Amova Asset Management Americas, Inc. Q2 2018 Filing

Filed July 20, 2018

Portfolio Value

$3.3B

Holdings

152

Report Date

Q2 2018

Filing Type

13F-HR

All Holdings (152 positions)

StockValue
XYZSquare Inc
$229.0M
AMZNAmazon.com Inc
$192.2M
BIDUNBaidu Inc
$123.9M
AAPLApple Inc
$115.5M
BABAAlibaba Group Holding Ltd
$91.0M
PYPLPayPal Holdings Inc
$89.9M
NVDANVIDIA Corp
$83.1M
JDJD.com Inc
$81.7M
T77LendingTree Inc
$81.5M
athenahealth Inc
$81.2M
LendingClub Corp
$71.2M
MLB1MercadoLibre Inc
$70.6M
GWREGuidewire Software Inc
$67.2M
IBKRInteractive Brokers Group Inc
$65.6M
SPLKCHFSplunk Inc
$57.8M
SHOPShopify Inc
$57.6M
CRMsalesforce.com Inc
$56.8M
TSMTaiwan Semiconductor Manufactu
$54.8M
INTUIntuit Inc
$54.4M
TRUTransUnion
$49.0M
BHP Billiton PLC
$44.8M
NDAQNasdaq Inc
$41.8M
XOMExxon Mobil Corp
$41.2M
RDFNRedfin Corp
$40.8M
SBUXStarbucks Corp
$39.4M
Medidata Solutions Inc
$38.5M
TSLATesla Inc
$37.6M
RIORio Tinto PLC
$34.1M
METAFacebook Inc
$33.8M
SCHWCharles Schwab Corp/The
$33.8M
NTRNutrien Ltd
$32.3M
WDAYWorkday Inc
$32.3M
RHT1EURRed Hat Inc
$31.7M
VVisa Inc
$30.8M
VRSKVerisk Analytics Inc
$28.5M
HDBHDFC Bank Ltd
$28.5M
FISVFiserv Inc
$27.1M
Hortonworks Inc
$26.5M
SLBSchlumberger Ltd
$26.3M
MSCIMSCI Inc
$26.3M
RDS/ARoyal Dutch Shell PLC
$26.0M
ICEIntercontinental Exchange Inc
$25.1M
GOOGAlphabet Inc
$25.0M
TTENTOTAL SA
$24.3M
DPZDomino's Pizza Inc
$24.2M
APTVAptiv PLC
$24.1M
HALHalliburton Co
$20.7M
CVXChevron Corp
$19.4M
BPBP PLC
$19.4M
FCXFreeport-McMoRan Inc
$18.1M
IPInternational Paper Co
$17.3M
JPXAerovironment Inc
$16.5M
BACVerizon Communications Inc
$16.3M
APCAnadarko Petroleum Corp
$15.3M
PGProcter & Gamble Co/The
$15.2M
DowDuPont Inc
$14.4M
WYWeyerhaeuser Co
$14.2M
ADMArcher-Daniels-Midland Co
$13.2M
TRMBTrimble Inc
$12.8M
NUENucor Corp
$12.8M
DEDeere & Co
$12.7M
SUSuncor Energy Inc
$12.7M
ABXBarrick Gold Corp
$12.0M
STLDSteel Dynamics Inc
$12.0M
CSCOCisco Systems Inc
$11.7M
OXYOccidental Petroleum Corp
$11.2M
GMGeneral Motors Co
$11.2M
FTITechnipFMC PLC
$10.9M
KOCoca-Cola Co/The
$10.7M
XLNXEURXilinx Inc
$10.5M
IBMInternational Business Machine
$10.1M
NBL2EURNoble Energy Inc
$9.8M
ALBAlbemarle Corp
$9.7M
TERTeradyne Inc
$9.1M
MOSMosaic Co/The
$8.8M
MOAltria Group Inc
$8.5M
CTRACabot Oil & Gas Corp
$8.5M
EQTEQT Corp
$8.4M
CXOEURConcho Resources Inc
$8.2M
Bunge Ltd
$8.2M
BKRBaker Hughes a GE Co
$8.0M
CRCCanadian Natural Resources Ltd
$7.7M
TECK/BTeck Resources Ltd
$7.4M
VLOValero Energy Corp
$7.3M
AU3EURAngloGold Ashanti Ltd
$7.0M
ABBVAbbVie Inc
$6.9M
Superior Energy Services Inc
$6.7M
OISOil States International Inc
$6.6M
PTENPatterson-UTI Energy Inc
$6.5M
LMTLockheed Martin Corp
$6.2M
PCARPACCAR Inc
$6.1M
TTMCHFTata Motors Ltd
$6.1M
AGIAlamos Gold Inc
$6.1M
SCCOSouthern Copper Corp
$6.0M
BNSBank of Nova Scotia/The
$5.9M
CVSCVS Health Corp
$5.8M
EOGEOG Resources Inc
$5.7M
HESHess Corp
$5.6M
TWTRUSDTwitter Inc
$5.6M
AEMAgnico Eagle Mines Ltd
$5.6M
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