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Amova Asset Management Americas, Inc.

Q4 2023 · 13F-HR

Amova Asset Management Americas, Inc.holdings as filed

Filed 2024-02-08 · accession 0001140361-24-006292

$10.40B
Reported value
192
Positions
2023-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
19260Q107COINCOINBASE GLOBAL INC -CLASS A$897.8M8.63%5,162,486CommonSOLE
852234103XYZBLOCK INC$694.7M6.68%8,982,862CommonSOLE
90364P105PATHUIPATH INC - CLASS A$535.1M5.14%21,551,233CommonNONE
77543R102ROKUROKU INC$516.6M4.97%5,636,483CommonSOLE
88160R101TSLATESLA INC$442.7M4.26%1,781,832CommonSOLE
98980L101ZNGAZOOM VIDEO COMMUNICATIONS-A$434.8M4.18%6,046,234CommonSOLE
90138F102TWLOTWILIO INC - A$427.5M4.11%5,636,483CommonSOLE
82509L107SHOPSHOPIFY INC - CLASS A$427.3M4.11%5,486,816CommonNONE
770700102HOODROBINHOOD MARKETS INC - A$360.5M3.47%28,297,822CommonNONE
91332U101UUNITY SOFTWARE INC$349.1M3.36%8,539,489CommonSOLE
771049103RBLXROBLOX CORP -CLASS A$307.5M2.96%6,722,115CommonNONE
26142V105DKNGDRAFTKINGS INC-CL A$263.3M2.53%7,471,802CommonNONE
H17182108CRSPCRISPR THERAPEUTICS AG$210.9M2.03%3,369,762CommonSOLE
58733R102MELIMERCADOLIBRE INC$170.9M1.64%108,911CommonNONE
87918A105TDOCTELADOC HEALTH INC$160.9M1.55%7,464,874CommonSOLE
880770102TERTERADYNE INC$148.1M1.42%1,364,536CommonSOLE
896239100TRMBTRIMBLE INC$144.1M1.39%2,708,644CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC-A$141.6M1.36%8,249,083CommonNONE
G85158106STNESTONECO LTD-A$140.3M1.35%7,781,734CommonNONE
90184D100TWSTTWIST BIOSCIENCE CORP$131.8M1.27%3,583,443CommonSOLE
30063P105EXKEXACT SCIENCES CORP$130.1M1.25%1,758,853CommonSOLE
69404D108PACBPACIFIC BIOSCIENCES OF CALIF$129.6M1.25%13,200,375CommonSOLE
88025U109TXG10X GENOMICS INC-CLASS A$127.8M1.23%2,283,530CommonSOLE
888787108TOSTTOAST INC-CLASS A$109.1M1.05%5,974,664CommonNONE
45826J105NTLAINTELLIA THERAPEUTICS INC$106.0M1.02%3,478,562CommonSOLE
461202103INTUINTUIT INC$101.6M0.98%162,468CommonSOLE
69553P100PDPAGERDUTY INC$101.0M0.97%4,365,408CommonSOLE
37611X100DNA4EURGINKGO BIOWORKS HOLDINGS INC$97.8M0.94%58,238,915CommonSOLE
67066G104NVDANVIDIA CORP$96.7M0.93%195,272CommonNONE
72352L106PINSPINTEREST INC- CLASS A$93.4M0.90%2,520,659CommonNONE
75629V104RXRXRECURSION PHARMACEUTICALS-A$90.6M0.87%9,203,780CommonSOLE
M5216V106GLBEGLOBAL-E ONLINE LTD$88.0M0.85%2,224,278CommonNONE
92337F107VCYTVERACYTE INC$85.4M0.82%3,104,676CommonSOLE
30303M102METAMETA PLATFORMS INC-CLASS A$84.5M0.81%238,823CommonSOLE
18915M107NETCLOUDFLARE INC - CLASS A$83.4M0.80%1,001,222CommonNONE
74624M102PPURE STORAGE INC - CLASS A$73.7M0.71%2,068,255CommonSOLE
46269C102IRDMIRIDIUM COMMUNICATIONS INC$71.8M0.69%1,743,482CommonNONE
03945R102ACHRARCHER AVIATION INC-A$69.7M0.67%11,378,188CommonNONE
22788C105CRWDCROWDSTRIKE HOLDINGS INC - A$69.6M0.67%272,602CommonNONE
07373V105BEAMBEAM THERAPEUTICS INC$64.1M0.62%2,358,091CommonSOLE
007903107AMDADVANCED MICRO DEVICES$63.6M0.61%431,600CommonNONE
