13F HOLDINGS REPORT
Tikvah Management LLC
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0000919574-25-006894
Total Value
$338.7M
Positions
23
Other Managers
1
Confidential Omitted
No
Holdings (23)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AMAZON COM INC | AMZN | 295,680 | $64.9M | 19.17% |
| 2 | ALPHABET INC | GOOG | 200,650 | $48.8M | 14.40% |
| 3 | COMPOSECURE INC | 20459V105 | 1,969,786 | $41.0M | 12.11% |
| 4 | BIO RAD LABS INC | 090572207 | 111,084 | $31.1M | 9.20% |
| 5 | SPDR S&P 500 ETF TR | SPY | 33,104 | $22.1M | 6.51% |
| 6 | DLOCAL LTD | DLO | 1,248,322 | $17.8M | 5.26% |
| 7 | RESOLUTE HLDGS MGMT INC | 76134H101 | 244,146 | $17.6M | 5.20% |
| 8 | ALPHABET INC | GOOG | 69,480 | $16.9M | 5.00% |
| 9 | MATCH GROUP INC NEW | MTCH | 373,200 | $13.2M | 3.89% |
| 10 | PROCORE TECHNOLOGIES INC | PCOR | 119,939 | $8.7M | 2.58% |
| 11 | ISHARES ETHEREUM TR | 46438R105 | 124,000 | $8.1M | 2.38% |
| 12 | PAYONEER GLOBAL INC | PAYO | 1,292,133 | $7.8M | 2.31% |
| 13 | ISHARES GOLD TR | IAU | 82,230 | $6.0M | 1.77% |
| 14 | VANGUARD INTL EQUITY INDEX F | 922042858 | 101,580 | $5.5M | 1.62% |
| 15 | COMPOSECURE INC | 20459V113 | 420,259 | $5.4M | 1.59% |
| 16 | COINBASE GLOBAL INC | COIN | 15,650 | $5.3M | 1.56% |
| 17 | SMARTRENT INC | SMRT | 3,335,122 | $4.7M | 1.39% |
| 18 | STANDARD BIOTOOLS INC | LAB | 3,551,152 | $4.6M | 1.36% |
| 19 | QUANTERIX CORP | QTRX | 571,619 | $3.1M | 0.92% |
| 20 | STRATEGIC ED INC | STRA | 30,858 | $2.7M | 0.78% |
| 21 | ISHARES TR | 46429B598 | 47,200 | $2.5M | 0.73% |
| 22 | NAUTILUS BIOTECHNOLOGY INC | NAUT | 726,895 | $614,154 | 0.18% |
| 23 | ATYR PHARMA INC | ATYR | 460,833 | $332,445 | 0.10% |