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Tikvah Management LLC

Location
Charlotte, NC
Portfolio Value
Small $319,497,352
Diversification
Moderately concentrated
Reports for
Simcah Management LLC
Filing Date
Global Rank
#3,617 / 8,700 ▲ 977
Top Industry
Internet Content & Information 33.4%
Period ended 3 months ago
Filed Aug 13, 2026 · 32d
26 quarters · since Mar 2020

Portfolio Concentration

15 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026
Top Position
30.1%
+6.1 pts
Top 5
76.4%
+8.3 pts
Top 10
96.1%
+7.2 pts
HHI
1,695
Sep 2023 → Jun 2026 · range 1,084 – 1,695
Moderately concentrated+429

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026
Sector % Portfolio Value
Communication Services 30.1% $96,248,511
Consumer Cyclical 22.1% $70,472,371
Technology 15.3% $48,962,092
Industrials 13.9% $44,352,738
Unclassified 9.7% $30,930,261
Healthcare 8.0% $25,523,804
Consumer Defensive 0.7% $2,364,339
Financial Services 0.2% $643,236

Last Quarter's Activity

Export CSV
Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased
3 positions
Ticker Δ Shares Shares Value Open

Trimmed

Positions the filer reduced
7 positions
Ticker Δ Shares Shares Value Open

New Positions

Positions the filer opened this quarter
No qualifying positions this quarter.

Sold Out

Positions the filer fully exited
5 positions
Ticker Shares Value Open

Portfolio Positions

Export CSV View 13F filing
15 tracked positions · $319,497,352 total · filing declares 19 positions · $329,193,853 · as of Jun 30, 2026
Ticker Company Shares Value (USD) % of Portfolio History

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.