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Tikvah Management LLC
hedge fundUpdated 29 days agoManaged by Tikvah Management Llc • Latest filing Q2 2026
Portfolio value
$329.2M
Q2 2026
Filings
14
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
16.9%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 14 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q1 2023 | $243.3M |
| Q2 2023 | $294M |
| Q3 2023 | $278.8M |
| Q4 2023 | $291.4M |
| Q1 2024 | $319.2M |
| Q2 2024 | $306.7M |
| Q3 2024 | $322.6M |
| Q4 2024 | $367.2M |
| Q1 2025 | $293.6M |
| Q2 2025 | $310.7M |
| Q3 2025 | $338.7M |
| Q4 2025 | $374.2M |
| Q1 2026 | $322.8M |
| Q2 2026 | $329.2M |
Top holdings
19 positions as of Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | G GOOGN ALPHABET INC | $71.7M | 200.6K | 21.78% | — |
| 2 | A AMZN AMAZON COM INC | $70.5M | 295.7K | 21.41% | — |
| 3 | R RHLD RESOLUTE HLDGS MGMT INC | $31.7M | 219.1K | 9.62% | — |
| 4 | S SPY STATE STR SPDR S&P 500 ETF T | $24.7M | 33.1K | 7.51% | — |
| 5 | G GOOGN ALPHABET INC | $24.5M | 69.5K | 7.46% | — |
| 6 | G GRND GRINDR INC | $21M | 1.46M | 6.39% | — |
| 7 | B BIO-B BIO RAD LABS INC | $20.1M | 68.6K | 6.12% | — |
| 8 | D DLO DLOCAL LTD | $18.5M | 1.42M | 5.61% | — |
| 9 | G GPGI GPGI INC | $12.7M | 800.6K | 3.85% | — |
| 10 | I IAU ISHARES GOLD TR | $6.2M | 82.2K | 1.89% | — |
| 11 | V VGES VANGUARD INTL EQUITY INDEX F | $6M | 100.4K | 1.82% | — |
| 12 | P PAYO PAYONEER GLOBAL INC | $5.5M | 771.9K | 1.67% | — |
| 13 | ? N/A SMARTRENT INC | $4M | 3.33M | 1.21% | — |
| 14 | L LAB STANDARD BIOTOOLS INC | $2.9M | 3.55M | 0.89% | — |
| 15 | Q QTRX QUANTERIX CORP | $2.5M | 571.6K | 0.75% | — |
| 16 | S SNEX STRATEGIC ED INC | $2.4M | 30.9K | 0.72% | — |
| 17 | E ETHA ISHARES TR | $2.3M | 47.2K | 0.71% | — |
| 18 | E ETHA ISHARES INC | $1.4M | 6.8K | 0.41% | — |
| 19 | C COIN COINBASE GLOBAL INC | $643K | 4.4K | 0.20% | — |