Amova Asset Management Americas, Inc. Q2 2025 Filing

Filed August 11, 2025

Portfolio Value

$10.0B

Holdings

190

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (190 positions)

StockValue
COINCOINBASE GLOBAL INC -CLASS A
$734.7M
HOODROBINHOOD MARKETS INC - A
$726.6M
SHOPSHOPIFY INC - CLASS A
$578.0M
RBLXROBLOX CORP -CLASS A
$513.0M
PLTRPALANTIR TECHNOLOGIES INC-A
$479.9M
TSLATESLA INC
$476.4M
ROKUROKU INC
$390.5M
MLB1MERCADOLIBRE INC
$265.5M
AMDADVANCED MICRO DEVICES
$262.0M
XYZBLOCK INC
$256.2M
TEMTEMPUS AI INC
$245.7M
AMZNAMAZON.COM INC
$225.2M
METAMETA PLATFORMS INC-CLASS A
$214.0M
TOSTTOAST INC-CLASS A
$206.3M
DKNGDRAFTKINGS INC-CL A
$181.0M
SPOTSPOTIFY TECHNOLOGY SA
$175.0M
NVDANVIDIA CORP
$164.8M
TERTERADYNE INC
$151.9M
PINSPINTEREST INC- CLASS A
$147.5M
IRDMIRIDIUM COMMUNICATIONS INC
$130.0M
NETCLOUDFLARE INC - CLASS A
$122.2M
NTRANATERA INC
$121.4M
CRSPCRISPR THERAPEUTICS AG
$117.4M
CRWDCROWDSTRIKE HOLDINGS INC - A
$110.0M
GHGUARDANT HEALTH INC
$105.6M
TSMTAIWAN SEMICONDUCTOR-SP ADR
$99.4M
TRMBTRIMBLE INC
$98.9M
ABNBAIRBNB INC-CLASS A
$98.5M
KTOSKRATOS DEFENSE & SECURITY
$96.6M
GTLBGITLAB INC-CL A
$92.0M
TWSTTWIST BIOSCIENCE CORP
$84.5M
ILMNILLUMINA INC
$82.8M
DEDEERE & CO
$81.8M
BEAMBEAM THERAPEUTICS INC
$80.4M
ACHRARCHER AVIATION INC-A
$75.5M
CRCLCIRCLE INTERNET GROUP INC
$72.5M
PSTGPURE STORAGE INC - CLASS A
$72.1M
TXG10X GENOMICS INC-CLASS A
$69.5M
TTDTRADE DESK INC/THE -CLASS A
$66.7M
UUNITY SOFTWARE INC
$63.6M
SOFISOFI TECHNOLOGIES INC
$61.9M
JPXAEROVIRONMENT INC
$59.5M
INTUINTUIT INC
$56.6M
NUNU HOLDINGS LTD/CAYMAN ISL-A
$54.7M
SDGRSCHRODINGER INC
$52.1M
ADPTADAPTIVE BIOTECHNOLOGIES
$50.0M
PYPLPAYPAL HOLDINGS INC
$46.1M
GENIGENIUS SPORTS LTD
$44.8M
VCYTVERACYTE INC
$44.5M
PDPAGERDUTY INC
$44.1M
RXRXRECURSION PHARMACEUTICALS-A
$41.2M
IBTAIBOTTA INC-CL A
$40.5M
BWXTBWX TECHNOLOGIES INC
$40.2M
DASHDOORDASH INC - A
$39.6M
CCOCAMECO CORP
$38.9M
SESEA LTD-ADR
$35.7M
CRWVCOREWEAVE INC-CL A
$33.6M
6RJ0ROCKET LAB CORP
$33.1M
GLBEGLOBAL-E ONLINE LTD
$32.9M
AURAURORA INNOVATION INC
$32.3M
RBRKRUBRIK INC-A
$31.7M
RDDTREDDIT INC-CL A
$31.0M
FUTUFUTU HOLDINGS LTD-ADR
$30.0M
CTVACORTEVA INC
$28.1M
ETORETORO GROUP LTD-A
$27.9M
JOBYJOBY AVIATION INC
$26.5M
CRMSALESFORCE INC
$25.7M
KSPIJSC KASPI.KZ ADR
$25.3M
NTLAINTELLIA THERAPEUTICS INC
$25.0M
CDNACAREDX INC
$24.1M
ARCTARCTURUS THERAPEUTICS HOLDIN
$23.8M
DDOGDATADOG INC - CLASS A
$22.6M
LHXL3HARRIS TECHNOLOGIES INC
$21.1M
GOOGALPHABET INC-CL C
$19.7M
ICEINTERCONTINENTAL EXCHANGE IN
$19.4M
SNAPSNAP INC - A
$18.3M
NXDRNEXTDOOR HOLDINGS INC
$18.0M
NRIXNURIX THERAPEUTICS INC
$15.8M
ZZILLOW GROUP INC - C
$14.9M
AAPLAPPLE INC
$14.7M
BIDUNBAIDU INC - SPON ADR
$14.4M
PATHUIPATH INC - CLASS A
$14.2M
DISWALT DISNEY CO/THE
$14.1M
REGNREGENERON PHARMACEUTICALS
$12.2M
SRTABLADE AIR MOBILITY INC
$12.1M
BILLBILL HOLDINGS INC
$11.7M
PACBPACIFIC BIOSCIENCES OF CALIF
$11.3M
QSIQUANTUM-SI INC
$11.0M
ESLTELBIT SYSTEMS LTD
$9.7M
EXASEXACT SCIENCES CORP
$8.9M
GRMNGARMIN LTD
$8.7M
CERSCERUS CORP
$8.5M
SNPSSYNOPSYS INC
$8.1M
FLBSTANDARD BIOTOOLS INC
$7.3M
NFLXNETFLIX INC
$6.9M
NXPINXP SEMICONDUCTORS NV
$6.8M
NTRNUTRIEN LTD
$5.7M
XOMEXXON MOBIL CORP
$5.6M
TDYTELEDYNE TECHNOLOGIES INC
$5.5M
ISIIONIS PHARMACEUTICALS INC
$5.5M
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