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 STRA
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,559,979 | 30,858 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $2,474,811 | 30,858 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $2,654,096 | 30,858 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,626,941 | 30,858 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,590,837 | 30,858 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,882,754 | 30,858 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $2,855,907 | 30,858 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $4,063,877 | 36,724 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $3,212,934 | 30,858 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,850,353 | 30,858 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $5,078,547 | 67,489 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $4,578,453 | 67,489 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $6,062,536 | 67,489 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $5,285,738 | 67,489 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $4,144,499 | 67,489 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,763,373 | 67,489 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $4,479,919 | 67,489 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $3,903,563 | 67,489 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $4,757,974 | 67,489 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $5,133,213 | 67,489 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $6,202,913 | 67,489 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $6,433,726 | 67,489 | Shares | Sole | 2021-02-17 | |
| 2020-09-30 | $3,154,708 | 34,489 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $5,299,234 | 34,489 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $4,820,182 | 34,489 | Shares | Sole | 2020-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||