MondegarAI
Amova Asset Management Americas, Inc.

Q2 2024 · 13F-HR

Amova Asset Management Americas, Inc.holdings as filed

Filed 2024-08-09 · accession 0001140361-24-036559

$8.66B
Reported value
189
Positions
2024-06-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
19260Q107COINCOINBASE GLOBAL INC -CLASS A$597.5M6.90%2,689,484CommonSOLE
770700102HOODROBINHOOD MARKETS INC - A$516.7M5.96%22,761,264CommonSOLE
88160R101TSLATESLA INC$491.3M5.67%2,481,705CommonSOLE
852234103XYZBLOCK INC$483.6M5.58%7,498,605CommonSOLE
77543R102ROKUROKU INC$398.8M4.60%6,657,358CommonSOLE
82509L107SHOPSHOPIFY INC - CLASS A$397.2M4.58%6,013,291CommonNONE
771049103RBLXROBLOX CORP -CLASS A$333.2M3.85%8,955,426CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC-A$255.0M2.94%10,067,842CommonNONE
26142V105DKNGDRAFTKINGS INC-CL A$225.6M2.60%5,911,166CommonNONE
90364P105PATHUIPATH INC - CLASS A$222.6M2.57%17,551,414CommonNONE
30303M102METAMETA PLATFORMS INC-CLASS A$195.8M2.26%388,596CommonNONE
98980L101ZNGAZOOM VIDEO COMMUNICATIONS-A$186.2M2.15%3,147,472CommonSOLE
58733R102MELIMERCADOLIBRE INC$183.8M2.12%111,866CommonNONE
880770102TERTERADYNE INC$183.6M2.12%1,238,253CommonSOLE
72352L106PINSPINTEREST INC- CLASS A$177.6M2.05%4,030,258CommonNONE
H17182108CRSPCRISPR THERAPEUTICS AG$170.0M1.96%3,151,514CommonSOLE
91332U101UUNITY SOFTWARE INC$160.6M1.85%9,873,963CommonSOLE
90184D100TWSTTWIST BIOSCIENCE CORP$155.9M1.80%3,163,431CommonSOLE
888787108TOSTTOAST INC-CLASS A$147.5M1.70%5,725,180CommonNONE
67066G104NVDANVIDIA CORP$145.3M1.68%1,177,082CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY SA$136.6M1.58%435,389CommonNONE
896239100TRMBTRIMBLE INC$122.3M1.41%2,186,340CommonSOLE
88025U109TXG10X GENOMICS INC-CLASS A$119.3M1.38%6,148,252CommonSOLE
74624M102PPURE STORAGE INC - CLASS A$102.3M1.18%1,592,498CommonSOLE
69553P100PDPAGERDUTY INC$89.6M1.03%3,908,103CommonSOLE
22788C105CRWDCROWDSTRIKE HOLDINGS INC - A$86.5M1.00%225,990CommonNONE
G6683N103NUNU HOLDINGS LTD/CAYMAN ISL-A$84.7M0.98%6,571,433CommonNONE
60770K107MRNAMODERNA INC$83.2M0.96%701,049CommonSOLE
18915M107NETCLOUDFLARE INC - CLASS A$82.2M0.95%992,905CommonNONE
83406F102SOFISOFI TECHNOLOGIES INC$75.7M0.87%11,457,940CommonNONE
75629V104RXRXRECURSION PHARMACEUTICALS-A$74.3M0.86%9,934,491CommonSOLE
88339J105TTDTRADE DESK INC/THE -CLASS A$73.9M0.85%756,842CommonNONE
45826J105NTLAINTELLIA THERAPEUTICS INC$72.9M0.84%3,257,689CommonSOLE
92337F107VCYTVERACYTE INC$68.9M0.80%3,181,592CommonSOLE
461202103INTUINTUIT INC$68.3M0.79%103,996CommonSOLE
46269C102IRDMIRIDIUM COMMUNICATIONS INC$66.3M0.77%2,490,912CommonNONE
007903107AMDADVANCED MICRO DEVICES$65.5M0.76%403,804CommonNONE
48581R205KSPIJSC KASPI.KZ ADR$58.4M0.67%452,854CommonNONE
632307104NTRANATERA INC$56.0M0.65%517,941CommonSOLE
07373V105BEAMBEAM THERAPEUTICS INC$52.1M0.60%2,224,415CommonSOLE
50077B207KTOSKRATOS DEFENSE & SECURITY$51.9M0.60%2,593,075CommonNONE
