TIKVAH MANAGEMENT LLC

PrivateCIK: 1606477
Location

CHARLOTTE, NC

21
Positions
$322.78M
Total AUM (reported)
15.30M
Total Shares

Allocation by class

TOTAL AUM$322.78M21 positions
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 346.8%4–1039.8%11–2513.4%TOP 1086.6%0%100%
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

DFND
COM
Shares295.68K
TypeSH
Market value$61.58M
19.08%
Sole
295.68K
Shared
0.00
None
0.00

ALPHABET INC

DFND
CAP STK CL A
Shares200.65K
TypeSH
Market value$57.70M
17.88%
Sole
200.65K
Shared
0.00
None
0.00

RESOLUTE HLDGS MGMT INC

DFND
COM
Shares196.29K
TypeSH
Market value$31.86M
9.87%
Sole
196.29K
Shared
0.00
None
0.00

BIO RAD LABS INC

DFND
CL A
Shares97.83K
TypeSH
Market value$27.27M
8.45%
Sole
97.83K
Shared
0.00
None
0.00

STATE STR SPDR S&P 500 ETF T

DFND
TR UNIT
Shares33.10K
TypeSH
Market value$21.53M
6.67%
Sole
33.10K
Shared
0.00
None
0.00

ALPHABET INC

DFND
CAP STK CL C
Shares69.48K
TypeSH
Market value$19.93M
6.17%
Sole
69.48K
Shared
0.00
None
0.00

GPGI INC

DFND
COM CL A
Shares1.01M
TypeSH
Market value$17.26M
5.35%
Sole
1.01M
Shared
0.00
None
0.00

GRINDR INC

DFND
COM
Shares1.35M
TypeSH
Market value$16.38M
5.07%
Sole
1.35M
Shared
0.00
None
0.00

DLOCAL LTD

DFND
CLASS A COM
Shares1.25M
TypeSH
Market value$16.19M
5.02%
Sole
1.25M
Shared
0.00
None
0.00

PAYONEER GLOBAL INC

DFND
COM
Shares2.06M
TypeSH
Market value$9.97M
3.09%
Sole
2.06M
Shared
0.00
None
0.00

ISHARES GOLD TR

DFND
ISHARES NEW
Shares82.23K
TypeSH
Market value$7.25M
2.25%
Sole
82.23K
Shared
0.00
None
0.00

PROCORE TECHNOLOGIES INC

DFND
COM
Shares119.94K
TypeSH
Market value$6.84M
2.12%
Sole
119.94K
Shared
0.00
None
0.00

VANGUARD INTL EQUITY INDEX F

DFND
FTSE EMR MKT ETF
Shares101.58K
TypeSH
Market value$5.49M
1.70%
Sole
101.58K
Shared
0.00
None
0.00

SMARTRENT INC

DFND
COM CL A
Shares3.34M
TypeSH
Market value$5.00M
1.55%
Sole
3.34M
Shared
0.00
None
0.00

MATCH GROUP INC NEW

DFND
COM
Shares159.50K
TypeSH
Market value$4.90M
1.52%
Sole
159.50K
Shared
0.00
None
0.00

STANDARD BIOTOOLS INC

DFND
COM
Shares3.55M
TypeSH
Market value$3.26M
1.01%
Sole
3.55M
Shared
0.00
None
0.00

NAUTILUS BIOTECHNOLOGY INC

DFND
COM
Shares726.89K
TypeSH
Market value$2.82M
0.87%
Sole
726.89K
Shared
0.00
None
0.00

STRATEGIC ED INC

DFND
COM
Shares30.86K
TypeSH
Market value$2.56M
0.79%
Sole
30.86K
Shared
0.00
None
0.00

ISHARES TR

DFND
MSCI INDIA ETF
Shares47.20K
TypeSH
Market value$2.21M
0.68%
Sole
47.20K
Shared
0.00
None
0.00

QUANTERIX CORP

DFND
COM
Shares571.62K
TypeSH
Market value$2.01M
0.62%
Sole
571.62K
Shared
0.00
None
0.00

COINBASE GLOBAL INC

DFND
COM CL A
Shares4.40K
TypeSH
Market value$768.3K
0.24%
Sole
4.40K
Shared
0.00
None
0.00