Tikvah Management as of June 30, 2024
Portfolio Holdings for Tikvah Management
Tikvah Management holds 25 positions in its portfolio as reported in the June 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 20.0 | $61M | 317k | 193.25 | |
| Alphabet Cap Stk Cl A (GOOGL) | 13.1 | $40M | 221k | 182.15 | |
| Bio Rad Labs Cl A (BIO) | 10.5 | $32M | 118k | 273.11 | |
| Procore Technologies (PCOR) | 7.1 | $22M | 330k | 66.31 | |
| Strategic Education (STRA) | 6.5 | $20M | 37k | 544.22 | |
| Alphabet Cap Stk Cl C (GOOG) | 6.5 | $20M | 109k | 183.42 | |
| Composecure Com Cl A (CMPO) | 5.0 | $15M | 2.2M | 6.80 | |
| Avidxchange Holdings (AVDX) | 3.9 | $12M | 983k | 12.06 | |
| D Fluidigm Corp Del (LAB) | 3.8 | $12M | 6.6M | 1.77 | |
| Match Group (MTCH) | 3.7 | $11M | 373k | 30.38 | |
| Smartrent Com Cl A (SMRT) | 2.6 | $8.0M | 3.3M | 2.39 | |
| Quanterix Ord (QTRX) | 2.5 | $7.6M | 572k | 13.21 | |
| Bill Com Holdings Ord (BILL) | 2.4 | $7.3M | 140k | 52.62 | |
| Payoneer Global (PAYO) | 2.3 | $7.2M | 1.3M | 5.54 | |
| Propertyguru Group Ord Shs | 2.0 | $6.2M | 1.3M | 4.85 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 1.4 | $4.4M | 102k | 43.76 | |
| Atyr Pharma Com New (ATYR) | 1.3 | $3.8M | 2.5M | 1.56 | |
| Ishares Gold Tr Ishares New (IAU) | 1.2 | $3.6M | 82k | 43.93 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.1 | $3.4M | 31k | 110.66 | |
| Ishares Tr Msci India Etf (INDA) | 0.9 | $2.6M | 47k | 55.78 | |
| Dlocal Class A Com (DLO) | 0.8 | $2.4M | 295k | 8.09 | |
| Bumble Com Cl A (BMBL) | 0.6 | $1.8M | 175k | 10.51 | |
| Nautilus Biotechnology (NAUT) | 0.6 | $1.7M | 727k | 2.34 | |
| Composecure *w Exp 12/27/202 (CMPOW) | 0.3 | $910k | 2.0M | 0.45 | |
| Singular Genomics Systems In Com New (OMIC) | 0.0 | $89k | 11k | 8.45 |
