Investor
Tikvah Management LLC
CIK 0001606477 · filed 2026-05-14 · SEC filing
13F book
$322.8M
Positions
21
0 new · 2 sold
Largest name
19.1%
Amazon Com Inc · AMZN
Est. mark
−$36.3M
Price effect on 21 names still held. Flow −$15.2M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Amazon Com Inc | AMZN | 295.7K | $61.6M | 19.1% | −$6.67M | Held |
| Alphabet Inc | — | 200.7K | $57.7M | 17.9% | −$5.1M | Held |
| Resolute Hldgs Mgmt Inc | — | 196.3K | $31.9M | 9.9% | −$8.1M | Added−$6.04M |
| Bio Rad Labs Inc | — | 97.8K | $27.3M | 8.4% | −$2.37M | Cut−$6.39M |
| Spdr S&P 500 Etf Tr | — | 33.1K | $21.5M | 6.7% | −$1.05M | Held |
| Alphabet Inc | — | 69.5K | $19.9M | 6.2% | −$1.87M | Held |
| Composecure Inc | GPGI | 1.01M | $17.3M | 5.3% | −$2.2M | Cut−$11.7M |
| Grindr Inc. | GRND | 1.35M | $16.4M | 5.1% | −$1.17M | Added$5.41M |
| Dlocal Ltd | DLO | 1.25M | $16.2M | 5.0% | −$1.46M | Held |
| Payoneer Global Inc. | PAYO | 2.06M | $9.97M | 3.1% | −$1.02M | Added$2.71M |
| Ishares Gold Tr | — | 82.2K | $7.25M | 2.2% | $574.8K | Held |
| Procore Technologies, Inc. | PCOR | 119.9K | $6.84M | 2.1% | −$1.89M | Held |
| Vanguard Intl Equity Index F | — | 101.6K | $5.49M | 1.7% | $29.5K | Held |
| SmartRent, Inc. | SMRT | 3.34M | $5M | 1.6% | −$1.73M | Held |
| Match Group Inc New | — | 159.5K | $4.9M | 1.5% | −$252K | Cut−$5.21M |
| Standard Biotools Inc. | LAB | 3.55M | $3.26M | 1.0% | −$1.28M | Held |
| Nautilus Biotechnology, Inc. | NAUT | 726.9K | $2.82M | 0.9% | $1.4M | Held |
| Strategic Ed Inc | — | 30.9K | $2.56M | 0.8% | $85.2K | Held |
| Ishares Tr | — | 47.2K | $2.21M | 0.7% | −$340.3K | Held |
| Quanterix Corp | QTRX | 571.6K | $2.01M | 0.6% | −$1.62M | Held |
| Coinbase Global, Inc. | COIN | 4.4K | $768.3K | 0.2% | −$226.7K | Cut−$2.77M |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.