Amova Asset Management Americas, Inc. Q4 2025 Filing
Filed February 11, 2026
Portfolio Value
$8.7B
Holdings
191
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (191 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SHOPSHOPIFY INC - CLASS A | 3,293,185 | $529.8M | 6.12% | |
| 2 | HOODROBINHOOD MARKETS INC - A | 4,555,755 | $515.1M | 5.95% | |
| 3 | TSLATESLA INC | 968,469 | $435.4M | 5.03% | |
| 4 | COINCOINBASE GLOBAL INC -CLASS A | 1,721,198 | $389.2M | 4.50% | |
| 5 | PLTRPALANTIR TECHNOLOGIES INC-A | 1,845,578 | $328.1M | 3.79% | |
| 6 | ROKUROKU INC | 2,941,504 | $318.8M | 3.68% | |
| 7 | AMDADVANCED MICRO DEVICES | 1,421,697 | $304.4M | 3.52% | |
| 8 | RBLXROBLOX CORP -CLASS A | 2,768,781 | $224.3M | 2.59% | |
| 9 | TERTERADYNE INC | 1,099,833 | $212.7M | 2.46% | |
| 10 | TEMTEMPUS AI INC | 3,504,823 | $207.0M | 2.39% | |
| 11 | CRCLCIRCLE INTERNET GROUP INC | 2,570,408 | $203.9M | 2.36% | |
| 12 | XYZBLOCK INC | 2,898,409 | $188.7M | 2.18% | |
| 13 | AMZNAMAZON.COM INC | 808,354 | $186.6M | 2.16% | |
| 14 | NVDANVIDIA CORP | 968,192 | $180.6M | 2.09% | |
| 15 | MLB1MERCADOLIBRE INC | 81,473 | $164.1M | 1.90% | |
| 16 | METAMETA PLATFORMS INC-CLASS A | 232,164 | $153.2M | 1.77% | |
| 17 | TOSTTOAST INC-CLASS A | 3,801,347 | $135.0M | 1.56% | |
| 18 | BMNRBITMINE IMMERSION TECHNOLOGI | 4,911,524 | $133.4M | 1.54% | |
| 19 | BEAMBEAM THERAPEUTICS INC | 4,409,300 | $122.2M | 1.41% | |
| 20 | DKNGDRAFTKINGS INC-CL A | 3,538,389 | $121.9M | 1.41% | |
| 21 | ILMNILLUMINA INC | 886,865 | $116.2M | 1.34% | |
| 22 | TSMTAIWAN SEMICONDUCTOR-SP ADR | 357,628 | $108.7M | 1.26% | |
| 23 | NTRANATERA INC | 471,084 | $107.8M | 1.25% | |
| 24 | CRSPCRISPR THERAPEUTICS AG | 1,958,111 | $102.6M | 1.19% | |
| 25 | DEDEERE & CO | 219,991 | $102.4M | 1.18% | |
| 26 | ABNBAIRBNB INC-CLASS A | 751,429 | $102.0M | 1.18% | |
| 27 | GOOGALPHABET INC-CL C | 321,146 | $100.8M | 1.16% | |
| 28 | KTOSKRATOS DEFENSE & SECURITY | 1,281,687 | $97.3M | 1.12% | |
| 29 | BLSHBULLISH | 2,524,820 | $95.5M | 1.10% | |
| 30 | SPOTSPOTIFY TECHNOLOGY SA | 154,336 | $89.6M | 1.04% | |
| 31 | TXG10X GENOMICS INC-CLASS A | 5,486,153 | $89.4M | 1.03% | |
| 32 | NETCLOUDFLARE INC - CLASS A | 452,103 | $89.1M | 1.03% | |
| 33 | BIDUNBAIDU INC - SPON ADR | 667,639 | $87.2M | 1.01% | |
| 34 | SOFISOFI TECHNOLOGIES INC | 3,298,204 | $86.3M | 1.00% | |
| 35 | UUNITY SOFTWARE INC | 1,871,775 | $82.6M | 0.96% | |
| 36 | TRMBTRIMBLE INC | 1,013,933 | $79.4M | 0.92% | |
| 37 | NUNU HOLDINGS LTD/CAYMAN ISL-A | 4,450,395 | $74.5M | 0.86% | |
| 38 | CRWDCROWDSTRIKE HOLDINGS INC - A | 158,658 | $74.4M | 0.86% | |
| 39 | PSTGPURE STORAGE INC - CLASS A | 1,081,806 | $72.5M | 0.84% | |
| 40 | GHGUARDANT HEALTH INC | 640,295 | $65.4M | 0.76% | |
| 41 | PINSPINTEREST INC- CLASS A | 2,475,455 | $64.1M | 0.74% | |
| 42 | CRWVCOREWEAVE INC-CL A | 876,373 | $62.7M | 0.73% | |
| 43 | TWSTTWIST BIOSCIENCE CORP | 1,902,829 | $60.3M | 0.70% | |
| 44 | BABAALIBABA GROUP HOLDING-SP ADR | 409,023 | $59.9M | 0.69% | |
| 45 | ACHRARCHER AVIATION INC-A | 7,914,191 | $59.5M | 0.69% | |
| 46 | DASHDOORDASH INC - A | 236,324 | $53.5M | 0.62% | |
| 47 | VCYTVERACYTE INC | 1,257,898 | $53.0M | 0.61% | |
| 48 | SDGRSCHRODINGER INC | 2,819,670 | $50.4M | 0.58% | |
