Tikvah Management LLC — 13F holdings

Tikvah Management LLC reported 19 holdings worth $329M in its 13F filing for Q2 2026, filed August 13, 2026.

Largest positions

1. GOOGL ALPHABET INC — $71.7M (21.8%)
2. AMZN AMAZON COM INC — $70.5M (21.4%)
3. RHLD RESOLUTE HLDGS MGMT INC — $31.7M (9.6%)
4. SPY SPDR S&P 500 ETF TR — $24.7M (7.5%)
5. GOOG ALPHABET INC — $24.5M (7.5%)
6. GRND Grindr Inc — $21.0M (6.4%)
7. BIO BIO RAD LABS INC — $20.1M (6.1%)
8. DLO DLOCAL LTD — $18.5M (5.6%)
9. GPGI COMPOSECURE INC — $12.7M (3.9%)
10. IAU ISHARES GOLD TR — $6.21M (1.9%)