Tikvah Management LLC
•CIK: 1606477•Filing: Q4 2025
**Tikvah Management LLC** manages $374M across a concentrated portfolio of 23 positions. The fund exhibits significant exposure to technology and growth names, with top holdings including AMZN at $68.2M and GOOGL at $62.8M. Further notable allocations include RHLD ($37.9M) and BUWA ($33.7M), indicating a strategic focus on established market leaders. This positioning suggests a conviction-driven approach within large-cap growth sectors.
Total AUM
$374.2M
QoQ Performance
+10.5%
Positions
22
Top 10 Concentration
84.1%
Latest Filing
Q4 2025
Top Holdings Allocation
AMZN
GOOGL
RHLD
BUWA
GPGI
SPY
GOOG
AMZN18.2%
GOOGL16.8%
RHLD10.1%
BUWA9.0%
GPGI7.7%
SPY6.0%
GOOG5.8%
DLO4.7%
📈 Biggest Buys
GRND
GRINDR INC
NEW
2.9% of portfolio
📉 Biggest Sells
Sector Breakdown
Other53.1%
Technology22.6%
Consumer18.2%
ETF6.0%
🚪 Exited Positionssold since Q3 2025
—
COMPOSECURE INC
SOLD
$5.4M
Changes from Q3 2025
NEW1 new position
↓3 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023