Long-term investor
Tikvah Management LLC @tikvahmanagementllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001606477).
Record
- Tracked since 2025-06-30 (454 days), 44 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +24.3%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- GOOGL · 21.8% · long · since 2025-06-30
- AMZN · 21.4% · long · since 2025-06-30
- RHLD · 9.6% · long · since 2025-06-30
- 78462F103 · 7.5% · long · since 2025-06-30
- 02079K107 · 7.5% · long · since 2025-06-30
- GRND · 6.4% · long · since 2025-12-31
- BIO · 6.1% · long · since 2025-06-30
- DLO · 5.6% · long · since 2025-06-30
- GPGI · 3.9% · long · since 2025-06-30
- IAU · 1.9% · long · since 2025-06-30
- 922042858 · 1.8% · long · since 2025-06-30
- PAYO · 1.7% · long · since 2025-06-30