M5216V106GLBEGLOBAL-E ONLINE LTD$50.1M0.58%1,380,616CommonNONE
008073108AVAVAEROVIRONMENT INC$45.8M0.53%251,482CommonNONE
G3934V109GENIGENIUS SPORTS LTD$45.3M0.52%8,308,973CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR-SP ADR$42.8M0.49%246,188CommonNONE
87918A105TDOCTELADOC HEALTH INC$40.5M0.47%4,136,936CommonSOLE
14167L103CDNACAREDX INC$40.0M0.46%2,576,261CommonSOLE
03969T109ARCTARCTURUS THERAPEUTICS HOLDIN$38.0M0.44%1,563,065CommonSOLE
22052L104CTVACORTEVA INC$36.4M0.42%674,870CommonSOLE
03945R102ACHRARCHER AVIATION INC-A$35.3M0.41%10,019,481CommonNONE
244199105DEDEERE & CO$34.1M0.39%91,169CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$32.6M0.38%30,997CommonSOLE
023135106AMZNAMAZON.COM INC$31.8M0.37%164,554CommonNONE
23804L103DDOGDATADOG INC - CLASS A$31.6M0.36%243,875CommonNONE
65345M108NXDRNEXTDOOR HOLDINGS INC$30.9M0.36%11,109,171CommonNONE
30063P105EXKEXACT SCIENCES CORP$30.4M0.35%721,088CommonSOLE
70450Y103PYPLPAYPAL HOLDINGS INC$28.4M0.33%489,384CommonNONE
037833100AAPLAPPLE INC$28.0M0.32%133,162CommonNONE
13321L108CCJCAMECO CORP$27.6M0.32%560,175CommonSOLE
00650F109ADPTADAPTIVE BIOTECHNOLOGIES$25.0M0.29%6,919,778CommonSOLE
02079K107GOOGALPHABET INC-CL C$24.4M0.28%133,197CommonNONE
80810D103SDGRSCHRODINGER INC$24.1M0.28%1,246,147CommonSOLE
83304A106SNAPSNAP INC - A$22.9M0.26%1,379,164CommonNONE
05368X102AVDXAVIDXCHANGE HOLDINGS INC$20.3M0.23%1,683,986CommonNONE
75734B100RDDTREDDIT INC-CL A$19.9M0.23%311,095CommonNONE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$19.5M0.22%142,140CommonNONE
502431109LHXL3HARRIS TECHNOLOGIES INC$19.2M0.22%85,290CommonNONE
81141R100SESEA LTD-ADR$18.8M0.22%262,745CommonNONE
34385P108LABSTANDARD BIOTOOLS INC$18.7M0.22%10,642,271CommonSOLE
090043100BILLBILL HOLDINGS INC$17.8M0.21%337,815CommonNONE
69404D108PACBPACIFIC BIOSCIENCES OF CALIF$17.2M0.20%12,640,561CommonSOLE
74168J101PRMEPRIME MEDICINE INC$16.5M0.19%3,238,385CommonSOLE
594918104MSFTMICROSOFT CORP$15.8M0.18%35,345CommonNONE
H2906T109GRMNGARMIN LTD$15.1M0.17%92,585CommonNONE
G85158106STNESTONECO LTD-A$14.8M0.17%1,231,983CommonSOLE
G65163100JOBYJOBY AVIATION INC$14.1M0.16%2,764,582CommonNONE
092667104SRTABLADE AIR MOBILITY INC$14.0M0.16%4,037,513CommonNONE
98954M200ZZILLOW GROUP INC - C$13.6M0.16%293,137CommonNONE
157085101CERSCERUS CORP$13.1M0.15%7,498,240CommonSOLE
871607107SNPSSYNOPSYS INC$12.1M0.14%20,388CommonNONE
773122106ROCKET LAB USA INC$10.2M0.12%2,123,591CommonNONE
88023B103TEMTEMPUS AI INC$9.9M0.11%282,223CommonSOLE
254687106DISWALT DISNEY CO/THE$9.8M0.11%98,617CommonNONE
462222100IONSIONIS PHARMACEUTICALS INC$9.5M0.11%199,231CommonNONE
539830109LMTLOCKHEED MARTIN CORP$9.3M0.11%19,810CommonNONE
051774107AURAURORA INNOVATION INC$8.9M0.10%3,223,774CommonNONE
57667T100MTLSMATERIALISE NV-ADR$8.8M0.10%1,771,433CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS NV$8.3M0.10%30,690CommonNONE
74765K105QSIQUANTUM-SI INC$8.1M0.09%7,863,161CommonSOLE
