Amova Asset Management Americas, Inc.
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$7.07B
Q ending 2026-03-31
Prior quarter
$8.65B
Q ending 2025-12-31
Change
-18.3% QoQ · -8.9% YoY
Positions
186
reported holdings
Largest positions
Top 100 of 186 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Shopify Inc - Class A | SHOP | Shares | $410.2M | 3.5M |
| Tesla Inc | TSLA | Shares | $376.1M | 1.0M |
| Robinhood Markets Inc - A | HOOD | Shares | $362.9M | 5.2M |
| Advanced Micro Devices | AMD | Shares | $301.8M | 1.5M |
| Circle Internet Group Inc | CRCL | Shares | $278.2M | 2.9M |
| Coinbase Global Inc -Class A | COIN | Shares | $277.4M | 1.6M |
| Palantir Technologies Inc-A | PLTR | Shares | $246.9M | 1.7M |
| Tempus Ai Inc-Cl A | TEM | Shares | $195.5M | 4.3M |
| Roblox Corp -Class A | RBLX | Shares | $183.2M | 3.2M |
| Amazon.Com Inc | AMZN | Shares | $179.1M | 860K |
| Roku Inc | ROKU | Shares | $174.9M | 1.8M |
| Block Inc | XYZ | Shares | $171.2M | 2.8M |
| Teradyne Inc | TER | Shares | $164.6M | 556K |
| Nvidia Corp | NVDA | Shares | $159.9M | 917K |
| Bullish | Shares | $137.1M | 3.8M | |
| Mercadolibre Inc | MELI | Shares | $132.3M | 77K |
| Meta Platforms Inc-Class A | META | Shares | $113.5M | 198K |
| 10X Genomics Inc-Class A | TXG | Shares | $108.3M | 5.1M |
| Taiwan Semiconductor-Sp Adr | TSM | Shares | $105.8M | 313K |
| Deere & Co | DE | Shares | $105.4M | 187K |
| Toast Inc-Class A | TOST | Shares | $101.2M | 3.8M |
| Alphabet Inc-Cl C | GOOG | Shares | $101.2M | 353K |
| Bitmine Immersion Technologi | BMNR | Shares | $97.0M | 4.9M |
| Beam Therapeutics Inc | BEAM | Shares | $91.2M | 3.8M |
| Illumina Inc | ILMN | Shares | $88.9M | 722K |
| Crispr Therapeutics Ag | Shares | $88.2M | 1.9M | |
| Coreweave Inc-Cl A | CRWV | Shares | $87.0M | 1.1M |
| Cloudflare Inc - Class A | NET | Shares | $86.5M | 419K |
| Natera Inc | NTRA | Shares | $84.7M | 423K |
| Kratos Defense & Security | KTOS | Shares | $80.7M | 1.1M |
| Twist Bioscience Corp | TWST | Shares | $71.1M | 1.5M |
| Spotify Technology Sa | Shares | $70.9M | 146K | |
| Everpure Inc-A | P | Shares | $66.7M | 1.1M |
| Trimble Inc | TRMB | Shares | $65.7M | 1.0M |
| Crowdstrike Holdings Inc - A | CRWD | Shares | $65.3M | 167K |
| Baidu Inc - Spon Adr | BIDU | Shares | $63.3M | 568K |
| Nu Holdings Ltd/Cayman Isl-A | Shares | $63.2M | 4.4M | |
| Alibaba Group Holding-Sp Adr | BABA | Shares | $60.6M | 483K |
| Cameco Corp | CCJ | Shares | $56.8M | 523K |
| Draftkings Inc-Cl A | DKNG | Shares | $50.3M | 2.3M |
| Sofi Technologies Inc | SOFI | Shares | $49.8M | 3.1M |
| Guardant Health Inc | GH | Shares | $44.6M | 484K |
| L3Harris Technologies Inc | LHX | Shares | $42.3M | 122K |
| Broadcom Inc | AVGO | Shares | $41.4M | 134K |
| Genedx Holdings Corp | WGS | Shares | $41.0M | 639K |
| Aerovironment Inc | AVAV | Shares | $40.5M | 221K |
| Archer Aviation Inc-A | ACHR | Shares | $39.6M | 7.7M |
| Airbnb Inc-Class A | ABNB | Shares | $39.1M | 310K |
| Doordash Inc - A | DASH | Shares | $37.9M | 252K |
| Schrodinger Inc | SDGR | Shares | $36.2M | 3.2M |
| Veracyte Inc | VCYT | Shares | $33.6M | 1.0M |
| Rocket Lab Corp | RKLB | Shares | $31.7M | 494K |
| Figma Inc-Cl A | FIG | Shares | $31.0M | 1.5M |
| Aurora Innovation Inc | AUR | Shares | $25.8M | 6.3M |
| Caredx Inc | CDNA | Shares | $25.6M | 1.5M |
| Intellia Therapeutics Inc | NTLA | Shares | $25.3M | 2.0M |
| Futu Holdings Ltd-Adr | FUTU | Shares | $24.9M | 182K |
| Unity Software Inc | U | Shares | $24.4M | 1.1M |
| Corteva Inc | CTVA | Shares | $22.9M | 274K |
| Sea Ltd-Adr | SE | Shares | $22.2M | 268K |
| Adaptive Biotechnologies | ADPT | Shares | $22.1M | 1.6M |
| Joby Aviation Inc | Shares | $22.1M | 2.7M | |
| Iridium Communications Inc | IRDM | Shares | $20.4M | 737K |
| Weride Inc-Adr | WRD | Shares | $18.6M | 2.3M |
| Nurix Therapeutics Inc | NRIX | Shares | $18.3M | 1.2M |
| Netflix Inc | NFLX | Shares | $17.9M | 186K |
| Arcturus Therapeutics Holdin | ARCT | Shares | $17.6M | 2.3M |
| Genius Sports Ltd | Shares | $17.3M | 3.9M | |
| Pony Ai Inc | PONY | Shares | $17.2M | 1.8M |
| Datadog Inc - Class A | DDOG | Shares | $16.6M | 141K |
| Recursion Pharmaceuticals-A | RXRX | Shares | $16.6M | 5.4M |
| Elbit Systems Ltd | Shares | $15.9M | 19K | |
| Klarna Group Plc | Shares | $15.7M | 1.2M | |
| Rubrik Inc-A | RBRK | Shares | $15.2M | 311K |
| Paypay Corp | PAYP | Shares | $13.8M | 642K |
| Etoro Group Ltd-A | Shares | $13.7M | 457K | |
| Pinterest Inc- Class A | PINS | Shares | $13.6M | 741K |
| Garmin Ltd | Shares | $12.2M | 53K | |
| Jsc Kaspi.Kz Adr | KSPI | Shares | $12.0M | 161K |
| Kodiak Ai Inc | KDK | Shares | $11.6M | 1.7M |
| Gitlab Inc-Cl A | GTLB | Shares | $11.6M | 536K |
| Zillow Group Inc - C | Z | Shares | $11.2M | 271K |
| Intuitive Machines Inc | LUNR | Shares | $10.3M | 553K |
| Prime Medicine Inc | PRME | Shares | $10.2M | 2.9M |
| Synopsys Inc | SNPS | Shares | $9.5M | 24K |
| Pacific Biosciences Of Calif | PACB | Shares | $9.2M | 7.0M |
| Shell Plc-Adr | SHEL | Shares | $8.8M | 94K |
| Intercontinental Exchange In | ICE | Shares | $8.8M | 56K |
| Nutrien Ltd | NTR | Shares | $8.3M | 110K |
| Exxon Mobil Corp | XOM | Shares | $8.3M | 49K |
| Cerus Corp | CERS | Shares | $8.2M | 4.5M |
| Heico Corp | HEI | Shares | $7.4M | 27K |
| Caterpillar Inc | CAT | Shares | $7.4M | 10K |
| Global-E Online Ltd | Shares | $7.3M | 236K | |
| Eli Lilly & Co | LLY | Shares | $7.3M | 8K |
| Paypal Holdings Inc | PYPL | Shares | $7.2M | 159K |
| Bhp Group Ltd-Spon Adr | BHP | Shares | $7.1M | 97K |
| Biontech Se-Adr | BNTX | Shares | $6.9M | 78K |
| Strata Critical Medical Inc | SRTA | Shares | $6.9M | 1.7M |
| Totalenergies Se | TTEN | Shares | $6.5M | 72K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.