Amova Asset Management Americas, Inc. Q1 2021 Filing

Filed May 3, 2021

Portfolio Value

$20.4B

Holdings

217

Report Date

Q1 2021

Filing Type

13F-HR

All Holdings (217 positions)

#StockSharesValue% PortfolioType
1
XYZSquare Inc
5,662,354$1.3T6298.17%
2
TSLATesla Inc
1,595,090$1.1T5219.30%
3
TDOCTeladoc Health Inc
4,445,562$808.0B3958.19%
4
ROKURoku Inc
2,173,750$708.1B3469.10%
5
ZZillow Group Inc
5,230,252$678.0B3321.68%
6
SESea Ltd
2,735,312$610.6B2991.27%
7
SHOPShopify Inc
551,131$609.8B2987.46%
8
TWLOTwilio Inc
1,655,038$564.0B2762.82%
9
NVTA1EURInvitae Corp
13,661,155$522.0B2557.18%
10
PYPLPayPal Holdings Inc
2,054,567$498.9B2444.20%
11
CRSPCRISPR Therapeutics AG
3,659,865$446.0B2184.68%
12
SPOTSpotify Technology SA
1,616,064$433.0B2121.33%
13
ZMZoom Video Communications Inc
1,249,814$401.6B1967.16%
14
NTLAIntellia Therapeutics Inc
4,843,270$388.7B1904.18%
15
BIDUNBaidu Inc
1,723,940$375.0B1837.29%
16
DOCUDocuSign Inc
1,736,441$351.5B1722.16%
17
ICEIntercontinental Exchange Inc
3,043,173$339.9B1664.94%
18
UUnity Software Inc
3,248,435$325.9B1596.30%
19
METAFacebook Inc
1,037,521$305.6B1497.00%
20
EXASExact Sciences Corp
2,198,130$289.7B1419.06%
21
BEKEKE Holdings Inc
5,081,858$289.6B1418.54%
22
PDPagerDuty Inc
7,193,069$289.4B1417.62%
23
SNAPSnap Inc
5,253,522$274.7B1345.75%
24
TWSTTwist Bioscience Corp
2,063,164$255.5B1251.87%
25
JDJD.com Inc
2,940,326$248.0B1214.71%
26
PRLBProto Labs Inc
1,976,509$240.6B1178.86%
27
T77LendingTree Inc
1,128,965$240.5B1178.03%
28
2U Inc
5,499,618$210.3B1029.99%
29
DKNG1USDDraftKings Inc
3,404,559$208.8B1022.89%
30
BABAAlibaba Group Holding Ltd
891,033$202.0B989.69%
31
PINSPinterest Inc
2,727,107$201.9B989.02%
32
MLB1MercadoLibre Inc
136,708$201.3B985.91%
33
AAPLApple Inc
1,638,708$200.2B980.60%
34
PSTGPure Storage Inc
9,263,745$199.5B977.53%
35
TXG10X Genomics Inc
1,042,913$188.8B924.75%
36
EDITEditas Medicine Inc
4,257,556$178.8B876.00%
37
VCYTVeracyte Inc
3,287,529$176.7B865.66%
38
PACBPacific Biosciences of Califor
5,247,237$174.8B856.25%
39
TWTRUSDTwitter Inc
2,686,707$171.0B837.49%
40
IOVAIovance Biotherapeutics Inc
5,345,861$169.3B829.13%
41
PDDPinduoduo Inc
1,216,903$162.9B798.12%
42
NFLXNetflix Inc
307,950$160.6B786.98%
43
PTONPeloton Interactive Inc
1,406,079$158.1B774.51%
44
PLTRPalantir Technologies Inc
5,640,148$131.4B643.51%
45
OPENOpendoor Technologies Inc
6,119,643$129.7B635.26%
46
MCRB1EURSeres Therapeutics Inc
5,999,356$123.5B605.14%
47
FSLYFastly Inc
