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CIK: 0001606477
Total reported value
$329.2M
$329.2M
24 檔
63.6%
As reported in its official Q4 2024 Form 13F filing, Tikvah Management LLC's tracked investment portfolio stood at $329.2M with 24 total positions.
Tikvah Management LLC executed strategic sector rebalancing during Q4 2024, establishing 1 new positions while fully exiting 1 holdings and trimming 1 positions.
In terms of portfolio concentration, the top 5 core holdings (including AMZN, GOOGL, BIO) accounted for 63.6% of total reported equity market value during Q4 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 18.95% | +2.33% | — | |
| 2 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 11.37% | +3.90% | — | |
| 3 | BIO | Bio-rad Laboratories-a | Stock-Healthcare | 10.57% | -2.33% | — | |
| 4 | GPGI | Gpgi Inc | Stock-Other | 9.39% | -1.50% | — | |
| 5 | PCOR | Procore Technologies Inc | Stock-Tech | 6.73% | -2.12% | EXIT | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 5.86% | +0.84% | — | |
| 7 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 4.28% | +1.29% | — | |
| 8 | PAYO | Payoneer Global Inc | Stock-Other | 3.53% | -1.42% | — | |
| 9 | MTCH | Match Group Inc | Stock-Comm Services | 3.32% | -1.52% | EXIT | |
| 10 | LAB | Standard Biotools Inc | Stock-Other | 3.12% | -0.12% | — | |
| 11 | AVDX | Avidxchange Holdings Inc | Stock-Other | 2.77% | — | — | |
| 12 | DLO | DLocal Limited | Stock-Other | 2.77% | +0.59% | +115.59% | |
| 13 | CMPOW | Composecure Inc -cw25 | Stock-Other | 2.59% | — | — | |
| 14 | BILL | Bill Holdings Inc | Stock-Tech | 2.45% | — | -24.01% | |
| 15 | ETHA | Ishares Ethereum Trust ETF | ETF-Other | 2.44% | — | — | |
| 16 | ATYR | Atyr Pharma Inc | Stock-Other | 2.43% | — | — | |
| 17 | QTRX | Quanterix CORP | Stock-Other | 1.65% | +0.13% | — | |
| 18 | SMRT | Smartrent Inc | Stock-Other | 1.59% | -0.34% | — | |
| 19 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.22% | +0.12% | — | |
| 20 | IAU | Ishares Gold Trust | ETF-Commodities | 1.11% | -0.36% | — | |
| 21 | STRA | Strategic Education Inc | Stock-Other | 0.79% | -0.07% | — | |
| 22 | INDA | Ishares Msci India ETF | ETF-Other | 0.68% | +0.03% | — | |
| 23 | NAUT | Nautilus Biotechnology Inc | Stock-Other | 0.33% | -0.87% | EXIT | |
| 24 | ✓ | Stock-Other | 0.06% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ETHA | Ishares Ethereum Trust ETF | +2.4% | NEW | New buy |
| 2 | DLO | DLocal Limited | +1.7% | +115.59% | Add |
| 3 | ATYR | Atyr Pharma Inc | +1.1% | — | Unchanged |
| 4 | AMZN | Amazon.com Inc | +0.6% | — | Unchanged |
| 5 | PAYO | Payoneer Global Inc | +0.5% | — | Unchanged |
| 6 | PCOR | Procore Technologies Inc | +0.4% | — | Unchanged |
| 7 | AVDX | Avidxchange Holdings Inc | +0.3% | — | Unchanged |
| 8 | CMPOW | Composecure Inc -cw25 | +0.2% | — | Unchanged |
| 9 | BILL | Bill Holdings Inc | +0.2% | -24.01% | Trim |
| 10 | GOOGL | Alphabet Inc-cl A | 0% | — | Unchanged |
| 11 | ✓ | 0% | — | Unchanged | |
| 12 | GOOG | Alphabet Inc-cl C | — | — | Unchanged |
| 13 | STRA | Strategic Education Inc | -0.1% | — | Unchanged |
| 14 | IAU | Ishares Gold Trust | -0.2% | — | Unchanged |
| 15 | INDA | Ishares Msci India ETF | -0.2% | — | Unchanged |
| 16 | SMRT | Smartrent Inc | -0.2% | — | Unchanged |
| 17 | VWO | Vanguard Ftse Emerging Marke | -0.3% | — | Unchanged |
| 18 | NAUT | Nautilus Biotechnology Inc | -0.3% | — | Unchanged |
| 19 | GPGI | Gpgi Inc | -0.4% | — | Unchanged |
| 20 | QTRX | Quanterix CORP | -0.6% | — | Unchanged |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.7% | — | Unchanged |
| 22 | LAB | Standard Biotools Inc | -0.8% | — | Unchanged |
| 23 | ✓ | Propertyguru Group LTD | -1.1% | EXIT | Sold out |
| 24 | MTCH | Match Group Inc | -1.1% | — | Unchanged |
| 25 | BIO | Bio-rad Laboratories-a | -1.7% | — | Unchanged |
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 Q4 2024.
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Top New Position Initiated
ETHA
市值: $8.9M
Top Position Liquidated / Trimmed
PROPERTYGURU GROUP LTD
前期市值: $3.4M
During Q4 2024, Tikvah Management LLC's top holdings by market value included AMZN (18.9%)、GOOGL (11.4%)、BIO (10.6%). The largest single position, AMZN, represented 18.9% of total portfolio value.
In Q4 2024, Tikvah Management LLC made 4 total portfolio adjustments, initiating 1 new buys, adding to 1 positions, trimming 1 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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