Tikvah Management as of June 30, 2025
Portfolio Holdings for Tikvah Management
Tikvah Management holds 22 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 20.9 | $65M | 296k | 219.39 | |
| Alphabet Cap Stk Cl A (GOOGL) | 11.4 | $35M | 201k | 176.23 | |
| CompoSecure Com Cl A (GPGI) | 10.2 | $32M | 2.2M | 14.09 | |
| Bio Rad Labs Cl A (BIO) | 8.6 | $27M | 111k | 241.32 | |
| SPDR S&P 500 ETF Trust Tr Unit (SPY) | 6.6 | $21M | 33k | 617.85 | |
| Procore Technologies (PCOR) | 5.9 | $18M | 266k | 68.42 | |
| Atyr Pharma Com New (ATYR) | 4.0 | $13M | 2.5M | 5.07 | |
| Alphabet Cap Stk Cl C (GOOG) | 4.0 | $12M | 70k | 177.39 | |
| Dlocal Ltd/Uruguay Class A Com (DLO) | 3.8 | $12M | 1.1M | 11.34 | |
| Payoneer Global (PAYO) | 3.7 | $12M | 1.7M | 6.85 | |
| Match Group (MTCH) | 3.7 | $12M | 373k | 30.89 | |
| Resolute Hldgs Mgmt (RHLD) | 2.8 | $8.8M | 278k | 31.87 | |
| CompoSecure *w Exp 12/27/202 (CMPOW) | 2.5 | $7.9M | 1.3M | 6.25 | |
| iShares Bitcoin Trust ETF SHS (ETHA) | 2.4 | $7.6M | 124k | 61.21 | |
| D Fluidigm Corp Del (LAB) | 2.0 | $6.1M | 5.1M | 1.20 | |
| Ishares Gold Tr Ishares New (IAU) | 1.7 | $5.1M | 82k | 62.36 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 1.6 | $5.0M | 102k | 49.46 | |
| Quanterix Ord (QTRX) | 1.2 | $3.8M | 572k | 6.65 | |
| SmartRent Com Cl A (SMRT) | 1.1 | $3.3M | 3.3M | 0.99 | |
| iShares MSCI India ETF Msci India Etf (INDA) | 0.8 | $2.6M | 47k | 55.68 | |
| Strategic Education (STRA) | 0.8 | $2.6M | 31k | 85.13 | |
| Nautilus Biotechnology (NAUT) | 0.2 | $527k | 727k | 0.72 |
