Amova Asset Management Americas, Inc. 13F holdings
Amova Asset Management Americas, Inc. reported 276 positions with a total reported value of $7.7B as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-13. Top holdings by reported value: ROBINHOOD MARKETS INC - A (6.3%), AMD ADVANCED MICRO DEVICES (5.6%), TSLA TESLA INC (5.2%), SHOP SHOPIFY INC - CLASS A (5.0%), AMZN AMAZON.COM INC (3.1%). Against 2026-03-31 it opened 95 new positions and exited 5. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
25 largest of 276 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| ROBINHOOD MARKETS INC - A | 4,857,878 | $487.1M | 6.3% |
| AMD ADVANCED MICRO DEVICES | 746,707 | $433.2M | 5.6% |
| TSLA TESLA INC | 957,681 | $402.5M | 5.2% |
| SHOP SHOPIFY INC - CLASS A | 3,366,810 | $384.5M | 5.0% |
| AMZN AMAZON.COM INC | 1,011,369 | $240.9M | 3.1% |
| TEM TEMPUS AI INC-CL A | 4,089,029 | $236.6M | 3.1% |
| COIN COINBASE GLOBAL INC -CLASS A | 1,596,804 | $233.4M | 3.0% |
| SPCX SPACE EXPLORATION TECHN-CL A | 1,338,368 | $228.4M | 2.9% |
| XYZ BLOCK INC | 2,884,009 | $219.2M | 2.8% |
| NVDA NVIDIA CORP | 1,035,962 | $206.9M | 2.7% |
| PLTR PALANTIR TECHNOLOGIES INC-A | 1,671,945 | $194.9M | 2.5% |
| RBLX ROBLOX CORP -CLASS A | 3,419,089 | $186.0M | 2.4% |
| CRCL CIRCLE INTERNET GROUP INC | 2,899,485 | $181.6M | 2.3% |
| TXG 10X GENOMICS INC-CLASS A | 4,192,517 | $160.7M | 2.1% |
| GOOGL ALPHABET INC-CL C | 372,180 | $131.5M | 1.7% |
| TER TERADYNE INC | 258,465 | $124.9M | 1.6% |
| META META PLATFORMS INC-CLASS A | 219,003 | $123.3M | 1.6% |
| TSM TAIWAN SEMICONDUCTOR-SP ADR | 254,175 | $121.3M | 1.6% |
| BEAM BEAM THERAPEUTICS INC | 3,455,043 | $118.5M | 1.5% |
| MELI MERCADOLIBRE INC | 66,630 | $113.1M | 1.5% |
| DE DEERE & CO | 177,374 | $112.4M | 1.5% |
| CRWD CROWDSTRIKE HOLDINGS INC - A | 144,667 | $110.3M | 1.4% |
| ILMN ILLUMINA INC | 617,972 | $108.7M | 1.4% |
| CRWV COREWEAVE INC-CL A | 1,076,613 | $107.1M | 1.4% |
| TOST TOAST INC-CLASS A | 3,769,156 | $104.9M | 1.4% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 95 in all · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| SPCX SPACE EXPLORATION TECHN-CL A | 1,338,368 | $228.4M | 2.9% |
| CBRS CEREBRAS SYSTEMS INC - A | 294,463 | $65.1M | 0.8% |
| SNOW SNOWFLAKE INC | 111,685 | $28.4M | 0.4% |
| XE X-ENERGY INC | 1,454,875 | $26.7M | 0.3% |
| CWEN TOTALENERGIES SE | 59,030 | $4.6M | <0.1% |
| HONA HONEYWELL AEROSPACE INC | 12,643 | $2.8M | <0.1% |
| ALMR ALAMAR BIOSCIENCES INC | 55,800 | $1.5M | <0.1% |
| CP CANADIAN PACIFIC KANSAS CITY | 11,952 | $1.0M | <0.1% |
| MLM MARTIN MARIETTA MATERIALS | 1,403 | $808.9K | <0.1% |
