Amova Asset Management Americas, Inc.

Est. AUM

$7.07B

13F long equity, this entity only

Positions

186

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	SHOPIFY INC - CLASS A	COM	$410.2M	3458265	5.80%	SOLE
2	TESLA INC	COM	$376.1M	1007964	5.32%	SOLE
3	ROBINHOOD MARKETS INC - A	COM	$362.9M	5240796	5.13%	SOLE
4	ADVANCED MICRO DEVICES	COM	$301.8M	1484939	4.27%	SOLE
5	CIRCLE INTERNET GROUP INC	COM	$278.2M	2914947	3.93%	SOLE
6	COINBASE GLOBAL INC -CLASS A	COM	$277.4M	1589152	3.92%	SOLE
7	PALANTIR TECHNOLOGIES INC-A	COM	$246.9M	1688322	3.49%	SOLE
8	TEMPUS AI INC-CL A	COM	$195.5M	4326313	2.77%	SOLE
9	ROBLOX CORP -CLASS A	COM	$183.2M	3238160	2.59%	SOLE
10	AMAZON.COM INC	COM	$179.1M	859945	2.53%	SOLE
11	ROKU INC	COM	$174.9M	1848889	2.47%	SOLE
12	BLOCK INC	COM	$171.2M	2845917	2.42%	SOLE
13	TERADYNE INC	COM	$164.6M	555597	2.33%	SOLE
14	NVIDIA CORP	COM	$159.9M	917349	2.26%	SOLE
15	BULLISH	COM	$137.1M	3836063	1.94%	SOLE
16	MERCADOLIBRE INC	COM	$132.3M	76540	1.87%	SOLE
17	META PLATFORMS INC-CLASS A	COM	$113.5M	198426	1.61%	SOLE
18	10X GENOMICS INC-CLASS A	COM	$108.3M	5104178	1.53%	SOLE
19	TAIWAN SEMICONDUCTOR-SP ADR	COM	$105.8M	312975	1.50%	SOLE
20	DEERE & CO	COM	$105.4M	187073	1.49%	SOLE
21	TOAST INC-CLASS A	COM	$101.2M	3817961	1.43%	SOLE
22	ALPHABET INC-CL C	COM	$101.2M	352781	1.43%	SOLE
23	BITMINE IMMERSION TECHNOLOGI	COM	$97.0M	4907175	1.37%	SOLE
24	BEAM THERAPEUTICS INC	COM	$91.2M	3825585	1.29%	SOLE
25	ILLUMINA INC	COM	$88.9M	721532	1.26%	SOLE
26	CRISPR THERAPEUTICS AG	COM	$88.2M	1853875	1.25%	SOLE
27	COREWEAVE INC-CL A	COM	$87.0M	1123843	1.23%	SOLE
28	CLOUDFLARE INC - CLASS A	COM	$86.5M	419086	1.22%	SOLE
29	NATERA INC	COM	$84.7M	423424	1.20%	SOLE
30	KRATOS DEFENSE & SECURITY	COM	$80.7M	1144337	1.14%	SOLE
31	TWIST BIOSCIENCE CORP	COM	$71.1M	1496099	1.01%	SOLE
32	SPOTIFY TECHNOLOGY SA	COM	$70.9M	146337	1.00%	SOLE
33	EVERPURE INC-A	COM	$66.7M	1129504	0.94%	SOLE
34	TRIMBLE INC	COM	$65.7M	1007801	0.93%	SOLE
35	CROWDSTRIKE HOLDINGS INC - A	COM	$65.3M	167189	0.92%	SOLE
36	BAIDU INC - SPON ADR	COM	$63.3M	567778	0.89%	SOLE
37	NU HOLDINGS LTD/CAYMAN ISL-A	COM	$63.2M	4395488	0.89%	SOLE
38	ALIBABA GROUP HOLDING-SP ADR	COM	$60.6M	482630	0.86%	SOLE
39	CAMECO CORP	COM	$56.8M	522864	0.80%	SOLE
40	DRAFTKINGS INC-CL A	COM	$50.3M	2330602	0.71%	SOLE
41	SOFI TECHNOLOGIES INC	COM	$49.8M	3136479	0.70%	SOLE
42	GUARDANT HEALTH INC	COM	$44.6M	483557	0.63%	SOLE
43	L3HARRIS TECHNOLOGIES INC	COM	$42.3M	122493	0.60%	SOLE
44	BROADCOM INC	COM	$41.5M	133990	0.59%	SOLE
45	GENEDX HOLDINGS CORP	COM	$41.0M	638800	0.58%	SOLE
46	AEROVIRONMENT INC	COM	$40.5M	221095	0.57%	SOLE
47	ARCHER AVIATION INC-A	COM	$39.6M	7651742	0.56%	SOLE
48	AIRBNB INC-CLASS A	COM	$39.1M	309717	0.55%	SOLE
49	DOORDASH INC - A	COM	$37.9M	252253	0.54%	SOLE
50	SCHRODINGER INC	COM	$36.2M	3190837	0.51%	SOLE

1–50 of 186

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.