Amova Asset Management Americas as of March 31, 2026
Portfolio Holdings for Amova Asset Management Americas
Amova Asset Management Americas holds 186 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Shopify Inc cl a (SHOP) | 5.8 | $410M | 3.5M | 118.62 | |
| Tesla Motors (TSLA) | 5.3 | $376M | 1.0M | 373.10 | |
| Robinhood Mkts (HOOD) | 5.1 | $363M | 5.2M | 69.25 | |
| Advanced Micro Devices (AMD) | 4.3 | $302M | 1.5M | 203.22 | |
| Circle Internet Group (CRCL) | 3.9 | $278M | 2.9M | 95.43 | |
| Coinbase Global (COIN) | 3.9 | $277M | 1.6M | 174.57 | |
| Palantir Technologies (PLTR) | 3.5 | $247M | 1.7M | 146.24 | |
| Tempus Ai (TEM) | 2.8 | $196M | 4.3M | 45.20 | |
| Roblox Corp (RBLX) | 2.6 | $183M | 3.2M | 56.59 | |
| Amazon (AMZN) | 2.5 | $179M | 860k | 208.26 | |
| Roku (ROKU) | 2.5 | $175M | 1.8M | 94.61 | |
| Square Inc cl a (XYZ) | 2.4 | $171M | 2.8M | 60.17 | |
| Teradyne (TER) | 2.3 | $165M | 556k | 296.31 | |
| NVIDIA Corporation (NVDA) | 2.3 | $160M | 917k | 174.30 | |
| Bullish (BLSH) | 1.9 | $137M | 3.8M | 35.75 | |
| MercadoLibre (MELI) | 1.9 | $132M | 77k | 1728.21 | |
| Facebook Inc cl a (META) | 1.6 | $114M | 198k | 572.01 | |
| 10x Genomics Inc Cl A (TXG) | 1.5 | $108M | 5.1M | 21.22 | |
| Taiwan Semiconductor Mfg (TSM) | 1.5 | $106M | 313k | 337.99 | |
| Deere & Company (DE) | 1.5 | $105M | 187k | 563.24 | |
| Toast (TOST) | 1.4 | $101M | 3.8M | 26.50 | |
| Alphabet Inc Class C cs (GOOG) | 1.4 | $101M | 353k | 286.74 | |
| Bitmine Immersion Technologies Ord (BMNR) | 1.4 | $97M | 4.9M | 19.76 | |
| Beam Therapeutics (BEAM) | 1.3 | $91M | 3.8M | 23.83 | |
| Illumina (ILMN) | 1.3 | $89M | 722k | 123.16 | |
| Crispr Therapeutics (CRSP) | 1.2 | $88M | 1.9M | 47.57 | |
| Coreweave Inc Com Cl A (CRWV) | 1.2 | $87M | 1.1M | 77.41 | |
| Network Associates Inc cl a (NET) | 1.2 | $87M | 419k | 206.34 | |
| Natera (NTRA) | 1.2 | $85M | 423k | 200.00 | |
| Kratos Defense & Security Solutions (KTOS) | 1.1 | $81M | 1.1M | 70.49 | |
| Twist Bioscience Corp (TWST) | 1.0 | $71M | 1.5M | 47.52 | |
| Spotify Technology Sa (SPOT) | 1.0 | $71M | 146k | 484.55 | |
| Pure Storage Inc - Class A (PSTG) | 0.9 | $67M | 1.1M | 59.05 | |
| Trimble Navigation (TRMB) | 0.9 | $66M | 1.0M | 65.21 | |
| Crowdstrike Hldgs Inc cl a (CRWD) | 0.9 | $65M | 167k | 390.41 | |
| Baidu (BIDU) | 0.9 | $63M | 568k | 111.42 | |
| Nu Hldgs Ltd Ord Shs Cl A (NU) | 0.9 | $63M | 4.4M | 14.37 | |
| Alibaba Group Holding (BABA) | 0.9 | $61M | 483k | 125.52 | |
| Cameco Corporation (CCJ) | 0.8 | $57M | 523k | 108.61 | |
| Draftkings (DKNG) | 0.7 | $50M | 2.3M | 21.60 | |
| Sofi Technologies (SOFI) | 0.7 | $50M | 3.1M | 15.89 | |
| Guardant Health (GH) | 0.6 | $45M | 484k | 92.25 | |
| L3harris Technologies (LHX) | 0.6 | $42M | 123k | 345.13 | |
