Filed: 5/14/2026ACC: 0000919574-26-003024
📋 What this filing means
TIKVAH MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 21 equity positions with a total reported market value of $322.78M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
21
Positions
$322.78M
Total AUM (reported)
15.30M
Total Shares
Allocation by class
COM$142.18M44.0%
CAP STK CL A$57.70M17.9%
CL A$27.27M8.4%
COM CL A$23.03M7.1%
TR UNIT$21.53M6.7%
CAP STK CL C$19.93M6.2%
CLASS A COM$16.19M5.0%
Portfolio Concentration
Top 3$151.14M46.8%
4–10$128.53M39.8%
11–25$43.11M13.4%
Top 3 weight
46.8%
Top 10 weight
86.6%
Voting Authority Distribution
Total shares with voting rights: 15.30M
Sole
Full voting authority
15.30M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole0
Shared0
Other21
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings21
Rows:
AMAZON COM INC
DFNDShares295.68K
TypeSH
Market value$61.58M
19.08%
Sole
295.68K
Shared
0.00
None
0.00
ALPHABET INC
DFNDShares200.65K
TypeSH
Market value$57.70M
17.88%
Sole
200.65K
Shared
0.00
None
0.00
RESOLUTE HLDGS MGMT INC
DFNDShares196.29K
TypeSH
Market value$31.86M
9.87%
Sole
196.29K
Shared
0.00
None
0.00
BIO RAD LABS INC
DFNDShares97.83K
TypeSH
Market value$27.27M
8.45%
Sole
97.83K
Shared
0.00
None
0.00
STATE STR SPDR S&P 500 ETF T
DFNDShares33.10K
TypeSH
Market value$21.53M
6.67%
Sole
33.10K
Shared
0.00
None
0.00
ALPHABET INC
DFNDShares69.48K
TypeSH
Market value$19.93M
6.17%
Sole
69.48K
Shared
0.00
None
0.00
GPGI INC
DFNDShares1.01M
TypeSH
Market value$17.26M
5.35%
Sole
1.01M
Shared
0.00
None
0.00
GRINDR INC
DFNDShares1.35M
TypeSH
Market value$16.38M
5.07%
Sole
1.35M
Shared
0.00
None
0.00
DLOCAL LTD
DFNDShares1.25M
TypeSH
Market value$16.19M
5.02%
Sole
1.25M
Shared
0.00
None
0.00
PAYONEER GLOBAL INC
DFNDShares2.06M
TypeSH
Market value$9.97M
3.09%
Sole
2.06M
Shared
0.00
None
0.00
ISHARES GOLD TR
DFNDShares82.23K
TypeSH
Market value$7.25M
2.25%
Sole
82.23K
Shared
0.00
None
0.00
PROCORE TECHNOLOGIES INC
DFNDShares119.94K
TypeSH
Market value$6.84M
2.12%
Sole
119.94K
Shared
0.00
None
0.00
VANGUARD INTL EQUITY INDEX F
DFNDShares101.58K
TypeSH
Market value$5.49M
1.70%
Sole
101.58K
Shared
0.00
None
0.00
SMARTRENT INC
DFNDShares3.34M
TypeSH
Market value$5.00M
1.55%
Sole
3.34M
Shared
0.00
None
0.00
MATCH GROUP INC NEW
DFNDShares159.50K
TypeSH
Market value$4.90M
1.52%
Sole
159.50K
Shared
0.00
None
0.00
STANDARD BIOTOOLS INC
DFNDShares3.55M
TypeSH
Market value$3.26M
1.01%
Sole
3.55M
Shared
0.00
None
0.00
NAUTILUS BIOTECHNOLOGY INC
DFNDShares726.89K
TypeSH
Market value$2.82M
0.87%
Sole
726.89K
Shared
0.00
None
0.00
STRATEGIC ED INC
DFNDShares30.86K
TypeSH
Market value$2.56M
0.79%
Sole
30.86K
Shared
0.00
None
0.00
ISHARES TR
DFNDShares47.20K
TypeSH
Market value$2.21M
0.68%
Sole
47.20K
Shared
0.00
None
0.00
QUANTERIX CORP
DFNDShares571.62K
TypeSH
Market value$2.01M
0.62%
Sole
571.62K
Shared
0.00
None
0.00
COINBASE GLOBAL INC
DFNDShares4.40K
TypeSH
Market value$768.3K
0.24%
Sole
4.40K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
AMAZON COM INCDFND | COM | 295.68K | SH | $61.58M 19.08% | 295.68K | 0.00 | 0.00 |
ALPHABET INCDFND | CAP STK CL A | 200.65K | SH | $57.70M 17.88% | 200.65K | 0.00 | 0.00 |
RESOLUTE HLDGS MGMT INCDFND | COM | 196.29K | SH | $31.86M 9.87% | 196.29K | 0.00 | 0.00 |
BIO RAD LABS INCDFND | CL A | 97.83K | SH | $27.27M 8.45% | 97.83K | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TDFND | TR UNIT | 33.10K | SH | $21.53M 6.67% | 33.10K | 0.00 | 0.00 |
ALPHABET INCDFND | CAP STK CL C | 69.48K | SH | $19.93M 6.17% | 69.48K | 0.00 | 0.00 |
GPGI INCDFND | COM CL A | 1.01M | SH | $17.26M 5.35% | 1.01M | 0.00 | 0.00 |
GRINDR INCDFND | COM | 1.35M | SH | $16.38M 5.07% | 1.35M | 0.00 | 0.00 |
DLOCAL LTDDFND | CLASS A COM | 1.25M | SH | $16.19M 5.02% | 1.25M | 0.00 | 0.00 |
PAYONEER GLOBAL INCDFND | COM | 2.06M | SH | $9.97M 3.09% | 2.06M | 0.00 | 0.00 |
ISHARES GOLD TRDFND | ISHARES NEW | 82.23K | SH | $7.25M 2.25% | 82.23K | 0.00 | 0.00 |
PROCORE TECHNOLOGIES INCDFND | COM | 119.94K | SH | $6.84M 2.12% | 119.94K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FDFND | FTSE EMR MKT ETF | 101.58K | SH | $5.49M 1.70% | 101.58K | 0.00 | 0.00 |
SMARTRENT INCDFND | COM CL A | 3.34M | SH | $5.00M 1.55% | 3.34M | 0.00 | 0.00 |
MATCH GROUP INC NEWDFND | COM | 159.50K | SH | $4.90M 1.52% | 159.50K | 0.00 | 0.00 |
STANDARD BIOTOOLS INCDFND | COM | 3.55M | SH | $3.26M 1.01% | 3.55M | 0.00 | 0.00 |
NAUTILUS BIOTECHNOLOGY INCDFND | COM | 726.89K | SH | $2.82M 0.87% | 726.89K | 0.00 | 0.00 |
STRATEGIC ED INCDFND | COM | 30.86K | SH | $2.56M 0.79% | 30.86K | 0.00 | 0.00 |
ISHARES TRDFND | MSCI INDIA ETF | 47.20K | SH | $2.21M 0.68% | 47.20K | 0.00 | 0.00 |
QUANTERIX CORPDFND | COM | 571.62K | SH | $2.01M 0.62% | 571.62K | 0.00 | 0.00 |
COINBASE GLOBAL INCDFND | COM CL A | 4.40K | SH | $768.3K 0.24% | 4.40K | 0.00 | 0.00 |