Tikvah Management Llc Portfolio Stock Holdings
Tikvah Management Llc disclosed 21 stock positions valued at approximately $322.8 million in its latest SEC 13F filing. The largest holdings include AMAZON COM INC, ALPHABET INC, and RESOLUTE HLDGS MGMT INC. The filing reflects positions held as of March 31, 2026 and was filed on May 14, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 21
- Portfolio Value
- $322.8M
Holdings by Sector
Tikvah Management Llc Portfolio Holdings in Q1 2026
21 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| AMAZON COM INC | AMZN | Consumer Cyclical | 19.08% | 295,680 | - | - | $61,581,274 |
| ALPHABET INC | GOOGL | Communication Services | 17.88% | 200,650 | - | - | $57,698,914 |
| RESOLUTE HLDGS MGMT INC | RHLD | Other | 9.87% | 196,291 | +12,725 | +6.93% | $31,858,029 |
| BIO RAD LABS INC | BIO | Healthcare | 8.45% | 97,834 | -13,250 | -11.93% | $27,271,228 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 6.67% | 33,104 | - | - | $21,528,855 |
| ALPHABET INC | GOOG | Communication Services | 6.17% | 69,480 | - | - | $19,931,033 |
| GPGI INC | CMPO | Industrials | 5.35% | 1,009,181 | -493,983 | -32.86% | $17,256,995 |
| GRINDR INC | GRND | Technology | 5.07% | 1,354,620 | +544,850 | +67.28% | $16,377,356 |
| DLOCAL LTD | DLO | Other | 5.02% | 1,248,322 | - | - | $16,190,736 |
| PAYONEER GLOBAL INC | PAYO | Technology | 3.09% | 2,064,072 | +771,939 | +59.74% | $9,969,468 |
| ISHARES GOLD TR | IAU | Other | 2.25% | 82,230 | - | - | $7,249,397 |
| PROCORE TECHNOLOGIES INC | PCOR | Technology | 2.12% | 119,939 | - | - | $6,836,523 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 1.70% | 101,580 | - | - | $5,490,399 |
| SMARTRENT INC | SMRT | Technology | 1.55% | 3,335,122 | - | - | $5,002,683 |
| MATCH GROUP INC NEW | MTCH | Communication Services | 1.52% | 159,500 | -153,700 | -49.07% | $4,898,245 |
| STANDARD BIOTOOLS INC | LAB | Healthcare | 1.01% | 3,551,152 | - | - | $3,264,574 |
| NAUTILUS BIOTECHNOLOGY INC | NAUT | Healthcare | 0.87% | 726,895 | - | - | $2,820,353 |
| STRATEGIC ED INC | STRA | Consumer Defensive | 0.79% | 30,858 | - | - | $2,559,980 |
| ISHARES TR | INDA | Other | 0.68% | 47,200 | - | - | $2,210,848 |
| QUANTERIX CORP | QTRX | Healthcare | 0.62% | 571,619 | - | - | $2,012,099 |
| COINBASE GLOBAL INC | COIN | Financial Services | 0.24% | 4,400 | -11,250 | -71.88% | $768,284 |