Tikvah Management LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
TM Tikvah Management LLC | Institutional Filer | ▼ 13.75% | $322.8M | 21 |
Current Portfolio Holdings
Showing all 21 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 296K | $61.6M | 19.08% |
| 2 | GOOGL | Alphabet Inc. | Technology | 201K | $57.7M | 17.88% |
| 3 | RHLD | Resolute Holdings Management, Inc. | Industrials | 196K | $31.9M | 9.87% |
| 4 | BIO | Bio-Rad Laboratories, Inc. | Healthcare | 98K | $27.3M | 8.45% |
| 5 | SPY | SPDR S&P 500 ETF Trust | — | 33K | $21.5M | 6.67% |
| 6 | GOOG | Alphabet Inc. | Technology | 69K | $19.9M | 6.17% |
| 7 | GPGI | GPGI INC | — | 1.0M | $17.3M | 5.35% |
| 8 | GRND | Grindr Inc. | Technology | 1.4M | $16.4M | 5.07% |
| 9 | DLO | DLocal Limited | Technology | 1.2M | $16.2M | 5.02% |
| 10 | PAYO | Payoneer Global Inc. | Technology | 2.1M | $10.0M | 3.09% |
| 11 | IAU | ISHARES GOLD TR | — | 82K | $7.2M | 2.25% |
| 12 | PCOR | Procore Technologies, Inc. | Technology | 120K | $6.8M | 2.12% |
| 13 | VWO | VANGUARD INTL EQUITY INDEX F | — | 102K | $5.5M | 1.70% |
| 14 | SMRT | SmartRent, Inc. | Technology | 3.3M | $5.0M | 1.55% |
| 15 | MTCH | Match Group, Inc. | Technology | 160K | $4.9M | 1.52% |
Showing 1 to 15 of 21 holdings