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Tikvah Management LLC

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13F filer, CIK 1606477, Charlotte, NC

Tikvah Management LLC reported $374,229,675 across 23 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-02-13. Its ten largest share positions make up 84.09% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000919574-26-000923

Period
2025-12-31
Reported value
$374M
Holdings
23
Top 10 weight
84.09%
New
1
Sold out
1

Part of the filer group Tikvah Management LLC

How groups are built

Largest buys vs the previous quarter

SecurityShares changeApprox. value
GRNDnew+809,770$11M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
RHLDreduced-60,580-$12.5M
GPGIreduced-466,622-$9M
COMPOSECURE INCexited-420,259-$5.38M
MTCHreduced-60,000-$1.94M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q4 2025

Share positions as resolved from 13F-HR 0000919574-26-000923, largest first. % of portfolio is the value over $374,229,675, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 317,080 shares; 2024Q4: 317,080 shares; 2025Q1: 317,080 shares; 2025Q2: 295,680 shares; 2025Q3: 295,680 shares; 2025Q4: 295,680 shares 295,680$68.2M18.24%0Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 220,600 shares; 2024Q4: 220,600 shares; 2025Q1: 213,150 shares; 2025Q2: 200,650 shares; 2025Q3: 200,650 shares; 2025Q4: 200,650 shares 200,650$62.8M16.78%0Timeline
RHLDRESOLUTE HLDGS MGMT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 247,480 shares; 2025Q2: 277,480 shares; 2025Q3: 244,146 shares; 2025Q4: 183,566 shares 183,566$37.9M10.13%-60,580Timeline
BIOBIO RAD LABS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,147 shares; 2024Q4: 118,147 shares; 2025Q1: 111,084 shares; 2025Q2: 111,084 shares; 2025Q3: 111,084 shares; 2025Q4: 111,084 shares 111,084$33.7M8.99%0Timeline
GPGIGPGI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,249,786 shares; 2024Q4: 2,249,786 shares; 2025Q1: 2,249,786 shares; 2025Q2: 2,249,786 shares; 2025Q3: 1,969,786 shares; 2025Q4: 1,503,164 shares 1,503,164$29M7.74%-466,622Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,724 shares; 2024Q4: 36,724 shares; 2025Q1: 33,104 shares; 2025Q2: 33,104 shares; 2025Q3: 33,104 shares; 2025Q4: 33,104 shares 33,104$22.6M6.03%0Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,530 shares; 2024Q4: 82,530 shares; 2025Q1: 82,530 shares; 2025Q2: 69,480 shares; 2025Q3: 69,480 shares; 2025Q4: 69,480 shares 69,480$21.8M5.83%0Timeline
DLODLOCAL LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 418,300 shares; 2024Q4: 901,800 shares; 2025Q1: 1,054,499 shares; 2025Q2: 1,054,499 shares; 2025Q3: 1,248,322 shares; 2025Q4: 1,248,322 shares 1,248,322$17.7M4.72%0Timeline
GRNDGRINDR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 809,770 shares 809,770$11M2.93%newTimeline
MTCHMATCH GROUP INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 373,200 shares; 2024Q4: 373,200 shares; 2025Q1: 373,200 shares; 2025Q2: 373,200 shares; 2025Q3: 373,200 shares; 2025Q4: 313,200 shares 313,200$10.1M2.7%-60,000Timeline
PCORPROCORE TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 329,989 shares; 2024Q4: 329,989 shares; 2025Q1: 265,939 shares; 2025Q2: 265,939 shares; 2025Q3: 119,939 shares; 2025Q4: 119,939 shares 119,939$8.72M2.33%0Timeline
PAYOPAYONEER GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,292,133 shares; 2024Q4: 1,292,133 shares; 2025Q1: 1,692,133 shares; 2025Q2: 1,692,133 shares; 2025Q3: 1,292,133 shares; 2025Q4: 1,292,133 shares 1,292,133$7.26M1.94%0Timeline
SMRTSMARTRENT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,335,122 shares; 2024Q4: 3,335,122 shares; 2025Q1: 3,335,122 shares; 2025Q2: 3,335,122 shares; 2025Q3: 3,335,122 shares; 2025Q4: 3,335,122 shares 3,335,122$6.74M1.8%0Timeline
IAUISHARES GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,230 shares; 2024Q4: 82,230 shares; 2025Q1: 82,230 shares; 2025Q2: 82,230 shares; 2025Q3: 82,230 shares; 2025Q4: 82,230 shares 82,230$6.67M1.78%0Timeline
ETHAISHARES ETHEREUM TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 353,700 shares; 2025Q1: 124,000 shares; 2025Q2: 124,000 shares; 2025Q3: 124,000 shares; 2025Q4: 124,000 shares 124,000$6.16M1.65%0Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,580 shares; 2024Q4: 101,580 shares; 2025Q1: 101,580 shares; 2025Q2: 101,580 shares; 2025Q3: 101,580 shares; 2025Q4: 101,580 shares 101,580$5.46M1.46%0Timeline
LABSTANDARD BIOTOOLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,551,058 shares; 2024Q4: 6,551,058 shares; 2025Q1: 6,551,058 shares; 2025Q2: 5,051,058 shares; 2025Q3: 3,551,152 shares; 2025Q4: 3,551,152 shares 3,551,152$4.55M1.21%0Timeline
QTRXQUANTERIX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 571,619 shares; 2024Q4: 571,619 shares; 2025Q1: 571,619 shares; 2025Q2: 571,619 shares; 2025Q3: 571,619 shares; 2025Q4: 571,619 shares 571,619$3.64M0.97%0Timeline
COINCOINBASE GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,650 shares; 2025Q4: 15,650 shares 15,650$3.54M0.95%0Timeline
INDAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,200 shares; 2024Q4: 47,200 shares; 2025Q1: 47,200 shares; 2025Q2: 47,200 shares; 2025Q3: 47,200 shares; 2025Q4: 47,200 shares 47,200$2.55M0.68%0Timeline
STRASTRATEGIC ED INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,858 shares; 2024Q4: 30,858 shares; 2025Q1: 30,858 shares; 2025Q2: 30,858 shares; 2025Q3: 30,858 shares; 2025Q4: 30,858 shares 30,858$2.47M0.66%0Timeline
NAUTNAUTILUS BIOTECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 726,895 shares; 2024Q4: 726,895 shares; 2025Q1: 726,895 shares; 2025Q2: 726,895 shares; 2025Q3: 726,895 shares; 2025Q4: 726,895 shares 726,895$1.42M0.38%0Timeline
ATYRATYR PHARMA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,460,833 shares; 2024Q4: 2,460,833 shares; 2025Q1: 2,460,833 shares; 2025Q2: 2,460,833 shares; 2025Q3: 460,833 shares; 2025Q4: 460,833 shares 460,833$361K0.1%0Timeline

Sold out in Q4 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
COMPOSECURE INCCOMPOSECURE INC420,259$5.38Mshares

How Q4 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0000919574-26-000923 base2026-02-13acceptance time not in the bulk data set