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Tikvah Management LLC

Portfolio Manager
Tikvah Management LLC
Performance
+15.50% (2025 Q4)
AUM (13F)
$322.78M
# of Holdings
21
Performance Rank
Allocation (Top 20)
99.76%

Tikvah Management LLC Holdings Map

Top 21 Tikvah Management LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
AMZN
AMAZON COM INC
19.08%295.7K$61.6M
+0.00%(+0)
2025-Q1: 317.1K shares2025-Q2: 295.7K shares2025-Q3: 295.7K shares2025-Q4: 295.7K shares2026-Q1: 295.7K shares
$20.75(+1187.73%)
2026-03-31
GOOGL
ALPHABET INC
17.88%200.7K$57.7M
+0.00%(+0)
2025-Q1: 213.2K shares2025-Q2: 200.7K shares2025-Q3: 200.7K shares2025-Q4: 200.7K shares2026-Q1: 200.7K shares
$25.30(+1485.09%)
2026-03-31
RHLD
RESOLUTE HLDGS MGMT INC
9.87%196.3K$31.9M
+6.93%(+12.72K)
2025-Q1: 247.5K shares2025-Q2: 277.5K shares2025-Q3: 244.1K shares2025-Q4: 183.6K shares2026-Q1: 196.3K shares
$41.32(+158.43%)
2026-03-31
BIO
BIO RAD LABS INC
8.45%97.8K$27.3M
-11.93%(-13.25K)
2025-Q1: 111.1K shares2025-Q2: 111.1K shares2025-Q3: 111.1K shares2025-Q4: 111.1K shares2026-Q1: 97.8K shares
$191.06(+28.90%)
2026-03-31
SPY
STATE STR SPDR S&P 500 ETF T
6.67%33.1K$21.5M
+0.00%(+0)
2025-Q1: 33.1K shares2025-Q2: 33.1K shares2025-Q3: 33.1K shares2025-Q4: 33.1K shares2026-Q1: 33.1K shares
$230.76(+224.21%)
2026-03-31
GOOG
ALPHABET INC
6.17%69.5K$19.9M
+0.00%(+0)
2025-Q1: 82.5K shares2025-Q2: 69.5K shares2025-Q3: 69.5K shares2025-Q4: 69.5K shares2026-Q1: 69.5K shares
$47.69(+732.88%)
2026-03-31
GPGI
GPGI INC
5.35%1.01M$17.3M
-32.86%(-493.98K)
2025-Q1: 2.25M shares2025-Q2: 2.25M shares2025-Q3: 1.97M shares2025-Q4: 1.50M shares2026-Q1: 1.01M shares
$6.52(+90.48%)
2026-03-31
GRND
GRINDR INC
5.07%1.35M$16.4M
+67.28%(+544.85K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 809.8K shares2026-Q1: 1.35M shares
$13.69(+1.16%)
2026-03-31
DLO
DLOCAL LTD
5.02%1.25M$16.2M
+0.00%(+0)
2025-Q1: 1.05M shares2025-Q2: 1.05M shares2025-Q3: 1.25M shares2025-Q4: 1.25M shares2026-Q1: 1.25M shares
$10.41(+21.67%)
2026-03-31
PAYO
PAYONEER GLOBAL INC
3.09%2.06M$10.0M
+59.74%(+771.94K)
2025-Q1: 1.69M shares2025-Q2: 1.69M shares2025-Q3: 1.29M shares2025-Q4: 1.29M shares2026-Q1: 2.06M shares
$5.64(-13.72%)
2026-03-31

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