 1,054,499 | $12.0M | 3.9% | 00.0% | Unchanged | History |
| PAYOPayoneer Global Inc. | COM | 1,692,133 | $11.6M | 3.8% | 00.0% | Unchanged | History |
| MTCHMatch Group, Inc. | COM | 373,200 | $11.5M | 3.8% | 00.0% | Unchanged | History |
| RHLDResolute Holdings Management, Inc. | COM | 277,480 | $8.84M | 2.9% | +30,000+12.1% | Added | History |
| Composecure Inc20459V113 | *W EXP 12/27/202 | 1,259,429 | $7.87M | 2.6% | −84,208−6.3% | Reduced | – |
| LABStandard Biotools Inc. | COM | 5,051,058 | $6.06M | 2.0% | −1,500,000−22.9% | Reduced | History |
| IAUiShares Gold Trust | ETF | 82,230 | $5.13M | 1.7% | 00.0% | Unchanged | History |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 101,580 | $5.02M | 1.7% | 00.0% | Unchanged | – |
| QTRXQuanterix Corp | COM | 571,619 | $3.80M | 1.3% | 00.0% | Unchanged | History |
| SMRTSmartRent, Inc. | COM CL A | 3,335,122 | $3.30M | 1.1% | 00.0% | Unchanged | History |
| iShares MSCI India ETF46429B598 | ETF | 47,200 | $2.63M | 0.9% | 00.0% | Unchanged | – |
| STRAStrategic Education, Inc. | COM | 30,858 | $2.63M | 0.9% | 00.0% | Unchanged | History |
| NAUTNautilus Biotechnology, Inc. | COM | 726,895 | $526.9K | 0.2% | 00.0% | Unchanged | History |
| ETHAiShares Ethereum Trust ETF | SHS | 124,000 | – | – | 00.0% | Unchanged | History |
Sold out since Q1 2025 (2)
Positions held at the end of Q1 2025 that are gone from this filing.