Tikvah Management LLC

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 14, 2026), Tikvah Management LLC reported 21 stock positions worth $322.8 million. Its top holding was Amazon.com (AMZN) at 19.1% of the portfolio, followed by Alphabet Class A (GOOGL, 17.9%) and Resolute Holdings Manag (RHLD, 9.9%). Compared with Q4 2025, it sold out of 2, added to 3 and reduced 4. The biggest buy was Grindr (GRND, shares +67%) and the biggest sale Gpgi (GPGI, shares −33%).

Most Recent 13F
Q2 2026
Location
Charlotte, NC
CIK
0001606477
Portfolio Value
$322.8M (Q1 2026)
SEC Filing
0000919574-26-003024 ↗ filed May 14, 2026

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $317.8M Q1 2024 Q2 2024: $305.8M Q2 2024 Q3 2024: $314.9M Q3 2024 Q4 2024: $357.6M Q4 2024 Q1 2025: $288.5M Q1 2025 Q2 2025: $302.8M Q2 2025 Q3 2025: $333.3M Q3 2025 Q4 2025: $374.2M Q4 2025 Q1 2026: $322.8M $322.8M Q1 2026 Q2 2026: $329.2M Q2 2026

Holdings 21 stocks · $322.8M
AMZN Amazon.com Inc. 19.08% 295,680 $61.6M No change
GOOGL Alphabet Inc. Class A 17.88% 200,650 $57.7M No change
RHLD Resolute Holdings Manag 9.87% 196,291 $31.9M Add +6.9%
BIO Bio-Rad Laboratories-A 8.45% 97,834 $27.3M Reduce -11.9%
SPY SS SPDR S&P 500 ETF Trust-US 6.67% 33,104 $21.5M No change
GOOG Alphabet Inc. Class C 6.17% 69,480 $19.9M No change
GPGI Gpgi Inc. 5.35% 1,009,181 $17.3M Reduce -32.9%
GRND Grindr Inc. 5.07% 1,354,620 $16.4M Add +67.3%
DLO Dlocal Ltd. 5.02% 1,248,322 $16.2M No change
PAYO Payoneer Global Inc. 3.09% 2,064,072 $10.0M Add +59.7%
IAU iShares Gold Trust 2.25% 82,230 $7.2M No change
PCOR Procore Technologies Inc. 2.12% 119,939 $6.8M No change
VWO Vanguard Ftse Emerging Marke 1.70% 101,580 $5.5M No change
SMRT Smartrent Inc. 1.55% 3,335,122 $5.0M No change
MTCH Match Group Inc. 1.52% 159,500 $4.9M Reduce -49.1%
LAB Standard Biotools Inc. 1.01% 3,551,152 $3.3M No change
NAUT Nautilus Biotechnology Inc. 0.87% 726,895 $2.8M No change
STRA Strategic Education Inc. 0.79% 30,858 $2.6M No change
INDA iShares MSCI India ETF 0.68% 47,200 $2.2M No change
QTRX Quanterix Corp. 0.62% 571,619 $2.0M No change
COIN Coinbase Global Inc. Class A 0.24% 4,400 $768K Reduce -71.9%

Portfolio Sells Q4 2025 → Q1 2026
GPGI Gpgi Inc. Reduce -32.9% 5.35% −2.40
ETHA iShares Ethereum Trust ETF Sold out 0.00% −1.65
MTCH Match Group Inc. Reduce -49.1% 1.52% −1.18
COIN Coinbase Global Inc. Class A Reduce -71.9% 0.24% −0.71
BIO Bio-Rad Laboratories-A Reduce -11.9% 8.45% −0.54
ATYR Atyr Pharma Inc. Sold out 0.00% −0.10

Portfolio Buys Q4 2025 → Q1 2026
GRND Grindr Inc. Add +67.3% 5.07% +2.14
PAYO Payoneer Global Inc. Add +59.7% 3.09% +1.15
RHLD Resolute Holdings Manag Add +6.9% 9.87% −0.26

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 19$329.2MGOOGL, AMZN, RHLD, SPY, GOOG
Q1 2026 21$322.8MAMZN, GOOGL, RHLD, BIO, SPY
Q4 2025 23$374.2MAMZN, GOOGL, RHLD, BIO, GPGI
Q3 2025 22$333.3MAMZN, GOOGL, GPGI, BIO, SPY
Q2 2025 21$302.8MAMZN, GOOGL, GPGI, BIO, SPY
Q1 2025 23$288.5MAMZN, GOOGL, BIO, GPGI, SPY
Q4 2024 23$357.6MAMZN, GOOGL, BIO, GPGI, PCOR
Q3 2024 23$314.9MAMZN, BIO, GOOGL, GPGI, SPY
Q2 2024 24$305.8MAMZN, GOOGL, BIO, PCOR, STRA
Q1 2024 22$317.8MAMZN, BIO, GOOGL, PCOR, SPY