Tikvah Management as of March 31, 2025
Portfolio Holdings for Tikvah Management
Tikvah Management holds 24 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 20.5 | $60M | 317k | 190.26 | |
| Alphabet Cap Stk Cl A (GOOGL) | 11.2 | $33M | 213k | 154.64 | |
| Bio Rad Labs Cl A (BIO) | 9.2 | $27M | 111k | 243.56 | |
| Composecure Com Cl A (CMPO) | 8.3 | $25M | 2.2M | 10.87 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 6.3 | $19M | 33k | 559.39 | |
| Procore Technologies (PCOR) | 6.0 | $18M | 266k | 66.02 | |
| Alphabet Cap Stk Cl C (GOOG) | 4.4 | $13M | 83k | 156.23 | |
| Payoneer Global (PAYO) | 4.2 | $12M | 1.7M | 7.31 | |
| Match Group (MTCH) | 4.0 | $12M | 373k | 31.20 | |
| Dlocal Class A Com (DLO) | 3.0 | $8.8M | 1.1M | 8.34 | |
| Avidxchange Holdings (AVDX) | 2.8 | $8.3M | 983k | 8.48 | |
| Resolute Hldgs Mgmt (RHLD) | 2.6 | $7.8M | 248k | 31.34 | |
| Atyr Pharma Com New (ATYR) | 2.5 | $7.4M | 2.5M | 3.02 | |
| D Fluidigm Corp Del (LAB) | 2.4 | $7.1M | 6.6M | 1.08 | |
| Ishares Ethereum Tr SHS (ETHA) | 2.0 | $5.8M | 124k | 46.81 | |
| Composecure *w Exp 12/27/202 (CMPOW) | 1.7 | $5.1M | 1.3M | 3.82 | |
| Ishares Gold Tr Ishares New (IAU) | 1.7 | $4.8M | 82k | 58.96 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 1.6 | $4.6M | 102k | 45.26 | |
| Smartrent Com Cl A (SMRT) | 1.4 | $4.0M | 3.3M | 1.21 | |
| Quanterix Ord (QTRX) | 1.3 | $3.7M | 572k | 6.51 | |
| Bill Com Holdings Ord (BILL) | 0.9 | $2.6M | 58k | 45.89 | |
| Strategic Education (STRA) | 0.9 | $2.6M | 31k | 83.96 | |
| Ishares Tr Msci India Etf (INDA) | 0.8 | $2.4M | 47k | 51.48 | |
| Nautilus Biotechnology (NAUT) | 0.2 | $626k | 727k | 0.86 |
