Tikvah Management LLC
13F Reported Value
ⓘ$322.8M
Holdings
21
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Tikvah Management LLC disclosed 21 positions worth $322.8M in its Form 13F-HR for Q1 2026, led by $AMZN (AMAZON COM INC) at 19.1% of the equity portfolio, followed by $GOOG and $RHLD. During the quarter the fund opened 0 new positions and exited 2 and a full exit from $ETHA. The portfolio is most concentrated in Technology (45.3% of disclosed assets). All figures are sourced directly from Tikvah Management LLC’s Form 13F-HR filing with the SEC under CIK 1606477.
AI Fund Analysis
ConcentratingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- 74.6#152
Quality
$61.6M295,680 sh - 80.2#45
Quality
$57.7M200,650 sh - 63.9#668
Quality
$31.9M196,291 sh - 40.3
Quality
$27.3M97,834 sh - —
Quality
$21.5M33,104 sh - 80.2
Quality
$19.9M69,480 sh - 11.3
Quality
$17.3M1,009,181 sh - 72.8
Quality
$16.4M1,354,620 sh - —
Quality
$16.2M1,248,322 sh - 55.3
Quality
$10.0M2,064,072 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 AMAZON COM INC$AMZN | 74.6#152 | $61.6M | 295,680 |
 Alphabet Inc.$GOOG | 80.2#45 | $57.7M | 200,650 |
 Resolute Holdings Management, Inc.$RHLD | 63.9#668 | $31.9M | 196,291 |
 BIO-RAD LABORATORIES, INC.$BIO | 40.3 | $27.3M | 97,834 |
 SPDR S&P 500 ETF TRUST$SPY | — | $21.5M | 33,104 |
 Alphabet Inc.$GOOGL | 80.2 | $19.9M | 69,480 |
 GPGI, Inc.$GPGI | 11.3 | $17.3M | 1,009,181 |
 Grindr Inc.$GRND | 72.8 | $16.4M | 1,354,620 |
 dLocal Ltd$DLO | — | $16.2M | 1,248,322 |
 Payoneer Global Inc.$PAYO | 55.3 | $10.0M | 2,064,072 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Tikvah Management LLC's 21 positions.
Showing top 10 of 21 holdings.
Sector Allocation
Technology
$146.1M
Consumer Discretionary
$64.1M
Financials
$57.1M
Other
$29.2M
Industrials
$26.2M
Full Holdings — Tikvah Management LLC (Q1 2026)
All 21 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $AMZN | AMAZON COM INC | $61.6M | 19.1% | +0% | 74.6 |
| 2 | $GOOG | Alphabet Inc. | $57.7M | 17.9% | +0% | 80.2 |
| 3 | $RHLD | Resolute Holdings Management, Inc. | $31.9M | 9.9% | +7% | 63.9 |
| 4 | $BIO | BIO-RAD LABORATORIES, INC. | $27.3M | 8.4% | -12% | 40.3 |
| 5 | $SPY | SPDR S&P 500 ETF TRUST | $21.5M | 6.7% | +0% | — |
| 6 | $GOOGL | Alphabet Inc. | $19.9M | 6.2% | +0% | 80.2 |
| 7 | $GPGI | GPGI, Inc. | $17.3M | 5.3% | -33% | 11.3 |
| 8 | $GRND | Grindr Inc. | $16.4M | 5.1% | +67% | 72.8 |
| 9 | $DLO | dLocal Ltd | $16.2M | 5.0% | +0% | — |
| 10 | $PAYO | Payoneer Global Inc. | $10.0M | 3.1% | +60% | 55.3 |
| 11 |  $IAU | ISHARES GOLD TRUST | $7.2M | 2.3% | +0% | — |
| 12 |  $PCOR | PROCORE TECHNOLOGIES, INC. | $6.8M | 2.1% | +0% | 51.8 |
| 13 | — | VANGUARD INTL EQUITY INDEX F | $5.5M | 1.7% | +0% | — |
| 14 |  $SMRT | SmartRent, Inc. | $5.0M | 1.6% | +0% | 17.4 |
| 15 |  $MTCH | Match Group, Inc. | $4.9M | 1.5% | -49% | 66.4 |
| 16 |  $LAB | STANDARD BIOTOOLS INC. | $3.3M | 1.0% | +0% | 38.8 |
| 17 |  $NAUT | Nautilus Biotechnology, Inc. | $2.8M | 0.9% | +0% | — |
| 18 |  $STRA | Strategic Education, Inc. | $2.6M | 0.8% | +0% | 62.4 |
| 19 | — | ISHARES TR | $2.2M | 0.7% | +0% | — |
| 20 |  $QTRX | Quanterix Corp | $2.0M | 0.6% | +0% | 22.2 |
| 21 |  $COIN | Coinbase Global, Inc. | $768,284 | 0.2% | -72% | 68 |
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