Tikvah Management LLC
Net seller this quarter
$329M
16
-$26.3M
91.6%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 GOOGL | $71.7M | 21.78% | 0.00% | 0.0% | Q4 2015 |
 AMZN | $70.5M | 21.41% | 0.00% | Not reported | Q1 2015 |
 RHLD | $31.7M | 9.62% | 2.80% | +11.6% | Q1 2025 |
 SPY | $24.7M | 7.51% | Not reported | Not reported | Q1 2014 |
| GOOG | $24.5M | 7.46% | Not reported | Not reported | Q4 2015 |
 GRND | $21M | 6.39% | 0.84% | +8.1% | Q4 2025 |
 BIO | $20.1M | 6.12% | 0.25% | -29.9% | Q1 2014 |
 DLO | $18.5M | 5.61% | 0.48% | +13.8% | Q2 2024 |
 GPGI | $12.7M | 3.85% | 0.28% | -20.7% | Q1 2022 |
 IAU | $6.21M | 1.89% | 0.01% | Not reported | Q1 2021 |
 PAYO | $5.5M | 1.67% | 0.23% | -62.6% | Q1 2024 |
 SMRT | $3.97M | 1.21% | 1.74% | 0.0% | Q3 2021 |
 LAB | $2.92M | 0.89% | 0.91% | 0.0% | Q2 2020 |
 QTRX | $2.47M | 0.75% | 1.21% | 0.0% | Q4 2018 |
 STRA | $2.36M | 0.72% | 0.14% | Not reported | Q3 2018 |
 COIN | $643K | 0.20% | 0.00% | Not reported | Q3 2025 |
| Q1 2026 | |||||
| AMZN | $61.6M | 19.08% | 0.00% | Not reported | Q1 2015 |
| GOOGL | $57.7M | 17.88% | 0.00% | Not reported | Q4 2015 |
| RHLD | $31.9M | 9.87% | 2.38% | +6.9% | Q1 2025 |
| BIO | $27.3M | 8.45% | 0.35% | -11.9% | Q1 2014 |
| SPY | $21.5M | 6.67% | Not reported | Not reported | Q1 2014 |
| GOOG | $19.9M | 6.17% | Not reported | Not reported | Q4 2015 |
| GPGI | $17.3M | 5.35% | 0.35% | -32.9% | Q1 2022 |
| GRND | $16.4M | 5.07% | 0.76% | +67.3% | Q4 2025 |
| DLO | $16.2M | 5.02% | 0.42% | Not reported | Q2 2024 |
| PAYO | $9.97M | 3.09% | 0.61% | +59.7% | Q1 2024 |
| IAU | $7.25M | 2.25% | 0.01% | Not reported | Q1 2021 |
 PCOR | $6.84M | 2.12% | 0.08% | Not reported | Q4 2022 |
| SMRT | $5M | 1.55% | 1.73% | Not reported | Q3 2021 |
 MTCH | $4.9M | 1.52% | 0.07% | -49.1% | Q2 2023 |
| LAB | $3.26M | 1.01% | 0.91% | Not reported | Q2 2020 |
 NAUT | $2.82M | 0.87% | 0.57% | Not reported | Q3 2021 |
| STRA | $2.56M | 0.79% | 0.14% | Not reported | Q3 2018 |
| QTRX | $2.01M | 0.62% | 1.21% | Not reported | Q4 2018 |
| COIN | $768K | 0.24% | 0.00% | -71.9% | Q3 2025 |
| Q4 2025 | |||||
| AMZN | $68.2M | 18.24% | 0.00% | Not reported | Q1 2015 |
| GOOGL | $62.8M | 16.78% | 0.00% | Not reported | Q4 2015 |
| RHLD | $37.9M | 10.13% | 2.16% | -24.8% | Q1 2025 |
| BIO | $33.7M | 8.99% | 0.40% | Not reported | Q1 2014 |
| GPGI | $29M | 7.74% | 1.20% | -23.7% | Q1 2022 |
| SPY | $22.6M | 6.03% | Not reported | Not reported | Q1 2014 |
| GOOG | $21.8M | 5.83% | Not reported | Not reported | Q4 2015 |
| DLO | $17.7M | 4.72% | 0.42% | Not reported | Q2 2024 |
| GRND | $11M | 2.93% | 0.44% | New | Q4 2025 |
| MTCH | $10.1M | 2.70% | 0.13% | -16.1% | Q2 2023 |
| PCOR | $8.72M | 2.33% | 0.08% | Not reported | Q4 2022 |
| PAYO | $7.26M | 1.94% | 0.37% | Not reported | Q1 2024 |
| SMRT | $6.74M | 1.80% | 1.76% | Not reported | Q3 2021 |
| IAU | $6.67M | 1.78% | 0.01% | Not reported | Q1 2021 |
| ETHA | $6.16M | 1.65% | 0.02% | Not reported | Q4 2024 |
| LAB | $4.55M | 1.21% | 0.92% | Not reported | Q2 2020 |
| QTRX | $3.64M | 0.97% | 1.22% | Not reported | Q4 2018 |
| COIN | $3.54M | 0.95% | 0.01% | Not reported | Q3 2025 |
| STRA | $2.47M | 0.66% | 0.13% | Not reported | Q3 2018 |
| NAUT | $1.42M | 0.38% | 0.57% | Not reported | Q3 2021 |
 ATYR | $361K | 0.10% | 0.47% | Not reported | Q4 2021 |
| Q3 2025 | |||||
| AMZN | $64.9M | 19.17% | 0.00% | Not reported | Q1 2015 |
| GOOGL | $48.8M | 14.40% | 0.00% | Not reported | Q4 2015 |
| GPGI | $41M | 12.11% | 1.92% | -12.5% | Q1 2022 |
| BIO | $31.1M | 9.20% | 0.40% | Not reported | Q1 2014 |
| SPY | $22.1M | 6.51% | Not reported | Not reported | Q1 2014 |
| DLO | $17.8M | 5.26% | 0.44% | +18.4% | Q2 2024 |
| RHLD | $17.6M | 5.20% | 2.86% | -12.0% | Q1 2025 |
| GOOG | $16.9M | 5.00% | Not reported | Not reported | Q4 2015 |
| MTCH | $13.2M | 3.89% | 0.16% | Not reported | Q2 2023 |
| PCOR | $8.75M | 2.58% | 0.08% | -54.9% | Q4 2022 |
| ETHA | $8.06M | 2.38% | 0.03% | Not reported | Q4 2024 |
| PAYO | $7.82M | 2.31% | 0.36% | -23.6% | Q1 2024 |
| IAU | $5.98M | 1.77% | 0.01% | Not reported | Q1 2021 |
| COIN | $5.28M | 1.56% | 0.01% | New | Q3 2025 |
| SMRT | $4.7M | 1.39% | 1.76% | Not reported | Q3 2021 |
| LAB | $4.62M | 1.36% | 0.93% | -29.7% | Q2 2020 |
| QTRX | $3.1M | 0.92% | 1.22% | Not reported | Q4 2018 |
| STRA | $2.65M | 0.78% | 0.13% | Not reported | Q3 2018 |
| NAUT | $614K | 0.18% | 0.58% | Not reported | Q3 2021 |
| ATYR | $332K | 0.10% | 0.47% | -81.3% | Q4 2021 |