Nikko Asset Management Americas

Amova Asset Management Americas as of June 30, 2026

Portfolio Holdings for Amova Asset Management Americas

Amova Asset Management Americas holds 276 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Robinhood Mkts (HOOD) 6.3 $487M 4.9M 100.27
Advanced Micro Devices (AMD) 5.6 $433M 747k 580.16
Tesla Motors (TSLA) 5.2 $403M 958k 420.30
Shopify Inc cl a (SHOP) 5.0 $385M 3.4M 114.20
Amazon (AMZN) 3.1 $241M 1.0M 238.18
Tempus Ai (TEM) 3.1 $237M 4.1M 57.87
Coinbase Global (COIN) 3.0 $233M 1.6M 146.18
Space X (SPCX) 2.9 $228M 1.3M 170.67
Square Inc cl a (XYZ) 2.8 $219M 2.9M 76.02
NVIDIA Corporation (NVDA) 2.7 $207M 1.0M 199.76
Palantir Technologies (PLTR) 2.5 $195M 1.7M 116.59
Roblox Corp (RBLX) 2.4 $186M 3.4M 54.39
Circle Internet Group (CRCL) 2.3 $182M 2.9M 62.62
10x Genomics Inc Cl A (TXG) 2.1 $161M 4.2M 38.34
Alphabet Inc Class C cs (GOOG) 1.7 $132M 372k 353.21
Teradyne (TER) 1.6 $125M 259k 483.23
Facebook Inc cl a (META) 1.6 $123M 219k 562.88
Taiwan Semiconductor Mfg (TSM) 1.6 $121M 254k 477.06
Beam Therapeutics (BEAM) 1.5 $119M 3.5M 34.31
MercadoLibre (MELI) 1.5 $113M 67k 1697.38
Deere & Company (DE) 1.5 $112M 177k 633.91
Crowdstrike Hldgs Inc cl a (CRWD) 1.4 $110M 145k 762.27
Illumina (ILMN) 1.4 $109M 618k 175.83
Coreweave Inc Com Cl A (CRWV) 1.4 $107M 1.1M 99.49
Toast (TOST) 1.4 $105M 3.8M 27.82
Twist Bioscience Corp (TWST) 1.3 $103M 1000k 102.87
Natera (NTRA) 1.3 $100M 368k 271.49
Bullish (BLSH) 1.2 $95M 4.0M 23.44
Crispr Therapeutics (CRSP) 1.2 $94M 1.7M 54.51
Network Associates Inc cl a (NET) 1.1 $87M 353k 245.26
Roku (ROKU) 1.0 $80M 576k 138.14
Pure Storage Inc - Class A (P) 1.0 $79M 996k 78.82
Spotify Technology Sa (SPOT) 0.9 $72M 157k 459.02
Kratos Defense & Security Solutions (KTOS) 0.9 $71M 1.4M 49.87
Cerebras Systems (CBRS) 0.8 $65M 295k 220.97
Guardant Health (GH) 0.8 $61M 404k 149.92
Bitmine Immersion Technologies Ord (BMNR) 0.8 $59M 4.4M 13.31
Sofi Technologies (SOFI) 0.7 $56M 3.1M 17.92
Nu Hldgs Ltd Ord Shs Cl A (NU) 0.7 $53M 4.0M 13.36
Doordash (DASH) 0.7 $52M 282k 184.49
Broadcom (AVGO) 0.7 $50M 134k 377.04
Intellia Therapeutics (NTLA) 0.6 $49M 2.9M 16.92
Trimble Navigation (TRMB) 0.6 $48M 933k 51.14
Draftkings (DKNG) 0.6 $47M 1.9M 25.27
Genedx Holdings Corp (WGS) 0.6 $46M 667k 68.56
Veracyte (VCYT) 0.6 $45M 769k 58.68
Schrodinger (SDGR) 0.6 $44M 2.7M 16.24
Airbnb (ABNB) 0.6 $43M 303k 143.05
Cameco Corporation (CCJ) 0.5 $42M 415k 101.83
AeroVironment (AVAV) 0.5 $39M 233k 164.94
L3harris Technologies (LHX) 0.5 $37M 126k 290.32