03662Q105AKXANSYS INC$7.9M0.09%24,623CommonNONE
00437E102ACCDUSDACCOLADE INC$7.2M0.08%2,011,931CommonSOLE
780259305SHELSHELL PLC-ADR$7.2M0.08%99,128CommonSOLE
M3760D101ESLTELBIT SYSTEMS LTD$6.8M0.08%38,330CommonNONE
088606108BHPBHP GROUP LTD-SPON ADR$6.4M0.07%112,868CommonSOLE
922475108VEEVVEEVA SYSTEMS INC-CLASS A$6.4M0.07%34,732CommonNONE
30231G102XOMEXXON MOBIL CORP$6.1M0.07%52,638CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$6.1M0.07%124,577CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$5.5M0.06%11,820CommonNONE
25754A201DPZDOMINO'S PIZZA INC$5.5M0.06%10,685CommonNONE
92539P101VERVE THERAPEUTICS INC$5.4M0.06%1,115,466CommonSOLE
559222401MGAMAGNA INTERNATIONAL INC$5.4M0.06%128,300CommonNONE
451051106IBTAIBOTTA INC-CL A$5.2M0.06%69,043CommonNONE
89151E109TTENTOTALENERGIES SE -SPON ADR$5.0M0.06%75,503CommonSOLE
67077M108NTRNUTRIEN LTD$4.9M0.06%97,071CommonSOLE
149123101CATCATERPILLAR INC$4.9M0.06%14,627CommonNONE
767204100RIORIO TINTO PLC-SPON ADR$4.6M0.05%70,177CommonSOLE
438516106HONHONEYWELL INTERNATIONAL INC$4.6M0.05%21,457CommonNONE
422806109HEIHEICO CORP$4.6M0.05%20,385CommonNONE
G54950103LINLINDE PLC$4.4M0.05%10,065CommonSOLE
166764100CVXCHEVRON CORP$4.4M0.05%27,950CommonSOLE
64110L106NFLXNETFLIX INC$4.3M0.05%6,399CommonNONE
879360105TDYTELEDYNE TECHNOLOGIES INC$4.2M0.05%10,770CommonNONE
651639106NEMNEWMONT CORP$3.8M0.04%91,165CommonSOLE
29786A106ETSYETSY INC$3.6M0.04%60,797CommonNONE
009158106APDAIR PRODUCTS & CHEMICALS INC$3.4M0.04%13,343CommonSOLE
055622104BPBP PLC-SPONS ADR$3.4M0.04%93,601CommonSOLE
878742204TECKTECK RESOURCES LTD-CLS B$3.1M0.04%65,192CommonSOLE
45337C102INCYINCYTE CORP$3.1M0.04%50,552CommonNONE
011532108AGIALAMOS GOLD INC-CLASS A$2.9M0.03%187,177CommonSOLE
858119100STLDSTEEL DYNAMICS INC$2.9M0.03%22,491CommonSOLE
91912E105VALEVALE SA-SP ADR$2.8M0.03%252,403CommonSOLE
031162100AMGNAMGEN INC$2.8M0.03%8,958CommonNONE
88554D205DDD3D SYSTEMS CORP$2.7M0.03%876,987CommonNONE
57064N102MARKFORGED HOLDING CORP$2.7M0.03%6,489,942CommonNONE
40131M109GHGUARDANT HEALTH INC$2.6M0.03%88,694CommonNONE
65443P102MASS908 DEVICES INC$2.5M0.03%495,802CommonNONE
136385101CNQCANADIAN NATURAL RESOURCES$2.4M0.03%66,178CommonSOLE
008474108AEMAGNICO EAGLE MINES LTD$2.3M0.03%35,423CommonSOLE
00091E109ABSIABSCI CORP$2.2M0.03%731,758CommonNONE
20825C104COPCONOCOPHILLIPS$2.2M0.03%19,490CommonSOLE
695156109PKGPACKAGING CORP OF AMERICA$2.2M0.03%12,126CommonSOLE
01609W102BABAALIBABA GROUP HOLDING-SP ADR$2.2M0.02%30,009CommonNONE
067901108ABXBARRICK GOLD CORP$2.1M0.02%123,109CommonSOLE
670346105NUENUCOR CORP$2.0M0.02%12,478CommonSOLE
867224107SUSUNCOR ENERGY INC$1.8M0.02%46,509CommonSOLE
20451W101CMPSCOMPASS PATHWAYS PLC$1.7M0.02%288,459CommonNONE
962166104WYWEYERHAEUSER CO$1.6M0.02%56,389CommonSOLE
447011107HUNHUNTSMAN CORP$1.6M0.02%68,719CommonSOLE
98419M100XYLXYLEM INC$1.5M0.02%11,333CommonSOLE
012653101ALBALBEMARLE CORP$1.5M0.02%15,997CommonSOLE
47215P106JDJD.COM INC-ADR$1.5M0.02%57,507CommonNONE