G6683N103NUNU HOLDINGS LTD/CAYMAN ISL-A$63.5M0.61%7,631,521CommonNONE
L8681T102SPOTSPOTIFY TECHNOLOGY SA$63.2M0.61%336,387CommonNONE
50077B207KTOSKRATOS DEFENSE & SECURITY$63.0M0.61%3,107,368CommonNONE
88339J105TTDTRADE DESK INC/THE -CLASS A$55.1M0.53%765,157CommonNONE
80810D103SDGRSCHRODINGER INC$48.6M0.47%1,359,122CommonSOLE
008073108AVAVAEROVIRONMENT INC$47.7M0.46%378,096CommonNONE
G3934V109GENIGENIUS SPORTS LTD$42.0M0.40%6,800,961CommonNONE
244199105DEDEERE & CO$41.6M0.40%104,124CommonNONE
03969T109ARCTARCTURUS THERAPEUTICS HOLDIN$41.6M0.40%1,320,652CommonSOLE
22052L104CTVACORTEVA INC$39.7M0.38%829,418CommonSOLE
83406F102SOFISOFI TECHNOLOGIES INC$38.7M0.37%3,896,692CommonNONE
14167L103CDNACAREDX INC$34.5M0.33%2,874,899CommonSOLE
83304A106SNAPSNAP INC - A$34.2M0.33%2,020,400CommonNONE
92539P101VERVE THERAPEUTICS INC$33.3M0.32%2,397,604CommonSOLE
090043100BILLBILL HOLDINGS INC$32.4M0.31%396,828CommonNONE
00650F109ADPTADAPTIVE BIOTECHNOLOGIES$31.9M0.31%6,511,659CommonSOLE
74168J101PRMEPRIME MEDICINE INC$31.2M0.30%3,519,029CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$30.7M0.30%35,019CommonSOLE
60770K107MRNAMODERNA INC$28.7M0.28%288,779CommonSOLE
13321L108CCJCAMECO CORP$26.0M0.25%602,222CommonSOLE
02079K107GOOGALPHABET INC-CL C$23.4M0.23%166,188CommonNONE
05368X102AVDXAVIDXCHANGE HOLDINGS INC$23.3M0.22%1,877,536CommonNONE
G65163100JOBYJOBY AVIATION INC$22.4M0.22%3,371,623CommonNONE
00437E102ACCDUSDACCOLADE INC$21.6M0.21%1,802,494CommonNONE
83444K105SLGCUSDSOMALOGIC INC$20.9M0.20%8,302,035CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR-SP ADR$20.8M0.20%200,335CommonNONE
023135106AMZNAMAZON.COM INC$20.8M0.20%136,719CommonNONE
037833100AAPLAPPLE INC$20.4M0.20%105,724CommonNONE
502431109LHXL3HARRIS TECHNOLOGIES INC$18.6M0.18%88,284CommonNONE
65345M108NXDRNEXTDOOR HOLDINGS INC$18.1M0.17%9,640,128CommonNONE
74765K105QSIQUANTUM-SI INC$17.1M0.16%8,532,917CommonSOLE
157085101CERSCERUS CORP$16.3M0.16%7,568,071CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$15.9M0.15%123,622CommonNONE
051774107AURAURORA INNOVATION INC$15.7M0.15%3,587,522CommonNONE
H2906T109GRMNGARMIN LTD$15.7M0.15%121,791CommonNONE
594918104MSFTMICROSOFT CORP$15.4M0.15%40,872CommonNONE
092667104SRTABLADE AIR MOBILITY INC$14.0M0.13%3,974,292CommonNONE
871607107SNPSSYNOPSYS INC$13.4M0.13%26,138CommonNONE
03662Q105AKXANSYS INC$13.0M0.13%35,905CommonNONE
57667T100MTLSMATERIALISE NV-ADR$12.9M0.12%1,966,775CommonSOLE
462222100IONSIONIS PHARMACEUTICALS INC$12.8M0.12%252,459CommonNONE
46185L103NVTA1EURINVITAE CORP$10.6M0.10%16,764,480CommonSOLE
088606108BHPBHP GROUP LTD-SPON ADR$10.1M0.10%147,246CommonSOLE
M3760D101ESLTELBIT SYSTEMS LTD$9.8M0.09%46,024CommonNONE
539830109LMTLOCKHEED MARTIN CORP$9.5M0.09%20,875CommonNONE
559222401MGAMAGNA INTERNATIONAL INC$9.4M0.09%158,511CommonNONE
780259305SHELSHELL PLC-ADR$8.8M0.08%134,343CommonSOLE
922475108VEEVVEEVA SYSTEMS INC-CLASS A$8.6M0.08%44,801CommonNONE
98954M200ZZILLOW GROUP INC - C$8.5M0.08%146,186CommonNONE
