§ 13F · FUND PROFILE
Tikvah Management LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $339M (13F)Positions · 23Turnover · — · Q1Filed · May 14, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AMZN | AMAZON COM INC | 296K | $62M | 19.1% | ±0% |
| 2 | GOOGL | ALPHABET INC | 201K | $58M | 17.9% | ±0% |
| 3 | RHLD | RESOLUTE HLDGS MGMT INC | 196K | $32M | 9.9% | +7% |
| 4 | BIO | BIO RAD LABS INC | 98K | $27M | 8.4% | −12% |
| 5 | SPY | STATE STR SPDR S&P 500 ETF T | 33K | $22M | 6.7% | ±0% |
| 6 | GOOG | ALPHABET INC | 69K | $20M | 6.2% | ±0% |
| 7 | GPGI | GPGI INC | 1.01M | $17M | 5.3% | −33% |
| 8 | GRND | GRINDR INC | 1.35M | $16M | 5.1% | +67% |
| 9 | DLO | DLOCAL LTD | 1.25M | $16M | 5.0% | ±0% |
| 10 | PAYO | PAYONEER GLOBAL INC | 2.06M | $10M | 3.1% | +60% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE TIKVAH SIGNAL
AC read
Tikvah Management LLC is a Other fund managing $339 million in assets. The fund runs a focused portfolio of just 23 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed