Amova Asset Management Americas, Inc. Q2 2019 Filing

Filed July 29, 2019

Portfolio Value

$5.1B

Holdings

168

Report Date

Q2 2019

Filing Type

13F-HR

All Holdings (168 positions)

StockValue
XYZSquare Inc
$365.2M
AAPLApple Inc
$210.0M
NVDANVIDIA Corp
$202.4M
AMZNAmazon.com Inc
$171.6M
ZZillow Group Inc
$166.1M
ILMNIllumina Inc
$153.3M
TSLATesla Inc
$146.7M
T77LendingTree Inc
$140.7M
BABAAlibaba Group Holding Ltd
$131.0M
NVTA1EURInvitae Corp
$125.3M
PYPLPayPal Holdings Inc
$125.1M
TWTRUSDTwitter Inc
$110.6M
SPLKCHFSplunk Inc
$108.7M
CRMsalesforce.com Inc
$101.3M
BIDUNBaidu Inc
$99.4M
CRSPCRISPR Therapeutics AG
$88.1M
SSYSStratasys Ltd
$86.6M
NTLAIntellia Therapeutics Inc
$84.5M
LendingClub Corp
$84.3M
INTUIntuit Inc
$78.9M
EDITEditas Medicine Inc
$77.0M
NSTGEURNanoString Technologies Inc
$75.5M
PDDPinduoduo Inc
$68.8M
METAFacebook Inc
$66.3M
TSMTaiwan Semiconductor Manufactu
$61.7M
VRSKVerisk Analytics Inc
$61.5M
VCYTVeracyte Inc
$61.2M
MLB1MercadoLibre Inc
$60.6M
GWREGuidewire Software Inc
$60.4M
IBKRInteractive Brokers Group Inc
$55.1M
SHOPShopify Inc
$52.4M
ICEIntercontinental Exchange Inc
$49.6M
TDOCTeladoc Health Inc
$47.9M
NDAQNasdaq Inc
$47.2M
EBEventbrite Inc
$42.7M
XLNXEURXilinx Inc
$39.0M
REGNRegeneron Pharmaceuticals Inc
$38.7M
HDBHDFC Bank Ltd
$37.7M
TERTeradyne Inc
$36.9M
BMYBristol-Myers Squibb Co
$36.5M
TRUTransUnion
$36.3M
TWLOTwilio Inc
$35.4M
SPOTSpotify Technology SA
$32.5M
SCHWCharles Schwab Corp/The
$32.1M
IOVAIovance Biotherapeutics Inc
$31.0M
BHP Group PLC
$28.6M
CERSCerus Corp
$28.4M
Syros Pharmaceuticals Inc
$27.7M
APTVAptiv PLC
$27.4M
TRMBTrimble Inc
$25.9M
JPXAerovironment Inc
$25.9M
RIORio Tinto PLC
$24.1M
MTLSMaterialise NV
$22.5M
NTRNutrien Ltd
$20.8M
Intrexon Corp
$20.7M
DEDeere & Co
$20.3M
NFLXNetflix Inc
$20.2M
ISIIonis Pharmaceuticals Inc
$19.8M
RUBYUSDRubius Therapeutics Inc
$19.7M
VRTXVertex Pharmaceuticals Inc
$19.4M
TMOThermo Fisher Scientific Inc
$19.3M
CLLSCellectis SA
$19.1M
PRLBProto Labs Inc
$19.1M
2U Inc
$18.4M
GHGuardant Health Inc
$18.2M
XOMExxon Mobil Corp
$18.2M
RDS/ARoyal Dutch Shell PLC
$17.0M
Bluebird Bio Inc
$17.0M
SLBSchlumberger Ltd
$16.8M
MCRB1EURSeres Therapeutics Inc
$15.6M
TTENTOTAL SA
$15.6M
CVXChevron Corp
$15.0M
GOOGAlphabet Inc
$14.5M
CDXSCodexis Inc
$14.4M
INOInovio Pharmaceuticals Inc
$14.4M
JDJD.com Inc
$13.8M
PKNPerkinElmer Inc
$13.4M
INCYIncyte Corp
$13.4M
SRPTSarepta Therapeutics Inc
$13.3M
BPBP PLC
$12.3M
NXPINXP Semiconductors NV
$11.6M
NTNXNutanix Inc
$11.6M
GMGeneral Motors Co
$10.5M
China Biologic Products Holdin
$10.4M
HALHalliburton Co
$10.3M
FATEFate Therapeutics Inc
$10.3M
AKXANSYS Inc
$10.2M
IPInternational Paper Co
$10.0M
Cellular Biomedicine Group Inc
$8.8M
FCXFreeport-McMoRan Inc
$8.4M
SUSuncor Energy Inc
$8.4M
CXOEURConcho Resources Inc
$8.0M
KTOSKratos Defense & Security Solu
$7.6M
FANGDiamondback Energy Inc
$7.6M
ABXBarrick Gold Corp
$7.6M
TECK/BTeck Resources Ltd
$7.5M
CATCaterpillar Inc
$7.4M
NUENucor Corp
$7.4M
AEMAgnico Eagle Mines Ltd
$7.4M
BKRBaker Hughes a GE Co
$7.3M
Page 1 of 2Next