| 49 | TTDTRADE DESK INC/THE -CLASS A | 1,323,004 | $50.2M | 0.58% | |
| 50 | WGSGENEDX HOLDINGS CORP | 381,725 | $49.6M | 0.57% | |
| 51 | JPXAEROVIRONMENT INC | 199,824 | $48.3M | 0.56% | |
| 52 | BWXTBWX TECHNOLOGIES INC | 252,490 | $43.6M | 0.50% | |
| 53 | LHXL3HARRIS TECHNOLOGIES INC | 123,339 | $36.2M | 0.42% | |
| 54 | 6RJ0ROCKET LAB CORP | 517,560 | $36.1M | 0.42% | |
| 55 | CCOCAMECO CORP | 379,751 | $34.7M | 0.40% | |
| 56 | PDPAGERDUTY INC | 2,422,159 | $31.7M | 0.37% | |
| 57 | GLBEGLOBAL-E ONLINE LTD | 806,820 | $31.7M | 0.37% | |
| 58 | ADPTADAPTIVE BIOTECHNOLOGIES | 1,947,963 | $31.6M | 0.37% | |
| 59 | FUTUFUTU HOLDINGS LTD-ADR | 188,707 | $31.0M | 0.36% | |
| 60 | PYPLPAYPAL HOLDINGS INC | 515,983 | $30.1M | 0.35% | |
| 61 | INTUINTUIT INC | 44,136 | $29.2M | 0.34% | |
| 62 | PONYPONY AI INC | 1,974,499 | $28.6M | 0.33% | |
| 63 | ZZILLOW GROUP INC - C | 415,217 | $28.3M | 0.33% | |
| 64 | CDNACAREDX INC | 1,446,616 | $27.3M | 0.31% | |
| 65 | GENIGENIUS SPORTS LTD | 2,360,129 | $26.0M | 0.30% | |
| 66 | RBRKRUBRIK INC-A | 332,930 | $25.5M | 0.29% | |
| 67 | RXRXRECURSION PHARMACEUTICALS-A | 6,221,025 | $25.4M | 0.29% | |
| 68 | SESEA LTD-ADR | 196,187 | $25.0M | 0.29% | |
| 69 | NXDRNEXTDOOR HOLDINGS INC | 11,899,919 | $24.9M | 0.29% | |
| 70 | AURAURORA INNOVATION INC | 6,439,145 | $24.7M | 0.29% | |
| 71 | NRIXNURIX THERAPEUTICS INC | 1,290,554 | $24.5M | 0.28% | |
| 72 | JOBYJOBY AVIATION INC | 1,808,251 | $23.9M | 0.28% | |
| 73 | KSPIJSC KASPI.KZ ADR | 295,469 | $23.1M | 0.27% | |
| 74 | KLARKLARNA GROUP PLC | 759,624 | $21.9M | 0.25% | |
| 75 | NTLAINTELLIA THERAPEUTICS INC | 2,192,461 | $19.7M | 0.23% | |
| 76 | CTVACORTEVA INC | 292,390 | $19.6M | 0.23% | |
| 77 | IRDMIRIDIUM COMMUNICATIONS INC | 1,117,952 | $19.4M | 0.22% | |
| 78 | GTLBGITLAB INC-CL A | 510,360 | $19.2M | 0.22% | |
| 79 | ETORETORO GROUP LTD-A | 479,481 | $16.8M | 0.19% | |
| 80 | DDOGDATADOG INC - CLASS A | 122,466 | $16.7M | 0.19% | |
| 81 | ICEINTERCONTINENTAL EXCHANGE IN | 90,447 | $14.7M | 0.17% | |
| 82 | PACBPACIFIC BIOSCIENCES OF CALIF | 7,808,580 | $14.6M | 0.17% | |
| 83 | CRMSALESFORCE INC | 52,104 | $13.8M | 0.16% | |
| 84 | NFLXNETFLIX INC | 133,180 | $12.5M | 0.14% | |
| 85 | REGNREGENERON PHARMACEUTICALS | 16,171 | $12.5M | 0.14% | |
| 86 | ARCTARCTURUS THERAPEUTICS HOLDIN | 2,026,588 | $12.4M | 0.14% | |
| 87 | PRMEPRIME MEDICINE INC | 3,245,506 | $11.2M | 0.13% | |
| 88 | SNPSSYNOPSYS INC | 23,737 | $11.1M | 0.13% | |
| 89 | ESLTELBIT SYSTEMS LTD | 18,418 | $10.6M | 0.12% | |
| 90 | GRMNGARMIN LTD | 51,774 | $10.5M | 0.12% | |
| 91 | CERSCERUS CORP | 4,709,959 | $9.7M | 0.11% | |
| 92 | EXASEXACT SCIENCES CORP | 87,207 | $8.9M | 0.10% | |
| 93 | KDKKODIAK AI INC | 789,471 | $8.6M | 0.10% | |
| 94 | LUNRINTUITIVE MACHINES INC | 526,378 | $8.5M | 0.10% | |
| 95 | SRTASTRATA CRITICAL MEDICAL INC | 1,677,548 | $8.1M | 0.09% | |
| 96 | IBTAIBOTTA INC-CL A | 341,265 | $7.7M | 0.09% | |
| 97 | ISIIONIS PHARMACEUTICALS INC | 93,571 | $7.4M | 0.09% | |
| 98 | FIGFIGMA INC-CL A | 197,987 | $7.4M | 0.09% | |
| 99 | NEMNEWMONT CORP | 64,095 | $6.4M | 0.07% | |
| 100 | WRDWERIDE INC-ADR | 700,340 | $6.1M | 0.07% |
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