Tikvah Management Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 13, 2026, Tikvah Management Llc disclosed 19 stock positions valued at approximately $329.19M as of quarter-end June 30, 2026. The largest holdings include ALPHABET INC, AMAZON COM INC, and RESOLUTE HLDGS MGMT INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 19
- Portfolio Value
- $329.19M
Holdings by Sector
Tikvah Management Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ALPHABET INC | GOOGL | Communication Services | 21.78% | 200,630 | -20 | -0.01% | $71,699,143 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 21.41% | 295,680 | - | - | $70,472,371 |
| RESOLUTE HLDGS MGMT INC | RHLD | Other | 9.62% | 219,076 | +22,785 | +11.61% | $31,663,054 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 7.51% | 33,104 | - | - | $24,721,074 |
| ALPHABET INC | GOOG | Communication Services | 7.46% | 69,480 | - | - | $24,549,368 |
| GRINDR INC | GRND | Technology | 6.39% | 1,463,720 | +109,100 | +8.05% | $21,033,656 |
| BIO RAD LABS INC | BIO | Healthcare | 6.12% | 68,604 | -29,230 | -29.88% | $20,142,820 |
| DLOCAL LTD | DLO | Other | 5.61% | 1,420,822 | +172,500 | +13.82% | $18,463,582 |
| GPGI INC | CMPO | Industrials | 3.85% | 800,611 | -208,570 | -20.67% | $12,689,684 |
| ISHARES GOLD TR | IAU | Other | 1.89% | 82,230 | - | - | $6,209,187 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 1.82% | 100,400 | -1,180 | -1.16% | $5,992,876 |
| PAYONEER GLOBAL INC | PAYO | Technology | 1.67% | 771,939 | -1,292,133 | -62.60% | $5,496,206 |
| SMARTRENT INC | SMRT | Technology | 1.21% | 3,335,000 | -122 | -0.00% | $3,968,650 |
| STANDARD BIOTOOLS INC | LAB | Healthcare | 0.89% | 3,551,058 | -94 | -0.00% | $2,921,455 |
| QUANTERIX CORP | QTRX | Healthcare | 0.75% | 571,555 | -64 | -0.01% | $2,469,118 |
| STRATEGIC ED INC | STRA | Consumer Defensive | 0.72% | 30,858 | - | - | $2,364,340 |
| ISHARES TR | INDA | Other | 0.71% | 47,200 | - | - | $2,331,208 |
| ISHARES INC | EWY | Other | 0.41% | 6,750 | +6,750 | +100.00% | $1,362,825 |
| COINBASE GLOBAL INC | COIN | Financial Services | 0.20% | 4,400 | - | - | $643,236 |
Showing 19 of 19 holdings in the latest reporting period.