| ABCB AMERIS BANCORP | 977 | $88.2K | <0.1% |
| EBC EASTERN BANKSHARES INC | 3,926 | $87.4K | <0.1% |
| THG HANOVER INSURANCE GROUP INC/ | 407 | $87.2K | <0.1% |
| AHCO ADAPTHEALTH CORP | 8,260 | $86.0K | <0.1% |
| MHO M/I HOMES INC | 530 | $85.2K | <0.1% |
| GFF GRIFFON CORP | 868 | $84.6K | <0.1% |
| FHI FEDERATED HERMES INC | 1,527 | $84.3K | <0.1% |
| TRMK TRUSTMARK CORP | 1,819 | $83.7K | <0.1% |
| LEA LEAR CORP | 613 | $82.1K | <0.1% |
| ENOV ENOVIS CORP | 3,967 | $82.1K | <0.1% |
| SIG SIGNET JEWELERS LTD | 948 | $81.7K | <0.1% |
| PLOW DOUGLAS DYNAMICS INC | 1,513 | $81.6K | <0.1% |
| SR SPIRE INC | 1,041 | $81.3K | <0.1% |
| ASH ASHLAND INC | 1,229 | $81.0K | <0.1% |
| ENS ENERSYS | 342 | $79.9K | <0.1% |
| MMS MAXIMUS INC | 1,467 | $78.9K | <0.1% |
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 5 in all · reported value as of 2026-03-31
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| AMZN AMAZON.COM INC | 859,945 | 1,011,369 | +17.6% | $240.9M |
| NVDA NVIDIA CORP | 917,349 | 1,035,962 | +12.9% | $206.9M |
| NTLA INTELLIA THERAPEUTICS INC | 1,973,061 | 2,897,529 | +46.9% | $49.0M |
| KRATOS DEFENSE & SECURITY | 1,144,337 | 1,425,509 | +24.6% | $71.1M |
| LLY ELI LILLY & CO | 7,884 | 17,827 | +126.1% | $21.4M |
| META META PLATFORMS INC-CLASS A | 198,426 | 219,003 | +10.4% | $123.3M |
| RBLX ROBLOX CORP -CLASS A | 3,238,160 | 3,419,089 | +5.6% | $186.0M |
| GOOGL ALPHABET INC-CL C | 352,781 | 372,180 | +5.5% | $131.5M |
| DASH DOORDASH INC - A | 252,253 | 282,207 | +11.9% | $52.1M |
| SPOT SPOTIFY TECHNOLOGY SA | 146,337 | 156,844 | +7.2% | $72.0M |
| BLSH BULLISH | 3,836,063 | 4,040,921 | +5.3% | $94.7M |
| KDK KODIAK AI INC | 1,677,951 | 2,361,678 | +40.7% | $12.0M |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| AMD ADVANCED MICRO DEVICES | 1,484,939 | 746,707 | -49.7% | $433.2M |
| ROKU ROKU INC | 1,848,889 | 576,072 | -68.8% | $79.6M |
| TER TERADYNE INC | 555,597 | 258,465 | -53.5% | $124.9M |
| TWST TWIST BIOSCIENCE CORP | 1,496,099 | 999,734 | -33.2% | $102.8M |
| BIDU BAIDU INC - SPON ADR | 567,778 | 208,110 | -63.3% | $23.8M |
| ROBINHOOD MARKETS INC - A | 5,240,796 | 4,857,878 | -7.3% | $487.1M |
| TXG 10X GENOMICS INC-CLASS A | 5,104,178 | 4,192,517 | -17.9% | $160.7M |
| BABA ALIBABA GROUP HOLDING-SP ADR | 482,630 | 139,834 | -71.0% | $13.4M |
| TSM TAIWAN SEMICONDUCTOR-SP ADR | 312,975 | 254,175 | -18.8% | $121.3M |
| TSLA TESLA INC | 1,007,964 | 957,681 | -5.0% | $402.5M |
| ILMN ILLUMINA INC | 721,532 | 617,972 | -14.4% | $108.7M |
| CRWD CROWDSTRIKE HOLDINGS INC - A | 167,189 | 144,667 | -13.5% | $110.3M |
CIK 1480751 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
