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CIK: 0001606477
Total reported value
$329.2M
$329.2M
25 檔
53.3%
As reported in its official Q2 2024 Form 13F filing, Tikvah Management LLC's tracked investment portfolio stood at $329.2M with 25 total positions.
During Q2 2024, Tikvah Management LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including AMZN, GOOGL, BIO) accounted for 53.3% of total reported equity market value during Q2 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 19.98% | +2.33% | — | |
| 2 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 13.10% | +3.90% | — | |
| 3 | BIO | Bio-rad Laboratories-a | Stock-Healthcare | 10.52% | -2.33% | — | |
| 4 | PCOR | Procore Technologies Inc | Stock-Tech | 7.13% | -2.12% | EXIT | |
| 5 | STRA | Strategic Education Inc | Stock-Other | 6.52% | -0.07% | +19.01% | |
| 6 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 6.51% | +1.29% | — | |
| 7 | GPGI | Gpgi Inc | Stock-Other | 4.99% | -1.50% | +21.62% | |
| 8 | AVDX | Avidxchange Holdings Inc | Stock-Other | 3.86% | — | — | |
| 9 | LAB | Standard Biotools Inc | Stock-Other | 3.78% | -0.12% | — | |
| 10 | MTCH | Match Group Inc | Stock-Comm Services | 3.70% | -1.52% | EXIT | |
| 11 | SMRT | Smartrent Inc | Stock-Other | 2.60% | -0.34% | — | |
| 12 | QTRX | Quanterix CORP | Stock-Other | 2.46% | +0.13% | — | |
| 13 | BILL | Bill Holdings Inc | Stock-Tech | 2.39% | — | — | |
| 14 | PAYO | Payoneer Global Inc | Stock-Other | 2.33% | -1.42% | — | |
| 15 | ✓ | Propertyguru Group LTD | Stock-Other | 2.01% | — | — | |
| 16 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.45% | +0.12% | — | |
| 17 | ATYR | Atyr Pharma Inc | Stock-Other | 1.25% | — | — | |
| 18 | IAU | Ishares Gold Trust | ETF-Commodities | 1.18% | -0.36% | — | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.11% | +0.84% | -15.97% | |
| 20 | INDA | Ishares Msci India ETF | ETF-Other | 0.86% | +0.03% | — | |
| 21 | DLO | DLocal Limited | Stock-Other | 0.78% | +0.59% | — | |
| 22 | BMBL | Bumble Inc-a | Stock-Other | 0.60% | — | — | |
| 23 | NAUT | Nautilus Biotechnology Inc | Stock-Other | 0.55% | -0.87% | EXIT | |
| 24 | CMPOW | Composecure Inc -cw25 | Stock-Other | 0.30% | — | — | |
| 25 | ✓ | Stock-Other | 0.03% | — | — |
According to official SEC Form 13F filings, Tikvah Management LLC reported a total U.S. public equity portfolio value of $329.2M across 25 disclosed positions in Q2 2024.
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During Q2 2024, Tikvah Management LLC's top holdings by market value included AMZN (20.0%)、GOOGL (13.1%)、BIO (10.5%). The largest single position, AMZN, represented 20.0% of total portfolio value.
In Q2 2024, Tikvah Management LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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