Tikvah Management as of Sept. 30, 2023
Portfolio Holdings for Tikvah Management
Tikvah Management holds 22 positions in its portfolio as reported in the September 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 15.7 | $44M | 345k | 127.12 | |
| Bio Rad Labs Cl A (BIO) | 15.2 | $42M | 118k | 358.45 | |
| Alphabet Cap Stk Cl A (GOOGL) | 11.8 | $33M | 252k | 130.86 | |
| Avidxchange Holdings (AVDX) | 7.8 | $22M | 2.3M | 9.48 | |
| Procore Technologies (PCOR) | 7.7 | $22M | 330k | 65.32 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 5.6 | $16M | 37k | 427.48 | |
| Quanterix Ord (QTRX) | 5.6 | $16M | 572k | 27.14 | |
| Alphabet Cap Stk Cl C (GOOG) | 5.1 | $14M | 109k | 131.85 | |
| Match Group (MTCH) | 5.0 | $14M | 354k | 39.17 | |
| Somalogic Class A Com | 4.5 | $13M | 5.2M | 2.39 | |
| Smartrent Com Cl A (SMRT) | 3.1 | $8.7M | 3.3M | 2.61 | |
| Composecure Com Cl A (CMPO) | 2.7 | $7.6M | 1.2M | 6.45 | |
| Strategic Education (STRA) | 1.8 | $5.1M | 68k | 75.25 | |
| Propertyguru Group Ord Shs (PGRU) | 1.5 | $4.3M | 1.2M | 3.66 | |
| Nautilus Biotechnology (NAUT) | 1.5 | $4.2M | 1.3M | 3.16 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 1.4 | $4.0M | 102k | 39.21 | |
| Atyr Pharma Com New (LIFE) | 1.4 | $3.9M | 2.5M | 1.58 | |
| Ishares Gold Tr Ishares New (IAU) | 1.0 | $2.9M | 82k | 34.99 | |
| Ishares Tr Msci India Etf (INDA) | 0.7 | $2.1M | 47k | 44.22 | |
| Composecure *w Exp 12/27/202 (CMPOW) | 0.5 | $1.3M | 2.0M | 0.65 | |
| Allego N V *w Exp 03/16/202 | 0.1 | $399k | 950k | 0.42 | |
| Singular Genomics Systems In (OMIC) | 0.0 | $121k | 317k | 0.38 |
