Tikvah Management LLC
Tikvah Management LLC reported 19 US-listed holdings worth $329.2 million in its 13F for the quarter ended 30 June 2026, filed 13 August 2026. Its largest: Alphabet Inc. (21.8%), Amazon.com Inc. (21.4%) and Resolute Holdings Manag (9.6%). Against the quarter before, it opened 1 position, added to 3, trimmed 4 and sold out of 3.
The 14 largest of its 19 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What its reported holdings returned
Held through each quarter, the holdings it reported returned +37.4% over the 7 quarters to 30 June 2026, against +30.2% for the S&P 500.
Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.
What it did on the quarter
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Opened 1
- iShares Inc. EWY$1.4 million
Added to 3
- Resolute Holdings Manag RHLD+22,785 shares · +12%
- Dlocal Ltd DLO+172,500 shares · +14%
- Grindr Inc. GRND+109,100 shares · +8%
Trimmed 4
- Payoneer Global Inc. PAYO-1.3 million shares · -63%
- Bio-Rad Laboratories, Inc. BIO-29,230 shares · -30%
- Composecure Inc. GPGI-208,570 shares · -21%
- Vanguard Ftse Emerging Markets VWO-1,180 shares · -1%
Sold out of 3
- Procore Technologies Inc. PCOR$6.8 million last quarter
- Match Group, Inc. MTCH$4.9 million last quarter
- Nautilus Biotechnology Inc. NAUT$2.8 million last quarter
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Alphabet Inc. GOOGL | 200.6K | $71.7 million | 21.78% | -20 |
| Amazon.com Inc. AMZN | 295.7K | $70.5 million | 21.41% | no change |
| Resolute Holdings Manag RHLD | 219.1K | $31.7 million | 9.62% | +22.8K |
| SPDR S&P 500 SPY | 33.1K | $24.7 million | 7.51% | no change |
| Alphabet Inc. GOOG | 69.5K | $24.5 million | 7.46% | no change |
| Grindr Inc. GRND | 1.5M | $21.0 million | 6.39% | +109.1K |
| Bio-Rad Laboratories, Inc. BIO | 68.6K | $20.1 million | 6.12% | -29.2K |
| Dlocal Ltd DLO | 1.4M | $18.5 million | 5.61% | +172.5K |
| Composecure Inc. GPGI | 800.6K | $12.7 million | 3.85% | -208.6K |
| iShares Gold Trust IAU | 82.2K | $6.2 million | 1.89% | no change |
| Vanguard Ftse Emerging Markets VWO | 100.4K | $6.0 million | 1.82% | -1.2K |
| Payoneer Global Inc. PAYO | 771.9K | $5.5 million | 1.67% | -1.3M |
| Smartrent Inc. SMRT | 3.3M | $4.0 million | 1.21% | -122 |
| Standard Biotools Inc. LAB | 3.6M | $2.9 million | 0.89% | -94 |
| Quanterix Corp. QTRX | 571.6K | $2.5 million | 0.75% | -64 |
| Strategic Education, Inc. STRA | 30.9K | $2.4 million | 0.72% | no change |
| iShares Trust INDA | 47.2K | $2.3 million | 0.71% | no change |
| iShares Inc. EWY | 6.8K | $1.4 million | 0.41% | new |
| Coinbase Global, Inc. COIN | 4.4K | $643,236 | 0.20% | no change |