TIKVAH MANAGEMENT LLC

PrivateCIK: 1606477
Location

CHARLOTTE, NC

19
Positions
$329.19M
Total AUM (reported)
13.07M
Total Shares

Allocation by class

TOTAL AUM$329.19M19 positions
COM$136.42M41.4%
CAP STK CL A$71.70M21.8%
TR UNIT$24.72M7.5%
CAP STK CL C$24.55M7.5%
CL A$20.14M6.1%
CLASS A COM$18.46M5.6%
COM CL A$17.30M5.3%

Portfolio Concentration

Top 352.8%4–1038.8%11–258.4%TOP 1091.6%0%100%
Top 3$173.83M52.8%
4–10$127.81M38.8%
11–25$27.55M8.4%

Top 3 weight

52.8%

Top 10 weight

91.6%

Voting Authority Distribution

Total shares with voting rights: 13.07M

Sole

Full voting authority

13.07M

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
Other19
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings19
Rows:

ALPHABET INC

DFND
CAP STK CL A
Shares200.63K
TypeSH
Market value$71.70M
21.78%
Sole
200.63K
Shared
0.00
None
0.00

AMAZON COM INC

DFND
COM
Shares295.68K
TypeSH
Market value$70.47M
21.41%
Sole
295.68K
Shared
0.00
None
0.00

RESOLUTE HLDGS MGMT INC

DFND
COM
Shares219.08K
TypeSH
Market value$31.66M
9.62%
Sole
219.08K
Shared
0.00
None
0.00

STATE STR SPDR S&P 500 ETF T

DFND
TR UNIT
Shares33.10K
TypeSH
Market value$24.72M
7.51%
Sole
33.10K
Shared
0.00
None
0.00

ALPHABET INC

DFND
CAP STK CL C
Shares69.48K
TypeSH
Market value$24.55M
7.46%
Sole
69.48K
Shared
0.00
None
0.00

GRINDR INC

DFND
COM
Shares1.46M
TypeSH
Market value$21.03M
6.39%
Sole
1.46M
Shared
0.00
None
0.00

BIO RAD LABS INC

DFND
CL A
Shares68.60K
TypeSH
Market value$20.14M
6.12%
Sole
68.60K
Shared
0.00
None
0.00

DLOCAL LTD

DFND
CLASS A COM
Shares1.42M
TypeSH
Market value$18.46M
5.61%
Sole
1.42M
Shared
0.00
None
0.00

GPGI INC

DFND
COM CL A
Shares800.61K
TypeSH
Market value$12.69M
3.85%
Sole
800.61K
Shared
0.00
None
0.00

ISHARES GOLD TR

DFND
ISHARES NEW
Shares82.23K
TypeSH
Market value$6.21M
1.89%
Sole
82.23K
Shared
0.00
None
0.00

VANGUARD INTL EQUITY INDEX F

DFND
FTSE EMR MKT ETF
Shares100.40K
TypeSH
Market value$5.99M
1.82%
Sole
100.40K
Shared
0.00
None
0.00

PAYONEER GLOBAL INC

DFND
COM
Shares771.94K
TypeSH
Market value$5.50M
1.67%
Sole
771.94K
Shared
0.00
None
0.00

SMARTRENT INC

DFND
COM CL A
Shares3.33M
TypeSH
Market value$3.97M
1.21%
Sole
3.33M
Shared
0.00
None
0.00

STANDARD BIOTOOLS INC

DFND
COM
Shares3.55M
TypeSH
Market value$2.92M
0.89%
Sole
3.55M
Shared
0.00
None
0.00

QUANTERIX CORP

DFND
COM
Shares571.55K
TypeSH
Market value$2.47M
0.75%
Sole
571.55K
Shared
0.00
None
0.00

STRATEGIC ED INC

DFND
COM
Shares30.86K
TypeSH
Market value$2.36M
0.72%
Sole
30.86K
Shared
0.00
None
0.00

ISHARES TR

DFND
MSCI INDIA ETF
Shares47.20K
TypeSH
Market value$2.33M
0.71%
Sole
47.20K
Shared
0.00
None
0.00

ISHARES INC

DFND
MSCI STH KOR ETF
Shares6.75K
TypeSH
Market value$1.36M
0.41%
Sole
6.75K
Shared
0.00
None
0.00

COINBASE GLOBAL INC

DFND
COM CL A
Shares4.40K
TypeSH
Market value$643.2K
0.20%
Sole
4.40K
Shared
0.00
None
0.00