Amova Asset Management Americas, Inc. Q1 2019 Filing

Filed April 30, 2019

Portfolio Value

$3.8B

Holdings

169

Report Date

Q1 2019

Filing Type

13F-HR

All Holdings (169 positions)

StockValue
XYZSquare Inc
$275.3M
T77LendingTree Inc
$205.9M
AAPLApple Inc
$201.4M
NVDANVIDIA Corp
$164.2M
BIDUNBaidu Inc
$146.9M
PYPLPayPal Holdings Inc
$123.2M
BABAAlibaba Group Holding Ltd
$110.4M
ZZillow Group Inc
$102.5M
SPLKCHFSplunk Inc
$92.7M
Medidata Solutions Inc
$92.3M
CRMsalesforce.com Inc
$79.3M
TWTRUSDTwitter Inc
$72.3M
GWREGuidewire Software Inc
$70.0M
INTUIntuit Inc
$69.4M
VRSKVerisk Analytics Inc
$68.6M
TSMTaiwan Semiconductor Manufactu
$64.9M
SHOPShopify Inc
$63.2M
LendingClub Corp
$58.7M
TSLATesla Inc
$52.6M
IBKRInteractive Brokers Group Inc
$47.6M
ICEIntercontinental Exchange Inc
$45.0M
NDAQNasdaq Inc
$43.9M
ILMNIllumina Inc
$37.8M
SCHWCharles Schwab Corp/The
$34.9M
HDBHDFC Bank Ltd
$34.4M
TWLOTwilio Inc
$34.3M
BHP Group PLC
$34.2M
TRUTransUnion
$32.4M
APTVAptiv PLC
$30.9M
RIORio Tinto PLC
$27.3M
NVTA1EURInvitae Corp
$26.1M
TRMBTrimble Inc
$25.8M
JPXAerovironment Inc
$25.8M
EBEventbrite Inc
$24.4M
NTRNutrien Ltd
$24.4M
XOMExxon Mobil Corp
$21.8M
XLNXEURXilinx Inc
$19.7M
DEDeere & Co
$18.9M
DowDuPont Inc
$18.8M
SLBSchlumberger Ltd
$18.7M
RDS/ARoyal Dutch Shell PLC
$18.7M
NTLAIntellia Therapeutics Inc
$18.3M
EDITEditas Medicine Inc
$18.1M
TERTeradyne Inc
$17.9M
TTENTOTAL SA
$17.7M
CVXChevron Corp
$16.1M
CRSPCRISPR Therapeutics AG
$15.8M
PDDPinduoduo Inc
$15.4M
Bluebird Bio Inc
$15.3M
VCYTVeracyte Inc
$15.2M
CLLSCellectis SA
$15.1M
BPBP PLC
$14.7M
ISIIonis Pharmaceuticals Inc
$14.6M
HALHalliburton Co
$14.0M
IPInternational Paper Co
$12.2M
INOInovio Pharmaceuticals Inc
$12.2M
BMYBristol-Myers Squibb Co
$12.1M
NSTGEURNanoString Technologies Inc
$11.5M
FCXFreeport-McMoRan Inc
$10.7M
MGAMagna International Inc
$10.5M
GMGeneral Motors Co
$10.5M
NFLXNetflix Inc
$9.9M
REGNRegeneron Pharmaceuticals Inc
$9.5M
TDOCTeladoc Health Inc
$9.5M
BKRBaker Hughes a GE Co
$9.4M
RUBYUSDRubius Therapeutics Inc
$9.4M
AKXANSYS Inc
$9.4M
TMOThermo Fisher Scientific Inc
$8.9M
NUENucor Corp
$8.9M
NXPINXP Semiconductors NV
$8.8M
SUSuncor Energy Inc
$8.7M
JDJD.com Inc
$8.2M
WYWeyerhaeuser Co
$8.1M
CXOEURConcho Resources Inc
$8.1M
VRTXVertex Pharmaceuticals Inc
$8.0M
PCARPACCAR Inc
$7.9M
ADMArcher-Daniels-Midland Co
$7.7M
CATCaterpillar Inc
$7.6M
OXYOccidental Petroleum Corp
$7.6M
ABXBarrick Gold Corp
$7.5M
KTOSKratos Defense & Security Solu
$7.3M
CTRACabot Oil & Gas Corp
$7.3M
FTITechnipFMC PLC
$7.3M
STLDSteel Dynamics Inc
$7.3M
TECK/BTeck Resources Ltd
$7.2M
AEMAgnico Eagle Mines Ltd
$7.1M
BTOB2Gold Corp
$7.1M
CDXSCodexis Inc
$7.0M
SPOTSpotify Technology SA
$6.7M
Cellular Biomedicine Group Inc
$6.7M
FANGDiamondback Energy Inc
$6.7M
AU3EURAngloGold Ashanti Ltd
$6.5M
Syros Pharmaceuticals Inc
$6.3M
Calyxt Inc
$6.1M
Intrexon Corp
$6.1M
OISOil States International Inc
$6.0M
AGIAlamos Gold Inc
$6.0M
PXDEURPioneer Natural Resources Co
$6.0M
CERSCerus Corp
$5.9M
EOGEOG Resources Inc
$5.7M
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