Tikvah Management LLC
Tikvah Management LLC is an investment management firm headquartered in Charlotte, North Carolina, United States. It is incorporated in Delaware and registered with the SEC, primarily serving institutional investors through the filing of regulatory reports such as Form 13F and N-PX. The firm manages assets and provides portfolio management, focusing on securities and proxy voting oversight. Public filings indicate that the firm was active at least as early as 2014, though its exact founding year is not specified. Employee count is not disclosed in public records.
Investment Strategy
Tikvah Management LLC appears to focus on managing investment portfolios with a value investing approach, as evidenced by their 13F filings and proxy voting reports. Their strategy revolves around selecting securities for long-term capital appreciation and responding actively to corporate governance matters. The firm manages a diversified portfolio, with holdings reported quarterly, and seeks to maximize returns for their clients through thoughtful asset allocation and risk management practices within public equities.
Top Holdings
Equity Positions (20)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AMZN | AMAZON COM INC | 20.88% | $64.9M | 295,680 | $22.71 | $219.39 | +$4.5M |
G GOOGL | Alphabet Inc | 11.38% | $35.4M | 200,650 | $38.91 | $176.23 | +$2.4M |
C CMPO | CompoSecure Inc | 10.20% | $31.7M | 2,249,786 | $5.22 | $14.09 | +$7.2M |
B BIO | BIO RAD LABS INC | 8.63% | $26.8M | 111,084 | $530.32 | $241.32 | -$248.8K |
S SPY | SPDR S&P 500 ETF Trust | 6.58% | $20.5M | 33,104 | $263.29 | $617.85 | +$1.9M |