Institutional Fund
Tikvah Management LLC
Charlotte, NCCIK 16064775 filings on record
Portfolio Value
$322.78M
Q1 2026
Holdings
21
Reported positions
New Buys
0
Opened this quarter
QoQ Change
-13.7%
from $374.23M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Amazon Com Inc19.1%
- Alphabet Inc17.9%
- Resolute Hldgs Mgmt Inc9.9%
- Bio Rad Labs Inc8.4%
- Spdr S&P 500 ETF Tr6.7%
- Alphabet Inc6.2%
- Other31.9%
Portfolio Holdings
21 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Amazon Com Inc | 295.7K | $61.58M | 19.1% | 0 | Held |
| 2 | Alphabet Inc | 200.7K | $57.70M | 17.9% | 0 | Held |
| 3 | Resolute Hldgs Mgmt Inc | 196.3K | $31.86M | 9.9% | +12.7K | Added |
| 4 | Bio Rad Labs Inc | 97.8K | $27.27M | 8.4% | −13.3K | Reduced |
| 5 | Spdr S&P 500 ETF Tr | 33.1K | $21.53M | 6.7% | 0 | Held |
| 6 | Alphabet Inc | 69.5K | $19.93M | 6.2% | 0 | Held |
| 7 | Composecure Inc | 1.01M | $17.26M | 5.3% | −494.0K | Reduced |
| 8 | Grindr Inc | 1.35M | $16.38M | 5.1% | +544.9K | Added |
| 9 | Dlocal Ltd | 1.25M | $16.19M | 5.0% | 0 | Held |
| 10 | Payoneer Global Inc | 2.06M | $9.97M | 3.1% | +771.9K | Added |
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