Amova Asset Management Americas, Inc. Q2 2018 Filing

Filed July 20, 2018

Portfolio Value

$3.3T

Holdings

152

Report Date

Q2 2018

Filing Type

13F-HR

All Holdings (152 positions)

StockValue
RESRPC Inc
$5.5B
BTOB2Gold Corp
$5.5B
NFLXNetflix Inc
$5.5B
PXDEURPioneer Natural Resources Co
$5.5B
MGAMagna International Inc
$5.4B
Jagged Peak Energy Inc
$5.3B
PKGPackaging Corp of America
$5.2B
CXCemex SAB de CV
$4.8B
LYBLyondellBasell Industries NV
$4.5B
TAT&T Inc
$4.5B
OIIOceaneering International Inc
$4.4B
GISGeneral Mills Inc
$4.4B
FANGDiamondback Energy Inc
$4.4B
COPConocoPhillips
$4.4B
MPCMarathon Petroleum Corp
$4.4B
ETNEaton Corp PLC
$4.4B
CFCF Industries Holdings Inc
$4.4B
LVSLas Vegas Sands Corp
$4.3B
NEMNewmont Mining Corp
$4.2B
SNPUSDChina Petroleum & Chemical Cor
$4.2B
AKXANSYS Inc
$4.0B
RCI/BRogers Communications Inc
$4.0B
CEOCNOOC Ltd
$3.9B
PC6APetroChina Co Ltd
$3.9B
WMBWilliams Cos Inc/The
$3.9B
AMBAAmbarella Inc
$3.8B
MXIMMaxim Integrated Products Inc
$3.7B
OKEONEOK Inc
$3.7B
PXGBXPraxair Inc
$3.7B
PBRPetroleo Brasileiro SA
$3.6B
PSXPhillips 66
$3.6B
UNVREURUnivar Inc
$3.5B
Goldcorp Inc
$3.5B
BCEBCE Inc
$3.4B
BMYBristol-Myers Squibb Co
$3.2B
DRQEURDril-Quip Inc
$3.1B
Rowan Cos Plc
$3.1B
STXSeagate Technology PLC
$3.1B
PEGPublic Service Enterprise Grou
$3.1B
CMCanadian Imperial Bank of Comm
$3.0B
CMICummins Inc
$2.9B
AAAlcoa Corp
$2.9B
PEPPepsiCo Inc
$2.9B
4I1Philip Morris International In
$2.5B
XELXcel Energy Inc
$2.1B
SPOTSpotify Technology SA
$1.9B
Tahoe Resources Inc
$1.9B
ESLTElbit Systems Ltd
$1.7B
NEENextEra Energy Inc
$1.5B
GAPGap Inc/The
$634.0M
PFEPfizer Inc
$601.0M
BBDBanco Bradesco SA
$327.0M
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