Holders — by stockHoldings — by fund
Amova Asset Management Americas, Inc.
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1480751
$7.75B
disclosed book value
276
positions
6.3%
largest position share
Positions, as of 2026-06-30
top 100 of 276 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | HOODROBINHOOD MARKETS INC - A | 4.9M | $487.1M | 6.3% |
| 2 | AMDADVANCED MICRO DEVICES | 746,707 | $433.2M | 5.6% |
| 3 | TSLATESLA INC | 957,681 | $402.5M | 5.2% |
| 4 | SHOPSHOPIFY INC - CLASS A | 3.4M | $384.5M | 5% |
| 5 | AMZNAMAZON.COM INC | 1.0M | $240.9M | 3.1% |
| 6 | TEMTEMPUS AI INC-CL A | 4.1M | $236.6M | 3.1% |
| 7 | COINCOINBASE GLOBAL INC -CLASS A | 1.6M | $233.4M | 3% |
| 8 | SPCXSPACE EXPLORATION TECHN-CL A | 1.3M | $228.4M | 2.9% |
| 9 | XYZBLOCK INC | 2.9M | $219.2M | 2.8% |
| 10 | NVDANVIDIA CORP | 1.0M | $206.9M | 2.7% |
| 11 | PLTRPALANTIR TECHNOLOGIES INC-A | 1.7M | $194.9M | 2.5% |
| 12 | RBLXROBLOX CORP -CLASS A | 3.4M | $186.0M | 2.4% |
| 13 | CRCLCIRCLE INTERNET GROUP INC | 2.9M | $181.6M | 2.3% |
| 14 | TXG10X GENOMICS INC-CLASS A | 4.2M | $160.7M | 2.1% |
| 15 | GOOGALPHABET INC-CL C | 372,180 | $131.5M | 1.7% |
| 16 | TERTERADYNE INC | 258,465 | $124.9M | 1.6% |
| 17 | METAMETA PLATFORMS INC-CLASS A | 219,003 | $123.3M | 1.6% |
| 18 | TSMTAIWAN SEMICONDUCTOR-SP ADR | 254,175 | $121.3M | 1.6% |
| 19 | BEAMBEAM THERAPEUTICS INC | 3.5M | $118.5M | 1.5% |
| 20 | MELIMERCADOLIBRE INC | 66,630 | $113.1M | 1.5% |
| 21 | DEDEERE & CO | 177,374 | $112.4M | 1.5% |
| 22 | CRWDCROWDSTRIKE HOLDINGS INC - A | 144,667 | $110.3M | 1.4% |
| 23 | ILMNILLUMINA INC | 617,972 | $108.7M | 1.4% |
| 24 | CRWVCOREWEAVE INC-CL A | 1.1M | $107.1M | 1.4% |
| 25 | TOSTTOAST INC-CLASS A | 3.8M | $104.9M | 1.4% |
| 26 | TWSTTWIST BIOSCIENCE CORP | 999,734 | $102.8M | 1.3% |
| 27 | NTRANATERA INC | 368,066 | $99.9M | 1.3% |
| 28 | BULLISH | 4.0M | $94.7M | 1.2% |
| 29 | CRISPR THERAPEUTICS AG | 1.7M | $93.8M | 1.2% |
| 30 | NETCLOUDFLARE INC - CLASS A | 353,182 | $86.6M | 1.1% |
| 31 | ROKUROKU INC | 576,072 | $79.6M | 1% |
| 32 | PEVERPURE INC-A | 995,494 | $78.5M | 1% |
| 33 | SPOTIFY TECHNOLOGY SA | 156,844 | $72.0M | 0.9% |
| 34 | KTOSKRATOS DEFENSE & SECURITY | 1.4M | $71.1M | 0.9% |
| 35 | CEREBRAS SYSTEMS INC - A | 294,463 | $65.1M | 0.8% |
| 36 | GHGUARDANT HEALTH INC | 403,817 | $60.5M | 0.8% |
| 37 | BMNRBITMINE IMMERSION TECHNOLOGI | 4.4M | $59.2M | 0.8% |
| 38 | SOFISOFI TECHNOLOGIES INC | 3.1M | $56.1M | 0.7% |
| 39 | NU HOLDINGS LTD/CAYMAN ISL-A | 4.0M | $53.0M | 0.7% |
| 40 | DASHDOORDASH INC - A | 282,207 | $52.1M | 0.7% |
| 41 | AVGOBROADCOM INC | 133,670 | $50.4M | 0.7% |
| 42 | NTLAINTELLIA THERAPEUTICS INC | 2.9M | $49.0M | 0.6% |
| 43 | TRMBTRIMBLE INC | 932,787 | $47.7M | 0.6% |
| 44 | DKNGDRAFTKINGS INC-CL A | 1.9M | $47.2M | 0.6% |
| 45 | WGSGENEDX HOLDINGS CORP | 666,581 | $45.7M | 0.6% |
| 46 | VCYTVERACYTE INC | 768,949 | $45.1M | 0.6% |
| 47 | SDGRSCHRODINGER INC | 2.7M | $43.9M | 0.6% |
