Funds › Tikvah Management LLC
Tikvah Management LLC
13F for Q3 2026, filed Nov 13, 2026. 19 positions worth $323.2M.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
Ask your AI about this
Connect Claude, ChatGPT, Gemini or Grok (Microsoft 365 Copilot coming soon) to 13F.ai and ask in plain English. Copy a question to get started:
Using 13F.ai, what are the biggest new, added, trimmed and exited positions of Tikvah Management LLC in the latest 13F quarter?
Using 13F.ai, how has Tikvah Management LLC's portfolio concentration changed over the last four quarters?
Using 13F.ai, which of Tikvah Management LLC's top holdings have also been bought by insiders recently?
Connect your AI · Plans and the 7-day free trial (card required)
Holdings, Q3 2026
Largest first. Common shares only.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | AMZN Amazon.com, Inc. | 295,680 | $73.7M | 22.8% | Unchanged | 13F ↗ |
| 2 | GOOGL Alphabet Inc. Class A | 200,630 | $69.0M | 21.4% | Unchanged | 13F ↗ |
| 3 | RHLD Resolute Holdings Management | 219,076 | $25.9M | 8.0% | Unchanged | 13F ↗ |
| 4 | SPY State Street SPDR S&P 500 ETF Trust · Trust units | 33,104 | $25.2M | 7.8% | Unchanged | 13F ↗ |
| 5 | GRND Grindr Inc. | 1.59M | $24.5M | 7.6% | +8.6% | 13F ↗ |
| 6 | GOOG Alphabet Inc. Class C | 69,480 | $23.7M | 7.3% | Unchanged | 13F ↗ |
| 7 | BIO Bio-Rad Laboratories, Inc. Class A | 53,904 | $20.4M | 6.3% | -21.4% | 13F ↗ |
| 8 | DLO DLocal Limited | 1.29M | $17.8M | 5.5% | -9.0% | 13F ↗ |
| 9 | GPGI GPGI, Inc. | 800,611 | $9.5M | 2.9% | Unchanged | 13F ↗ |
| 10 | IAU iShares Gold Trust · Ishares New | 82,230 | $6.4M | 2.0% | Unchanged | 13F ↗ |
| 11 | Vanguard International Equity Index F Ftse Emr Mkt Etf | 100,400 | $6.0M | 1.8% | Unchanged | 13F ↗ |
| 12 | PCOR Procore Technologies, Inc. | 111,400 | $5.8M | 1.8% | New | 13F ↗ |
| 13 | SMRT SmartRent, Inc. | 3.33M | $3.9M | 1.2% | Unchanged | 13F ↗ |
| 14 | LAB Standard BioTools Inc. | 3.55M | $2.6M | 0.8% | Unchanged | 13F ↗ |
| 15 | STRA Strategic Education, Inc. | 30,858 | $2.4M | 0.7% | Unchanged | 13F ↗ |
| 16 | iShares Tr Msci India Etf | 47,200 | $2.2M | 0.7% | Unchanged | 13F ↗ |
| 17 | QTRX Quanterix Corporation | 571,555 | $2.1M | 0.7% | Unchanged | 13F ↗ |
| 18 | iShares Inc Msci Sth Kor Etf | 6,750 | $1.2M | 0.4% | Unchanged | 13F ↗ |
| 19 | COIN Coinbase Global, Inc. | 4,400 | $820.2K | 0.3% | Unchanged | 13F ↗ |
Changes since Q2 2026
1 new, 1 added to, 2 trimmed, 1 exited, 15 unchanged. By estimated dollars.
New positions (1)
| Position | Shares | Change | Est. dollars |
|---|---|---|---|
| PCOR Procore Technologies, Inc. | 111,400 | New | $5.8M |
Added to (1)
| Position | Shares | Change | Est. dollars |
|---|---|---|---|
| GRND Grindr Inc. | 1.59M | +8.6% | $2.0M |
Trimmed (2)
Exited (1)
| Position | Shares | Change | Est. dollars |
|---|---|---|---|
| PAYO Payoneer Global Inc. | 771,939 | Exited | -$5.5M |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
Compare two quarters
Pick any two quarters: what is new, added to, trimmed or exited. Premium plan.
Reported value by quarter
Value and number of positions at the end of each quarter.
Loading…
Largest positions in earlier quarters
Pick a quarter to see what the fund's biggest positions were then.
Loading…
Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Nov 13, 2026 | 13F-HR | 19 | $323.2M | Current | SEC ↗ |
| Q2 2026 | Aug 13, 2026 | 13F-HR | 19 | $329.2M | Current | SEC ↗ |
| Q1 2026 | May 14, 2026 | 13F-HR | 21 | $322.8M | Current | SEC ↗ |
| Q4 2025 | Feb 13, 2026 | 13F-HR | 23 | $374.2M | Current | SEC ↗ |
| Q3 2025 | Nov 14, 2025 | 13F-HR | 23 | $338.7M | Current | SEC ↗ |
| Q2 2025 | Aug 14, 2025 | 13F-HR | 22 | $310.7M | Current | SEC ↗ |
| Q1 2025 | May 13, 2025 | 13F-HR | 24 | $293.6M | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer