Tikvah Management LLC
- SEC CIK
- 0001606477
- Latest filing
- Aug 12, 2026
Holdings in Q3 2025
Holdings as of Sep 30, 2025, filed Nov 14, 2025. Long positions only; changes compare share counts with Q2 2025.
- Positions
- 23
- +1 vs. Q2 2025
- Portfolio value
- $338.7M
- +$35.6M (+11.8%) vs. Q2 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AMZNAmazon Com Inc | Stock | 295,680 | $64.9M | 19.2% | 00.0% | Unchanged | History |
| GOOGLAlphabet Inc. | Stock | 200,650 | $48.8M | 14.4% | 00.0% | Unchanged | History |
| GPGIGPGI, Inc. | COM CL A | 1,969,786 | $41.0M | 12.1% | −280,000−12.4% | Reduced | History |
| BIOBio-Rad Laboratories, Inc. | CL A | 111,084 | $31.1M | 9.2% | 00.0% | Unchanged | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 33,104 | $22.1M | 6.5% | 00.0% | Unchanged | History |
| DLOdLocal Ltd | CLASS A COM | 1,248,322 | $17.8M | 5.3% | +193,823+18.4% | Added | History |
| RHLDResolute Holdings Management, Inc. | COM | 244,146 | $17.6M | 5.2% | −33,334−12.0% | Reduced | History |
| GOOGAlphabet Inc. | Stock | 69,480 | $16.9M | 5.0% | 00.0% | Unchanged | History |
| MTCHMatch Group, Inc. | COM | 373,200 | $13.2M | 3.9% | 00.0% | Unchanged | History |
| PCORProcore Technologies, Inc. | COM | 119,939 | $8.75M | 2.6% | −146,000−54.9% | Reduced | History |
| ETHAiShares Ethereum Trust ETF | SHS | 124,000 | $8.06M | 2.4% | 00.0% | Unchanged | History |
| PAYOPayoneer Global Inc. | COM | 1,292,133 | $7.82M | 2.3% | −400,000−23.6% | Reduced | History |
| IAUiShares Gold Trust | ETF | 82,230 | $5.98M | 1.8% | 00.0% | Unchanged | History |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 101,580 | $5.50M | 1.6% | 00.0% | Unchanged | – |
| Composecure Inc20459V113 | *W EXP 12/27/202 | 420,259 | $5.38M | 1.6% | −839,170−66.6% | Reduced | – |
| COINCoinbase Global, Inc. | COM CL A | 15,650 | $5.28M | 1.6% | +15,650 | New | History |
| SMRTSmartRent, Inc. | COM CL A | 3,335,122 | $4.70M | 1.4% | 00.0% | Unchanged | History |
| LABStandard Biotools Inc. | COM | 3,551,152 | $4.62M | 1.4% | −1,499,906−29.7% | Reduced | History |
| QTRXQuanterix Corp | COM | 571,619 | $3.10M | 0.9% | 00.0% | Unchanged | History |
| STRAStrategic Education, Inc. | COM | 30,858 | $2.65M | 0.8% | 00.0% | Unchanged | History |
| iShares MSCI India ETF46429B598 | ETF | 47,200 | $2.46M | 0.7% | 00.0% | Unchanged | – |
| NAUTNautilus Biotechnology, Inc. | COM | 726,895 | $614.2K | 0.2% | 00.0% | Unchanged | History |
| ATYRaTYR PHARMA INC | COM NEW | 460,833 | $332.4K | 0.1% | −2,000,000−81.3% | Reduced | History |