Q1 2026 · 13F-HR
Tikvah Management LLCholdings as filed
Filed 2026-05-14 · accession 0000919574-26-003024
$322.8M
Reported value
21
Positions
2026-03-31
Period end
The Brief · Tikvah Management LLC · Q1 2026
AI · grounded in 13F
Tikvah Management LLC closed its position in ETHA, reducing its holdings by $6.16M. The fund trimmed its stake in COIN by 71.89% and reduced its position in MTCH by 49.07%. Conversely, the manager accumulated shares of GRND and PAYO by 67.28% and 59.74%, respectively.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 023135106 | AMZN | AMAZON COM INC | $61.6M | 19.1% | 295,680 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $57.7M | 17.9% | 200,650 | Common | SOLE |
| 76134H101 | RHLD | RESOLUTE HLDGS MGMT INC | $31.9M | 9.87% | 196,291 | Common | SOLE |
| 090572207 | BIO | BIO RAD LABS INC | $27.3M | 8.45% | 97,834 | Common | SOLE |
| 78462F103 | SPY | STATE STR SPDR S&P 500 ETF T | $21.5M | 6.67% | 33,104 | Common | SOLE |
| 02079K107 | GOOG | ALPHABET INC | $19.9M | 6.17% | 69,480 | Common | SOLE |
| 20459V105 | GPGI | GPGI INC | $17.3M | 5.35% | 1,009,181 | Common | SOLE |
| 39854F101 | GRND | GRINDR INC | $16.4M | 5.07% | 1,354,620 | Common | SOLE |
| G29018101 | DLO | DLOCAL LTD | $16.2M | 5.02% | 1,248,322 | Common | SOLE |
| 70451X104 | PAYO | PAYONEER GLOBAL INC | $10.0M | 3.09% | 2,064,072 | Common | SOLE |
| 464285204 | IAU | ISHARES GOLD TR | $7.2M | 2.25% | 82,230 | Common | SOLE |
| 74275K108 | PCOR | PROCORE TECHNOLOGIES INC | $6.8M | 2.12% | 119,939 | Common | SOLE |
| 922042858 | VWO | VANGUARD INTL EQUITY INDEX F | $5.5M | 1.70% | 101,580 | Common | SOLE |
| 83193G107 | SMRT | SMARTRENT INC | $5.0M | 1.55% | 3,335,122 | Common | SOLE |
| 57667L107 | MTCH | MATCH GROUP INC NEW | $4.9M | 1.52% | 159,500 | Common | SOLE |
| 34385P108 | LAB | STANDARD BIOTOOLS INC | $3.3M | 1.01% | 3,551,152 | Common | SOLE |
| 63909J108 | NAUT | NAUTILUS BIOTECHNOLOGY INC | $2.8M | 0.87% | 726,895 | Common | SOLE |
| 86272C103 | STRA | STRATEGIC ED INC | $2.6M | 0.79% | 30,858 | Common | SOLE |
| 46429B598 | INDA | ISHARES TR | $2.2M | 0.68% | 47,200 | Common | SOLE |
| 74766Q101 | QTRX | QUANTERIX CORP | $2.0M | 0.62% | 571,619 | Common | SOLE |
| 19260Q107 | COIN | COINBASE GLOBAL INC | $768,284 | 0.24% | 4,400 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.