Tikvah Management LLC Portfolio Holdings by Sector
Tikvah Management LLC
- $278 Million
- Q2 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$64,869
23.3% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOGL GOOG MTCH 3 stocks |
$59,213
21.27% of portfolio
|
  3  
|
- |
  3  
|
- |
0
Calls
0
Puts
|
ETFs | ETFs
SPY IAU VWO INDA 4 stocks |
$33,232
11.93% of portfolio
|
  2  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
Metal Fabrication | Industrials
CMPO 1 stocks |
$31,699
11.38% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Medical Devices | Healthcare
BIO QTRX 2 stocks |
$30,607
10.99% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
DLO PAYO 2 stocks |
$23,549
8.46% of portfolio
|
  2  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
Software—Application | Technology
PCOR SMRT 2 stocks |
$21,496
7.72% of portfolio
|
  2  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
Diagnostics & Research | Healthcare
LAB 1 stocks |
$6,061
2.18% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Biotechnology | Healthcare
LIFE NAUT 2 stocks |
$5,100
1.83% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Education & Training Services | Consumer Defensive
STRA 1 stocks |
$2,626
0.94% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|