Portfolio (Quarterly) Guide ↗

Tikvah Management LLC

· CIK 0001606477

13F Portfolio $323M AUM 21 positions Filed May 14, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 3 Added 4 Reduced 2 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	ETHA	ISHARES ETHEREUM TR	Financial Services	124,000	$6.2M	1.65%	SOLD
2	ATYR	ATYR PHARMA INC	Healthcare	460,833	$361K	0.10%	SOLD

Sector Allocation

Communication Services 26.2%

Consumer Cyclical 19.5%

Technology 17.3%

Industrials 15.6%

Healthcare 11.2%

Financial Services 9.4%

Consumer Defensive 0.8%