Tikvah Management LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 13, 2026), Tikvah Management LLC reported 19 stock positions worth $329.2 million. Its top holding was Alphabet Class A (GOOGL) at 21.8% of the portfolio, followed by Amazon.com (AMZN, 21.4%) and Resolute Holdings Manag (RHLD, 9.6%). Compared with Q1 2026, it opened 1 new position, sold out of 3, added to 3 and reduced 8. The biggest buy was Grindr (GRND, shares +8%) and the biggest sale Bio-Rad Laboratories-A (BIO, shares −30%).
- Most Recent 13F
- Q2 2026
- Location
- Charlotte, NC
- CIK
- 0001606477
- Portfolio Value
- $329.2M (Q2 2026)
- SEC Filing
- 0000919574-26-005025 ↗ filed Aug 13, 2026
Holdings Value
Holdings 19 stocks · $329.2M
| GOOGL Alphabet Inc. Class A | 21.78% | 200,630 | $71.7M | Reduce -0.0% |
| AMZN Amazon.com Inc. | 21.41% | 295,680 | $70.5M | No change |
| RHLD Resolute Holdings Manag | 9.62% | 219,076 | $31.7M | Add +11.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 7.51% | 33,104 | $24.7M | No change |
| GOOG Alphabet Inc. Class C | 7.46% | 69,480 | $24.5M | No change |
| GRND Grindr Inc. | 6.39% | 1,463,720 | $21.0M | Add +8.1% |
| BIO Bio-Rad Laboratories-A | 6.12% | 68,604 | $20.1M | Reduce -29.9% |
| DLO Dlocal Ltd. | 5.61% | 1,420,822 | $18.5M | Add +13.8% |
| GPGI Gpgi Inc. | 3.85% | 800,611 | $12.7M | Reduce -20.7% |
| IAU iShares Gold Trust | 1.89% | 82,230 | $6.2M | No change |
| VWO Vanguard Ftse Emerging Marke | 1.82% | 100,400 | $6.0M | Reduce -1.2% |
| PAYO Payoneer Global Inc. | 1.67% | 771,939 | $5.5M | Reduce -62.6% |
| SMRT Smartrent Inc. | 1.21% | 3,335,000 | $4.0M | Reduce 0.0% |
| LAB Standard Biotools Inc. | 0.89% | 3,551,058 | $2.9M | Reduce 0.0% |
| QTRX Quanterix Corp. | 0.75% | 571,555 | $2.5M | Reduce -0.0% |
| STRA Strategic Education Inc. | 0.72% | 30,858 | $2.4M | No change |
| INDA iShares MSCI India ETF | 0.71% | 47,200 | $2.3M | No change |
| EWY iShares MSCI South Korea ETF | 0.41% | 6,750 | $1.4M | New |
| COIN Coinbase Global Inc. Class A | 0.20% | 4,400 | $643K | No change |
Portfolio Sells Q1 2026 → Q2 2026
| BIO Bio-Rad Laboratories-A | Reduce -29.9% | 6.12% | −2.33 |
| PCOR Procore Technologies Inc. | Sold out | 0.00% | −2.12 |
| MTCH Match Group Inc. | Sold out | 0.00% | −1.52 |
| GPGI Gpgi Inc. | Reduce -20.7% | 3.85% | −1.49 |
| PAYO Payoneer Global Inc. | Reduce -62.6% | 1.67% | −1.42 |
| NAUT Nautilus Biotechnology Inc. | Sold out | 0.00% | −0.87 |
| SMRT Smartrent Inc. | Reduce 0.0% | 1.21% | −0.34 |
| LAB Standard Biotools Inc. | Reduce 0.0% | 0.89% | −0.12 |
| VWO Vanguard Ftse Emerging Marke | Reduce -1.2% | 1.82% | +0.12 |
| QTRX Quanterix Corp. | Reduce -0.0% | 0.75% | +0.13 |
| GOOGL Alphabet Inc. Class A | Reduce -0.0% | 21.78% | +3.90 |
Portfolio Buys Q1 2026 → Q2 2026
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 19 | $329.2M | GOOGL, AMZN, RHLD, SPY, GOOG |
| Q1 2026 | 21 | $322.8M | AMZN, GOOGL, RHLD, BIO, SPY |
| Q4 2025 | 23 | $374.2M | AMZN, GOOGL, RHLD, BIO, GPGI |
| Q3 2025 | 22 | $333.3M | AMZN, GOOGL, GPGI, BIO, SPY |
| Q2 2025 | 21 | $302.8M | AMZN, GOOGL, GPGI, BIO, SPY |
| Q1 2025 | 23 | $288.5M | AMZN, GOOGL, BIO, GPGI, SPY |
| Q4 2024 | 23 | $357.6M | AMZN, GOOGL, BIO, GPGI, PCOR |
| Q3 2024 | 23 | $314.9M | AMZN, BIO, GOOGL, GPGI, SPY |
| Q2 2024 | 24 | $305.8M | AMZN, GOOGL, BIO, PCOR, STRA |
| Q1 2024 | 22 | $317.8M | AMZN, BIO, GOOGL, PCOR, SPY |