Tikvah Management LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 13, 2026), Tikvah Management LLC reported 23 stock positions worth $374.2 million. Its top holding was Amazon.com (AMZN) at 18.2% of the portfolio, followed by Alphabet Class A (GOOGL, 16.8%) and Resolute Holdings Manag (RHLD, 10.1%). Compared with Q3 2025, it opened 1 new position and reduced 3. The biggest buy was a new position in Grindr (GRND) and the biggest sale Gpgi (GPGI, shares −24%).
- Most Recent 13F
- Q2 2026
- Location
- Charlotte, NC
- CIK
- 0001606477
- Portfolio Value
- $374.2M (Q4 2025)
- SEC Filing
- 0000919574-26-000923 ↗ filed Feb 13, 2026
Holdings Value
Holdings 23 stocks · $374.2M
| AMZN Amazon.com Inc. | 18.24% | 295,680 | $68.2M | No change |
| GOOGL Alphabet Inc. Class A | 16.78% | 200,650 | $62.8M | No change |
| RHLD Resolute Holdings Manag | 10.13% | 183,566 | $37.9M | Reduce -24.8% |
| BIO Bio-Rad Laboratories-A | 8.99% | 111,084 | $33.7M | No change |
| GPGI Gpgi Inc. filed as COMPOSECURE INC | 7.74% | 1,503,164 | $29.0M | Reduce -23.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 6.03% | 33,104 | $22.6M | No change |
| GOOG Alphabet Inc. Class C | 5.83% | 69,480 | $21.8M | No change |
| DLO Dlocal Ltd. | 4.72% | 1,248,322 | $17.7M | No change |
| GRND Grindr Inc. | 2.93% | 809,770 | $11.0M | New |
| MTCH Match Group Inc. | 2.70% | 313,200 | $10.1M | Reduce -16.1% |
| PCOR Procore Technologies Inc. | 2.33% | 119,939 | $8.7M | No change |
| PAYO Payoneer Global Inc. | 1.94% | 1,292,133 | $7.3M | No change |
| SMRT Smartrent Inc. | 1.80% | 3,335,122 | $6.7M | No change |
| IAU iShares Gold Trust | 1.78% | 82,230 | $6.7M | No change |
| ETHA iShares Ethereum Trust ETF | 1.65% | 124,000 | $6.2M | No change |
| VWO Vanguard Ftse Emerging Marke | 1.46% | 101,580 | $5.5M | No change |
| LAB Standard Biotools Inc. | 1.21% | 3,551,152 | $4.5M | No change |
| QTRX Quanterix Corp. | 0.97% | 571,619 | $3.6M | No change |
| COIN Coinbase Global Inc. Class A | 0.95% | 15,650 | $3.5M | No change |
| INDA iShares MSCI India ETF | 0.68% | 47,200 | $2.6M | No change |
| STRA Strategic Education Inc. | 0.66% | 30,858 | $2.5M | No change |
| NAUT Nautilus Biotechnology Inc. | 0.38% | 726,895 | $1.4M | No change |
| ATYR Atyr Pharma Inc. | 0.10% | 460,833 | $361K | No change |
Portfolio Sells Q3 2025 → Q4 2025
Portfolio Buys Q3 2025 → Q4 2025
| GRND Grindr Inc. | New | 2.93% | +2.93 |
Notes & Other Activity Q3 2025 → Q4 2025
| CMPOW Composecure Inc. -CW25 | *W EXP 12/27/202 | Sold out | 420,259 | $5.4Mbefore exit |
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 |