In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 14, 2025), Tikvah Management LLC reported 22 stock positions worth $333.3 million . Its top holding was Amazon.com (AMZN) at 19.5% of the portfolio, followed by Alphabet Class A (GOOGL, 14.6% ) and Gpgi (GPGI, 12.3% ). Compared with Q2 2025, it opened 1 new position, added to 1 and reduced 6. The biggest buy was a new position in Coinbase Global Class A (COIN) and the biggest sale Atyr Pharma (ATYR, shares −81% ).
Location Charlotte, NC
CIK 0001606477
Portfolio Value $333.3M (Q3 2025) Holdings 22 stocks · $333.3M Holdings quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock % Of Portfolio ▼ Shares Held Total Value Change vs Q2 2025 AMZN Amazon.com Inc. 295,680 $64.9M No change GOOGL Alphabet Inc. Class A 200,650 $48.8M No change GPGI Gpgi Inc. filed as COMPOSECURE INC 1,969,786 $41.0M Reduce -12.4% BIO Bio-Rad Laboratories-A 111,084 $31.1M No change SPY SS SPDR S&P 500 ETF Trust-US 33,104 $22.1M No change DLO Dlocal Ltd. 1,248,322 $17.8M Add +18.4% RHLD Resolute Holdings Manag 244,146 $17.6M Reduce -12.0% GOOG Alphabet Inc. Class C 69,480 $16.9M No change MTCH Match Group Inc. 373,200 $13.2M No change PCOR Procore Technologies Inc. 119,939 $8.7M Reduce -54.9% ETHA iShares Ethereum Trust ETF 124,000 $8.1M No change PAYO Payoneer Global Inc. 1,292,133 $7.8M Reduce -23.6% IAU iShares Gold Trust 82,230 $6.0M No change VWO Vanguard Ftse Emerging Marke 101,580 $5.5M No change COIN Coinbase Global Inc. Class A 15,650 $5.3M New SMRT Smartrent Inc. 3,335,122 $4.7M No change LAB Standard Biotools Inc. 3,551,152 $4.6M Reduce -29.7% QTRX Quanterix Corp. 571,619 $3.1M No change STRA Strategic Education Inc. 30,858 $2.7M No change INDA iShares MSCI India ETF 47,200 $2.5M No change NAUT Nautilus Biotechnology Inc. 726,895 $614K No change ATYR Atyr Pharma Inc. 460,833 $332K Reduce -81.3%
Other holdings (1): bonds, preferreds, convertibles and warrants · $5.4M (not counted above) Security Class Shares / Principal Value Change CMPOW Composecure Inc. -CW25 *W EXP 12/27/202 420,259 $5.4M Reduce -66.6%
Total filed on the 13F, all lines: $338.7M.
Portfolio Sells Q2 2025 → Q3 2025 Portfolio Sells quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q2 2025 % Of Portfolio Change To Portfolio ▲ ATYR Atyr Pharma Inc. Reduce -81.3% 0.10% −4.02 PCOR Procore Technologies Inc. Reduce -54.9% 2.62% −3.39 PAYO Payoneer Global Inc. Reduce -23.6% 2.35% −1.48 LAB Standard Biotools Inc. Reduce -29.7% 1.39% −0.62 GPGI Gpgi Inc. Reduce -12.4% 12.30% +1.83 RHLD Resolute Holdings Manag Reduce -12.0% 5.28% +2.36
Portfolio Buys Q2 2025 → Q3 2025 Portfolio Buys quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q2 2025 % Of Portfolio Change To Portfolio ▼ COIN Coinbase Global Inc. Class A New 1.58% +1.58 DLO Dlocal Ltd. Add +18.4% 5.35% +1.40
Notes & Other Activity Q2 2025 → Q3 2025 Security Class Change vs Q2 2025 Shares / Principal Value ▼ CMPOW Composecure Inc. -CW25 *W EXP 12/27/202 Reduce -66.6% 420,259 $5.4M
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
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