Tikvah Management LLC Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$310.7B
Holdings
22
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (22 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AMZNAMAZON COM INC | 295,680 | $64.9B | 20.88% | |
| 2 | —Alphabet Inc | 200,650 | $35.4B | 11.38% | |
| 3 | —CompoSecure Inc | 2,249,786 | $31.7B | 10.20% | |
| 4 | BUWABIO RAD LABS INC | 111,084 | $26.8B | 8.63% | |
| 5 | SPYSPDR S&P 500 ETF Trust | 33,104 | $20.5B | 6.58% | |
| 6 | PCORProcore Technologies Inc | 265,939 | $18.2B | 5.86% | |
| 7 | ATYRATYR PHARMA INC | 2,460,833 | $12.5B | 4.02% | |
| 8 | —Alphabet Inc | 69,480 | $12.3B | 3.97% | |
| 9 | DLODlocal Ltd/Uruguay | 1,054,499 | $12.0B | 3.85% | |
| 10 | PAYOPayoneer Global Inc | 1,692,133 | $11.6B | 3.73% | |
| 11 | MTCHMatch Group Inc | 373,200 | $11.5B | 3.71% | |
| 12 | —Resolute Holdings Management Inc | 277,480 | $8.8B | 2.85% | |
| 13 | —CompoSecure Inc | 1,259,429 | $7.9B | 2.53% | |
| 14 | ETHAiShares Bitcoin Trust ETF | 124,000 | $7.6B | 2.44% | |
| 15 | LABStandard BioTools Inc | 5,051,058 | $6.1B | 1.95% | |
| 16 | IAU*ISHARES GOLD TR | 82,230 | $5.1B | 1.65% | |
| 17 | VWOVANGUARD INTL EQUITY INDEX F | 101,580 | $5.0B | 1.62% | |
| 18 | QTRXQuanterix Corp | 571,619 | $3.8B | 1.22% | |
| 19 | SMRTSmartRent Inc | 3,335,122 | $3.3B | 1.06% | |
| 20 | AQLTiShares MSCI India ETF | 47,200 | $2.6B | 0.85% | |
| 21 | STRAStrategic Education Inc | 30,858 | $2.6B | 0.85% | |
| 22 | NAUTNautilus Biotechnology Inc | 726,895 | $526.9M | 0.17% |