| Broadcom (AVGO) | 0.6 | $41M | 134k | 309.35 | |
| Genedx Holdings Corp (WGS) | 0.6 | $41M | 639k | 64.22 | |
| AeroVironment (AVAV) | 0.6 | $41M | 221k | 183.04 | |
| Archer Aviation Inc-a (ACHR) | 0.6 | $40M | 7.7M | 5.17 | |
| Airbnb (ABNB) | 0.6 | $39M | 310k | 126.18 | |
| Doordash (DASH) | 0.5 | $38M | 252k | 150.09 | |
| Schrodinger (SDGR) | 0.5 | $36M | 3.2M | 11.36 | |
| Veracyte (VCYT) | 0.5 | $34M | 1.0M | 32.18 | |
| Rocket Lab Corp (RKLB) | 0.4 | $32M | 494k | 64.17 | |
| Figma (FIG) | 0.4 | $31M | 1.5M | 21.14 | |
| Aurora Innovatio (AUR) | 0.4 | $26M | 6.3M | 4.11 | |
| Caredx (CDNA) | 0.4 | $26M | 1.5M | 17.36 | |
| Intellia Therapeutics (NTLA) | 0.4 | $25M | 2.0M | 12.81 | |
| Futu Hldgs (FUTU) | 0.4 | $25M | 182k | 136.79 | |
| Unity Software (U) | 0.3 | $24M | 1.1M | 21.95 | |
| Corteva (CTVA) | 0.3 | $23M | 274k | 83.71 | |
| Sea Ltd Adr Isin Us81141r1005 (SE) | 0.3 | $22M | 268k | 82.83 | |
| Adaptive Biotechnologies Cor (ADPT) | 0.3 | $22M | 1.6M | 13.88 | |
| Joby Aviation (JOBY) | 0.3 | $22M | 2.7M | 8.26 | |
| Iridium Communications (IRDM) | 0.3 | $20M | 737k | 27.74 | |
| Weride Inc- (WRD) | 0.3 | $19M | 2.3M | 8.07 | |
| Nurix Therapeutics (NRIX) | 0.3 | $18M | 1.2M | 15.48 | |
| Netflix (NFLX) | 0.3 | $18M | 186k | 96.15 | |
| Arcturus Therapeutics Hldg I (ARCT) | 0.2 | $18M | 2.3M | 7.71 | |
| Genius Sports (GENI) | 0.2 | $17M | 3.9M | 4.43 | |
| Pony Ai (PONY) | 0.2 | $17M | 1.8M | 9.43 | |
| Datadog Inc Cl A (DDOG) | 0.2 | $17M | 141k | 118.02 | |
| Recursion Pharmaceuticals (RXRX) | 0.2 | $17M | 5.4M | 3.06 | |
| Elbit Systems (ESLT) | 0.2 | $16M | 19k | 849.21 | |
| Klarna Group (KLAR) | 0.2 | $16M | 1.2M | 13.10 | |
| Rubrik (RBRK) | 0.2 | $15M | 311k | 48.93 | |
| Paypay Corp | 0.2 | $14M | 642k | 21.43 | |
| Etoro Group (ETOR) | 0.2 | $14M | 457k | 29.99 | |
| Pinterest Inc Cl A (PINS) | 0.2 | $14M | 741k | 18.36 | |
| Garmin (GRMN) | 0.2 | $12M | 53k | 232.01 | |
| Kaspi.KZ JSC (KSPI) | 0.2 | $12M | 161k | 74.09 | |
| Kodiak Ai (KDK) | 0.2 | $12M | 1.7M | 6.93 | |
| Gitlab (GTLB) | 0.2 | $12M | 536k | 21.62 | |
| Zillow Group Inc Cl C Cap Stk (Z) | 0.2 | $11M | 271k | 41.38 | |
| Intuitive Machs (LUNR) | 0.1 | $10M | 554k | 18.53 | |
| Prime Medicine (PRME) | 0.1 | $10M | 2.9M | 3.47 | |
| Synopsys (SNPS) | 0.1 | $9.5M | 24k | 396.26 | |
| Pacific Biosciences of California (PACB) | 0.1 | $9.2M | 7.0M | 1.31 | |
| Shell Adr Each Rep 2 Ord Wi (SHEL) | 0.1 | $8.8M | 94k | 93.00 | |
| Intercontinental Exchange (ICE) | 0.1 | $8.8M | 56k | 157.30 | |
| Nutrien (NTR) | 0.1 | $8.3M | 110k | 75.42 | |
| Exxon Mobil Corporation (XOM) | 0.1 | $8.3M | 49k | 169.65 | |
| Cerus Corporation (CERS) | 0.1 | $8.2M | 4.5M | 1.82 | |
| HEICO Corporation (HEI) | 0.1 | $7.4M | 27k | 274.14 | |
| Caterpillar (CAT) | 0.1 | $7.4M | 10k | 708.05 | |
