Tikvah Management LLC Portfolio Holdings by Sector
Tikvah Management LLC
- $308 Million
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Internet Content & Information | Communication Services
GOOGL GOOG MTCH 3 stocks |
$78,880
25.6% of portfolio
|
  3  
|
- |
  3  
|
- |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$64,922
21.07% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Metal Fabrication | Industrials
CMPO 1 stocks |
$41,010
13.31% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
ETFs | ETFs
SPY IAU VWO INDA 4 stocks |
$35,996
11.68% of portfolio
|
  2  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
BIO QTRX 2 stocks |
$34,249
11.11% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
DLO PAYO 2 stocks |
$25,643
8.32% of portfolio
|
  2  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
|
Software—Application | Technology
PCOR COIN SMRT 3 stocks |
$18,728
6.08% of portfolio
|
  3  
|
- |
  3  
|
- |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
LAB 1 stocks |
$4,616
1.5% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Education & Training Services | Consumer Defensive
STRA 1 stocks |
$2,654
0.86% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
LIFE NAUT 2 stocks |
$1,467
0.48% of portfolio
|
  1  
|
  1  
|
  1  
|
- |
0
Calls
0
Puts
|