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Amova Asset Management Americas, Inc.

All holdings · as of Dec 31, 2025

191 positions

CompanyClassValue ↓Shares% of portfolio
SHOPIFY INC - CLASS A—$529.84M3,293,1856.1%
Robinhood Markets, Inc.—$515.12M4,555,7556.0%
Tesla Inc—$435.38M968,4695.0%
Coinbase Global, Inc.—$389.21M1,721,1984.5%
Palantir Technologies Inc—$328.05M1,845,5783.8%
ROKU, INC—$318.80M2,941,5043.7%
ADVANCED MICRO DEVICES INC—$304.41M1,421,6973.5%
ROBLOX Corp—$224.27M2,768,7812.6%
TERADYNE, INC—$212.69M1,099,8332.5%
Tempus AI, Inc.—$206.96M3,504,8232.4%
Circle Internet Group, Inc.CRCLCommon Stock$203.94M2,570,4082.4%
Block, Inc.—$188.66M2,898,4092.2%
Amazon.com Inc—$186.58M808,3542.2%
NVIDIA Corp—$180.56M968,1922.1%
MercadoLibre, Inc.—$164.11M81,4731.9%
Meta Platforms Inc—$153.19M232,1641.8%
Toast, Inc.—$134.99M3,801,3471.6%
BITMINE IMMERSION TECHNOLOGIES, INC.BMNRCommon Stock$133.40M4,911,5241.5%
Beam Therapeutics Inc.—$122.18M4,409,3001.4%
DraftKings Inc.—$121.93M3,538,3891.4%
Illumina Inc—$116.24M886,8651.3%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMADR$108.67M357,6281.3%
Natera, Inc.—$107.84M471,0841.2%
CRISPR THERAPEUTICS AG—$102.61M1,958,1111.2%
DEERE & CO—$102.43M219,9911.2%
Airbnb, Inc.—$101.98M751,4291.2%
Alphabet Inc.—$100.77M321,1461.2%
Kratos Defense & Security Solutions Inc—$97.25M1,281,6871.1%
BULLISH—$95.51M2,524,8201.1%
SPOTIFY TECHNOLOGY SA—$89.61M154,3361.0%
10x Genomics, Inc.—$89.42M5,486,1531.0%
Cloudflare, Inc.—$89.12M452,1031.0%
Baidu, Inc.BIDUADR$87.21M667,6391.0%
SoFi Technologies, Inc.—$86.35M3,298,2041.0%
Unity Software Inc.—$82.64M1,871,7751.0%
TRIMBLE INC.—$79.44M1,013,9330.9%
NU HOLDINGS LTD/CAYMAN ISL-A—$74.54M4,450,3950.9%
CrowdStrike Holdings, Inc.—$74.36M158,6580.9%
Everpure, Inc.—$72.49M1,081,8060.8%
Guardant Health, Inc.—$65.38M640,2950.8%
PINTEREST, INC.—$64.06M2,475,4550.7%
CoreWeave, Inc.—$62.74M876,3730.7%
Twist Bioscience Corp—$60.26M1,902,8290.7%
Alibaba Group Holding LtdBABAADR$59.94M409,0230.7%
Archer Aviation Inc.—$59.51M7,914,1910.7%
DoorDash, Inc.—$53.52M236,3240.6%
VERACYTE INC—$52.96M1,257,8980.6%
Schrodinger, Inc.—$50.36M2,819,6700.6%
Trade Desk, Inc.—$50.21M1,323,0040.6%
GeneDx Holdings Corp.—$49.65M381,7250.6%
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