| Global E Online (GLBE) | 0.1 | $7.3M | 236k | 30.81 | |
| Eli Lilly & Co. (LLY) | 0.1 | $7.3M | 7.9k | 920.11 | |
| Paypal Holdings (PYPL) | 0.1 | $7.2M | 159k | 45.22 | |
| BHP Billiton (BHP) | 0.1 | $7.1M | 97k | 72.74 | |
| Biontech Se (BNTX) | 0.1 | $6.9M | 78k | 88.88 | |
| Blade Air Mobility (SRTA) | 0.1 | $6.9M | 1.7M | 4.17 | |
| Total | 0.1 | $6.5M | 72k | 90.89 | |
| Teledyne Technologies Incorporated (TDY) | 0.1 | $6.5M | 11k | 604.65 | |
| Lockheed Martin Corporation (LMT) | 0.1 | $6.3M | 10k | 604.26 | |
| Ionis Pharmaceuticals (IONS) | 0.1 | $6.1M | 82k | 75.08 | |
| Agnico (AEM) | 0.1 | $5.4M | 27k | 202.97 | |
| Newmont Mining Corporation (NEM) | 0.1 | $5.4M | 50k | 108.22 | |
| BP (BP) | 0.1 | $5.2M | 111k | 47.02 | |
| Honeywell International (HON) | 0.1 | $5.2M | 23k | 225.90 | |
| Nxp Semiconductors N V (NXPI) | 0.1 | $5.0M | 25k | 196.85 | |
| Freeport-McMoRan Copper & Gold (FCX) | 0.1 | $4.8M | 82k | 58.78 | |
| Chevron Corporation (CVX) | 0.1 | $4.3M | 21k | 206.86 | |
| Linde (LIN) | 0.1 | $4.2M | 8.4k | 495.51 | |
| Absci Corp (ABSI) | 0.1 | $4.0M | 1.3M | 3.00 | |
| salesforce (CRM) | 0.1 | $4.0M | 21k | 186.65 | |
| Barrick Mining Corp (B) | 0.1 | $3.7M | 90k | 40.80 | |
| Rio Tinto (RIO) | 0.1 | $3.6M | 38k | 93.27 | |
| Alamos Gold Inc New Class A (AGI) | 0.0 | $3.5M | 79k | 44.44 | |
| Quantum Si (QSI) | 0.0 | $3.4M | 4.4M | 0.78 | |
| Air Products & Chemicals (APD) | 0.0 | $3.3M | 11k | 290.40 | |
| Vale (VALE) | 0.0 | $3.1M | 196k | 15.91 | |
| Personalis Ord (PSNL) | 0.0 | $3.1M | 484k | 6.35 | |
| Steel Dynamics (STLD) | 0.0 | $3.1M | 17k | 180.01 | |
| Canadian Natural Resources (CNQ) | 0.0 | $3.0M | 62k | 48.71 | |
| ConocoPhillips (COP) | 0.0 | $2.9M | 22k | 131.96 | |
| Anglogold Ashanti (AU) | 0.0 | $2.5M | 26k | 97.46 | |
| Tharimmune (CNTN) | 0.0 | $2.4M | 728k | 3.28 | |
| Nucor Corporation (NUE) | 0.0 | $2.2M | 13k | 169.10 | |
| Suncor Energy (SU) | 0.0 | $2.2M | 33k | 66.10 | |
| Equinox Gold Corp equities (EQX) | 0.0 | $2.1M | 148k | 14.45 | |
| Compass Pathways (CMPS) | 0.0 | $2.0M | 369k | 5.50 | |
| Ataibeckley (ATAI) | 0.0 | $2.0M | 568k | 3.53 | |
| Packaging Corporation of America (PKG) | 0.0 | $2.0M | 9.4k | 212.21 | |
| EOG Resources (EOG) | 0.0 | $1.8M | 13k | 144.54 | |
| Encana Corporation (OVV) | 0.0 | $1.7M | 29k | 59.37 | |
| 908 Devices (MASS) | 0.0 | $1.7M | 270k | 6.12 | |
| CF Industries Holdings (CF) | 0.0 | $1.6M | 12k | 129.85 | |
| Phillips 66 (PSX) | 0.0 | $1.5M | 8.0k | 182.18 | |
| Occidental Petroleum Corporation (OXY) | 0.0 | $1.4M | 21k | 64.97 | |
| Schlumberger (SLB) | 0.0 | $1.4M | 26k | 51.40 | |
| Targa Res Corp (TRGP) | 0.0 | $1.4M | 5.4k | 250.77 | |
| Take-Two Interactive Software (TTWO) | 0.0 | $1.3M | 6.8k | 197.42 | |
