Tikvah Management LLC
- SEC CIK
- 0001606477
- Latest filing
- Aug 12, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Feb 13, 2026. Long positions only; changes compare share counts with Q3 2025.
- Positions
- 23
- 0 vs. Q3 2025
- Portfolio value
- $374.2M
- +$35.5M (+10.5%) vs. Q3 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AMZNAmazon Com Inc | Stock | 295,680 | $68.2M | 18.2% | 00.0% | Unchanged | History |
| GOOGLAlphabet Inc. | Stock | 200,650 | $62.8M | 16.8% | 00.0% | Unchanged | History |
| RHLDResolute Holdings Management, Inc. | COM | 183,566 | $37.9M | 10.1% | −60,580−24.8% | Reduced | History |
| BIOBio-Rad Laboratories, Inc. | CL A | 111,084 | $33.7M | 9.0% | 00.0% | Unchanged | History |
| GPGIGPGI, Inc. | COM CL A | 1,503,164 | $29.0M | 7.7% | −466,622−23.7% | Reduced | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 33,104 | $22.6M | 6.0% | 00.0% | Unchanged | History |
| GOOGAlphabet Inc. | Stock | 69,480 | $21.8M | 5.8% | 00.0% | Unchanged | History |
| DLOdLocal Ltd | CLASS A COM | 1,248,322 | $17.7M | 4.7% | 00.0% | Unchanged | History |
| GRNDGrindr Inc. | COM | 809,770 | $11.0M | 2.9% | +809,770 | New | History |
| MTCHMatch Group, Inc. | COM | 313,200 | $10.1M | 2.7% | −60,000−16.1% | Reduced | History |
| PCORProcore Technologies, Inc. | COM | 119,939 | $8.72M | 2.3% | 00.0% | Unchanged | History |
| PAYOPayoneer Global Inc. | COM | 1,292,133 | $7.26M | 1.9% | 00.0% | Unchanged | History |
| SMRTSmartRent, Inc. | COM CL A | 3,335,122 | $6.74M | 1.8% | 00.0% | Unchanged | History |
| IAUiShares Gold Trust | ETF | 82,230 | $6.67M | 1.8% | 00.0% | Unchanged | History |
| ETHAiShares Ethereum Trust ETF | SHS | 124,000 | $6.16M | 1.6% | 00.0% | Unchanged | History |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 101,580 | $5.46M | 1.5% | 00.0% | Unchanged | – |
| LABStandard Biotools Inc. | COM | 3,551,152 | $4.55M | 1.2% | 00.0% | Unchanged | History |
| QTRXQuanterix Corp | COM | 571,619 | $3.64M | 1.0% | 00.0% | Unchanged | History |
| COINCoinbase Global, Inc. | COM CL A | 15,650 | $3.54M | 0.9% | 00.0% | Unchanged | History |
| iShares MSCI India ETF46429B598 | ETF | 47,200 | $2.55M | 0.7% | 00.0% | Unchanged | – |
| STRAStrategic Education, Inc. | COM | 30,858 | $2.47M | 0.7% | 00.0% | Unchanged | History |
| NAUTNautilus Biotechnology, Inc. | COM | 726,895 | $1.42M | 0.4% | 00.0% | Unchanged | History |
| ATYRaTYR PHARMA INC | COM NEW | 460,833 | $360.9K | 0.1% | 00.0% | Unchanged | History |
Sold out since Q3 2025 (1)
Positions held at the end of Q3 2025 that are gone from this filing.
| Security | Class | Shares in Q3 2025 | Value in Q3 2025 | % of portfolio in Q3 2025 | History |
|---|---|---|---|---|---|
| Composecure Inc20459V113 | *W EXP 12/27/202 | 420,259 | $5.38M | 1.6% | – |