Tikvah Management LLC

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...