Tikvah Management LLC Portfolio Holdings by Sector
Tikvah Management LLC
- $272 Million
- Q1 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$60,327
22.18% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOGL GOOG MTCH 3 stocks |
$57,497
21.14% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Medical Devices | Healthcare
BIO QTRX 2 stocks |
$30,776
11.31% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
ETFs | ETFs
SPY IAU VWO INDA 4 stocks |
$30,392
11.17% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
PAYO DLO AVDX 3 stocks |
$29,497
10.84% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Metal Fabrication | Industrials
CMPO 1 stocks |
$24,455
8.99% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Software—Application | Technology
PCOR SMRT BILL 3 stocks |
$24,234
8.91% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Diagnostics & Research | Healthcare
LAB 1 stocks |
$7,075
2.6% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Biotechnology | Healthcare
LIFE NAUT 2 stocks |
$5,202
1.91% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Education & Training Services | Consumer Defensive
STRA 1 stocks |
$2,590
0.95% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|