Tikvah Management LLC
Top Portfolio Positions
18 positions ·
$295,147,470 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
295,680 | $61,581,273 | 20.86% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
200,650 | $57,698,914 | 19.55% | |
| RHLD |
Resolute Holdings Management, Inc.
Industrials
|
196,291 | $31,858,029 | 10.79% | |
| BIO |
Bio-Rad Laboratories, Inc.
Healthcare
|
97,834 | $27,271,227 | 9.24% | |
| SPY |
Spdr S&P 500 ETF Trust
|
33,104 | $21,528,855 | 7.29% | |
| GPGI |
GPGI, Inc.
Industrials
|
1,009,181 | $17,256,995 | 5.85% | |
| GRND |
Grindr Inc.
Technology
|
1,354,620 | $16,377,355 | 5.55% | |
| DLO |
dLocal Ltd
Technology
|
1,248,322 | $16,190,736 | 5.49% | |
| PAYO |
Payoneer Global Inc.
Technology
|
2,064,072 | $9,969,467 | 3.38% | |
| IAU |
Ishares Gold Trust
|
82,230 | $7,249,396 | 2.46% |
Portfolio Trend
25 quarters · across all stocks
Holdings in DLO
Shares Held
Position Value (USD)
8 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $16,190,736 | 1,248,322 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $17,651,273 | 1,248,322 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $17,826,038 | 1,248,322 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $11,958,018 | 1,054,499 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $8,794,521 | 1,054,499 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $10,154,268 | 901,800 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $3,346,400 | 418,300 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,386,550 | 295,000 | Shares | Sole | 2024-08-12 | |
| No 13F history on record for this holder in this stock. | ||||||