Amova Asset Management Americas, Inc. Q1 2023 Filing

Filed May 3, 2023

Portfolio Value

$8.7B

Holdings

202

Report Date

Q1 2023

Filing Type

13F-HR

All Holdings (202 positions)

StockValue
APTVAPTIV PLC
$5.8M
VALEVALE SA-SP ADR
$5.8M
VRTXVERTEX PHARMACEUTICALS INC
$5.6M
RKLBROCKET LAB USA INC
$5.6M
LINLINDE PLC
$5.4M
AURAURORA INNOVATION INC
$5.3M
HEIHEICO CORP
$5.2M
CVXCHEVRON CORP
$5.2M
DPZDOMINO'S PIZZA INC
$5.2M
S9QSPIRIT AEROSYSTEMS HOLD-CL A
$5.1M
BPBP PLC-SPONS ADR
$5.0M
APDAIR PRODUCTS & CHEMICALS INC
$4.7M
INCYINCYTE CORP
$4.6M
STLDSTEEL DYNAMICS INC
$4.4M
CDXSCODEXIS INC
$4.4M
NIUNIU TECHNOLOGIES-SPONS ADR
$4.3M
MASS908 DEVICES INC
$4.3M
BABAALIBABA GROUP HOLDING-SP ADR
$4.1M
RIORIO TINTO PLC-SPON ADR
$4.0M
TDYTELEDYNE TECHNOLOGIES INC
$3.9M
OKTAOKTA INC
$3.9M
CMPSCOMPASS PATHWAYS PLC
$3.8M
TECK/BTECK RESOURCES LTD-CLS B
$3.6M
AGIALAMOS GOLD INC-CLASS A
$3.6M
MRNAMODERNA INC
$3.3M
RXRXRECURSION PHARMACEUTICALS-A
$3.3M
PAGSPAGSEGURO DIGITAL LTD-CL A
$3.2M
CRCCANADIAN NATURAL RESOURCES
$3.1M
NUENUCOR CORP
$3.1M
COPCONOCOPHILLIPS
$3.1M
SCHWSCHWAB (CHARLES) CORP
$3.0M
ABXBARRICK GOLD CORP
$2.9M
ADMARCHER-DANIELS-MIDLAND CO
$2.9M
CTRACOTERRA ENERGY INC
$2.8M
PSNLPERSONALIS INC
$2.8M
AEMAGNICO EAGLE MINES LTD
$2.6M
JDJD.COM INC-ADR
$2.5M
GHGUARDANT HEALTH INC
$2.5M
PFEPFIZER INC
$2.5M
WYWEYERHAEUSER CO
$2.5M
NEMNEWMONT CORP
$2.5M
SUSUNCOR ENERGY INC
$2.4M
PKGPACKAGING CORP OF AMERICA
$2.0M
SLBSCHLUMBERGER LTD
$2.0M
UNVREURUNIVAR SOLUTIONS INC
$2.0M
HALHALLIBURTON CO
$1.9M
BKRBAKER HUGHES CO
$1.9M
QSIQUANTUM-SI INC
$1.9M
SSRMSSR MINING INC
$1.8M
BNRBURNING ROCK BIOTECH LTD-ADR
$1.8M
HESHESS CORP
$1.8M
AU3EURANGLOGOLD ASHANTI-SPON ADR
$1.8M
XYLXYLEM INC
$1.7M
EOGEOG RESOURCES INC
$1.6M
WMBWILLIAMS COS INC
$1.5M
MOSMOSAIC CO/THE
$1.5M
ALBALBEMARLE CORP
$1.5M
LBRTLIBERTY ENERGY INC
$1.5M
UNPUNION PACIFIC CORP
$1.5M
RPTXREPARE THERAPEUTICS INC
$1.5M
IPINTERNATIONAL PAPER CO
$1.5M
CFCF INDUSTRIES HOLDINGS INC
$1.4M
MPCMARATHON PETROLEUM CORP
$1.4M
KMIKINDER MORGAN INC
$1.4M
BUNGE LTD
$1.4M
METAMETA PLATFORMS INC-CLASS A
$1.4M
HUNHUNTSMAN CORP
$1.4M
FTITECHNIPFMC PLC
$1.4M
PXDEURPIONEER NATURAL RESOURCES CO
$1.4M
VLOVALERO ENERGY CORP
$1.3M
SCCOSOUTHERN COPPER CORP
$1.3M
OXYOCCIDENTAL PETROLEUM CORP
$1.3M
APY1EURCHAMPIONX CORP
$1.2M
ECLECOLAB INC
$1.2M
DVNDEVON ENERGY CORP
$1.1M
TSMTAIWAN SEMICONDUCTOR-SP ADR
$1.1M
TPICQTPI COMPOSITES INC
$1.1M
SHLSSHOALS TECHNOLOGIES GROUP -A
$986K
OISOIL STATES INTERNATIONAL INC
$970K
DARDARLING INGREDIENTS INC
$912K
EQTEQT CORP
$906K
TTWOTAKE-TWO INTERACTIVE SOFTWRE
$890K
PSXPHILLIPS 66
$887K
NKENIKE INC -CL B
$883K
OIIOCEANEERING INTL INC
$860K
HPHELMERICH & PAYNE
$858K
IMMRIMMERSION CORPORATION
$821K
MTDRMATADOR RESOURCES CO
$812K
WHDCACTUS INC - A
$771K
QCOMQUALCOMM INC
$741K
0C3ENDEAVOR GROUP HOLD-CLASS A
$710K
BFLYBUTTERFLY NETWORK INC
$659K
SURFUSDSURFACE ONCOLOGY INC
$649K
VUZIVUZIX CORP
$626K
LICYUSDLI-CYCLE HOLDINGS CORP
$444K
BLIUSDPHENOMEX INC
$389K
ADBEADOBE INC
$368K
ADSKAUTODESK INC
$346K
ACTCUSDPROTERRA INC
$248K
BBDBANCO BRADESCO-ADR
$197K
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