Tikvah Management as of June 30, 2023
Portfolio Holdings for Tikvah Management
Tikvah Management holds 22 positions in its portfolio as reported in the June 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 15.6 | $46M | 353k | 130.36 | |
| Bio Rad Labs Cl A (BIO) | 15.2 | $45M | 118k | 379.12 | |
| Alphabet Cap Stk Cl A (GOOGL) | 10.2 | $30M | 252k | 119.70 | |
| Avidxchange Holdings (AVDX) | 9.7 | $29M | 2.8M | 10.38 | |
| Procore Technologies (PCOR) | 7.3 | $22M | 330k | 65.07 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 5.9 | $17M | 39k | 443.28 | |
| Match Group (MTCH) | 5.0 | $15M | 354k | 41.85 | |
| Alphabet Cap Stk Cl C (GOOG) | 4.8 | $14M | 117k | 120.97 | |
| Quanterix Ord (QTRX) | 4.4 | $13M | 572k | 22.55 | |
| Smartrent Com Cl A (SMRT) | 4.3 | $13M | 3.3M | 3.83 | |
| Somalogic Class A Com | 4.1 | $12M | 5.2M | 2.31 | |
| Composecure Com Cl A (CMPO) | 2.4 | $7.1M | 1.0M | 6.86 | |
| Atyr Pharma Com New (LIFE) | 1.8 | $5.3M | 2.5M | 2.16 | |
| Propertyguru Group Ord Shs (PGRU) | 1.7 | $5.1M | 1.1M | 4.44 | |
| Nautilus Biotechnology (NAUT) | 1.7 | $5.1M | 1.3M | 3.87 | |
| Strategic Education (STRA) | 1.6 | $4.6M | 68k | 67.84 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 1.4 | $4.1M | 102k | 40.68 | |
| Ishares Gold Tr Ishares New (IAU) | 1.0 | $3.0M | 82k | 36.39 | |
| Composecure *w Exp 12/27/202 (CMPOW) | 0.7 | $2.1M | 2.0M | 1.05 | |
| Ishares Tr Msci India Etf (INDA) | 0.7 | $2.1M | 47k | 43.70 | |
| Allego N V *w Exp 03/16/202 | 0.1 | $276k | 950k | 0.29 | |
| Singular Genomics Systems In (OMIC) | 0.1 | $263k | 317k | 0.83 |
