Amova Asset Management Americas, Inc. Q2 2017 Filing

Filed August 4, 2017

Portfolio Value

$1.7B

Holdings

315

Report Date

Q2 2017

Filing Type

13F-HR

All Holdings (315 positions)

StockValue
BBL US
$62.0M
Monsanto Co
$53.3M
RIORIO US
$47.5M
XOMExxon Mobil Corp
$39.8M
RDS/ARDS/A US
$38.7M
TTENTOT US
$37.8M
SLBSchlumberger Ltd
$34.8M
IPInternational Paper Co
$33.3M
HALHalliburton Co
$30.7M
AMZNAmazon.com Inc
$28.2M
BPBP US
$28.1M
XYZSquare Inc
$27.0M
ABXBarrick Gold Corp
$25.9M
Dow Chemical Co/The
$25.2M
WYWY US
$25.2M
BABABABA US
$24.1M
CVXChevron Corp
$23.9M
T77LendingTree Inc
$23.1M
BKRGeneral Electric Co
$22.8M
PYPLPayPal Holdings Inc
$22.3M
FCXFreeport-McMoRan Inc
$22.1M
SUSuncor Energy Inc
$21.4M
NUENucor Corp
$20.9M
AAPLApple Inc
$20.4M
APCAnadarko Petroleum Corp
$20.4M
Agrium Inc
$18.4M
athenahealth Inc
$18.4M
OXYOccidental Petroleum Corp
$17.4M
POT1EURPotash Corp of Saskatchewan I
$17.4M
ADMArcher-Daniels-Midland Co
$17.1M
NBL2EURNoble Energy Inc
$17.1M
STLDSteel Dynamics Inc
$16.6M
LendingClub Corp
$16.0M
NVDANVIDIA Corp
$15.0M
AU3EURAU US
$14.7M
CTRACabot Oil & Gas Corp
$14.6M
CRCCanadian Natural Resources Lt
$14.0M
PGProcter & Gamble Co/The
$14.0M
Superior Energy Services Inc
$13.1M
GWREGuidewire Software Inc
$13.0M
HDBHDB US
$12.8M
MOSMosaic Co/The
$12.7M
FISVFiserv Inc
$12.6M
CFCF Industries Holdings Inc
$12.4M
IBMInternational Business Machin
$12.3M
EQTEQT Corp
$12.0M
TechnipFMC PLC
$11.9M
HESHess Corp
$11.8M
PFEPfizer Inc
$11.8M
PXDEURPioneer Natural Resources Co
$11.3M
METAFacebook Inc
$11.3M
Goldcorp Inc
$11.1M
MLB1MercadoLibre Inc
$11.0M
SCHWCharles Schwab Corp/The
$10.9M
BTOB2Gold Corp
$10.7M
OISOil States International Inc
$10.5M
EOGEOG Resources Inc
$10.3M
SBUXStarbucks Corp
$10.0M
CRMsalesforce.com Inc
$9.9M
SRC Energy Inc
$9.6M
INTUIntuit Inc
$9.6M
Tahoe Resources Inc
$9.2M
NDAQNasdaq Inc
$9.1M
Hortonworks Inc
$8.7M
SCCOGrupo Mexico SAB de CV
$8.6M
JDJD US
$8.5M
TRUTransUnion
$8.5M
INTCIntel Corp
$8.3M
SPLKCHFSplunk Inc
$8.1M
RHT1EURRed Hat Inc
$8.0M
SMSM Energy Co
$7.9M
MOAltria Group Inc
$7.9M
MRKMerck & Co Inc
$7.8M
GOOGAlphabet Inc
$7.5M
QCOMQUALCOMM Inc
$7.4M
VVisa Inc
$7.3M
MTDRMatador Resources Co
$7.2M
COPConocoPhillips
$7.2M
CXOEURConcho Resources Inc
$7.2M
OIIOceaneering International Inc
$7.1M
WDAYWorkday Inc
$7.1M
CMECME Group Inc
$7.0M
CBOECBOE Holdings Inc
$6.9M
VLOValero Energy Corp
$6.7M
SNPUSDSNP US
$6.5M
VRSKVerisk Analytics Inc
$6.5M
NEMNewmont Mining Corp
$6.5M
HFCUSDHollyFrontier Corp
$6.5M
ABBVAbbVie Inc
$6.5M
PBRPBR US
$6.0M
EFXEquifax Inc
$5.9M
MLMMartin Marietta Materials Inc
$5.8M
Weatherford International PLC
$5.8M
CEOCEO US
$5.7M
PC6APTR US
$5.7M
EGOEldorado Gold Corp
$5.6M
BIDUNBIDU US
$5.4M
DRQEURDril-Quip Inc
$5.3M
MSFTMicrosoft Corp
$5.2M
MSCIMSCI Inc
$5.2M
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