Tikvah Management LLC Top Holdings and 13F Report (2025) About Tikvah Management LLCInvestment ActivityTikvah Management LLC has $310.67 million in total holdings as of June 30, 2025.Tikvah Management LLC owns shares of 22 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 63.21% of the portfolio was purchased this quarter.About 5.04% of the portfolio was sold this quarter.This quarter, Tikvah Management LLC has purchased 7 new stocks and bought additional shares in 0 stocks.Tikvah Management LLC sold shares of 1 stock and completely divested from 2 stocks this quarter.Largest Holdings Amazon.com $64,869,235Alphabet $35,360,550CompoSecure $31,699,485Bio-Rad Laboratories $26,806,791SPDR S&P 500 ETF Trust $20,453,306 Largest New Holdings this Quarter 02079k305 - Alphabet $35,360,550 Holding20459v105 - CompoSecure $31,699,485 Holding78462f103 - SPDR S&P 500 ETF Trust $20,453,306 Holding74275k108 - Procore Technologies $18,195,546 Holding02079k107 - Alphabet $12,325,057 Holding Largest Purchases this Quarter Alphabet 200,650 shares (about $35.36M)CompoSecure 2,249,786 shares (about $31.70M)SPDR S&P 500 ETF Trust 33,104 shares (about $20.45M)Procore Technologies 265,939 shares (about $18.20M)Alphabet 69,480 shares (about $12.33M) Largest Sales this Quarter Amazon.com 21,400 shares (about $4.69M) Sector Allocation Over TimeMap of 500 Largest Holdings ofTikvah Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAMZNAmazon.com$64,869,235$4,694,946 ▼-6.7%295,68020.9%Retail/WholesaleGOOGLAlphabet$35,360,550$35,360,550 ▲New Holding200,65011.4%Computer and TechnologyCMPOCompoSecure$31,699,485$31,699,485 ▲New Holding2,249,78610.2%Business ServicesBIOBio-Rad Laboratories$26,806,7910.0%111,0848.6%MedicalSPYSPDR S&P 500 ETF Trust$20,453,306$20,453,306 ▲New Holding33,1046.6%FinancePCORProcore Technologies$18,195,546$18,195,546 ▲New Holding265,9395.9%Computer and TechnologyLIFEaTyr Pharma$12,476,4230.0%2,460,8334.0%MedicalGOOGAlphabet$12,325,057$12,325,057 ▲New Holding69,4804.0%Computer and TechnologyDLODLocal$11,958,019$11,958,019 ▲New Holding1,054,4993.8%Business ServicesPAYOPayoneer Global$11,591,111$11,591,111 ▲New Holding1,692,1333.7%Business ServicesMTCHMatch Group$11,528,148$11,528,148 ▲New Holding373,2003.7%Computer and TechnologyResolute Holdings Management Inc$8,843,288$8,843,288 ▲New Holding277,4802.8%COMCMPOWCompoSecure$7,871,431$7,871,431 ▲New Holding1,259,4292.5%IndustrialsiShares Bitcoin Trust ETF$7,590,040$7,590,040 ▲New Holding124,0002.4%SHSLABStandard BioTools$6,061,270$6,061,270 ▲New Holding5,051,0582.0%MedicalIAUiShares Gold Trust$5,127,8630.0%82,2301.7%FinanceVWOVanguard FTSE Emerging Markets ETF$5,024,1470.0%101,5801.6%ETFQTRXQuanterix$3,801,266$3,801,266 ▲New Holding571,6191.2%MedicalSMRTSmartRent$3,301,771$3,301,771 ▲New Holding3,335,1221.1%Business ServicesINDAiShares MSCI India ETF$2,628,096$2,628,096 ▲New Holding47,2000.8%ETFSTRAStrategic Education$2,626,942$2,626,942 ▲New Holding30,8580.8%Consumer DiscretionaryNAUTNautilus Biotechnology$526,926$526,926 ▲New Holding726,8950.2%MedicalAVDXAvidXchange$0$8,334,297 ▼-100.0%00.0%Computer and TechnologyBILLBILL$0$2,642,805 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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