Holders — by stockHoldings — by fund
Tikvah Management LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1606477
$329.2M
disclosed book value
19
positions
21.8%
largest position share
Positions, as of 2026-06-30
top 19 of 19 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | GOOGLALPHABET INC | 200,630 | $71.7M | 21.8% |
| 2 | AMZNAMAZON COM INC | 295,680 | $70.5M | 21.4% |
| 3 | RHLDRESOLUTE HLDGS MGMT INC | 219,076 | $31.7M | 9.6% |
| 4 | SPYSTATE STR SPDR S&P 500 ETF T | 33,104 | $24.7M | 7.5% |
| 5 | GOOGALPHABET INC | 69,480 | $24.5M | 7.5% |
| 6 | GRNDGRINDR INC | 1.5M | $21.0M | 6.4% |
| 7 | BIOBIO RAD LABS INC | 68,604 | $20.1M | 6.1% |
| 8 | DLOCAL LTD | 1.4M | $18.5M | 5.6% |
| 9 | GPGIGPGI INC | 800,611 | $12.7M | 3.9% |
| 10 | IAUISHARES GOLD TR | 82,230 | $6.2M | 1.9% |
| 11 | VWOVANGUARD INTL EQUITY INDEX F | 100,400 | $6.0M | 1.8% |
| 12 | PAYOPAYONEER GLOBAL INC | 771,939 | $5.5M | 1.7% |
| 13 | SMRTSMARTRENT INC | 3.3M | $4.0M | 1.2% |
| 14 | LABSTANDARD BIOTOOLS INC | 3.6M | $2.9M | 0.9% |
| 15 | QTRXQUANTERIX CORP | 571,555 | $2.5M | 0.8% |
| 16 | STRASTRATEGIC ED INC | 30,858 | $2.4M | 0.7% |
| 17 | INDAISHARES TR | 47,200 | $2.3M | 0.7% |
| 18 | EWYISHARES INC | 6,750 | $1.4M | 0.4% |
| 19 | COINCOINBASE GLOBAL INC | 4,400 | $643,236 | 0.2% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.