Q2 2026 13F · SEC CIK 1606477
Tikvah Management LLC
Investment managerFiled 2026-08-13 for Q2 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $329.2M
- Reported positions
- 19
- Top holdings a year, 3 yrs
- +23.8%
- Average holding period
- 8.1 yrs
Tikvah Management LLC is an investment manager that reported 19 positions worth $329.2M in its Q2 2026 13F, filed 2026-08-13. Its largest holdings were Alphabet Inc (GOOGL, 21.8%), Amazon Com Inc (AMZN, 21.4%), Resolute Hldgs Mgmt Inc (RHLD, 9.6%). A portfolio copying its top holdings returned 23.8% a year over the last 3 years, against 22.3% for the S&P 500.
Tikvah Management LLC holdings all 19 positions.
Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
| Stock | % of 13F value | Share change | Reported value |
|---|---|---|---|
| GOOGLAlphabet Inc | 21.8% | -0.0% | $71.7M |
| AMZNAmazon Com Inc | 21.4% | +0.0% | $70.5M |
| RHLDResolute Hldgs Mgmt Inc | 9.6% | +11.6% | $31.7M |
| SPYState Str Spdr S&p 500 ETF T | 7.5% | +0.0% | $24.7M |
| GOOGAlphabet Inc | 7.5% | +0.0% | $24.5M |
| GRNDGrindr Inc | 6.4% | +8.1% | $21.0M |
| BIOBio Rad Labs Inc | 6.1% | -29.9% | $20.1M |
| DLODlocal Ltd | 5.6% | +13.8% | $18.5M |
| CMPOGpgi Inc | 3.9% | -20.7% | $12.7M |
| IAUIshares Gold Tr | 1.9% | +0.0% | $6.2M |
| VWOVanguard Intl Equity Index F | 1.8% | -1.2% | $6.0M |
| PAYOPayoneer Global Inc | 1.7% | -62.6% | $5.5M |
| SMRTSmartrent Inc | 1.2% | -0.0% | $4.0M |
| FLDMStandard Biotools Inc | 0.9% | -0.0% | $2.9M |
| QTRXQuanterix Corp | 0.8% | -0.0% | $2.5M |
| STRAStrategic Ed Inc | 0.7% | +0.0% | $2.4M |
| INDAIshares Tr | 0.7% | +0.0% | $2.3M |
| EWYIshares Inc | 0.4% | — | $1.4M |
| COINCoinbase Global Inc | 0.2% | +0.0% | $643K |
What Tikvah Management LLC bought and sold in Q2 2026, against Q1 2026.
New positions
- EWY Ishares Inc0.4% of 13F
Added to
- DLO Dlocal Ltd+13.8% shares
- RHLD Resolute Hldgs Mgmt Inc+11.6% shares
- GRND Grindr Inc+8.1% shares
Reduced
- PAYO Payoneer Global Inc-62.6% shares
- BIO Bio Rad Labs Inc-29.9% shares
- CMPO Gpgi Inc-20.7% shares
Sold out
- PCOR Procore Technologies Incwas 2.1%
- MTCH Match Group Inc.was 1.5%
- NAUT Nautilus Biotechnology Incwas 0.9%
Share counts compared with the Q1 2026 13F; a split also changes share counts.
How the holdings did against the S&P 500.
- 1 year
- +11.2% /yr
- S&P 500 +11.7%
- 3 years
- +23.8% /yr
- S&P 500 +22.3%
- 5 years
- +1.6% /yr
- S&P 500 +10.6%
A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q2 2026 | $329.2M | 19 |
| Q1 2026 | $322.8M | 21 |
| Q4 2025 | $374.2M | 23 |
| Q3 2025 | $338.7M | 23 |
| Q2 2025 | $310.7M | 22 |
| Q1 2025 | $293.6M | 24 |
| Q4 2024 | $367.2M | 24 |
| Q3 2024 | $322.6M | 24 |
| Q2 2024 | $306.7M | 25 |
| Q1 2024 | $319.2M | 23 |
| Q4 2023 | $291.4M | 22 |
| Q3 2023 | $278.8M | 22 |
Questions about Tikvah Management LLC's portfolio
What stocks does Tikvah Management LLC own?
Tikvah Management LLC's latest 13F, for Q2 2026 and filed Aug 13, 2026, lists 19 positions worth $329.2M. The largest are Alphabet Inc (GOOGL) at 21.8%, Amazon Com Inc (AMZN) at 21.4%, Resolute Hldgs Mgmt Inc (RHLD) at 9.6%, State Str Spdr S&p 500 ETF T (SPY) at 7.5% and Alphabet Inc (GOOG) at 7.5%.
What did Tikvah Management LLC buy last quarter?
In Q2 2026, Tikvah Management LLC added a new position in Ishares Inc (EWY), Dlocal Ltd (DLO) (+13.8% shares), Resolute Hldgs Mgmt Inc (RHLD) (+11.6% shares) and Grindr Inc (GRND) (+8.1% shares), compared with its Q1 2026 filing.
What did Tikvah Management LLC sell last quarter?
In Q2 2026, Tikvah Management LLC sold all of Procore Technologies Inc (PCOR), sold all of Match Group Inc. (MTCH), sold all of Nautilus Biotechnology Inc (NAUT), Payoneer Global Inc (PAYO) (-62.6% shares), Bio Rad Labs Inc (BIO) (-29.9% shares) and Gpgi Inc (CMPO) (-20.7% shares), compared with its Q1 2026 filing.
How has Tikvah Management LLC's portfolio performed?
A portfolio copying Tikvah Management LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +23.8% a year over the last 3 years, against +22.3% for the S&P 500. Over 1 year: +11.2% against +11.7%. Over 5 years: +1.6% a year against +10.6%.
When is Tikvah Management LLC's next 13F filing due?
13F filings are due 45 days after each quarter ends. Tikvah Management LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.