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The Analysis of Tikvah Management LLC's Holdings & P&L

Currently, Tikvah Management LLC holds 21 types of securities in its portfolio with a total value $322.8M. In the most recent quarter, they have increased their positions in GRND (+544.9K shares, valued at $6.6M), PAYO (+771.9K shares, valued at $3.7M), RHLD (+12.7K shares, valued at $2.1M); decreased their positions in CMPO (-494.0K shares, valued at $8.4M), N/A (-153.7K shares, valued at $4.7M), BIO (-13.3K shares, valued at $3.7M).

1M P&L

+8.7M+3.96%

3M P&L

-4.8M-2.08%

HY P&L

-15.5M-6.36%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Internet Retail61.6M

26.4%

2Medical Devices32.5M

14.0%

3Specialty Business Services31.9M

13.7%

Top Industries by Stock Count

1Medical Devices3 stocks

17.6%

2Software - Application3 stocks

17.6%

3N/A3 stocks

17.6%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AMZN AMAZON COM INC295.7K shares0.00%2026-03-312026-05-14

ALPHABET INC ALPHABET INC200.7K shares0.00%2026-03-312026-05-14

RHLD RESOLUTE HLDGS MGMT INC196.3K shares6.93%2026-03-312026-05-14

BIO BIO RAD LABS INC97.8K shares-11.93%2026-03-312026-05-14

SPY STATE STR SPDR S&P 500 ETF T33.1K shares0.00%2026-03-312026-05-14

ALPHABET INC ALPHABET INC69.5K shares0.00%2026-03-312026-05-14

CMPO GPGI INC1.0M shares-32.86%2026-03-312026-05-14

GRND GRINDR INC1.4M shares67.28%2026-03-312026-05-14

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DLO DLOCAL LTD1.2M shares0.00%2026-03-312026-05-14

PAYO PAYONEER GLOBAL INC2.1M shares59.74%2026-03-312026-05-14

ISHARES GOLD TR ISHARES GOLD TR82.2K shares0.00%2026-03-312026-05-14

PCOR PROCORE TECHNOLOGIES INC119.9K shares0.00%2026-03-312026-05-14

VWO VANGUARD INTL EQUITY INDEX F101.6K shares0.00%2026-03-312026-05-14

SMRT SMARTRENT INC3.3M shares0.00%2026-03-312026-05-14

MATCH GROUP INC NEW MATCH GROUP INC NEW159.5K shares-49.07%2026-03-312026-05-14

LAB STANDARD BIOTOOLS INC3.6M shares0.00%2026-03-312026-05-14

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NAUT NAUTILUS BIOTECHNOLOGY INC726.9K shares0.00%2026-03-312026-05-14

STRA STRATEGIC ED INC30.9K shares0.00%2026-03-312026-05-14

INDA ISHARES TR47.2K shares0.00%2026-03-312026-05-14

QTRX QUANTERIX CORP571.6K shares0.00%2026-03-312026-05-14

COIN COINBASE GLOBAL INC4.4K shares-71.88%2026-03-312026-05-14

AMZN

AMAZON COM INC

0.00%

Shares295.7K

Event2026-03-31

Filed2026-05-14

ALPHABET INC

0.00%

Shares200.7K

Event2026-03-31

Filed2026-05-14

RHLD

RESOLUTE HLDGS MGMT INC

6.93%

Shares196.3K

Event2026-03-31

Filed2026-05-14

BIO

BIO RAD LABS INC

-11.93%

Shares97.8K

Event2026-03-31

Filed2026-05-14

SPY

STATE STR SPDR S&P 500 ETF T

0.00%

Shares33.1K

Event2026-03-31

Filed2026-05-14

ALPHABET INC

0.00%

Shares69.5K

Event2026-03-31

Filed2026-05-14

CMPO

GPGI INC

-32.86%

Shares1.0M

Event2026-03-31

Filed2026-05-14

GRND

GRINDR INC

67.28%

Shares1.4M

Event2026-03-31

Filed2026-05-14

DLO

DLOCAL LTD

0.00%

Shares1.2M

Event2026-03-31

Filed2026-05-14

PAYO

PAYONEER GLOBAL INC

59.74%

Shares2.1M

Event2026-03-31

Filed2026-05-14

ISHARES GOLD TR

0.00%

Shares82.2K

Event2026-03-31

Filed2026-05-14

PCOR

PROCORE TECHNOLOGIES INC

0.00%

Shares119.9K

Event2026-03-31

Filed2026-05-14

VWO

VANGUARD INTL EQUITY INDEX F

0.00%

Shares101.6K

Event2026-03-31

Filed2026-05-14

SMRT

SMARTRENT INC

0.00%

Shares3.3M

Event2026-03-31

Filed2026-05-14

MATCH GROUP INC NEW

-49.07%

Shares159.5K

Event2026-03-31

Filed2026-05-14

LAB

STANDARD BIOTOOLS INC

0.00%

Shares3.6M

Event2026-03-31

Filed2026-05-14

NAUT

NAUTILUS BIOTECHNOLOGY INC

0.00%

Shares726.9K

Event2026-03-31

Filed2026-05-14

STRA

STRATEGIC ED INC

0.00%

Shares30.9K

Event2026-03-31

Filed2026-05-14

INDA

ISHARES TR

0.00%

Shares47.2K

Event2026-03-31

Filed2026-05-14

QTRX

QUANTERIX CORP

0.00%

Shares571.6K

Event2026-03-31

Filed2026-05-14

COIN

COINBASE GLOBAL INC

-71.88%

Shares4.4K

Event2026-03-31

Filed2026-05-14

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available