Tikvah Management LLC
Annual return '25
+6.8%
SPY '25
+17.7%
Alpha
-10.9ptsvs SPY
Invested
$322.8M
Holdings
21
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$AMZN
AMAZON COM INC
Q2 2025: Sold 6.8% (317.1k → 295.7k shares)
19.1%
02
$GOOGL
ALPHABET INC
Q2 2025: Sold 5.9% (213.2k → 200.7k shares)
17.9%
03
$RHLD
RESOLUTE HLDGS MGMT INC
Q4 2025: Sold 24.8% (244.1k → 183.6k shares)
9.9%
04
$BIO
BIO RAD LABS INC
Q1 2025: Sold 6.0% (118.1k → 111.1k shares)
8.4%
05
$SPY
STATE STR SPDR S&P 500 ETF T
Q1 2025: Sold 9.9% (36.7k → 33.1k shares)
6.7%
06
$GOOG
ALPHABET INC
Q2 2025: Sold 15.8% (82.5k → 69.5k shares)
6.2%
07
$GPGI
GPGI INC
Q4 2025: Sold 23.7% (1.97M → 1.50M shares)
5.3%
08
$GRND
GRINDR INC
Q4 2025: New position (809.8k shares)
5.1%
09
$DLO
DLOCAL LTD
Q3 2025: Increased +18.4% (1.05M → 1.25M shares)
5.0%
10
$PAYO
PAYONEER GLOBAL INC
Q3 2025: Sold 23.6% (1.69M → 1.29M shares)
3.1%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:37 UTC.