254687106DISWALT DISNEY CO/THE$8.1M0.08%89,600CommonNONE
773122106ROCKET LAB USA INC$8.1M0.08%1,461,578CommonNONE
M85548101SSYSSTRATASYS LTD$8.0M0.08%562,461CommonNONE
83417M104SEDGSOLAREDGE TECHNOLOGIES INC$7.3M0.07%77,917CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$7.1M0.07%17,539CommonNONE
35671D857FCXFREEPORT-MCMORAN INC$7.1M0.07%166,833CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS NV$6.9M0.07%29,974CommonNONE
67077M108NTRNUTRIEN LTD$6.8M0.07%120,482CommonSOLE
65443P102MASS908 DEVICES INC$6.5M0.06%582,034CommonNONE
89151E109TTENTOTALENERGIES SE -SPON ADR$6.5M0.06%96,935CommonSOLE
30231G102XOMEXXON MOBIL CORP$6.5M0.06%64,925CommonSOLE
57064N102MARKFORGED HOLDING CORP$6.4M0.06%7,822,249CommonNONE
90214J1012U INC$6.4M0.06%5,296,327CommonSOLE
166764100CVXCHEVRON CORP$6.4M0.06%42,760CommonSOLE
149123101CATCATERPILLAR INC$6.3M0.06%21,218CommonNONE
29786A106ETSYETSY INC$5.9M0.06%73,140CommonNONE
25754A201DPZDOMINO'S PIZZA INC$5.4M0.05%13,030CommonNONE
438516106HONHONEYWELL INTERNATIONAL INC$5.4M0.05%25,532CommonNONE
G54950103LINLINDE PLC$5.3M0.05%12,923CommonSOLE
91912E105VALEVALE SA-SP ADR$5.1M0.05%324,563CommonSOLE
767204100RIORIO TINTO PLC-SPON ADR$4.8M0.05%64,869CommonSOLE
009158106APDAIR PRODUCTS & CHEMICALS INC$4.5M0.04%16,473CommonSOLE
879360105TDYTELEDYNE TECHNOLOGIES INC$4.4M0.04%9,878CommonNONE
422806109HEIHEICO CORP$4.3M0.04%24,213CommonNONE
055622104BPBP PLC-SPONS ADR$4.3M0.04%120,779CommonSOLE
858119100STLDSTEEL DYNAMICS INC$4.1M0.04%35,137CommonSOLE
G6095L109APTIV PLC$4.0M0.04%44,478CommonNONE
45337C102INCYINCYTE CORP$4.0M0.04%63,389CommonNONE
G68707101PAGSPAGSEGURO DIGITAL LTD-CL A$3.9M0.04%312,477CommonNONE
651639106NEMNEWMONT CORP$3.7M0.04%90,089CommonSOLE
878742204TECKTECK RESOURCES LTD-CLS B$3.7M0.04%88,164CommonSOLE
64110L106NFLXNETFLIX INC$3.5M0.03%7,126CommonNONE
011532108AGIALAMOS GOLD INC-CLASS A$3.3M0.03%242,839CommonSOLE
20451W101CMPSCOMPASS PATHWAYS PLC$3.2M0.03%364,962CommonNONE
670346105NUENUCOR CORP$3.1M0.03%18,044CommonSOLE
88554D205DDD3D SYSTEMS CORP$3.1M0.03%494,530CommonNONE
136385101CNQCANADIAN NATURAL RESOURCES$3.0M0.03%45,566CommonSOLE
01609W102BABAALIBABA GROUP HOLDING-SP ADR$2.9M0.03%36,793CommonNONE
81141R100SESEA LTD-ADR$2.8M0.03%68,463CommonNONE
92259N104VELO3D INC$2.7M0.03%6,811,573CommonNONE
20825C104COPCONOCOPHILLIPS$2.6M0.02%22,226CommonSOLE
695156109PKGPACKAGING CORP OF AMERICA$2.6M0.02%15,747CommonSOLE
962166104WYWEYERHAEUSER CO$2.6M0.02%73,619CommonSOLE
40131M109GHGUARDANT HEALTH INC$2.5M0.02%93,745CommonNONE
008474108AEMAGNICO EAGLE MINES LTD$2.5M0.02%46,040CommonSOLE
067901108ABXBARRICK GOLD CORP$2.5M0.02%139,452CommonSOLE
760273102RPTXREPARE THERAPEUTICS INC$2.4M0.02%326,011CommonNONE
039483102ADMARCHER-DANIELS-MIDLAND CO$2.3M0.02%32,208CommonSOLE
98419M100XYLXYLEM INC$2.3M0.02%19,991CommonSOLE
71535D106PSNLPERSONALIS INC$2.3M0.02%1,083,685CommonNONE
012653101ALBALBEMARLE CORP$2.1M0.02%14,564CommonSOLE
867224107SUSUNCOR ENERGY INC$2.1M0.02%65,266CommonSOLE
