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Tikvah Management LLC

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13F filer, CIK 1606477, Charlotte, NC

Tikvah Management LLC reported $329,193,853 across 19 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-13. Its ten largest share positions make up 91.63% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000919574-26-005025

Period
2026-06-30
Reported value
$329M
Holdings
19
Top 10 weight
91.63%
New
1
Sold out
3

Part of the filer group Tikvah Management LLC

How groups are built

Largest buys vs the previous quarter

SecurityShares changeApprox. value
RHLDadded+22,785$3.29M
DLOadded+172,500$2.24M
GRNDadded+109,100$1.57M
EWYnew+6,750$1.36M

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
PAYOreduced-1,292,133-$9.2M
BIOreduced-29,230-$8.58M
PCORexited-119,939-$6.84M
MTCHexited-159,500-$4.9M
GPGIreduced-208,570-$3.31M

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, Q2 2026

Share positions as resolved from 13F-HR 0000919574-26-005025, largest first. % of portfolio is the value over $329,193,853, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 220,600 shares; 2024Q4: 220,600 shares; 2025Q1: 213,150 shares; 2025Q2: 200,650 shares; 2025Q3: 200,650 shares; 2025Q4: 200,650 shares; 2026Q1: 200,650 shares; 2026Q2: 200,630 shares 200,630$71.7M21.78%-20Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 317,080 shares; 2024Q4: 317,080 shares; 2025Q1: 317,080 shares; 2025Q2: 295,680 shares; 2025Q3: 295,680 shares; 2025Q4: 295,680 shares; 2026Q1: 295,680 shares; 2026Q2: 295,680 shares 295,680$70.5M21.41%0Timeline
RHLDRESOLUTE HLDGS MGMT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 247,480 shares; 2025Q2: 277,480 shares; 2025Q3: 244,146 shares; 2025Q4: 183,566 shares; 2026Q1: 196,291 shares; 2026Q2: 219,076 shares 219,076$31.7M9.62%+22,785Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,724 shares; 2024Q4: 36,724 shares; 2025Q1: 33,104 shares; 2025Q2: 33,104 shares; 2025Q3: 33,104 shares; 2025Q4: 33,104 shares; 2026Q1: 33,104 shares; 2026Q2: 33,104 shares 33,104$24.7M7.51%0Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 82,530 shares; 2024Q4: 82,530 shares; 2025Q1: 82,530 shares; 2025Q2: 69,480 shares; 2025Q3: 69,480 shares; 2025Q4: 69,480 shares; 2026Q1: 69,480 shares; 2026Q2: 69,480 shares 69,480$24.5M7.46%0Timeline
GRNDGRINDR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 809,770 shares; 2026Q1: 1,354,620 shares; 2026Q2: 1,463,720 shares 1,463,720$21M6.39%+109,100Timeline
BIOBIO RAD LABS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 118,147 shares; 2024Q4: 118,147 shares; 2025Q1: 111,084 shares; 2025Q2: 111,084 shares; 2025Q3: 111,084 shares; 2025Q4: 111,084 shares; 2026Q1: 97,834 shares; 2026Q2: 68,604 shares 68,604$20.1M6.12%-29,230Timeline
DLODLOCAL LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,248,322 shares; 2026Q2: 1,420,822 shares 1,420,822$18.5M5.61%+172,500Timeline
GPGIGPGI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,009,181 shares; 2026Q2: 800,611 shares 800,611$12.7M3.85%-208,570Timeline
IAUISHARES GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 82,230 shares; 2024Q4: 82,230 shares; 2025Q1: 82,230 shares; 2025Q2: 82,230 shares; 2025Q3: 82,230 shares; 2025Q4: 82,230 shares; 2026Q1: 82,230 shares; 2026Q2: 82,230 shares 82,230$6.21M1.89%0Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 101,580 shares; 2024Q4: 101,580 shares; 2025Q1: 101,580 shares; 2025Q2: 101,580 shares; 2025Q3: 101,580 shares; 2025Q4: 101,580 shares; 2026Q1: 101,580 shares; 2026Q2: 100,400 shares 100,400$5.99M1.82%-1,180Timeline
PAYOPAYONEER GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 2,064,072 shares; 2026Q2: 771,939 shares 771,939$5.5M1.67%-1,292,133Timeline
SMRTSMARTRENT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 3,335,122 shares; 2026Q2: 3,335,000 shares 3,335,000$3.97M1.21%-122Timeline
LABSTANDARD BIOTOOLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 3,551,152 shares; 2026Q2: 3,551,058 shares 3,551,058$2.92M0.89%-94Timeline
QTRXQUANTERIX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 571,619 shares; 2024Q4: 571,619 shares; 2025Q1: 571,619 shares; 2025Q2: 571,619 shares; 2025Q3: 571,619 shares; 2025Q4: 571,619 shares; 2026Q1: 571,619 shares; 2026Q2: 571,555 shares 571,555$2.47M0.75%-64Timeline
STRASTRATEGIC ED INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,858 shares; 2024Q4: 30,858 shares; 2025Q1: 30,858 shares; 2025Q2: 30,858 shares; 2025Q3: 30,858 shares; 2025Q4: 30,858 shares; 2026Q1: 30,858 shares; 2026Q2: 30,858 shares 30,858$2.36M0.72%0Timeline
INDAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,200 shares; 2024Q4: 47,200 shares; 2025Q1: 47,200 shares; 2025Q2: 47,200 shares; 2025Q3: 47,200 shares; 2025Q4: 47,200 shares; 2026Q1: 47,200 shares; 2026Q2: 47,200 shares 47,200$2.33M0.71%0Timeline
EWYISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,750 shares 6,750$1.36M0.41%newTimeline
COINCOINBASE GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,650 shares; 2025Q4: 15,650 shares; 2026Q1: 4,400 shares; 2026Q2: 4,400 shares 4,400$643K0.2%0Timeline

Sold out in Q2 2026

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

SecurityShares beforeValue beforeType
PCORPROCORE TECHNOLOGIES INC119,939$6.84Mshares
MTCHMATCH GROUP INC NEW159,500$4.9Mshares
NAUTNAUTILUS BIOTECHNOLOGY INC726,895$2.82Mshares

How Q2 2026 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 0000919574-26-005025 base2026-08-13acceptance time not in the bulk data set