Tikvah Management LLC Portfolio Holdings

Tikvah Management LLC

$344 Million
Q4 2024

Tikvah Management LLC has filed its 13F form on February 12, 2025 for Q4 2024 where it was disclosed a total value porftolio of $344 Million distributed in 24 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Amazon Com Inc with a value of $69.6M, Alphabet Inc. with a value of $41.8M, Bio Rad Laboratories, Inc. with a value of $38.8M, Compo Secure, Inc. with a value of $34.5M, and Procore Technologies, Inc. with a value of $24.7M.

Examining the 13F form we can see an increase of $29.2M in the current position value, from $315M to 344M.

Tikvah Management LLC is based out at Charlotte, NC

Below you can find more details about Tikvah Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $344 Million

Technology: $72.8 Million

Communication Services: $69.7 Million

Consumer Cyclical: $69.6 Million

Healthcare: $62.2 Million

Industrials: $34.5 Million

ETFs: $32.6 Million

Consumer Defensive: $2.88 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
AVDX Avid Xchange Holdings, Inc. Technology	$1.83B	$10.2 Million 2.95% of portfolio	982,818	Q1 2024 Reduced 57.04%

Summary

Portfolio
No. of Stocks 24
Current Value $344 Million
Prior Value $315 Million
Filing
Period Q4 2024
Filing Date February 12, 2025
Form Type 13F-HR
Activity in Q4 2024
New Purchases 1 stocks
Additional Purchases 1 stocks
Sold out of 0 stocks
Reduced holdings in 1 stocks

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Tikvah Management LLC Portfolio Holdings