Tikvah Management as of March 31, 2023
Portfolio Holdings for Tikvah Management
Tikvah Management holds 23 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Bio Rad Labs Cl A (BIO) | 19.1 | $47M | 97k | 479.02 | |
| Amazon (AMZN) | 15.0 | $36M | 353k | 103.29 | |
| Alphabet Cap Stk Cl A (GOOGL) | 10.7 | $26M | 252k | 103.73 | |
| Avidxchange Holdings (AVDX) | 8.8 | $22M | 2.8M | 7.80 | |
| Procore Technologies (PCOR) | 7.6 | $18M | 294k | 62.63 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 6.6 | $16M | 39k | 409.39 | |
| Alphabet Cap Stk Cl C (GOOG) | 5.0 | $12M | 117k | 104.00 | |
| Somalogic Class A Com | 4.4 | $11M | 4.2M | 2.55 | |
| Composecure Com Cl A (CMPO) | 3.1 | $7.7M | 1.0M | 7.36 | |
| Quanterix Ord (QTRX) | 3.0 | $7.3M | 648k | 11.27 | |
| Smartrent Com Cl A (SMRT) | 2.8 | $6.8M | 2.7M | 2.55 | |
| Strategic Education (STRA) | 2.5 | $6.1M | 68k | 89.83 | |
| Atyr Pharma Com New (LIFE) | 2.1 | $5.2M | 2.5M | 2.10 | |
| Propertyguru Group Ord Shs (PGRU) | 2.1 | $5.0M | 1.0M | 5.00 | |
| Nautilus Biotechnology (NAUT) | 1.7 | $4.1M | 1.5M | 2.77 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 1.7 | $4.1M | 102k | 40.40 | |
| Ishares Gold Tr Ishares New (IAU) | 1.3 | $3.1M | 82k | 37.37 | |
| Composecure *w Exp 12/27/202 (CMPOW) | 1.0 | $2.4M | 2.0M | 1.18 | |
| Ishares Tr Msci India Etf (INDA) | 0.8 | $1.9M | 47k | 39.36 | |
| Wejo Group Common Shares (WEJOF) | 0.5 | $1.3M | 2.5M | 0.49 | |
| Singular Genomics Systems In (OMIC) | 0.2 | $383k | 317k | 1.21 | |
| Allego N V *w Exp 03/16/202 | 0.1 | $235k | 950k | 0.25 | |
| Wejo Group *w Exp 11/18/202 (WEJWF) | 0.0 | $94k | 1.9M | 0.05 |
