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Tikvah Management LLC Top Holdings and 13F Report (2025)

About Tikvah Management LLC

Investment Activity

  • Tikvah Management LLC has $293.60 million in total holdings as of March 31, 2025.
  • Tikvah Management LLC owns shares of 24 different stocks, but just 11 companies or ETFs make up 80% of its holdings.
  • Approximately 4.07% of the portfolio was purchased this quarter.
  • About 8.51% of the portfolio was sold this quarter.
  • This quarter, Tikvah Management LLC has purchased 24 new stocks and bought additional shares in 2 stocks.
  • Tikvah Management LLC sold shares of 7 stocks and completely divested from 1 stock this quarter.

Largest Holdings

Amazon.com
$60,327,641
Alphabet
$32,961,516
CompoSecure
$24,455,174

Largest New Holdings this Quarter

76134H101 - RESOLUTE HLDGS MGMT INC
$7,756,023 Holding

Largest Purchases this Quarter

RESOLUTE HLDGS MGMT INC
247,480 shares (about $7.76M)
Payoneer Global
400,000 shares (about $2.92M)
DLocal
152,699 shares (about $1.27M)

Largest Sales this Quarter

ISHARES ETHEREUM TR
229,700 shares (about $10.75M)
Procore Technologies
64,050 shares (about $4.23M)
CompoSecure
702,000 shares (about $2.68M)
BILL
48,461 shares (about $2.22M)
SPDR S&P 500 ETF Trust
3,620 shares (about $2.02M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofTikvah Management LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$60,327,6410.0%317,08020.5%Retail/Wholesale
Alphabet Inc. stock logo
GOOGL
Alphabet
$32,961,516$1,152,068 -3.4%213,15011.2%Computer and Technology
Bio-Rad Laboratories, Inc. stock logo
BIO
Bio-Rad Laboratories
$27,055,619$1,720,264 -6.0%111,0849.2%Medical
CompoSecure, Inc. stock logo
CMPO
CompoSecure
$24,455,1740.0%2,249,7868.3%Business Services
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$18,518,047$2,024,992 -9.9%33,1046.3%Finance
Procore Technologies, Inc. stock logo
PCOR
Procore Technologies
$17,557,293$4,228,581 -19.4%265,9396.0%Computer and Technology
Alphabet Inc. stock logo
GOOG
Alphabet
$12,893,6620.0%82,5304.4%Computer and Technology
Payoneer Global Inc. stock logo
PAYO
Payoneer Global
$12,369,492$2,924,000 31.0%1,692,1334.2%Business Services
Match Group, Inc. stock logo
MTCH
Match Group
$11,643,8400.0%373,2004.0%Retail/Wholesale
DLocal Limited stock logo
DLO
DLocal
$8,794,522$1,273,510 16.9%1,054,4993.0%Business Services
AvidXchange Holdings, Inc. stock logo
AVDX
AvidXchange
$8,334,2970.0%982,8182.8%Computer and Technology
RESOLUTE HLDGS MGMT INC
$7,756,023$7,756,023 New Holding247,4802.6%COM
aTyr Pharma, Inc. stock logo
LIFE
aTyr Pharma
$7,431,7160.0%2,460,8332.5%Medical
Standard BioTools Inc. stock logo
LAB
Standard BioTools
$7,075,1430.0%6,551,0582.4%Medical
ISHARES ETHEREUM TR
$5,804,440$10,752,257 -64.9%124,0002.0%SHS
CMPOW
CompoSecure
$5,132,693$2,681,640 -34.3%1,343,6371.7%Industrials
iShares Gold Trust stock logo
IAU
iShares Gold Trust
$4,848,2810.0%82,2301.7%Finance
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$4,597,5110.0%101,5801.6%ETF
SmartRent, Inc. stock logo
SMRT
SmartRent
$4,035,4980.0%3,335,1221.4%Business Services
Quanterix Co. stock logo
QTRX
Quanterix
$3,721,2400.0%571,6191.3%Medical
BILL Holdings, Inc. stock logo
BILL
BILL
$2,642,805$2,223,875 -45.7%57,5900.9%Computer and Technology
Strategic Education, Inc. stock logo
STRA
Strategic Education
$2,590,8380.0%30,8580.9%Consumer Discretionary
iShares MSCI India ETF stock logo
INDA
iShares MSCI India ETF
$2,429,8560.0%47,2000.8%ETF
Nautilus Biotechnology, Inc. stock logo
NAUT
Nautilus Biotechnology
$625,8570.0%726,8950.2%Medical
SINGULAR GENOMICS SYSTEMS IN
$0$205,200 -100.0%00.0%COM NEW

Showing largest 100 holdings. View all holdings.
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