Amova Asset Management Americas, Inc. Q4 2017 Filing

Filed February 14, 2018

Portfolio Value

$3.8B

Holdings

260

Report Date

Q4 2017

Filing Type

13F-HR

All Holdings (260 positions)

StockValue
XYZSquare Inc
$148.9M
T77LendingTree Inc
$122.7M
athenahealth Inc
$107.7M
PYPLPayPal Holdings Inc
$96.8M
RIORio Tinto PLC
$95.6M
AMZNAmazon.com Inc
$88.9M
Monsanto Co
$88.1M
LendingClub Corp
$87.6M
MLB1MercadoLibre Inc
$78.9M
BABAAlibaba Group Holding Ltd
$72.6M
RDS/ARoyal Dutch Shell PLC
$72.1M
NVDANVIDIA Corp
$70.0M
TTENTOTAL SA
$69.4M
JDJD.com Inc
$68.3M
INTUIntuit Inc
$68.2M
HALHalliburton Co
$66.3M
SLBSchlumberger Ltd
$64.2M
GWREGuidewire Software Inc
$60.1M
NDAQNasdaq Inc
$59.5M
BHP Billiton PLC
$58.1M
IPInternational Paper Co
$57.6M
AAPLApple Inc
$56.5M
Hortonworks Inc
$50.5M
IBMInternational Business Machine
$50.4M
CRMsalesforce.com Inc
$50.2M
BIDUNBaidu Inc
$49.6M
FCXFreeport-McMoRan Inc
$49.5M
TRUTransUnion
$48.6M
SPLKCHFSplunk Inc
$47.7M
SBUXStarbucks Corp
$46.3M
HDBHDFC Bank Ltd
$44.4M
WYWeyerhaeuser Co
$42.7M
XOMExxon Mobil Corp
$38.8M
PGProcter & Gamble Co/The
$37.4M
CMECME Group Inc
$37.2M
NUENucor Corp
$36.7M
POT1EURPotash Corp of Saskatchewan In
$36.2M
OXYOccidental Petroleum Corp
$36.2M
SUSuncor Energy Inc
$36.0M
VVisa Inc
$34.7M
RHT1EURRed Hat Inc
$34.4M
WDAYWorkday Inc
$33.1M
INTCIntel Corp
$32.5M
RDFNRedfin Corp
$30.3M
STLDSteel Dynamics Inc
$30.2M
MSCIMSCI Inc
$28.3M
CBOECboe Global Markets Inc
$27.7M
BPBP PLC
$26.8M
NBL2EURNoble Energy Inc
$26.5M
OISOil States International Inc
$26.1M
SCHWCharles Schwab Corp/The
$25.9M
CVXChevron Corp
$25.4M
FTITechnipFMC PLC
$25.4M
PXDEURPioneer Natural Resources Co
$25.2M
Agrium Inc
$25.0M
METAFacebook Inc
$24.6M
Superior Energy Services Inc
$24.3M
GOOGAlphabet Inc
$23.9M
HESHess Corp
$22.7M
MOSMosaic Co/The
$22.2M
APCAnadarko Petroleum Corp
$21.9M
DowDuPont Inc
$21.6M
MCDMcDonald's Corp
$21.0M
PSXPhillips 66
$20.3M
TAT&T Inc
$18.6M
SCCOSouthern Copper Corp
$18.5M
SHOPShopify Inc
$18.4M
TECK/BTeck Resources Ltd
$18.3M
FISVFiserv Inc
$18.3M
ABXBarrick Gold Corp
$18.3M
Goldcorp Inc
$16.7M
PTENPatterson-UTI Energy Inc
$15.3M
ADMArcher-Daniels-Midland Co
$14.7M
4I1Philip Morris International In
$13.0M
PBRPetroleo Brasileiro SA
$12.8M
NEMNewmont Mining Corp
$12.7M
OIIOceaneering International Inc
$12.6M
VLOValero Energy Corp
$12.2M
MOAltria Group Inc
$12.2M
AU3EURAngloGold Ashanti Ltd
$12.0M
PFEPfizer Inc
$12.0M
QCOMQUALCOMM Inc
$10.7M
SNPUSDChina Petroleum & Chemical Cor
$10.7M
PC6APetroChina Co Ltd
$10.5M
RESRPC Inc
$10.4M
WFRDWeatherford International PLC
$10.3M
TRPTransCanada Corp
$10.0M
DPZDomino's Pizza Inc
$10.0M
EQTEQT Corp
$10.0M
MPCMarathon Petroleum Corp
$9.8M
BKRBaker Hughes a GE Co
$9.7M
VRSKVerisk Analytics Inc
$9.3M
KMBKimberly-Clark Corp
$9.2M
BTOB2Gold Corp
$9.2M
Tahoe Resources Inc
$9.2M
CRCCanadian Natural Resources Ltd
$9.1M
EOGEOG Resources Inc
$8.9M
IBKRInteractive Brokers Group Inc
$8.7M
KMIKinder Morgan Inc/DE
$8.4M
RCI/BRogers Communications Inc
$8.4M
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