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Portfolio (Quarterly) Guide ↗

Tikvah Management LLC

· CIK 0001606477
13F Portfolio $329M AUM 19 positions Filed Aug 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 1 New 3 Added 4 Reduced 3 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 EWY ISHARES INC 6,750.0 $1.4M 0.41% NEW $201.90 -10.4%

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 24.3%
Consumer Cyclical 23.9%
Technology 16.6%
Industrials 15.0%
Financial Services 10.7%
Healthcare 8.7%
Consumer Defensive 0.8%