49456B101KMIKINDER MORGAN INC$1.4M0.02%71,789CommonSOLE
806857108SLBSCHLUMBERGER LTD$1.4M0.02%28,667CommonSOLE
25179M103DVNDEVON ENERGY CORP$1.3M0.02%27,583CommonSOLE
907818108UNPUNION PACIFIC CORP$1.3M0.01%5,738CommonSOLE
05722G100BKRBAKER HUGHES CO$1.3M0.01%36,532CommonSOLE
127097103CTRACOTERRA ENERGY INC$1.2M0.01%46,224CommonSOLE
969457100WMBWILLIAMS COS INC$1.2M0.01%28,402CommonSOLE
039483102ADMARCHER-DANIELS-MIDLAND CO$1.2M0.01%19,667CommonSOLE
460146103IPINTERNATIONAL PAPER CO$1.2M0.01%27,342CommonSOLE
406216101HALHALLIBURTON CO$1.1M0.01%33,190CommonSOLE
26875P101EOGEOG RESOURCES INC$1.1M0.01%8,826CommonSOLE
759509102RSRELIANCE INC$1.1M0.01%3,720CommonSOLE
H11356104BGBUNGE GLOBAL SA$1.1M0.01%9,843CommonSOLE
71535D106PSNLPERSONALIS INC$1.0M0.01%885,417CommonNONE
G87110105FTITECHNIPFMC PLC$994,8510.01%38,044CommonSOLE
125269100CFCF INDUSTRIES HOLDINGS INC$984,6840.01%13,285CommonSOLE
674599105OXYOCCIDENTAL PETROLEUM CORP$924,8390.01%14,673CommonSOLE
760273102RPTXREPARE THERAPEUTICS INC$914,6540.01%277,168CommonNONE
42809H107HESHESS CORP$877,1540.01%5,946CommonSOLE
26884L109EQTEQT CORP$846,3980.01%22,888CommonSOLE
576485205MTDRMATADOR RESOURCES CO$830,3470.01%13,932CommonSOLE
G0378L100AUANGLOGOLD ASHANTI PLC$817,0520.01%32,513CommonSOLE
718546104PSXPHILLIPS 66$793,3750.01%5,620CommonSOLE
747525103QCOMQUALCOMM INC$782,2710.01%3,932CommonNONE
127203107WHDCACTUS INC - A$728,2340.01%13,808CommonSOLE
513272104LWLAMB WESTON HOLDINGS INC$717,1180.01%8,529CommonSOLE
37611X100DNA4EURGINKGO BIOWORKS HOLDINGS INC$715,3410.01%2,167,701CommonNONE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWRE$701,3700.01%4,511CommonNONE
61945C103MOSMOSAIC CO/THE$634,5860.01%21,958CommonSOLE
124155102BFLYBUTTERFLY NETWORK INC$626,0680.01%745,319CommonNONE
675232102OIIOCEANEERING INTL INC$622,8970.01%26,327CommonSOLE
56585A102MPCMARATHON PETROLEUM CORP$594,6890.01%3,428CommonSOLE
65290E101NXTNEXTRACKER INC-CL A$588,6230.01%12,564CommonSOLE
423452101HPHELMERICH & PAYNE$564,1820.01%15,611CommonSOLE
53115L104LBRTLIBERTY ENERGY INC$562,1500.01%26,910CommonSOLE
15872M104APY1EURCHAMPIONX CORP$561,7440.01%16,920CommonSOLE
91913Y100VLOVALERO ENERGY CORP$518,5620.01%3,308CommonSOLE
703481101PTENPATTERSON-UTI ENERGY INC$494,6990.01%47,797CommonSOLE
644535106NGDNNEW GOLD INC$458,3960.01%235,075CommonSOLE
82489W107SHLSSHOALS TECHNOLOGIES GROUP -A$428,1750.00%68,728CommonSOLE
84265V105SCCOSOUTHERN COPPER CORP$402,4090.00%3,735CommonSOLE
553368101MPMP MATERIALS CORP$401,2880.00%31,523CommonSOLE
654106103NKENIKE INC -CL B$396,6720.00%5,263CommonNONE
00724F101ADBEADOBE INC$389,9470.00%702CommonNONE
052769106ADSKAUTODESK INC$355,0910.00%1,435CommonNONE
12233L206BNRBURNING ROCK BIOTECH LTD-ADR$353,7870.00%56,246CommonNONE
059460303BBDBANCO BRADESCO-ADR$195,3410.00%87,597CommonNONE
679295105OKTAOKTA INC$105,6180.00%1,129CommonNONE

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.