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Tikvah Management Portfolio holdings

AUM $323M
1-Year Est. Return 69.61%
This Fund
S&P 500
This Quarter Est. Return
+1.63%
1 Year Est. Return
+69.61%
3 Year Est. Return
+173.03%
5 Year Est. Return
+103.33%
10 Year Est. Return
+586.01%
AUM
$352M
AUM Growth
+$51.2M
Cap. Flow
+$44.5M
Cap. Flow %
12.63%
Top 10 Hldgs %
81.78%
Holding
20
New
1
Increased
3
Reduced
Closed
1

Top Sells

Rank Stock Value
1
CMLS
Cumulus Media Inc. Class A Common Stock
CMLS
+$1.87M

Sector Composition

Rank Sector Weight
1 Technology 26.12%
2 Healthcare 20.63%
3 Consumer Discretionary 14.09%
4 Communication Services 10.16%
5 Financials 8.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
AMZN icon
1
Amazon
AMZN
$2.92T
$49.6M 14.09%
524,380
BIO icon
2
Bio-Rad Laboratories Class A
BIO
$8.71B
$46.7M 13.25%
149,412
QADA
3
DELISTED
QAD Inc.
QADA
$41.3M 11.71%
1,026,727
FARO
4
DELISTED
Faro Technologies
FARO
$27M 7.67%
514,326
INOV
5
DELISTED
Inovalon Holdings, Inc. Class A Common Stock
INOV
$26.9M 7.63%
1,854,400
GOOG icon
6
Alphabet (Google) Class C
GOOG
$4.36T
$22.2M 6.29%
410,120
+241,400
+143% +$13.9M
BNFT
7
DELISTED
Benefitfocus, Inc.
BNFT
$19.6M 5.55%
+720,850
New +$24.2M
NATI
8
DELISTED
National Instruments Corp
NATI
$18.5M 5.25%
440,255
BRK.A icon
9
Berkshire Hathaway Class A
BRK.A
$1.1T
$18.5M 5.24%
58
QGEN icon
10
Qiagen
QGEN
$8.54B
$18M 5.1%
417,719
GOOGL icon
11
Alphabet (Google) Class A
GOOGL
$4.36T
$13.6M 3.87%
251,700
GS icon
12
Goldman Sachs
GS
$300B
$12.4M 3.52%
60,591
SPY icon
13
State Street SPDR S&P 500 ETF Trust
SPY
$790B
$10.9M 3.1%
37,264
QTRX icon
14
Quanterix
QTRX
$164M
$8.06M 2.29%
238,489
+132,500
+125% +$3.43M
VWO icon
15
Vanguard FTSE Emerging Markets ETF
VWO
$121B
$7.04M 2%
165,430
+115,250
+230% +$4.85M
STRA icon
16
Strategic Education
STRA
$1.85B
$6.14M 1.74%
34,489
QADB
17
DELISTED
QAD Inc. Class B
QADB
$2.66M 0.76%
85,957
ASML icon
18
ASML
ASML
$626B
$2.57M 0.73%
12,370
INDA icon
19
iShares MSCI India ETF
INDA
$6.89B
$794K 0.23%
22,500
CMLS
20
DELISTED
Cumulus Media Inc. Class A Common Stock
CMLS
-104,047
Closed -$1.87M

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Tikvah Management's Q2 2019 Portfolio in Review

As of Q2 2019, Tikvah Management held 20 positions worth $352M, up 17% from $301M the previous quarter. Its ten largest holdings account for 82% of the portfolio.

Tikvah Management deployed $44.5M of net new capital in Q2 2019, opening 1 new position and adding to 3 existing holdings. Its largest new stake was Benefitfocus, Inc.: 720,850 shares worth $19.6M.

By sector, the portfolio is most concentrated in Technology at 26% of assets, down from 30% a quarter earlier, followed by Healthcare and Consumer Discretionary.

On the sell side, the most notable exit was Cumulus Media Inc. Class A Common Stock, an estimated $1.87M sold.

  • Tikvah Management's largest Q2 2019 buy was Benefitfocus, Inc.: 720,850 shares worth $19.6M.
  • Tikvah Management added most to Alphabet (Google) Class C in Q2 2019, an estimated $13.9M increase.
  • Tikvah Management fully exited Cumulus Media Inc. Class A Common Stock in Q2 2019, selling an estimated $1.87M.
  • Tikvah Management's ten largest holdings make up 82% of its $352M portfolio in Q2 2019.
  • Tikvah Management opened 1 new position and closed 1 in Q2 2019.
  • Tikvah Management's portfolio value rose 17% quarter-over-quarter to $352M.

Based on Tikvah Management's 13F filing for Q2 2019, filed 13 Aug 2019.