Archer Aviation Inc-a (ACHR) 0.5 $36M 7.5M 4.72
Aurora Innovatio (AUR) 0.5 $36M 5.2M 6.80
Caredx (CDNA) 0.4 $34M 1.2M 28.49
Rocket Lab Corp (RKLB) 0.4 $33M 328k 101.57
Datadog Inc Cl A (DDOG) 0.4 $30M 116k 260.09
Iridium Communications (IRDM) 0.4 $30M 551k 54.84
Unity Software (U) 0.4 $29M 1.0M 28.56
Adaptive Biotechnologies Cor (ADPT) 0.4 $29M 1.3M 21.44
Snowflake Inc Cl A (SNOW) 0.4 $28M 112k 254.28
X-energy Cl A Ord 0.3 $27M 1.5M 18.36
Joby Aviation (JOBY) 0.3 $25M 2.8M 8.90
Sea Ltd Adr Isin Us81141r1005 (SE) 0.3 $24M 254k 95.79
Nurix Therapeutics (NRIX) 0.3 $24M 984k 24.25
Figma (FIG) 0.3 $24M 1.3M 18.07
Baidu (BIDU) 0.3 $24M 208k 114.35
Klarna Group (KLAR) 0.3 $23M 1.1M 20.21
Rubrik (RBRK) 0.3 $23M 281k 80.25
Eli Lilly & Co. (LLY) 0.3 $21M 18k 1199.30
Genius Sports (GENI) 0.3 $21M 3.5M 6.05
Corteva (CTVA) 0.3 $20M 239k 84.65
Recursion Pharmaceuticals (RXRX) 0.3 $20M 5.5M 3.67
Futu Hldgs (FUTU) 0.2 $19M 202k 93.77
Etoro Group (ETOR) 0.2 $17M 428k 39.45
Gitlab (GTLB) 0.2 $15M 492k 30.51
Elbit Systems (ESLT) 0.2 $15M 19k 759.04
Netflix (NFLX) 0.2 $14M 191k 71.38
Alibaba Group Holding (BABA) 0.2 $13M 140k 96.00
Kaspi.KZ JSC (KSPI) 0.2 $13M 153k 86.60
Arcturus Therapeutics Hldg I (ARCT) 0.2 $13M 2.0M 6.70
Garmin (GRMN) 0.2 $13M 54k 237.39
Intuitive Machs (LUNR) 0.2 $13M 593k 21.37
Paypay Corp (PAYP) 0.2 $12M 854k 14.34
Weride Inc- (WRD) 0.2 $12M 2.1M 5.82
Cerus Corporation (CERS) 0.2 $12M 4.1M 2.92
Kodiak Ai (KDK) 0.2 $12M 2.4M 5.09
Absci Corp (ABSI) 0.2 $12M 1.0M 11.58
Synopsys (SNPS) 0.1 $11M 25k 445.81
Pony Ai (PONY) 0.1 $11M 1.6M 6.93
HEICO Corporation (HEI) 0.1 $10M 29k 356.13
Caterpillar (CAT) 0.1 $10M 9.5k 1064.46
Pacific Biosciences of California (PACB) 0.1 $10M 6.0M 1.67
Prime Medicine (PRME) 0.1 $8.9M 2.4M 3.68
Pinterest Inc Cl A (PINS) 0.1 $8.4M 399k 21.04
Zillow Group Inc Cl C Cap Stk (Z) 0.1 $8.1M 259k 31.50
BHP Billiton (BHP) 0.1 $7.9M 95k 83.28
Global E Online (GLBE) 0.1 $7.7M 223k 34.73
Teledyne Technologies Incorporated (TDY) 0.1 $7.7M 12k 666.87
Shell Adr Each Rep 2 Ord Wi (SHEL) 0.1 $7.2M 92k 77.53
Nutrien (NTR) 0.1 $6.9M 109k 62.93
Nxp Semiconductors N V (NXPI) 0.1 $6.8M 24k 280.58
Lockheed Martin Corporation (LMT) 0.1 $5.7M 11k 508.89
Personalis Ord (PSNL) 0.1 $5.6M 418k 13.39
Blade Air Mobility (SRTA) 0.1 $5.2M 989k 5.26
Intercontinental Exchange (ICE) 0.1 $5.2M 42k 123.08
Newmont Mining Corporation (NEM) 0.1 $4.8M 52k 93.35
Freeport-McMoRan Copper & Gold (FCX) 0.1 $4.8M 76k 62.87
Clearway Energy Inc cl c (CWEN) 0.1 $4.6M 59k 77.67
Compass Pathways (CMPS) 0.1 $4.5M 320k 14.14
