Tikvah Management LLC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| GRINDR INC(GRND) | 809,770 | 1,354,620 | +544,850 | 10,964,286 | 16,377,356 | 5.07% | +5,413,070 |
| PAYONEER GLOBAL INC(PAYO) | 1,292,133 | 2,064,072 | +771,939 | 7,261,787 | 9,969,468 | 3.09% | +2,707,681 |
| NAUTILUS BIOTECHNOLOGY INC | 726,895 | 726,895 | 0 | 1,417,445 | 2,820,353 | 0.87% | +1,402,908 |
| ISHARES GOLD TR(IAU) | 82,230 | 82,230 | 0 | 6,674,609 | 7,249,397 | 2.25% | +574,788 |
| STRATEGIC ED INC(STRA) | 30,858 | 30,858 | 0 | 2,474,812 | 2,559,980 | 0.79% | +85,168 |
| VANGUARD INTL EQUITY INDEX F | 101,580 | 101,580 | 0 | 5,460,941 | 5,490,399 | 1.70% | +29,458 |
| ISHARES TR MSCI INDIA ETF | 47,200 | 47,200 | 0 | 2,551,160 | 2,210,848 | 0.68% | -340,312 |
| ATYR PHARMA INC | 460,833 | 0 | -460,833 | 360,878 | 0 | — | -360,878 |
| STATE STR SPDR S&P 500 ETF T(SPY) | 33,104 | 33,104 | 0 | 22,574,280 | 21,528,855 | 6.67% | -1,045,425 |
| STANDARD BIOTOOLS INC | 3,551,152 | 3,551,152 | 0 | 4,545,475 | 3,264,574 | 1.01% | -1,280,901 |
| DLOCAL LTD(DLO) | 1,248,322 | 1,248,322 | 0 | 17,651,273 | 16,190,736 | 5.02% | -1,460,537 |
| QUANTERIX CORP | 571,619 | 571,619 | 0 | 3,635,497 | 2,012,099 | 0.62% | -1,623,398 |
| SMARTRENT INC | 3,335,122 | 3,335,122 | 0 | 6,736,946 | 5,002,683 | 1.55% | -1,734,263 |
| ALPHABET INC(GOOG) | 69,480 | 69,480 | 0 | 21,802,824 | 19,931,033 | 6.17% | -1,871,791 |
| PROCORE TECHNOLOGIES INC(PCOR) | 119,939 | 119,939 | 0 | 8,724,363 | 6,836,523 | 2.12% | -1,887,840 |
| COINBASE GLOBAL INC(COIN) | 15,650 | 4,400 | -11,250 | 3,539,091 | 768,284 | 0.24% | -2,770,807 |
| ALPHABET INC(GOOG) | 200,650 | 200,650 | 0 | 62,803,450 | 57,698,914 | 17.88% | -5,104,536 |
| MATCH GROUP INC NEW(MTCH) | 313,200 | 159,500 | -153,700 | 10,113,228 | 4,898,245 | 1.52% | -5,214,983 |
| RESOLUTE HLDGS MGMT INC(RHLD) | 183,566 | 196,291 | +12,725 | 37,893,529 | 31,858,029 | 9.87% | -6,035,500 |
| ISHARES ETHEREUM TR(ETHA) | 124,000 | 0 | -124,000 | 6,156,600 | 0 | — | -6,156,600 |
| BIO RAD LABS INC | 111,084 | 97,834 | -13,250 | 33,657,341 | 27,271,228 | 8.45% | -6,386,113 |
| AMAZON COM INC(AMZN) | 295,680 | 295,680 | 0 | 68,248,858 | 61,581,274 | 19.08% | -6,667,584 |
| GPGI INC(GPGI) | 1,503,164 | 1,009,181 | -493,983 | 28,981,002 | 17,256,995 | 5.35% | -11,724,007 |