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Amova Asset Management Americas, Inc.

All holdings · as of Dec 31, 2025

191 positions

CompanyClassValueShares% of portfolio
AeroVironment Inc—$48.29M199,8240.6%
BWX Technologies, Inc.—$43.63M252,4900.5%
L3HARRIS TECHNOLOGIES, INC. /DE—$36.22M123,3390.4%
Rocket Lab CorpRKLBCommon Stock$36.08M517,5600.4%
CAMECO CORP—$34.74M379,7510.4%
PagerDuty, Inc.—$31.73M2,422,1590.4%
GLOBAL-E ONLINE LTD—$31.72M806,8200.4%
Adaptive Biotechnologies Corp—$31.62M1,947,9630.4%
Futu Holdings LtdFUTUADR$30.99M188,7070.4%
PayPal Holdings, Inc.—$30.12M515,9830.3%
INTUIT INC.—$29.24M44,1360.3%
Pony AI Inc.PONYADR$28.63M1,974,4990.3%
ZILLOW GROUP, INC.—$28.33M415,2170.3%
CareDx, Inc.—$27.25M1,446,6160.3%
Genius Sports Ltd—$25.99M2,360,1290.3%
Rubrik, Inc.—$25.45M332,9300.3%
RECURSION PHARMACEUTICALS, INC.—$25.38M6,221,0250.3%
Sea Ltd—$25.02M196,1870.3%
Nextdoor Holdings, Inc.—$24.87M11,899,9190.3%
Aurora Innovation, Inc.—$24.73M6,439,1450.3%
Nurix Therapeutics, Inc.—$24.48M1,290,5540.3%
Joby Aviation, Inc.—$23.85M1,808,2510.3%
Joint Stock Co Kaspi.kzKSPIADR$23.10M295,4690.3%
KLARNA GROUP PLC—$21.93M759,6240.3%
Intellia Therapeutics, Inc.—$19.69M2,192,4610.2%
Corteva, Inc.—$19.60M292,3900.2%
Iridium Communications Inc.—$19.42M1,117,9520.2%
Gitlab Inc.—$19.15M510,3600.2%
eToro Group Ltd.—$16.84M479,4810.2%
Datadog, Inc.—$16.65M122,4660.2%
Intercontinental Exchange, Inc.—$14.65M90,4470.2%
PACIFIC BIOSCIENCES OF CALIFORNIA, INC.—$14.60M7,808,5800.2%
Salesforce Inc—$13.80M52,1040.2%
Netflix Inc—$12.49M133,1800.1%
REGENERON PHARMACEUTICALS, INC.—$12.48M16,1710.1%
Arcturus Therapeutics Holdings Inc.—$12.40M2,026,5880.1%
Prime Medicine, Inc.PRMECommon Stock$11.20M3,245,5060.1%
SYNOPSYS INC—$11.15M23,7370.1%
ELBIT SYSTEMS LTD—$10.63M18,4180.1%
Garmin Ltd—$10.50M51,7740.1%
CERUS CORP—$9.66M4,709,9590.1%
Exact Sciences Corp.—$8.86M87,2070.1%
Kodiak AI Inc—$8.64M789,4710.1%
Intuitive Machines, Inc.—$8.53M526,3780.1%
Strata Critical Medical, Inc. ("Issuer")—$8.05M1,677,5480.1%
Ibotta, Inc.IBTACommon Stock$7.74M341,2650.1%
IONIS PHARMACEUTICALS INC—$7.40M93,5710.1%
Figma, Inc.FIGCommon Stock$7.39M197,9870.1%
Newmont Corp—$6.40M64,0950.1%
WeRide Inc.—$6.09M700,3400.1%
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