BP (BP) 0.1 $4.5M 122k 36.95
Linde (LIN) 0.1 $4.3M 8.2k 518.82
Agnico (AEM) 0.1 $4.0M 26k 155.16
Chevron Corporation (CVX) 0.1 $4.0M 24k 165.75
Ionis Pharmaceuticals (IONS) 0.0 $3.8M 48k 79.29
Rio Tinto (RIO) 0.0 $3.5M 37k 94.94
Quantum Si (QSI) 0.0 $3.5M 3.9M 0.89
Air Products & Chemicals (APD) 0.0 $3.2M 11k 292.88
Steel Dynamics (STLD) 0.0 $3.2M 14k 229.42
Barrick Mining Corp (B) 0.0 $3.2M 88k 36.73
salesforce (CRM) 0.0 $3.2M 20k 156.66
Biontech Se (BNTX) 0.0 $3.0M 32k 93.09
Vale (VALE) 0.0 $2.9M 192k 15.05
Honeywell International (HON) 0.0 $2.8M 13k 223.85
Honeywell Aerospace (HONA) 0.0 $2.8M 13k 220.32
Nucor Corporation (NUE) 0.0 $2.7M 12k 222.65
Alamos Gold Inc New Class A (AGI) 0.0 $2.7M 90k 30.32
Ataibeckley (ATAI) 0.0 $2.5M 484k 5.26
ConocoPhillips (COP) 0.0 $2.5M 24k 103.93
Equinox Gold Corp equities (EQX) 0.0 $2.4M 244k 9.73
Canadian Natural Resources (CNQ) 0.0 $2.3M 57k 39.51
Packaging Corporation of America (PKG) 0.0 $2.2M 9.3k 238.20
Anglogold Ashanti (AU) 0.0 $2.0M 25k 80.88
Tharimmune (CNTN) 0.0 $2.0M 703k 2.83
908 Devices (MASS) 0.0 $2.0M 229k 8.68
EOG Resources (EOG) 0.0 $1.8M 14k 129.68
Encana Corporation (OVV) 0.0 $1.7M 31k 52.65
Suncor Energy (SU) 0.0 $1.6M 30k 53.70
Alamar Biosciences 0.0 $1.5M 56k 27.08
CF Industries Holdings (CF) 0.0 $1.5M 13k 108.22
Occidental Petroleum Corporation (OXY) 0.0 $1.4M 30k 48.56
Take-Two Interactive Software (TTWO) 0.0 $1.4M 5.6k 249.81
Matador Resources (MTDR) 0.0 $1.4M 28k 49.79
Reliance Steel & Aluminum (RS) 0.0 $1.4M 3.7k 373.60
Incyte Corporation (INCY) 0.0 $1.3M 12k 113.37
EQT Corporation (EQT) 0.0 $1.3M 25k 53.16
Mp Materials Corp (MP) 0.0 $1.3M 23k 56.02
Xylem (XYL) 0.0 $1.3M 11k 118.20
Targa Res Corp (TRGP) 0.0 $1.3M 4.7k 267.95
Teck Resources Ltd cl b (TECK) 0.0 $1.2M 21k 59.47
International Paper Company (IP) 0.0 $1.2M 31k 38.08
Archer Daniels Midland Company (ADM) 0.0 $1.2M 15k 76.39
HudBay Minerals (HBM) 0.0 $1.1M 49k 23.58
Apple (AAPL) 0.0 $1.1M 3.9k 289.09
Infinity Nat Res Inc Com Cl A (INR) 0.0 $1.1M 87k 12.72
Oceaneering International (OII) 0.0 $1.1M 27k 40.49
Permian Resources Corp Class A (PR) 0.0 $1.1M 58k 18.42
Badger Meter (BMI) 0.0 $1.1M 7.1k 148.38
Bunge (BG) 0.0 $1.0M 9.8k 106.64
Weyerhaeuser Company (WY) 0.0 $1.0M 43k 23.93
Canadian Pacific Kansas City (CP) 0.0 $1.0M 12k 86.61
Schlumberger (SLB) 0.0 $1.0M 22k 46.47
Williams Companies (WMB) 0.0 $1.0M 14k 74.33
Cheniere Energy (LNG) 0.0 $996k 4.2k 239.03
Vertex Pharmaceuticals Incorporated (VRTX) 0.0 $958k 1.9k 496.41
Liberty Oilfield Services -a (LBRT) 0.0 $929k 36k 26.17