| Xylem (XYL) | 0.0 | $1.3M | 11k | 119.51 | |
| Incyte Corporation (INCY) | 0.0 | $1.3M | 14k | 94.12 | |
| Permian Resources Corp Class A (PR) | 0.0 | $1.3M | 60k | 21.32 | |
| HudBay Minerals (HBM) | 0.0 | $1.3M | 61k | 20.90 | |
| Matador Resources (MTDR) | 0.0 | $1.3M | 20k | 63.19 | |
| Bunge (BG) | 0.0 | $1.2M | 9.7k | 127.17 | |
| Teck Resources Ltd cl b (TECK) | 0.0 | $1.2M | 23k | 51.74 | |
| Infinity Nat Res Inc Com Cl A (INR) | 0.0 | $1.2M | 66k | 17.59 | |
| Reliance Steel & Aluminum (RS) | 0.0 | $1.1M | 3.7k | 304.02 | |
| Archer Daniels Midland Company (ADM) | 0.0 | $1.1M | 15k | 72.67 | |
| Badger Meter (BMI) | 0.0 | $1.1M | 7.2k | 152.29 | |
| EQT Corporation (EQT) | 0.0 | $1.1M | 17k | 63.61 | |
| Mp Materials Corp (MP) | 0.0 | $1.1M | 22k | 48.26 | |
| Weyerhaeuser Company (WY) | 0.0 | $1.1M | 44k | 24.43 | |
| Cabot Oil & Gas Corporation (CTRA) | 0.0 | $1.0M | 29k | 35.13 | |
| Cactus Inc - A (WHD) | 0.0 | $1.0M | 21k | 47.39 | |
| Williams Companies (WMB) | 0.0 | $1.0M | 14k | 72.74 | |
| Apple (AAPL) | 0.0 | $976k | 3.8k | 253.65 | |
| Oceaneering International (OII) | 0.0 | $959k | 27k | 35.49 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $944k | 2.1k | 446.46 | |
| Halliburton Company (HAL) | 0.0 | $941k | 24k | 38.99 | |
| Liberty Oilfield Services -a (LBRT) | 0.0 | $939k | 33k | 28.80 | |
| Kinder Morgan (KMI) | 0.0 | $892k | 27k | 33.50 | |
| Valero Energy Corporation (VLO) | 0.0 | $864k | 3.5k | 247.05 | |
| Technipfmc (FTI) | 0.0 | $848k | 12k | 69.15 | |
| Albemarle Corporation (ALB) | 0.0 | $846k | 4.7k | 179.55 | |
| Cheniere Energy (LNG) | 0.0 | $840k | 3.0k | 283.62 | |
| Marathon Petroleum Corp (MPC) | 0.0 | $826k | 3.4k | 244.21 | |
| Baker Hughes A Ge Company (BKR) | 0.0 | $806k | 13k | 61.04 | |
| Walt Disney Company (DIS) | 0.0 | $792k | 8.2k | 96.36 | |
| International Paper Company (IP) | 0.0 | $755k | 21k | 35.69 | |
| Union Pacific Corporation (UNP) | 0.0 | $688k | 2.8k | 242.64 | |
| Caris Life Sciences (CAI) | 0.0 | $646k | 36k | 17.88 | |
| Microsoft Corporation (MSFT) | 0.0 | $628k | 1.7k | 370.12 | |
| Precision Drill (PDS) | 0.0 | $606k | 6.2k | 98.27 | |
| Crown Holdings (CCK) | 0.0 | $585k | 5.8k | 100.23 | |
| Southern Copper Corporation (SCCO) | 0.0 | $551k | 3.2k | 171.99 | |
| Generate Biomedicines Ord | 0.0 | $500k | 40k | 12.38 | |
| Burning Rock Biotech Ltd- (BNR) | 0.0 | $488k | 30k | 16.20 | |
| Mosaic (MOS) | 0.0 | $450k | 18k | 25.49 | |
| Qualcomm (QCOM) | 0.0 | $418k | 3.2k | 128.69 | |
| D Fluidigm Corp Del (LAB) | 0.0 | $407k | 443k | 0.92 | |
| Autodesk (ADSK) | 0.0 | $313k | 1.3k | 239.38 | |
| Reddit (RDDT) | 0.0 | $301k | 2.2k | 134.65 | |
| Banco Bradesco SA (BBD) | 0.0 | $256k | 70k | 3.66 | |
| Adobe Systems Incorporated (ADBE) | 0.0 | $106k | 435.00 | 243.01 |
