Tikvah Management LLC 13F Holdings · Q2 2026
Tikvah Management LLC reported 19 securities worth $329.19M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: GOOGL (21.78%), AMZN (21.41%), RHLD (9.62%). Among its top 25 positions this quarter: 1 new, 3 added, 8 trimmed, 3 exited.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GOOGL | ALPHABET INC | $71.7M | 21.78% | 200,630 | Trimmed |
| 2 | AMZN | AMAZON COM INC | $70.5M | 21.41% | 295,680 | Hold |
| 3 | RHLD | RESOLUTE HLDGS MGMT INC | $31.7M | 9.62% | 219,076 | Added |
| 4 | SPY | STATE STR SPDR S&P 500 ETF T | $24.7M | 7.51% | 33,104 | Hold |
| 5 | GOOG | ALPHABET INC | $24.5M | 7.46% | 69,480 | Hold |
| 6 | GRND | GRINDR INC | $21.0M | 6.39% | 1.5M | Added |
| 7 | BIO | BIO RAD LABS INC | $20.1M | 6.12% | 68,604 | Trimmed |
| 8 | DLO | DLOCAL LTD | $18.5M | 5.61% | 1.4M | Added |
| 9 | GPGI | GPGI INC | $12.7M | 3.85% | 800,611 | Trimmed |
| 10 | IAU | ISHARES GOLD TR | $6.2M | 1.89% | 82,230 | Hold |
| 11 | VWO | VANGUARD INTL EQUITY INDEX F | $6.0M | 1.82% | 100,400 | Trimmed |
| 12 | PAYO | PAYONEER GLOBAL INC | $5.5M | 1.67% | 771,939 | Trimmed |
| 13 | SMRT | SMARTRENT INC | $4.0M | 1.21% | 3.3M | Trimmed |
| 14 | LAB | STANDARD BIOTOOLS INC | $2.9M | 0.89% | 3.6M | Trimmed |
| 15 | QTRX | QUANTERIX CORP | $2.5M | 0.75% | 571,555 | Trimmed |
| 16 | STRA | STRATEGIC ED INC | $2.4M | 0.72% | 30,858 | Hold |
| 17 | INDA | ISHARES TR | $2.3M | 0.71% | 47,200 | Hold |
| 18 | EWY | ISHARES INC | $1.4M | 0.41% | 6,750 | New |
| 19 | COIN | COINBASE GLOBAL INC | $643,236 | 0.20% | 4,400 | Hold |
| 20 | MTCH | MATCH GROUP INC NEW | $0 | 0.00% | 0 | Exited |
| 21 | NAUT | NAUTILUS BIOTECHNOLOGY INC | $0 | 0.00% | 0 | Exited |
| 22 | PCOR | PROCORE TECHNOLOGIES INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR