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CIK: 0001606477
Total reported value
$329.2M
$329.2M
24 檔
57.1%
At the close of Q3 2024, Tikvah Management LLC disclosed equity holdings valued at approximately $329.2M, spread across 24 reported holdings.
In Q3 2024, Tikvah Management LLC adopted a defensive or profit-taking posture, trimming 3 positions and completely liquidating 1 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 18.31% | +2.33% | — | |
| 2 | BIO | Bio-rad Laboratories-a | Stock-Healthcare | 12.25% | -2.33% | — | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 11.34% | +3.90% | — | |
| 4 | GPGI | Gpgi Inc | Stock-Other | 9.78% | -1.50% | — | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 6.53% | +0.84% | +19.01% | |
| 6 | PCOR | Procore Technologies Inc | Stock-Tech | 6.31% | -2.12% | EXIT | |
| 7 | MTCH | Match Group Inc | Stock-Comm Services | 4.38% | -1.52% | EXIT | |
| 8 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 4.28% | +1.29% | -24.20% | |
| 9 | LAB | Standard Biotools Inc | Stock-Other | 3.92% | -0.12% | — | |
| 10 | PAYO | Payoneer Global Inc | Stock-Other | 3.02% | -1.42% | — | |
| 11 | AVDX | Avidxchange Holdings Inc | Stock-Other | 2.47% | — | — | |
| 12 | CMPOW | Composecure Inc -cw25 | Stock-Other | 2.39% | — | — | |
| 13 | QTRX | Quanterix CORP | Stock-Other | 2.30% | +0.13% | — | |
| 14 | BILL | Bill Holdings Inc | Stock-Tech | 2.28% | — | — | |
| 15 | SMRT | Smartrent Inc | Stock-Other | 1.79% | -0.34% | — | |
| 16 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.51% | +0.12% | — | |
| 17 | ATYR | Atyr Pharma Inc | Stock-Other | 1.34% | — | — | |
| 18 | IAU | Ishares Gold Trust | ETF-Commodities | 1.27% | -0.36% | — | |
| 19 | ✓ | Propertyguru Group LTD | Stock-Other | 1.06% | — | -59.19% | |
| 20 | DLO | DLocal Limited | Stock-Other | 1.04% | +0.59% | +41.80% | |
| 21 | STRA | Strategic Education Inc | Stock-Other | 0.89% | -0.07% | -15.97% | |
| 22 | INDA | Ishares Msci India ETF | ETF-Other | 0.86% | +0.03% | — | |
| 23 | NAUT | Nautilus Biotechnology Inc | Stock-Other | 0.64% | -0.87% | EXIT | |
| 24 | ✓ | Stock-Other | 0.05% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | +5.4% | +19.01% | Add |
| 2 | GPGI | Gpgi Inc | +4.8% | — | Unchanged |
| 3 | CMPOW | Composecure Inc -cw25 | +2.1% | — | Unchanged |
| 4 | BIO | Bio-rad Laboratories-a | +1.7% | — | Unchanged |
| 5 | PAYO | Payoneer Global Inc | +0.7% | — | Unchanged |
| 6 | MTCH | Match Group Inc | +0.7% | — | Unchanged |
| 7 | DLO | DLocal Limited | +0.3% | +41.80% | Add |
| 8 | LAB | Standard Biotools Inc | +0.1% | — | Unchanged |
| 9 | ATYR | Atyr Pharma Inc | +0.1% | — | Unchanged |
| 10 | IAU | Ishares Gold Trust | +0.1% | — | Unchanged |
| 11 | NAUT | Nautilus Biotechnology Inc | +0.1% | — | Unchanged |
| 12 | VWO | Vanguard Ftse Emerging Marke | +0.1% | — | Unchanged |
| 13 | ✓ | 0% | — | Unchanged | |
| 14 | INDA | Ishares Msci India ETF | — | — | Unchanged |
| 15 | BILL | Bill Holdings Inc | -0.1% | — | Unchanged |
| 16 | QTRX | Quanterix CORP | -0.2% | — | Unchanged |
| 17 | BMBL | Bumble Inc-a | -0.6% | EXIT | Sold out |
| 18 | SMRT | Smartrent Inc | -0.8% | — | Unchanged |
| 19 | PCOR | Procore Technologies Inc | -0.8% | — | Unchanged |
| 20 | ✓ | Propertyguru Group LTD | -1% | -59.19% | Trim |
| 21 | AVDX | Avidxchange Holdings Inc | -1.4% | — | Unchanged |
| 22 | AMZN | Amazon.com Inc | -1.7% | — | Unchanged |
| 23 | GOOGL | Alphabet Inc-cl A | -1.8% | — | Unchanged |
| 24 | GOOG | Alphabet Inc-cl C | -2.2% | -24.20% | Trim |
| 25 | STRA | Strategic Education Inc | -5.6% | -15.97% | Trim |
According to official SEC Form 13F filings, Tikvah Management LLC reported a total U.S. public equity portfolio value of $329.2M across 24 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AMZN, BIO, GOOGL) accounted for 57.1% of total reported equity market value during Q3 2024.
Top Position Liquidated / Trimmed
BMBL
前期市值: $1.8M
During Q3 2024, Tikvah Management LLC's top holdings by market value included AMZN (18.3%)、BIO (12.3%)、GOOGL (11.3%). The largest single position, AMZN, represented 18.3% of total portfolio value.
In Q3 2024, Tikvah Management LLC made 6 total portfolio adjustments, initiating 0 new buys, adding to 2 positions, trimming 3 holdings, and fully liquidating 1 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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