Tikvah Management as of Sept. 30, 2025
Portfolio Holdings for Tikvah Management
Tikvah Management holds 23 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 19.2 | $65M | 296k | 219.57 | |
| Alphabet Cap Stk Cl A (GOOGL) | 14.4 | $49M | 201k | 243.10 | |
| Composecure Com Cl A (GPGI) | 12.1 | $41M | 2.0M | 20.82 | |
| Bio Rad Labs Cl A (BIO) | 9.2 | $31M | 111k | 280.39 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 6.5 | $22M | 33k | 666.18 | |
| Dlocal Class A Com (DLO) | 5.3 | $18M | 1.2M | 14.28 | |
| Resolute Hldgs Mgmt (RHLD) | 5.2 | $18M | 244k | 72.15 | |
| Alphabet Cap Stk Cl C (GOOG) | 5.0 | $17M | 70k | 243.55 | |
| Match Group (MTCH) | 3.9 | $13M | 373k | 35.32 | |
| Procore Technologies (PCOR) | 2.6 | $8.7M | 120k | 72.92 | |
| Ishares Ethereum Tr SHS (ETHA) | 2.4 | $8.1M | 124k | 65.00 | |
| Payoneer Global (PAYO) | 2.3 | $7.8M | 1.3M | 6.05 | |
| Ishares Gold Tr Ishares New (IAU) | 1.8 | $6.0M | 82k | 72.77 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 1.6 | $5.5M | 102k | 54.18 | |
| Composecure *w Exp 12/27/202 (CMPOW) | 1.6 | $5.4M | 420k | 12.80 | |
| Coinbase Global Com Cl A (COIN) | 1.6 | $5.3M | 16k | 337.49 | |
| Smartrent Com Cl A (SMRT) | 1.4 | $4.7M | 3.3M | 1.41 | |
| D Fluidigm Corp Del (LAB) | 1.4 | $4.6M | 3.6M | 1.30 | |
| Quanterix Ord (QTRX) | 0.9 | $3.1M | 572k | 5.43 | |
| Strategic Education (STRA) | 0.8 | $2.7M | 31k | 86.01 | |
| Ishares Tr Msci India Etf (INDA) | 0.7 | $2.5M | 47k | 52.06 | |
| Nautilus Biotechnology (NAUT) | 0.2 | $614k | 727k | 0.84 | |
| Atyr Pharma Com New (ATYR) | 0.1 | $332k | 461k | 0.72 |
