# Tikvah Management LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1606477. Source: https://holderbook.com/funds/1606477-tikvah-management-llc/

- Reported value: $329.2M
- Positions: 19
- Weight of the ten largest: 91.6%
- Filed: 2026-08-13

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $71.7M | 200,630 | 21.8% | 31 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $70.5M | 295,680 | 21.4% | 31 |
| RESOLUTE HLDGS MGMT INC | [RHLD](https://holderbook.com/stocks/RHLD/) | $31.7M | 219,076 | 9.6% | 6 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $24.7M | 33,104 | 7.5% | 31 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $24.5M | 69,480 | 7.5% | 31 |
| GRINDR INC | [GRND](https://holderbook.com/stocks/GRND/) | $21.0M | 1,463,720 | 6.4% | 3 |
| BIO RAD LABS INC | [BIO](https://holderbook.com/stocks/BIO/) | $20.1M | 68,604 | 6.1% | 18 |
| DLOCAL LTD | [DLO](https://holderbook.com/stocks/DLO/) | $18.5M | 1,420,822 | 5.6% | 9 |
| GPGI INC | [GPGI](https://holderbook.com/stocks/GPGI/) | $12.7M | 800,611 | 3.9% | 18 |
| ISHARES GOLD TR | [IAU](https://holderbook.com/stocks/IAU/) | $6.2M | 82,230 | 1.9% | 21 |
| VANGUARD INTL EQUITY INDEX F | [VWO](https://holderbook.com/stocks/VWO/) | $6.0M | 100,400 | 1.8% | 31 |
| PAYONEER GLOBAL INC | [PAYO](https://holderbook.com/stocks/PAYO/) | $5.5M | 771,939 | 1.7% | 10 |
| SMARTRENT INC | [SMRT](https://holderbook.com/stocks/SMRT/) | $4.0M | 3,335,000 | 1.2% | 20 |
| STANDARD BIOTOOLS INC | [LAB](https://holderbook.com/stocks/LAB/) | $2.9M | 3,551,058 | 0.9% | 10 |
| QUANTERIX CORP | [QTRX](https://holderbook.com/stocks/QTRX/) | $2.5M | 571,555 | 0.8% | 31 |
| STRATEGIC ED INC | [STRA](https://holderbook.com/stocks/STRA/) | $2.4M | 30,858 | 0.7% | 31 |
| ISHARES TR | [INDA](https://holderbook.com/stocks/INDA/) | $2.3M | 47,200 | 0.7% | 31 |
| ISHARES INC | [EWY](https://holderbook.com/stocks/EWY/) | $1.4M | 6,750 | 0.4% | 1 |
| COINBASE GLOBAL INC | [COIN](https://holderbook.com/stocks/COIN/) | $643.2K | 4,400 | 0.2% | 4 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +9.7% | +14.8% | -5.1% | 100% |
| Q1 2026 | -10.6% | -4.6% | -6.0% | 99% |
| Q4 2025 | +16.5% | +2.4% | +14.1% | 97% |
| Q3 2025 | +18.5% | +7.8% | +10.7% | 98% |
| Q2 2025 | +13.4% | +10.5% | +3.0% | 99% |
| Q1 2025 | -19.7% | -4.6% | -15.1% | 100% |
| Q4 2024 | +11.4% | +2.1% | +9.3% | 99% |
| Q3 2024 | +8.3% | +5.4% | +2.8% | 99% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $329.2M | 19 |
| Q1 2026 | $322.8M | 21 |
| Q4 2025 | $374.2M | 23 |
| Q3 2025 | $338.7M | 23 |
| Q2 2025 | $310.7M | 22 |
| Q1 2025 | $293.6M | 24 |
| Q4 2024 | $367.2M | 24 |
| Q3 2024 | $322.6M | 24 |
| Q2 2024 | $306.7M | 25 |
| Q1 2024 | $319.2M | 23 |
| Q4 2023 | $291.4M | 22 |
| Q3 2023 | $278.8M | 22 |