§ 13F · FUND PROFILE
Tikvah Management LLC.
AUM · $329M (13F)Positions · 19Turnover · n/a · Q2Filed · Aug 13, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$1M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | GOOGL | ALPHABET INC | 201K | $72M | 21.8% | ±0% |
| 2 | AMZN | AMAZON COM INC | 296K | $70M | 21.4% | ±0% |
| 3 | RHLD | RESOLUTE HLDGS MGMT INC | 219K | $32M | 9.6% | +12% |
| 4 | SPY | STATE STR SPDR S&P 500 ETF T | 33K | $25M | 7.5% | ±0% |
| 5 | GOOG | ALPHABET INC | 69K | $25M | 7.5% | ±0% |
| 6 | GRND | GRINDR INC | 1.46M | $21M | 6.4% | +8% |
| 7 | BIO | BIO RAD LABS INC | 69K | $20M | 6.1% | −30% |
| 8 | DLO | DLOCAL LTD | 1.42M | $18M | 5.6% | +14% |
| 9 | GPGI | GPGI INC | 801K | $13M | 3.9% | −21% |
| 10 | IAU | ISHARES GOLD TR | 82K | $6M | 1.9% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE TIKVAH SIGNAL
AC read
Tikvah Management LLC is a Other fund managing $329 million in assets. The fund runs a focused portfolio of just 19 positions.
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