Valero Energy Corporation (VLO) 0.0 $896k 3.4k 260.38
Phillips 66 (PSX) 0.0 $865k 5.1k 168.98
Kinder Morgan (KMI) 0.0 $858k 27k 31.96
Marathon Petroleum Corp (MPC) 0.0 $856k 3.4k 255.46
Crown Holdings (CCK) 0.0 $828k 7.4k 111.85
Walt Disney Company (DIS) 0.0 $813k 8.4k 96.22
Martin Marietta Materials (MLM) 0.0 $809k 1.4k 576.57
Technipfmc (FTI) 0.0 $803k 12k 66.33
Baker Hughes A Ge Company (BKR) 0.0 $734k 13k 55.43
Cactus Inc - A (WHD) 0.0 $682k 13k 51.21
Halliburton Company (HAL) 0.0 $663k 20k 33.93
Generate Biomedicines Ord (GENB) 0.0 $644k 38k 16.86
Microsoft Corporation (MSFT) 0.0 $643k 1.7k 372.77
Qualcomm (QCOM) 0.0 $610k 3.3k 184.77
Caris Life Sciences (CAI) 0.0 $603k 34k 17.80
Southern Copper Corporation (SCCO) 0.0 $563k 3.2k 174.10
Albemarle Corporation (ALB) 0.0 $498k 3.7k 134.93
Precision Drill (PDS) 0.0 $433k 5.7k 76.57
Mosaic (MOS) 0.0 $359k 17k 21.19
D Fluidigm Corp Del (LAB) 0.0 $338k 412k 0.82
Reddit (RDDT) 0.0 $311k 1.8k 173.71
Autodesk (ADSK) 0.0 $263k 1.4k 194.31
Burning Rock Biotech Ltd- (BNR) 0.0 $258k 30k 8.67
Banco Bradesco SA (BBD) 0.0 $233k 67k 3.46
Adobe Systems Incorporated (ADBE) 0.0 $89k 435.00 204.89
Ameris Ban (ABCB) 0.0 $88k 977.00 90.26
Eastern Bankshares (EBC) 0.0 $87k 3.9k 22.26
Hanover Insurance (THG) 0.0 $87k 407.00 214.17
Adapthealth Corp -a (AHCO) 0.0 $86k 8.3k 10.41
M/I Homes (MHO) 0.0 $85k 530.00 160.79
Griffon Corporation (GFF) 0.0 $85k 868.00 97.48
Federated Investors (FHI) 0.0 $84k 1.5k 55.22
Trustmark Corporation (TRMK) 0.0 $84k 1.8k 46.00
Lear Corporation (LEA) 0.0 $82k 613.00 133.95
Colfax Corp (ENOV) 0.0 $82k 4.0k 20.69
Signet Jewelers (SIG) 0.0 $82k 948.00 86.20
Douglas Dynamics (PLOW) 0.0 $82k 1.5k 53.92
Spire (SR) 0.0 $81k 1.0k 78.09
Ashland (ASH) 0.0 $81k 1.2k 65.90
EnerSys (ENS) 0.0 $80k 342.00 233.74
Maximus (MMS) 0.0 $79k 1.5k 53.75
NBT Ban (NBTB) 0.0 $78k 1.6k 49.37
Digi International (DGII) 0.0 $78k 1.0k 74.76
Diodes Incorporated (DIOD) 0.0 $78k 712.00 109.40
Avista Corporation (AVA) 0.0 $78k 1.9k 40.90
Itron (ITRI) 0.0 $78k 897.00 86.51
Nmi Hldgs Inc cl a (NMIH) 0.0 $77k 1.9k 41.09
SkyWest (SKYW) 0.0 $76k 764.00 99.24
South Plains Financial (SPFI) 0.0 $75k 1.7k 43.05
Corporate Office Properties Trust (CDP) 0.0 $75k 2.1k 36.40
Yeti Hldgs (YETI) 0.0 $75k 1.5k 49.57
AutoNation (AN) 0.0 $75k 401.00 185.81
Byline Ban (BY) 0.0 $74k 2.0k 37.66
GXO Logistics (GXO) 0.0 $74k 1.5k 50.70
1st Source Corporation (SRCE) 0.0 $74k 906.00 81.58
Urban Edge Pptys (UE) 0.0 $73k 3.2k 22.86
Healthcare Realty T (HR) 0.0 $73k 3.6k 20.17
