TM

Tikvah Management LLC

13F
Tikvah Management LLC
Last update 2024-11-12 24 Stocks (0 new)
Value $323.00 Mil Turnover 1 %
Countries:
Top Holdings: AMZN(18.31%)BIO(12.25%)GOOGL(11.34%)CMPO(9.78%)SPY(6.53%)
Portfolio Report
Summary Stock Picks Current Portfolio
Tikvah Management LLC Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AMZN 		Amazon.com Inc
317,080
59081.520
0%
18.310
0%
0.000
+25.04%
+37.27%
2197111.550
Retail - Cyclical
BIO 		Bio-Rad Laboratories Inc
118,147
39529.620
0%
12.250
0%
0.420
+14.94%
+13.35%
10048.443
Medical Devices & Instruments
GOOGL 		Alphabet Inc
220,600
36586.510
0%
11.340
0%
0.000
+11.94%
+30.19%
2232238.632
Interactive Media
CMPO 		CompoSecure Inc
2,249,786
31542.000
0%
9.780
0%
2.730
+33.04%
+175.33%
1174.578
Industrial Products
SPY 		SPDR S&P 500 ETF Trust
36,724
21070.760
+19.01%
6.530
+1.04%
0.000
+11.90%
+25.54%
617249.220
 
PCOR 		Procore Technologies Inc
329,989
20366.920
0%
6.310
0%
0.220
+31.74%
+2.30%
10553.650
Software
MTCH 		Match Group Inc
373,200
14121.890
0%
4.380
0%
0.140
-8.25%
-15.11%
7963.799
Interactive Media
GOOG 		Alphabet Inc
82,530
13798.190
-24.20%
4.280
-1.58%
0.000
+11.82%
+30.23%
2233226.439
Interactive Media
LAB 		Standard BioTools Inc
6,551,058
12643.540
0%
3.920
0%
1.760
+28.30%
-7.69%
763.133
Medical Devices & Instruments
PAYO 		Payoneer Global Inc
1,292,133
9729.760
0%
3.020
0%
0.360
+52.96%
+103.17%
3772.971
Software

Tikvah Management LLC's Historical Top Holdings Breakdowns

Tikvah Management LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
GOOG 		Alphabet Inc2024-09-30Reduce
-1.58%
●
149.54 ($169.25) 192.66
$183.32
8.31%
Reduce -24.2%
82,530
-26,350
PGRU 		PropertyGuru Group Ltd2024-09-30Reduce
-1.19%
●
5.04 ($6.22) 6.63
$6.64
6.75%
Reduce -59.19%
519,718
-753,662
SPY 		SPDR S&P 500 ETF Trust2024-09-30Add
+1.04%
●
517.38 ($552.93) 573.76
$596.79
7.93%
Add 19.01%
36,724
5,866
STRA 		Strategic Education Inc2024-09-30Reduce
-1.04%
●
91.35 ($101.17) 120.83
$98.00
-3.13%
Reduce -15.97%
30,858
-5,866
BMBL 		Bumble Inc2024-09-30Sold Out
-0.60%
●
5.71 ($7.53) 10.04
$8.59
14.08%
Sold Out
0
-174,500
DLO 		DLocal Ltd2024-09-30Add
+0.31%
●
6.91 ($8.1) 8.98
$9.36
15.49%
Add 41.8%
418,300
123,300
STRA 		Strategic Education Inc2024-06-30Add
+1.04%
●
96.71 ($110.68) 123
$98.00
-11.46%
Add 19.01%
36,724
5,866
SPY 		S&P 500 ETF TRUST ETF2024-06-30Reduce
-0.96%
●
495.16 ($523.39) 548.49
$596.79
14.02%
Reduce -15.97%
30,858
-5,866
CMPO 		CompoSecure Inc2024-06-30Add
+0.89%
●
6.11 ($6.65) 7.53
$14.26
114.44%
Add 21.62%
2,249,786
400,000
DLO 		DLocal Ltd2024-06-30New Buy
+0.78%
●
7.48 ($11.74) 16.62
$9.36
-20.32%
New holding
295,000
295,000

Tikvah Management LLC Total Holding History ($B)

To

Tikvah Management LLC's Asset Allocation

To

Tikvah Management LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Tikvah Management LLC's Hypothetical Growth since 2024-09-30

Tikvah Management LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Tikvah Management LLC's Holdings Heat Map

Size field:

Tikvah Management LLC's Holdings Bubble Chart

Tikvah Management LLC News

  • 1

Discussions on Tikvah Management LLC

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2024 GuruFocus.com, LLC. All Rights Reserved.