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Tikvah Management LLC

SEC CIK
0001606477
Latest filing
Aug 12, 2026

Holdings in Q2 2026

Holdings as of Jun 30, 2026, filed Aug 12, 2026. Long positions only; changes compare share counts with Q1 2026.

Institution overview
Positions
19
−2 vs. Q1 2026
Portfolio value
$329.2M
+$6.42M (+2.0%) vs. Q1 2026
Filed
Aug 12, 2026
SEC
Holdings of Tikvah Management LLC in Q2 2026
SecurityClassSharesValue% of portfolioShare changeActionHistory
GOOGLAlphabet Inc.Stock200,630$71.7M21.8%−200.0%ReducedHistory
AMZNAmazon Com IncStock295,680$70.5M21.4%00.0%UnchangedHistory
RHLDResolute Holdings Management, Inc.COM219,076$31.7M9.6%+22,785+11.6%AddedHistory
SPYSPDR S&P 500 ETF TrustETF33,104$24.7M7.5%00.0%UnchangedHistory
GOOGAlphabet Inc.Stock69,480$24.5M7.5%00.0%UnchangedHistory
GRNDGrindr Inc.COM1,463,720$21.0M6.4%+109,100+8.1%AddedHistory
BIOBio-Rad Laboratories, Inc.CL A68,604$20.1M6.1%−29,230−29.9%ReducedHistory
DLOdLocal LtdCLASS A COM1,420,822$18.5M5.6%+172,500+13.8%AddedHistory
GPGIGPGI, Inc.COM CL A800,611$12.7M3.9%−208,570−20.7%ReducedHistory
IAUiShares Gold TrustETF82,230$6.21M1.9%00.0%UnchangedHistory
Vanguard Ftse Emerging Markets ETF922042858ETF100,400$5.99M1.8%−1,180−1.2%Reduced–
PAYOPayoneer Global Inc.COM771,939$5.50M1.7%−1,292,133−62.6%ReducedHistory
SMRTSmartRent, Inc.COM CL A3,335,000$3.97M1.2%−1220.0%ReducedHistory
LABStandard Biotools Inc.COM3,551,058$2.92M0.9%−940.0%ReducedHistory
QTRXQuanterix CorpCOM571,555$2.47M0.8%−640.0%ReducedHistory
STRAStrategic Education, Inc.COM30,858$2.36M0.7%00.0%UnchangedHistory
iShares MSCI India ETF46429B598ETF47,200$2.33M0.7%00.0%Unchanged–
iShares Inc464286772MSCI STH KOR ETF6,750$1.36M0.4%+6,750New–
COINCoinbase Global, Inc.COM CL A4,400$643.2K0.2%00.0%UnchangedHistory

Sold out since Q1 2026 (3)

Positions held at the end of Q1 2026 that are gone from this filing.

Positions of Tikvah Management LLC sold out since Q1 2026
SecurityClassShares in Q1 2026Value in Q1 2026% of portfolio in Q1 2026History
PCORProcore Technologies, Inc.COM119,939$6.84M2.1%History
MTCHMatch Group, Inc.COM159,500$4.90M1.5%History
NAUTNautilus Biotechnology, Inc.COM726,895$2.82M0.9%History