907818108UNPUNION PACIFIC CORP$2.0M0.02%8,177CommonSOLE
717081103PFEPFIZER INC$1.7M0.02%60,070CommonNONE
848574109S9QSPIRIT AEROSYSTEMS HOLD-CL A$1.7M0.02%53,834CommonNONE
47215P106JDJD.COM INC-ADR$1.7M0.02%58,672CommonNONE
49456B101KMIKINDER MORGAN INC$1.7M0.02%93,877CommonSOLE
127097103CTRACOTERRA ENERGY INC$1.6M0.02%61,585CommonSOLE
447011107HUNHUNTSMAN CORP$1.5M0.01%61,433CommonSOLE
25179M103DVNDEVON ENERGY CORP$1.5M0.01%32,429CommonSOLE
784730103SSRMSSR MINING INC$1.4M0.01%132,988CommonSOLE
125269100CFCF INDUSTRIES HOLDINGS INC$1.4M0.01%17,383CommonSOLE
26875P101EOGEOG RESOURCES INC$1.4M0.01%11,424CommonSOLE
278865100ECLECOLAB INC$1.4M0.01%6,931CommonSOLE
H11356104BGBUNGE GLOBAL SA$1.3M0.01%13,052CommonSOLE
460146103IPINTERNATIONAL PAPER CO$1.3M0.01%35,650CommonSOLE
969457100WMBWILLIAMS COS INC$1.3M0.01%36,959CommonSOLE
84265V105SCCOSOUTHERN COPPER CORP$1.3M0.01%14,651CommonSOLE
576485205MTDRMATADOR RESOURCES CO$1.3M0.01%22,044CommonSOLE
806857108SLBSCHLUMBERGER LTD$1.2M0.01%23,184CommonSOLE
674599105OXYOCCIDENTAL PETROLEUM CORP$1.2M0.01%19,290CommonSOLE
G87110105FTITECHNIPFMC PLC$1.1M0.01%56,758CommonSOLE
42809H107HESHESS CORP$1.1M0.01%7,817CommonSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWRE$1.1M0.01%6,731CommonNONE
406216101HALHALLIBURTON CO$1.1M0.01%29,727CommonSOLE
723787107PXDEURPIONEER NATURAL RESOURCES CO$1.0M0.01%4,594CommonSOLE
61945C103MOSMOSAIC CO/THE$1.0M0.01%28,769CommonSOLE
124155102BFLYBUTTERFLY NETWORK INC$997,0100.01%923,157CommonNONE
718546104PSXPHILLIPS 66$977,0270.01%7,340CommonSOLE
05722G100BKRBAKER HUGHES CO$862,9080.01%25,246CommonSOLE
237266101DARDARLING INGREDIENTS INC$847,4470.01%17,017CommonSOLE
91913Y100VLOVALERO ENERGY CORP$816,4040.01%6,281CommonSOLE
127203107WHDCACTUS INC - A$806,8940.01%17,773CommonSOLE
553368101MPMP MATERIALS CORP$789,6520.01%39,801CommonSOLE
15872M104APY1EURCHAMPIONX CORP$787,8230.01%26,971CommonSOLE
56585A102MPCMARATHON PETROLEUM CORP$784,3690.01%5,288CommonSOLE
G0378L100AUANGLOGOLD ASHANTI PLC$783,2980.01%41,910CommonSOLE
26884L109EQTEQT CORP$773,4710.01%20,007CommonSOLE
423452101HPHELMERICH & PAYNE$741,1460.01%20,468CommonSOLE
675232102OIIOCEANEERING INTL INC$719,2880.01%33,817CommonSOLE
654106103NKENIKE INC -CL B$699,4110.01%6,445CommonNONE
678026105OISOIL STATES INTERNATIONAL INC$643,0360.01%94,843CommonSOLE
12233L107BNRBURNING ROCK BIOTECH LTD-ADR$633,7120.01%667,065CommonNONE
82489W107SHLSSHOALS TECHNOLOGIES GROUP -A$628,5620.01%40,448CommonSOLE
53115L104LBRTLIBERTY ENERGY INC$627,9300.01%34,654CommonSOLE
65290E101NXTNEXTRACKER INC-CL A$558,0220.01%11,921CommonSOLE
00724F101ADBEADOBE INC$516,1460.00%865CommonNONE
747525103QCOMQUALCOMM INC$488,2710.00%3,376CommonNONE
052769106ADSKAUTODESK INC$430,7160.00%1,769CommonNONE
29260Y1090C3ENDEAVOR GROUP HOLD-CLASS A$308,3840.00%13,001CommonNONE
059460303BBDBANCO BRADESCO-ADR$306,5900.00%87,597CommonNONE
679295105OKTAOKTA INC$135,1460.00%1,493CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.