Amova Asset Management Americas, Inc. Q1 2025 Filing

Filed May 7, 2025

Portfolio Value

$7.8B

Holdings

188

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (188 positions)

StockValue
SHOPSHOPIFY INC - CLASS A
$475.8M
HOODROBINHOOD MARKETS INC - A
$471.3M
PLTRPALANTIR TECHNOLOGIES INC-A
$419.6M
COINCOINBASE GLOBAL INC -CLASS A
$405.2M
TSLATESLA INC
$401.2M
RBLXROBLOX CORP -CLASS A
$358.0M
ROKUROKU INC
$317.9M
XYZBLOCK INC
$236.9M
TEMTEMPUS AI INC
$205.4M
AMZNAMAZON.COM INC
$183.2M
TOSTTOAST INC-CLASS A
$165.9M
DKNGDRAFTKINGS INC-CL A
$151.7M
TERTERADYNE INC
$147.4M
PINSPINTEREST INC- CLASS A
$138.3M
AMDADVANCED MICRO DEVICES
$129.3M
IRDMIRIDIUM COMMUNICATIONS INC
$106.2M
NVDANVIDIA CORP
$100.4M
NTRANATERA INC
$98.5M
TWSTTWIST BIOSCIENCE CORP
$94.8M
TRMBTRIMBLE INC
$90.9M
CRSPCRISPR THERAPEUTICS AG
$86.3M
BEAMBEAM THERAPEUTICS INC
$83.3M
CRWDCROWDSTRIKE HOLDINGS INC - A
$83.1M
NETCLOUDFLARE INC - CLASS A
$82.2M
PATHUIPATH INC - CLASS A
$79.5M
DEDEERE & CO
$78.0M
VCYTVERACYTE INC
$67.0M
GTLBGITLAB INC-CL A
$65.5M
PSTGPURE STORAGE INC - CLASS A
$59.4M
GHGUARDANT HEALTH INC
$57.8M
GENIGENIUS SPORTS LTD
$57.1M
PDPAGERDUTY INC
$56.8M
UUNITY SOFTWARE INC
$56.0M
ACHRARCHER AVIATION INC-A
$54.1M
ILMNILLUMINA INC
$53.4M
KTOSKRATOS DEFENSE & SECURITY
$52.8M
TTDTRADE DESK INC/THE -CLASS A
$52.1M
SDGRSCHRODINGER INC
$47.7M
TXG10X GENOMICS INC-CLASS A
$46.8M
ADPTADAPTIVE BIOTECHNOLOGIES
$45.2M
IBTAIBOTTA INC-CL A
$44.5M
RXRXRECURSION PHARMACEUTICALS-A
$44.4M
PYPLPAYPAL HOLDINGS INC
$43.9M
NUNU HOLDINGS LTD/CAYMAN ISL-A
$43.4M
GLBEGLOBAL-E ONLINE LTD
$37.9M
TSMTAIWAN SEMICONDUCTOR-SP ADR
$33.1M
RDDTREDDIT INC-CL A
$31.5M
RBRKRUBRIK INC-A
$31.5M
BWXTBWX TECHNOLOGIES INC
$31.3M
SESEA LTD-ADR
$30.9M
SOFISOFI TECHNOLOGIES INC
$30.5M
KSPIJSC KASPI.KZ ADR
$29.1M
CRMSALESFORCE INC
$27.9M
AURAURORA INNOVATION INC
$26.9M
CTVACORTEVA INC
$25.0M
CDNACAREDX INC
$24.4M
JPXAEROVIRONMENT INC
$23.4M
CCOCAMECO CORP
$23.0M
FUTUFUTU HOLDINGS LTD-ADR
$21.1M
ARCTARCTURUS THERAPEUTICS HOLDIN
$20.4M
NTLAINTELLIA THERAPEUTICS INC
$20.0M
AAPLAPPLE INC
$19.9M
ICEINTERCONTINENTAL EXCHANGE IN
$19.1M
DDOGDATADOG INC - CLASS A
$18.5M
GOOGALPHABET INC-CL C
$17.7M
RKLBROCKET LAB USA INC
$16.8M
JOBYJOBY AVIATION INC
$15.4M
ZZILLOW GROUP INC - C
$15.4M
MSFTMICROSOFT CORP
$14.6M
LHXL3HARRIS TECHNOLOGIES INC
$14.4M
ABNBAIRBNB INC-CLASS A
$14.3M
BIDUNBAIDU INC - SPON ADR
$13.8M
AVDXAVIDXCHANGE HOLDINGS INC
$13.2M
NXDRNEXTDOOR HOLDINGS INC
$13.0M
DISWALT DISNEY CO/THE
$12.3M
BILLBILL HOLDINGS INC
$12.2M
PACBPACIFIC BIOSCIENCES OF CALIF
$11.2M
ESLTELBIT SYSTEMS LTD
$9.5M
SNAPSNAP INC - A
$9.5M
GRMNGARMIN LTD
$9.2M
NRIXNURIX THERAPEUTICS INC
$9.0M
CERSCERUS CORP
$8.5M
SRTABLADE AIR MOBILITY INC
$8.2M
EXASEXACT SCIENCES CORP
$7.5M
QSIQUANTUM-SI INC
$6.9M
SNPSSYNOPSYS INC
$6.9M
FLBSTANDARD BIOTOOLS INC
$6.7M
NXPINXP SEMICONDUCTORS NV
$6.0M
SHELSHELL PLC-ADR
$6.0M
PRMEPRIME MEDICINE INC
$5.8M
LMTLOCKHEED MARTIN CORP
$5.4M
XOMEXXON MOBIL CORP
$5.2M
BHPBHP GROUP LTD-SPON ADR
$4.4M
HEIHEICO CORP
$4.3M
ISIIONIS PHARMACEUTICALS INC
$4.3M
TDYTELEDYNE TECHNOLOGIES INC
$4.2M
NTRNUTRIEN LTD
$4.2M
TTENTOTALENERGIES SE -SPON ADR
$3.9M
DPZDOMINO'S PIZZA INC
$3.9M
FCXFREEPORT-MCMORAN INC
$3.8M
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