Tikvah Management LLC

Charlotte, NC · CIK 1606477 · 13F filing filed 2026-08-13

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyCharlotte, NC

$329.2m reported value +2.0% vs Q1 2026

19positions

91.6%in top 10

1 new 3 added 8 reduced 3 sold out vs Q1 2026

This report includes the holdings of 1 other manager that shares the investment decisions:

Simcah Management LLC – reports through this filing

Shares in two reports are counted once in each security's totals.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	ALPHABET INC CAP STK CL A GOOGL	GOOGL	200,630	$71.7m21.78%	21.78%	Reduced -20	-20 -0.0%
2	AMAZON COM INC COM AMZN	AMZN	295,680	$70.5m21.41%	21.41%	Unchanged
3	RESOLUTE HLDGS MGMT INC COM RHLD	RHLD	219,076	$31.7m9.62%	9.62%	Added +22.8k	+22,785 11.6%
4	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	33,104	$24.7m7.51%	7.51%	Unchanged
5	ALPHABET INC CAP STK CL C GOOG	GOOG	69,480	$24.5m7.46%	7.46%	Unchanged
6	GRINDR INC COM GRND	GRND	1,463,720	$21.0m6.39%	6.39%	Added +109.1k	+109,100 8.1%
7	BIO RAD LABS INC CL A BIO	BIO	68,604	$20.1m6.12%	6.12%	Reduced -29.2k	-29,230 -29.9%
8	DLOCAL LTD CLASS A COM DLO	DLO	1,420,822	$18.5m5.61%	5.61%	Added +172.5k	+172,500 13.8%
9	COMPOSECURE INC COM CL A GPGI	GPGI	800,611	$12.7m3.85%	3.85%	Reduced -208.6k	-208,570 -20.7%
10	ISHARES GOLD TR ISHARES NEW IAU	IAU	82,230	$6.2m1.89%	1.89%	Unchanged
11	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	100,400	$6.0m1.82%	1.82%	Reduced -1.2k	-1,180 -1.2%
12	PAYONEER GLOBAL INC COM PAYO	PAYO	771,939	$5.5m1.67%	1.67%	Reduced -1.3m	-1,292,133 -62.6%
13	SMARTRENT INC COM CL A SMRT	SMRT	3,335,000	$4.0m1.21%	1.21%	Reduced -122	-122 0.0%
14	STANDARD BIOTOOLS INC COM LAB	LAB	3,551,058	$2.9m0.89%	0.89%	Reduced -94	-94 0.0%
15	QUANTERIX CORP COM QTRX	QTRX	571,555	$2.5m0.75%	0.75%	Reduced -64	-64 -0.0%
16	STRATEGIC ED INC COM STRA	STRA	30,858	$2.4m0.72%	0.72%	Unchanged
17	ISHARES TR MSCI INDIA ETF INDA	INDA	47,200	$2.3m0.71%	0.71%	Unchanged
18	ISHARES INC MSCI STH KOR ETF EWY	EWY	6,750	$1.4m0.41%	0.41%	New
19	COINBASE GLOBAL INC COM CL A COIN	COIN	4,400	$643.2k0.20%	0.20%	Unchanged

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
PROCORE TECHNOLOGIES INC PCOR	PCOR	119,939	$6.8m119.9k shares
MATCH GROUP INC NEW MTCH	MTCH	159,500	$4.9m159.5k shares
NAUTILUS BIOTECHNOLOGY INC NAUT	NAUT	726,895	$2.8m726.9k shares