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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
Page 2 of 2  ·  21 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 COIN COINBASE GLOBAL INC Financial Services 4,400.0 $768K 0.24% -11K -71.9% $174.61 +4.4%
Page 2 of 2  ·  21 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

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%