Amova Asset Management Americas, Inc.
Q2 2026 13F filing
Updated 28 days ago276 disclosed positions worth $7.7B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | H HOOD ROBINHOOD MARKETS INC - A | $487.1M | 4.86M | 6.29% | — |
| 2 | A AMD ADVANCED MICRO DEVICES | $433.2M | 746.7K | 5.59% | — |
| 3 | T TSLA TESLA INC | $402.5M | 957.7K | 5.20% | — |
| 4 | S SHOP SHOPIFY INC - CLASS A | $384.5M | 3.37M | 4.96% | — |
| 5 | A AMZN AMAZON.COM INC | $240.9M | 1.01M | 3.11% | — |
| 6 | T TEM TEMPUS AI INC-CL A | $236.6M | 4.09M | 3.05% | — |
| 7 | C COIN COINBASE GLOBAL INC -CLASS A | $233.4M | 1.60M | 3.01% | — |
| 8 | S SPCX SPACE EXPLORATION TECHN-CL A | $228.4M | 1.34M | 2.95% | — |
| 9 | B BSQKZ BLOCK INC | $219.2M | 2.88M | 2.83% | — |
| 10 | N NVDA NVIDIA CORP | $206.9M | 1.04M | 2.67% | — |
| 11 | P PLTR PALANTIR TECHNOLOGIES INC-A | $194.9M | 1.67M | 2.52% | — |
| 12 | R RBLX ROBLOX CORP -CLASS A | $186M | 3.42M | 2.40% | — |
| 13 | C CRCL CIRCLE INTERNET GROUP INC | $181.6M | 2.90M | 2.34% | — |
| 14 | T TXG 10X GENOMICS INC-CLASS A | $160.7M | 4.19M | 2.07% | — |
| 15 | G GOOGN ALPHABET INC-CL C | $131.5M | 372.2K | 1.70% | — |
| 16 | T TER TERADYNE INC | $124.9M | 258.5K | 1.61% | — |
| 17 | M META META PLATFORMS INC-CLASS A | $123.3M | 219.0K | 1.59% | — |
| 18 | T TSMWF TAIWAN SEMICONDUCTOR-SP ADR | $121.3M | 254.2K | 1.57% | — |
| 19 | B BEAM BEAM THERAPEUTICS INC | $118.5M | 3.46M | 1.53% | — |
| 20 | M MELI MERCADOLIBRE INC | $113.1M | 66.6K | 1.46% | — |
| 21 | D DE DEERE & CO | $112.4M | 177.4K | 1.45% | — |
| 22 | C CRWD CROWDSTRIKE HOLDINGS INC - A | $110.3M | 144.7K | 1.42% | — |
| 23 | I ILMN ILLUMINA INC | $108.7M | 618.0K | 1.40% | — |
| 24 | C CRWV COREWEAVE INC-CL A | $107.1M | 1.08M | 1.38% | — |
| 25 | T TOST TOAST INC-CLASS A | $104.9M | 3.77M | 1.35% | — |
| 26 | T TWST TWIST BIOSCIENCE CORP | $102.8M | 999.7K | 1.33% | — |
| 27 | N NTRA NATERA INC | $99.9M | 368.1K | 1.29% | — |
| 28 | B BLSH BULLISH | $94.7M | 4.04M | 1.22% | — |
| 29 | C CRSP CRISPR THERAPEUTICS AG | $93.8M | 1.72M | 1.21% | — |
| 30 | N NET CLOUDFLARE INC - CLASS A | $86.6M | 353.2K | 1.12% | — |
| 31 | R ROKU ROKU INC | $79.6M | 576.1K | 1.03% | — |
| 32 | E ET-PI EVERPURE INC-A | $78.5M | 995.5K | 1.01% | — |
| 33 | S SPOT SPOTIFY TECHNOLOGY SA | $72M | 156.8K | 0.93% | — |
| 34 | K KTOS KRATOS DEFENSE & SECURITY | $71.1M | 1.43M | 0.92% | — |
| 35 | C CBRS CEREBRAS SYSTEMS INC - A | $65.1M | 294.5K | 0.84% | — |
| 36 | G GH GUARDANT HEALTH INC | $60.5M | 403.8K | 0.78% | — |
| 37 | B BMNP BITMINE IMMERSION TECHNOLOGI | $59.2M | 4.45M | 0.76% | — |
| 38 | S SOFI SOFI TECHNOLOGIES INC | $56.1M | 3.13M | 0.72% | — |
| 39 | N NU NU HOLDINGS LTD/CAYMAN ISL-A | $53M | 3.97M | 0.68% | — |
| 40 | D DASH DOORDASH INC - A | $52.1M | 282.2K | 0.67% | — |
| 41 | A AVGO BROADCOM INC | $50.4M | 133.7K | 0.65% | — |
| 42 | N NTLA INTELLIA THERAPEUTICS INC | $49M | 2.90M | 0.63% | — |
| 43 | T TRMB TRIMBLE INC | $47.7M | 932.8K | 0.62% | — |
| 44 | D DKNG DRAFTKINGS INC-CL A | $47.2M | 1.87M | 0.61% | — |
| 45 | W WGSWW GENEDX HOLDINGS CORP | $45.7M | 666.6K | 0.59% | — |
| 46 | V VCYT VERACYTE INC | $45.1M | 768.9K | 0.58% | — |
| 47 | S SCHL SCHRODINGER INC | $43.9M | 2.71M | 0.57% | — |
| 48 | A ABNB AIRBNB INC-CLASS A | $43.3M | 302.9K | 0.56% | — |
| 49 | C CCJ CAMECO CORP | $42.3M | 415.2K | 0.55% | — |
| 50 | A AVAV AEROVIRONMENT INC | $38.5M | 233.2K | 0.50% | — |