Tikvah Management LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 13, 2025), Tikvah Management LLC reported 23 stock positions worth $357.6 million. Its top holding was Amazon.com (AMZN) at 19.5% of the portfolio, followed by Alphabet Class A (GOOGL, 11.7%) and Bio-Rad Laboratories-A (BIO, 10.9%). Compared with Q3 2024, it opened 1 new position, sold out of 1, added to 1 and reduced 1. The biggest buy was a new position in iShares Ethereum Trust ETF (ETHA) and the biggest sale an exit from Propertyguru (PGRU).
- Most Recent 13F
- Q2 2026
- Location
- Charlotte, NC
- CIK
- 0001606477
- Portfolio Value
- $357.6M (Q4 2024)
- SEC Filing
- 0000919574-25-001027 ↗ filed Feb 13, 2025
Holdings Value
Holdings 23 stocks · $357.6M
| AMZN Amazon.com Inc. | 19.45% | 317,080 | $69.6M | No change |
| GOOGL Alphabet Inc. Class A | 11.68% | 220,600 | $41.8M | No change |
| BIO Bio-Rad Laboratories-A | 10.85% | 118,147 | $38.8M | No change |
| GPGI Gpgi Inc. filed as COMPOSECURE INC | 9.64% | 2,249,786 | $34.5M | No change |
| PCOR Procore Technologies Inc. | 6.91% | 329,989 | $24.7M | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 6.02% | 36,724 | $21.5M | No change |
| GOOG Alphabet Inc. Class C | 4.39% | 82,530 | $15.7M | No change |
| PAYO Payoneer Global Inc. | 3.63% | 1,292,133 | $13.0M | No change |
| MTCH Match Group Inc. | 3.41% | 373,200 | $12.2M | No change |
| LAB Standard Biotools Inc. | 3.21% | 6,551,058 | $11.5M | No change |
| AVDX Avidxchange Holdings Inc. | 2.84% | 982,818 | $10.2M | No change |
| DLO Dlocal Ltd. | 2.84% | 901,800 | $10.2M | Add +115.6% |
| BILL Bill Holdings Inc. | 2.51% | 106,051 | $9.0M | Reduce -24.0% |
| ETHA iShares Ethereum Trust ETF | 2.50% | 353,700 | $8.9M | New |
| ATYR Atyr Pharma Inc. | 2.49% | 2,460,833 | $8.9M | No change |
| QTRX Quanterix Corp. | 1.70% | 571,619 | $6.1M | No change |
| SMRT Smartrent Inc. | 1.63% | 3,335,122 | $5.8M | No change |
| VWO Vanguard Ftse Emerging Marke | 1.25% | 101,580 | $4.5M | No change |
| IAU iShares Gold Trust | 1.14% | 82,230 | $4.1M | No change |
| STRA Strategic Education Inc. | 0.81% | 30,858 | $2.9M | No change |
| INDA iShares MSCI India ETF | 0.69% | 47,200 | $2.5M | No change |
| NAUT Nautilus Biotechnology Inc. | 0.34% | 726,895 | $1.2M | No change |
| OMIC Singular Genomics Systems Inc. | 0.06% | 10,561 | $205K | No change |
Other holdings (1): bonds, preferreds, convertibles and warrants · $9.5M (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| CMPOW Composecure Inc. -CW25 | *W EXP 12/27/202 | 2,045,637 | $9.5M | No change |
Total filed on the 13F, all lines: $367.2M.
Portfolio Sells Q3 2024 → Q4 2024
Portfolio Buys Q3 2024 → Q4 2024
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 |