Stag Industrial (STAG) 0.0 $73k 1.9k 38.06
Pebblebrook Hotel Trust (PEB) 0.0 $71k 3.7k 19.40
Fresh Del Monte Produce 0.0 $71k 2.6k 27.86
FirstSun Capital Bancorp (FSUN) 0.0 $71k 1.8k 38.77
Banner Corp (BANR) 0.0 $70k 1.1k 66.37
Alliance Data Systems Corporation (BFH) 0.0 $70k 646.00 108.37
Teradata Corporation (TDC) 0.0 $69k 2.0k 34.65
Par Petroleum (PARR) 0.0 $66k 1.2k 56.05
Onespan (OSPN) 0.0 $62k 4.4k 14.34
Northwest Pipe Company (NWPX) 0.0 $62k 411.00 149.89
Amneal Pharmaceuticals (AMRX) 0.0 $58k 3.3k 17.27
Whitefiber (WYFI) 0.0 $57k 1.5k 38.84
Supernus Pharmaceuticals (SUPN) 0.0 $54k 1.2k 46.50
Indivior Pharmaceuticals (INDV) 0.0 $54k 1.3k 41.03
UMB Financial Corporation (UMBF) 0.0 $44k 309.00 142.76
United Cmnty Bks Ga Cap Stk (UCB) 0.0 $44k 1.3k 35.10
Relay Therapeutics (RLAY) 0.0 $44k 2.3k 18.71
Provident Financial Services (PFS) 0.0 $40k 1.7k 23.64
WSFS Financial Corporation (WSFS) 0.0 $40k 519.00 76.67
Oasis Petroleum (CHRD) 0.0 $37k 327.00 114.28
BJ's Restaurants (BJRI) 0.0 $37k 605.00 60.71
Blackstone Mtg Tr (BXMT) 0.0 $36k 2.1k 16.95
Rush Enterprises (RUSHA) 0.0 $36k 495.00 72.97
Costamare (CMRE) 0.0 $36k 2.6k 14.02
Sally Beauty Holdings (SBH) 0.0 $36k 2.5k 14.13
Universal Insurance Holdings (UVE) 0.0 $35k 850.00 41.29
Wolverine World Wide (WWW) 0.0 $35k 2.1k 16.52
Tactile Systems Technology, In (TCMD) 0.0 $35k 1.2k 29.76
Healthcare Services (HCSG) 0.0 $35k 1.4k 24.57
Helmerich & Payne (HP) 0.0 $35k 1.1k 32.75
Celanese Corporation (CE) 0.0 $34k 749.00 45.96
Getty Realty (GTY) 0.0 $34k 1.0k 33.36
J Global (ZD) 0.0 $33k 636.00 52.35
Business First Bancshares (BFST) 0.0 $33k 1.1k 30.74
Tutor Perini Corporation (TPC) 0.0 $33k 394.00 82.99
Centerspace (CSR) 0.0 $33k 578.00 56.21
One Gas (OGS) 0.0 $32k 411.00 77.08
DV (DV) 0.0 $32k 2.9k 10.83
Spectrum Brands Holding (SPB) 0.0 $31k 363.00 85.75
Alpine Income Ppty Tr (PINE) 0.0 $31k 1.5k 20.72
Ducommun Incorporated (DCO) 0.0 $31k 166.00 184.78
Encore Capital (ECPG) 0.0 $31k 327.00 93.25
Werner Enterprises (WERN) 0.0 $30k 690.00 43.62
Insteel Industries (IIIN) 0.0 $30k 985.00 30.18
Newmark Group (NMRK) 0.0 $30k 2.0k 15.10
First Busey Corp Class A Common (BUSE) 0.0 $30k 999.00 29.50
FTI Consulting (FCN) 0.0 $29k 195.00 149.01
Unitil Corporation (UTL) 0.0 $29k 550.00 52.70
Community West Bancshares (CWBC) 0.0 $27k 995.00 26.86
California Water Service (CWT) 0.0 $27k 545.00 48.67
BioCryst Pharmaceuticals (BCRX) 0.0 $26k 2.6k 9.98
Xencor (XNCR) 0.0 $19k 1.2k 16.10
Vir Biotechnology (VIR) 0.0 $18k 1.8k 10.19
Septerna (SEPN) 0.0 $17k 507.00 33.40