Tikvah Management LLC — 13F Holdings & Portfolio
CIK 1606477 · latest 13F-HR filed 2026-05-14
Tikvah Management LLC manages $322.8M in 13F-reported U.S. long-equity assets across 21 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are AMZN (19.08%), GOOGL (17.88%), RHLD (9.87%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 0 new positions, exited 2, added to 4, and trimmed 14.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$322.8M
Long-equity book
21
Distinct positions
2026-03-31
Filed 2026-05-14
+0 / −2 / ↑4 / ↓14
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- GRINDR INC$5.4M +49.4%
- PAYONEER GLOBAL INC$2.7M +37.3%
- NAUTILUS BIOTECHNOLOGY INC$1.4M +99.0%
- ISHARES GOLD TR$574.8K +8.6%
Top Trims
- GPGI INC-$11.7M -40.5%
- AMAZON COM INC-$6.7M -9.8%
- BIO RAD LABS INC-$6.4M -19.0%
- RESOLUTE HLDGS MGMT INC-$6.0M -15.9%
- MATCH GROUP INC NEW-$5.2M -51.6%
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | AMAZON COM INC | AMZN | 023135106 | $61.6M | 19.08% | 295,680 | SH |
| 2 | ALPHABET INC | GOOGL | 02079K305 | $57.7M | 17.88% | 200,650 | SH |
| 3 | RESOLUTE HLDGS MGMT INC | RHLD | 76134H101 | $31.9M | 9.87% | 196,291 | SH |
| 4 | BIO RAD LABS INC | BIO | 090572207 | $27.3M | 8.45% | 97,834 | SH |
| 5 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $21.5M | 6.67% | 33,104 | SH |
| 6 | ALPHABET INC | GOOG | 02079K107 | $19.9M | 6.17% | 69,480 | SH |
| 7 | GPGI INC | GPGI | 20459V105 | $17.3M | 5.35% | 1,009,181 | SH |
| 8 | GRINDR INC | GRND | 39854F101 | $16.4M | 5.07% | 1,354,620 | SH |
| 9 | DLOCAL LTD | DLO | G29018101 | $16.2M | 5.02% | 1,248,322 | SH |
| 10 | PAYONEER GLOBAL INC | PAYO | 70451X104 | $10.0M | 3.09% | 2,064,072 | SH |
| 11 | ISHARES GOLD TR | IAU | 464285204 | $7.2M | 2.25% | 82,230 | SH |
| 12 | PROCORE TECHNOLOGIES INC | PCOR | 74275K108 | $6.8M | 2.12% | 119,939 | SH |
| 13 | VANGUARD INTL EQUITY INDEX F | VWO | 922042858 | $5.5M | 1.70% | 101,580 | SH |
| 14 | SMARTRENT INC | SMRT | 83193G107 | $5.0M | 1.55% | 3,335,122 | SH |
| 15 | MATCH GROUP INC NEW | MTCH | 57667L107 | $4.9M | 1.52% | 159,500 | SH |
| 16 | STANDARD BIOTOOLS INC | LAB | 34385P108 | $3.3M | 1.01% | 3,551,152 | SH |
| 17 | NAUTILUS BIOTECHNOLOGY INC | NAUT | 63909J108 | $2.8M | 0.87% | 726,895 | SH |
| 18 | STRATEGIC ED INC | STRA | 86272C103 | $2.6M | 0.79% | 30,858 | SH |
| 19 | ISHARES TR | INDA | 46429B598 | $2.2M | 0.68% | 47,200 | SH |
| 20 | QUANTERIX CORP | QTRX | 74766Q101 | $2.0M | 0.62% | 571,619 | SH |
| 21 | COINBASE GLOBAL INC | COIN | 19260Q107 | $768.3K | 0.24% | 4,400 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-14 | $322.8M | 21 | 0000919574-26-003024 |
| 2025-12-31 | 2026-02-13 | $374.2M | 23 | 0000919574-26-000923 |
| 2025-09-30 | 2025-11-14 | $338.7M | 23 | 0000919574-25-006894 |