Tikvah Management LLC 13F 持仓 · 2026年Q2
Tikvah Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 19 只证券，申报市值合计 3.29 亿美元。前几大持仓：GOOGL（21.78%）、AMZN（21.41%）、RHLD（9.62%）。本季前 25 大持仓中：新建仓 1 只、增持 3 只、减持 8 只、清仓 3 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | GOOGL | ALPHABET INC | $71.7M | 21.78% | 200,630 | 减持 |
| 2 | AMZN | AMAZON COM INC | $70.5M | 21.41% | 295,680 | 持平 |
| 3 | RHLD | RESOLUTE HLDGS MGMT INC | $31.7M | 9.62% | 219,076 | 增持 |
| 4 | SPY | STATE STR SPDR S&P 500 ETF T | $24.7M | 7.51% | 33,104 | 持平 |
| 5 | GOOG | ALPHABET INC | $24.5M | 7.46% | 69,480 | 持平 |
| 6 | GRND | GRINDR INC | $21.0M | 6.39% | 1.5M | 增持 |
| 7 | BIO | BIO RAD LABS INC | $20.1M | 6.12% | 68,604 | 减持 |
| 8 | DLO | DLOCAL LTD | $18.5M | 5.61% | 1.4M | 增持 |
| 9 | GPGI | GPGI INC | $12.7M | 3.85% | 800,611 | 减持 |
| 10 | IAU | ISHARES GOLD TR | $6.2M | 1.89% | 82,230 | 持平 |
| 11 | VWO | VANGUARD INTL EQUITY INDEX F | $6.0M | 1.82% | 100,400 | 减持 |
| 12 | PAYO | PAYONEER GLOBAL INC | $5.5M | 1.67% | 771,939 | 减持 |
| 13 | SMRT | SMARTRENT INC | $4.0M | 1.21% | 3.3M | 减持 |
| 14 | LAB | STANDARD BIOTOOLS INC | $2.9M | 0.89% | 3.6M | 减持 |
| 15 | QTRX | QUANTERIX CORP | $2.5M | 0.75% | 571,555 | 减持 |
| 16 | STRA | STRATEGIC ED INC | $2.4M | 0.72% | 30,858 | 持平 |
| 17 | INDA | ISHARES TR | $2.3M | 0.71% | 47,200 | 持平 |
| 18 | EWY | ISHARES INC | $1.4M | 0.41% | 6,750 | 新建仓 |
| 19 | COIN | COINBASE GLOBAL INC | $643,236 | 0.20% | 4,400 | 持平 |
| 20 | MTCH | MATCH GROUP INC NEW | $0 | 0.00% | 0 | 清仓 |
| 21 | NAUT | NAUTILUS BIOTECHNOLOGY INC | $0 | 0.00% | 0 | 清仓 |
| 22 | PCOR | PROCORE TECHNOLOGIES INC | $0 | 0.00% | 0 | 清仓 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR