StockDriftsStockDriftsTop 19 Tikvah Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GOOGL | ALPHABET INC | 21.78% | 200.6K | $71.7M | -0.01%(-20) | $25.30(+1262.37%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 21.41% | 295.7K | $70.5M | +0.00%(+0) | $20.75(+1165.16%) | 2026-06-30 | |
| RHLD | RESOLUTE HLDGS MGMT INC | 9.62% | 219.1K | $31.7M | +11.61%(+22.79K) | $52.46(+154.41%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 7.51% | 33.1K | $24.7M | +0.00%(+0) | $230.76(+235.99%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 7.46% | 69.5K | $24.5M | +0.00%(+0) | $47.69(+618.55%) | 2026-06-30 | |
| GRND | GRINDR INC | 6.39% | 1.46M | $21.0M | +8.05%(+109.10K) | $13.67(+17.16%) | 2026-06-30 | |
| BIO | BIO RAD LABS INC | 6.12% | 68.6K | $20.1M | -29.88%(-29.23K) | $191.06(+86.46%) | 2026-06-30 | |
| DLO | DLOCAL LTD | 5.61% | 1.42M | $18.5M | +13.82%(+172.50K) | $10.68(+32.64%) | 2026-06-30 | |
| GPGI | GPGI INC | 3.85% | 800.6K | $12.7M | -20.67%(-208.57K) | $6.52(+96.00%) | 2026-06-30 | |
| IAU | ISHARES GOLD TR | 1.89% | 82.2K | $6.2M | +0.00%(+0) | $34.84(+138.24%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.34% | +53.44% | +0.32% | +1.59% |
| Top 20 Holdings Unweighted | +9.65% | +31.84% | -5.83% | -25.93% |
Tikvah Management LLC reports $329.19M in US-listed equity holdings across 19 positions in its most recent 13F filing. Its largest disclosed positions are GOOGL (21.8%), AMZN (21.4%) and RHLD (9.6%). The top 20 holdings account for 100.02% of reported assets. Its disclosed equity book has returned +53.44% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Tikvah Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1606477). View Tikvah Management LLC’s 13F filings on SEC