| 48 | ABNBAIRBNB INC-CLASS A | 302,937 | $43.3M | 0.6% |
| 49 | CCJCAMECO CORP | 415,177 | $42.3M | 0.5% |
| 50 | AVAVAEROVIRONMENT INC | 233,246 | $38.5M | 0.5% |
| 51 | LHXL3HARRIS TECHNOLOGIES INC | 126,227 | $36.6M | 0.5% |
| 52 | ACHRARCHER AVIATION INC-A | 7.5M | $35.6M | 0.5% |
| 53 | AURAURORA INNOVATION INC | 5.2M | $35.6M | 0.5% |
| 54 | CDNACAREDX INC | 1.2M | $33.8M | 0.4% |
| 55 | RKLBROCKET LAB CORP | 327,482 | $33.3M | 0.4% |
| 56 | DDOGDATADOG INC - CLASS A | 116,373 | $30.3M | 0.4% |
| 57 | IRDMIRIDIUM COMMUNICATIONS INC | 550,679 | $30.2M | 0.4% |
| 58 | UUNITY SOFTWARE INC | 1.0M | $28.7M | 0.4% |
| 59 | ADPTADAPTIVE BIOTECHNOLOGIES | 1.3M | $28.5M | 0.4% |
| 60 | SNOWSNOWFLAKE INC | 111,685 | $28.4M | 0.4% |
| 61 | X-ENERGY INC | 1.5M | $26.7M | 0.3% |
| 62 | JOBY AVIATION INC | 2.8M | $25.1M | 0.3% |
| 63 | SESEA LTD-ADR | 254,296 | $24.4M | 0.3% |
| 64 | NRIXNURIX THERAPEUTICS INC | 983,462 | $23.8M | 0.3% |
| 65 | FIGFIGMA INC-CL A | 1.3M | $23.8M | 0.3% |
| 66 | BIDUBAIDU INC - SPON ADR | 208,110 | $23.8M | 0.3% |
| 67 | KLARNA GROUP PLC | 1.1M | $22.8M | 0.3% |
| 68 | RBRKRUBRIK INC-A | 281,233 | $22.6M | 0.3% |
| 69 | LLYELI LILLY & CO | 17,827 | $21.4M | 0.3% |
| 70 | GENIUS SPORTS LTD | 3.5M | $21.3M | 0.3% |
| 71 | CTVACORTEVA INC | 239,154 | $20.2M | 0.3% |
| 72 | RXRXRECURSION PHARMACEUTICALS-A | 5.5M | $20.2M | 0.3% |
| 73 | FUTUFUTU HOLDINGS LTD-ADR | 201,991 | $18.9M | 0.2% |
| 74 | ETORO GROUP LTD-A | 428,016 | $16.9M | 0.2% |
| 75 | GTLBGITLAB INC-CL A | 491,781 | $15.0M | 0.2% |
| 76 | ELBIT SYSTEMS LTD | 19,143 | $14.5M | 0.2% |
| 77 | NFLXNETFLIX INC | 191,270 | $13.7M | 0.2% |
| 78 | BABAALIBABA GROUP HOLDING-SP ADR | 139,834 | $13.4M | 0.2% |
| 79 | KSPIJSC KASPI.KZ ADR | 153,066 | $13.3M | 0.2% |
| 80 | ARCTURUS THERAPEUTICS HOLDIN | 2.0M | $13.1M | 0.2% |
| 81 | GARMIN LTD | 54,201 | $12.9M | 0.2% |
| 82 | LUNRINTUITIVE MACHINES INC | 592,840 | $12.7M | 0.2% |
| 83 | PAYPAY CORP | 854,088 | $12.2M | 0.2% |
| 84 | WRDWERIDE INC-ADR | 2.1M | $12.2M | 0.2% |
| 85 | CERUS CORP | 4.1M | $12.1M | 0.2% |
| 86 | KODIAK AI INC | 2.4M | $12.0M | 0.2% |
| 87 | ABSCI CORP | 1.0M | $11.7M | 0.2% |
| 88 | SNPSSYNOPSYS INC | 25,018 | $11.2M | 0.1% |
| 89 | PONYPONY AI INC | 1.6M | $11.1M | 0.1% |
| 90 | HEIHEICO CORP | 28,970 | $10.3M | 0.1% |
| 91 | CATCATERPILLAR INC | 9,516 | $10.1M | 0.1% |
| 92 | PACIFIC BIOSCIENCES OF CALIF | 6.0M | $10.0M | 0.1% |
| 93 | PRIME MEDICINE INC | 2.4M | $8.9M | 0.1% |
| 94 | PINSPINTEREST INC- CLASS A | 398,984 | $8.4M | 0.1% |
| 95 | ZZILLOW GROUP INC - C | 258,578 | $8.1M | 0.1% |
| 96 | BHPBHP GROUP LTD-SPON ADR | 94,751 | $7.9M | 0.1% |
| 97 | GLOBAL-E ONLINE LTD | 222,488 | $7.7M | 0.1% |
| 98 | TDYTELEDYNE TECHNOLOGIES INC | 11,517 | $7.7M | 0.1% |
| 99 | SHELSHELL PLC-ADR | 92,429 | $7.2M | 0.1% |
| 100 | NTRNUTRIEN LTD | 109,397 | $6.9M | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.