Tikvah Management LLC
Charlotte NC · SEC CIK 0001606477
$3.29亿2026Q2 申报市值
19持仓数
91.6%前十大占比 · 第一大 21.8%
1 / 3新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
RHLD 加仓+$329.31万
DLO 加仓+$224.16万
GRND 加仓+$156.78万
EWY 新建仓+$136.28万
2026Q2 卖出最多 按季末市值估算
PAYO 减仓-$920.00万
BIO 减仓-$858.22万
PCOR 清仓-$683.65万
MTCH 清仓-$489.82万
GPGI 减仓-$330.58万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| GOOGL | ALPHABET INC | $7,169.91万 | 21.78% | 200,630 | -20 | -0.0% | -$7,147 | 减仓 |
| AMZN | AMAZON COM INC | $7,047.24万 | 21.41% | 295,680 | 0 | 0.0% | — | 不变 |
| RHLD | RESOLUTE HLDGS MGMT INC | $3,166.31万 | 9.62% | 219,076 | 22,785 | 11.6% | $329.31万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $2,472.11万 | 7.51% | 33,104 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $2,454.94万 | 7.46% | 69,480 | 0 | 0.0% | — | 不变 |
| GRND | GRINDR INC | $2,103.37万 | 6.39% | 1,463,720 | 109,100 | 8.1% | $156.78万 | 加仓 |
| BIO | BIO RAD LABS INC | $2,014.28万 | 6.12% | 68,604 | -29,230 | -29.9% | -$858.22万 | 减仓 |
| DLO | DLOCAL LTD | $1,846.36万 | 5.61% | 1,420,822 | 172,500 | 13.8% | $224.16万 | 加仓 |
| GPGI | GPGI INC | $1,268.97万 | 3.85% | 800,611 | -208,570 | -20.7% | -$330.58万 | 减仓 |
| IAU | ISHARES GOLD TR | $620.92万 | 1.89% | 82,230 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $599.29万 | 1.82% | 100,400 | -1,180 | -1.2% | -$7.04万 | 减仓 |
| PAYO | PAYONEER GLOBAL INC | $549.62万 | 1.67% | 771,939 | -1,292,133 | -62.6% | -$920.00万 | 减仓 |
| SMRT | SMARTRENT INC | $396.87万 | 1.21% | 3,335,000 | -122 | -0.0% | -$145 | 减仓 |
| LAB | STANDARD BIOTOOLS INC | $292.15万 | 0.89% | 3,551,058 | -94 | -0.0% | -$77 | 减仓 |
| QTRX | QUANTERIX CORP | $246.91万 | 0.75% | 571,555 | -64 | -0.0% | -$276 | 减仓 |
| STRA | STRATEGIC ED INC | $236.43万 | 0.72% | 30,858 | 0 | 0.0% | — | 不变 |
| INDA | ISHARES TR | $233.12万 | 0.71% | 47,200 | 0 | 0.0% | — | 不变 |
| EWY | ISHARES INC | $136.28万 | 0.41% | 6,750 | 6,750 | — | $136.28万 | 新建仓 |
| COIN | COINBASE GLOBAL INC | $64.32万 | 0.20% | 4,400 | 0 | 0.0% | — | 不变 |
| PCOR | PROCORE TECHNOLOGIES INC | $0 | 0.00% | 0 | -119,939 | -100.0% | -$683.65万 | 清仓 |
| MTCH | MATCH GROUP INC NEW | $0 | 0.00% | 0 | -159,500 | -100.0% | -$489.82万 | 清仓 |
| — | NAUTILUS BIOTECHNOLOGY INC | $0 | 0.00% | 0 | -726,895 | -100.0% | -$282.04万 | 清仓 |