DOSSIER · 13F-HR · Q1 2026
Tikvah Management LLC
Tikvah's holding co. based in San Francisco, CA — $323M in tracked AUM across 21 positions as of Q1 2026.
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Tikvah·San Francisco, CA·Holding Co.
CIK 0001606477 · last filed Mar 31, 2026
AI Analysis · Q1 2026 · Q1 2026
Portfolio Overview
Tikvah Management LLC’s 13F filing for the period ending September 30, 2025, reveals a portfolio in the midst of a significant transformation. The total portfolio value decreased by 25.7%, dropping from $310.67 million to $230.82 million. This reduction in assets under management (AUM) coincides with a drastic overhaul of the fund's holdings. The fund executed a complete turnover of its portfolio; the activity summary indicates 18 new positions and 22 sold positions, with...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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