Tikvah Management LLC
- SEC CIK
- 0001606477
- Latest filing
- Aug 12, 2026
Holdings in Q1 2026
Holdings as of Mar 31, 2026, filed May 14, 2026. Long positions only; changes compare share counts with Q4 2025.
- Positions
- 21
- −2 vs. Q4 2025
- Portfolio value
- $322.8M
- −$51.5M (−13.7%) vs. Q4 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AMZNAmazon Com Inc | Stock | 295,680 | $61.6M | 19.1% | 00.0% | Unchanged | History |
| GOOGLAlphabet Inc. | Stock | 200,650 | $57.7M | 17.9% | 00.0% | Unchanged | History |
| RHLDResolute Holdings Management, Inc. | COM | 196,291 | $31.9M | 9.9% | +12,725+6.9% | Added | History |
| BIOBio-Rad Laboratories, Inc. | CL A | 97,834 | $27.3M | 8.4% | −13,250−11.9% | Reduced | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 33,104 | $21.5M | 6.7% | 00.0% | Unchanged | History |
| GOOGAlphabet Inc. | Stock | 69,480 | $19.9M | 6.2% | 00.0% | Unchanged | History |
| GPGIGPGI, Inc. | COM CL A | 1,009,181 | $17.3M | 5.3% | −493,983−32.9% | Reduced | History |
| GRNDGrindr Inc. | COM | 1,354,620 | $16.4M | 5.1% | +544,850+67.3% | Added | History |
| DLOdLocal Ltd | CLASS A COM | 1,248,322 | $16.2M | 5.0% | 00.0% | Unchanged | History |
| PAYOPayoneer Global Inc. | COM | 2,064,072 | $9.97M | 3.1% | +771,939+59.7% | Added | History |
| IAUiShares Gold Trust | ETF | 82,230 | $7.25M | 2.2% | 00.0% | Unchanged | History |
| PCORProcore Technologies, Inc. | COM | 119,939 | $6.84M | 2.1% | 00.0% | Unchanged | History |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 101,580 | $5.49M | 1.7% | 00.0% | Unchanged | – |
| SMRTSmartRent, Inc. | COM CL A | 3,335,122 | $5.00M | 1.5% | 00.0% | Unchanged | History |
| MTCHMatch Group, Inc. | COM | 159,500 | $4.90M | 1.5% | −153,700−49.1% | Reduced | History |
| LABStandard Biotools Inc. | COM | 3,551,152 | $3.26M | 1.0% | 00.0% | Unchanged | History |
| NAUTNautilus Biotechnology, Inc. | COM | 726,895 | $2.82M | 0.9% | 00.0% | Unchanged | History |
| STRAStrategic Education, Inc. | COM | 30,858 | $2.56M | 0.8% | 00.0% | Unchanged | History |
| iShares MSCI India ETF46429B598 | ETF | 47,200 | $2.21M | 0.7% | 00.0% | Unchanged | – |
| QTRXQuanterix Corp | COM | 571,619 | $2.01M | 0.6% | 00.0% | Unchanged | History |
| COINCoinbase Global, Inc. | COM CL A | 4,400 | $768.3K | 0.2% | −11,250−71.9% | Reduced | History |
Sold out since Q4 2025 (2)
Positions held at the end of Q4 2025 that are gone from this filing.