1,686,586$113.5B555.89%
48
SSYSStratasys Ltd
4,361,179$113.0B553.35%
49
PCARPACCAR Inc
1,214,381$112.8B552.79%
50
IRDMIridium Communications Inc
2,691,329$111.0B543.86%
51
SNPSSynopsys Inc
438,797$108.7B532.63%
52
WDAYWorkday Inc
428,195$106.4B521.12%
53
DISWalt Disney Co/The
566,448$104.5B512.03%
54
MTLSMaterialise NV
2,640,699$94.9B465.06%
55
HUBSHubSpot Inc
207,018$94.0B460.64%
56
AMZNAmazon.com Inc
30,196$93.4B457.70%
57
MSFTMicrosoft Corp
381,009$89.8B440.07%
58
TERTeradyne Inc
718,855$87.5B428.50%
59
MDBMongoDB Inc
318,823$85.3B417.69%
60
CERSCerus Corp
13,394,255$80.5B394.35%
61
INTUIntuit Inc
205,729$78.8B386.07%
62
NVDANVIDIA Corp
147,495$78.8B385.80%
63
SCHWCharles Schwab Corp/The
1,197,762$78.1B382.45%
64
LCLendingClub Corp
4,581,060$75.7B370.74%
65
TRMBTrimble Inc
932,012$72.5B355.17%
66
DDOGDatadog Inc
840,131$70.0B343.00%
67
Mimecast Ltd
1,740,265$70.0B342.80%
68
APIAgora Inc
1,372,124$69.0B337.91%
69
ADBEAdobe Inc
138,261$65.7B321.98%
70
ESTCElastic NV
560,223$62.3B305.18%
71
ATVIEURActivision Blizzard Inc
665,099$61.9B303.01%
72
CGENCompugen Ltd
7,162,406$61.5B301.40%
73
ETSYEtsy Inc
302,962$61.1B299.31%
74
GWREGuidewire Software Inc
595,298$60.5B296.38%
75
CDNACareDx Inc
816,812$55.6B272.46%
76
HDBHDFC Bank Ltd
709,950$55.2B270.20%
77
BILIBilibili Inc
506,725$54.3B265.76%
78
PLANUSDAnaplan Inc
985,736$53.1B260.04%
79
NETCloudflare Inc
752,900$52.9B259.15%
80
HUYAHUYA Inc
2,658,338$51.8B253.68%
81
TSMTaiwan Semiconductor Manufactu
427,324$50.5B247.61%
82
TEAMAtlassian Corp PLC
225,256$47.5B232.57%
83
FATEFate Therapeutics Inc
561,595$46.3B226.84%
84
ExOne Co/The
1,475,897$46.3B226.74%
85
CRWDCrowdstrike Holdings Inc
251,265$45.9B224.65%
86
COUPEURCoupa Software Inc
175,007$44.5B218.18%
87
AVLRUSDAvalara Inc
304,992$40.7B199.36%
88
Syros Pharmaceuticals Inc
5,042,009$37.7B184.76%
89
REGNRegeneron Pharmaceuticals Inc
79,618$37.7B184.54%
90
GOOGAlphabet Inc
17,964$37.2B182.05%
91
DEDeere & Co
99,029$37.1B181.51%
92
KTOSKratos Defense & Security Solu
1,330,906$36.3B177.86%
93
NXPINXP Semiconductors NV
155,605$31.3B153.48%
94
PSNLPersonalis Inc
1,222,678$30.1B147.41%
95
SMARGBPSmartsheet Inc
420,934$26.9B131.81%
96
RBLXROBLOX Corp
414,111$26.8B131.52%
97
VRTXVertex Pharmaceuticals Inc
123,247$26.5B129.75%
98
BNRBurning Rock Biotech Ltd
863,343$23.2B113.85%
99
GHGuardant Health Inc
148,614$22.7B111.14%
100
ISIIonis Pharmaceuticals Inc
498,256$22.4B109.74%
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