Tikvah Management LLC
13F Reported Value
ⓘ$329.2M
Holdings
19
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Tikvah Management LLC disclosed 19 positions worth $329.2M in its Form 13F-HR for Q2 2026, led by $GOOG (Alphabet Inc.) at 21.8% of the equity portfolio, followed by $AMZN and $RHLD. During the quarter the fund opened 1 new position and exited 3 and a full exit from $PCOR. The portfolio is most concentrated in Technology (44.6% 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 — Q2 2026
Click any card to unlockTop Holdings
- 78.2#57
Quality
$71.7M200,630 sh - 68.7#300
Quality
$70.5M295,680 sh - 59.5#926
Quality
$31.7M219,076 sh - —
Quality
$24.7M33,104 sh - 78.2
Quality
$24.5M69,480 sh - 72.0
Quality
$21.0M1,463,720 sh - 48.9
Quality
$20.1M68,604 sh - —
Quality
$18.5M1,420,822 sh - 9.1
Quality
$12.7M800,611 sh - —
Quality
$6.2M82,230 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 Alphabet Inc.$GOOG | 78.2#57 | $71.7M | 200,630 |
 AMAZON COM INC$AMZN | 68.7#300 | $70.5M | 295,680 |
 Resolute Holdings Management, Inc.$RHLD | 59.5#926 | $31.7M | 219,076 |
 SPDR S&P 500 ETF TRUST$SPY | — | $24.7M | 33,104 |
 Alphabet Inc.$GOOGL | 78.2 | $24.5M | 69,480 |
 Grindr Inc.$GRND | 72.0 | $21.0M | 1,463,720 |
 BIO-RAD LABORATORIES, INC.$BIO | 48.9 | $20.1M | 68,604 |
 dLocal Ltd$DLO | — | $18.5M | 1,420,822 |
 GPGI, Inc.$GPGI | 9.1 | $12.7M | 800,611 |
 ISHARES GOLD TRUST$IAU | — | $6.2M | 82,230 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Tikvah Management LLC's 19 positions.
Showing top 10 of 19 holdings.
Sector Allocation
Technology
$146.8M
Consumer Discretionary
$72.8M
Financials
$51.2M
Other
$34.4M
Industrials
$24.0M
Full Holdings — Tikvah Management LLC (Q2 2026)
All 19 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 | $GOOG | Alphabet Inc. | $71.7M | 21.8% | -0% | 78.2 |
| 2 | $AMZN | AMAZON COM INC | $70.5M | 21.4% | +0% | 68.7 |
| 3 | $RHLD | Resolute Holdings Management, Inc. | $31.7M | 9.6% | +12% | 59.5 |
| 4 | $SPY | SPDR S&P 500 ETF TRUST | $24.7M | 7.5% | +0% | — |
| 5 | $GOOGL | Alphabet Inc. | $24.5M | 7.5% | +0% | 78.2 |
| 6 | $GRND | Grindr Inc. | $21.0M | 6.4% | +8% | 72 |
| 7 | $BIO | BIO-RAD LABORATORIES, INC. | $20.1M | 6.1% | -30% | 48.9 |
| 8 | $DLO | dLocal Ltd | $18.5M | 5.6% | +14% | — |
| 9 | $GPGI | GPGI, Inc. | $12.7M | 3.9% | -21% | 9.1 |
| 10 | $IAU | ISHARES GOLD TRUST | $6.2M | 1.9% | +0% | — |
| 11 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $6.0M | 1.8% | -1% | — |
| 12 |  $PAYO | Payoneer Global Inc. | $5.5M | 1.7% | -63% | 53.5 |
| 13 |  $SMRT | SmartRent, Inc. | $4.0M | 1.2% | -0% | 22.9 |
| 14 |  $LAB | STANDARD BIOTOOLS INC. | $2.9M | 0.9% | -0% | 34.8 |
| 15 |  $QTRX | Quanterix Corp | $2.5M | 0.8% | -0% | 19.7 |
| 16 |  $STRA | Strategic Education, Inc. | $2.4M | 0.7% | +0% | 56.9 |
| 17 | — | ISHARES TR - MSCI INDIA ETF | $2.3M | 0.7% | +0% | — |
| 18 | — | ISHARES INC - MSCI STH KOR ETF | $1.4M | 0.4% | NEW | — |
| 19 |  $COIN | Coinbase Global, Inc. | $643,236 | 0.2% | +0% | 44.8 |
New Positions (1)
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