Tikvah Management LLC

CIK

1606477

Location

Charlotte, NC

Portfolio Value

Small $329,184,261

Diversification

Moderately concentrated

Reports for

Simcah Management LLC

Filing Date

Global Rank

#4,958 / 8,819 ▼ 321

Top Industry

Internet Content & Information 33.4%

Period ended 4 months ago

Filed Aug 13, 2026 · 3mo

26 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style

Concentrated

The top 10 positions are 93.5% of the book (60%+)

Turnover

Low turnover

11.7% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 20.2 quarters (12+), a floor since 62.2% of the book was already held when coverage starts

Closest benchmark: the Nasdaq-100 as of 2026-06-30, active share 89.7%; sector active share 39.3% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

19 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

29.2%

+5.2 pts

Top 5

74.2%

+6.0 pts

Top 10

93.5%

+4.6 pts

HHI

1,601

Moderately concentrated+336

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Communication Services	29.2%	$96,248,511	2
Consumer Cyclical	21.4%	$70,472,371	1
Technology	14.9%	$48,962,092	4
Industrials	13.5%	$44,352,738	2
Unclassified	12.3%	$40,617,170	5
Healthcare	7.8%	$25,523,804	3
Consumer Defensive	0.7%	$2,364,339	1
Financial Services	0.2%	$643,236	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

3 positions

Ticker	Company	Δ Shares	Shares	Value
DLO	dLocal Ltd	+172,500	1,420,822	$18,463,581
GRND	Grindr Inc.	+109,100	1,463,720	$21,033,656
RHLD	Resolute Holdings Management, Inc.	+22,785	219,076	$31,663,054
No positions match the current search.

Trimmed

Positions the filer reduced

8 positions

Ticker	Company	Δ Shares	Shares	Value
PAYO	Payoneer Global Inc.	−1,292,133	771,939	$5,496,205
GPGI	GPGI, Inc.	−208,570	800,611	$12,689,684
BIO	Bio-Rad Laboratories, Inc.	−29,230	68,604	$20,142,820
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	−1,180	100,400	$5,992,876
SMRT	SmartRent, Inc.	−122	3,335,000	$3,968,650
LAB	Standard Biotools Inc.	−94	3,551,058	$2,911,867
QTRX	Quanterix Corp	−64	571,555	$2,469,117
GOOGL	Alphabet Inc.	−20	200,630	$71,699,143
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
EWY	iShares Trust	6,750	$1,362,825
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
PCOR	Procore Technologies, Inc.	119,939	$6,836,523
MTCH	Match Group, Inc.	159,500	$4,898,245
NAUT	Nautilus Biotechnology, Inc.	726,895	$2,820,352
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

19 tracked positions · $329,184,261 total · filing declares 19 positions · $329,193,853 · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
GOOGL	Alphabet Inc. Communication Services	Reduced	200,630	-20	$71,699,143	+24.3%	26+	before history	21.78%
AMZN	Amazon Com Inc Consumer Cyclical	Held	295,680	0	$70,472,371	+14.4%	26+	before history	21.41%
RHLD	Resolute Holdings Management, Inc. Industrials	Added	219,076	+22,785	$31,663,054	−0.6%	6	$53.82	9.62%
SPY	Spdr S&P 500 ETF Trust	Held	33,104	0	$24,721,074	+14.8%	26+	before history	7.51%
GOOG	Alphabet Inc. Communication Services	Held	69,480	0	$24,549,368	+23.2%	26+	before history	7.46%
GRND	Grindr Inc. Technology	Added	1,463,720	+109,100	$21,033,656	+28.4%	3	$12.87	6.39%
BIO	Bio-Rad Laboratories, Inc. Healthcare	Reduced	68,604	-29,230	$20,142,820	−26.1%	18	$567.80	6.12%
DLO	dLocal Ltd Technology	Added	1,420,822	+172,500	$18,463,581	+14.0%	9	$11.05	5.61%
GPGI	GPGI, Inc. Industrials	Reduced	800,611	-208,570	$12,689,684	−26.5%	18	unpriced	3.85%
IAU	Ishares Gold Trust	Held	82,230	0	$6,209,187	−14.3%	22	$34.72	1.89%
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	Reduced	100,400	-1,180	$5,992,876	+9.2%	26+	before history	1.82%
PAYO	Payoneer Global Inc. Technology	Reduced	771,939	-1,292,133	$5,496,205	−44.9%	10	$5.68	1.67%
SMRT	SmartRent, Inc. Technology	Reduced	3,335,000	-122	$3,968,650	−20.7%	20	$8.05	1.21%
LAB	Standard Biotools Inc. Healthcare	Reduced	3,551,058	-94	$2,911,867	−10.9%	10	$2.41	0.88%
QTRX	Quanterix Corp Healthcare	Reduced	571,555	-64	$2,469,117	+22.7%	26+	before history	0.75%
STRA	Strategic Education, Inc. Consumer Defensive	Held	30,858	0	$2,364,339	−7.6%	26+	before history	0.72%
INDA	iShares MSCI India ETF	Held	47,200	0	$2,331,208	+5.4%	26+	before history	0.71%
EWY	iShares Trust	NEW	6,750	NEW	$1,362,825	NEW	1	unpriced	0.41%
COIN	Coinbase Global, Inc. Financial Services	Held	4,400	0	$643,236	−16.3%	4	$339.07	0.20%

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.