MondegarAI
Amova Asset Management Americas, Inc.

Q3 2024 · 13F-HR

Amova Asset Management Americas, Inc.holdings as filed

Filed 2024-11-07 · accession 0001140361-24-045561

$8.83B
Reported value
187
Positions
2024-09-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
770700102HOODROBINHOOD MARKETS INC - A$513.0M5.81%21,905,677CommonNONE
88160R101TSLATESLA INC$499.8M5.66%1,910,714CommonSOLE
19260Q107COINCOINBASE GLOBAL INC -CLASS A$497.0M5.63%2,789,219CommonSOLE
82509L107SHOPSHOPIFY INC - CLASS A$471.0M5.34%5,876,992CommonNONE
77543R102ROKUROKU INC$463.5M5.25%6,207,869CommonSOLE
852234103XYZBLOCK INC$441.6M5.00%6,578,232CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC-A$378.7M4.29%10,179,122CommonNONE
771049103RBLXROBLOX CORP -CLASS A$352.9M4.00%7,972,658CommonNONE
58733R102MELIMERCADOLIBRE INC$238.7M2.70%116,478CommonNONE
26142V105DKNGDRAFTKINGS INC-CL A$229.6M2.60%5,856,164CommonNONE
30303M102METAMETA PLATFORMS INC-CLASS A$227.4M2.58%397,311CommonNONE
90364P105PATHUIPATH INC - CLASS A$181.4M2.05%14,169,736CommonSOLE
91332U101UUNITY SOFTWARE INC$173.9M1.97%7,689,385CommonSOLE
880770102TERTERADYNE INC$172.0M1.95%1,285,064CommonSOLE
888787108TOSTTOAST INC-CLASS A$152.6M1.73%5,390,053CommonNONE
72352L106PINSPINTEREST INC- CLASS A$145.3M1.65%4,488,697CommonNONE
L8681T102SPOTSPOTIFY TECHNOLOGY SA$144.0M1.63%390,690CommonNONE
88025U109TXG10X GENOMICS INC-CLASS A$143.8M1.63%6,373,212CommonSOLE
H17182108CRSPCRISPR THERAPEUTICS AG$139.4M1.58%2,967,219CommonSOLE
67066G104NVDANVIDIA CORP$134.6M1.53%1,108,150CommonSOLE
90184D100TWSTTWIST BIOSCIENCE CORP$129.2M1.46%2,860,847CommonSOLE
007903107AMDADVANCED MICRO DEVICES$111.2M1.26%677,662CommonNONE
896239100TRMBTRIMBLE INC$105.0M1.19%1,690,981CommonSOLE
92337F107VCYTVERACYTE INC$93.4M1.06%2,746,402CommonSOLE
023135106AMZNAMAZON.COM INC$93.1M1.05%499,606CommonNONE
07373V105BEAMBEAM THERAPEUTICS INC$87.0M0.99%3,552,829CommonSOLE
632307104NTRANATERA INC$85.2M0.97%671,382CommonSOLE
G6683N103NUNU HOLDINGS LTD/CAYMAN ISL-A$84.1M0.95%6,162,510CommonNONE
22788C105CRWDCROWDSTRIKE HOLDINGS INC - A$81.0M0.92%288,944CommonNONE
88339J105TTDTRADE DESK INC/THE -CLASS A$80.3M0.91%732,280CommonNONE
83406F102SOFISOFI TECHNOLOGIES INC$78.9M0.89%10,037,046CommonNONE
46269C102IRDMIRIDIUM COMMUNICATIONS INC$76.0M0.86%2,497,665CommonNONE
18915M107NETCLOUDFLARE INC - CLASS A$75.3M0.85%930,705CommonNONE
74624M102PPURE STORAGE INC - CLASS A$71.9M0.81%1,431,300CommonSOLE
69553P100PDPAGERDUTY INC$69.4M0.79%3,738,803CommonSOLE
88023B103TEMTEMPUS AI INC$68.8M0.78%1,217,699CommonSOLE
45826J105NTLAINTELLIA THERAPEUTICS INC$64.7M0.73%3,148,397CommonSOLE
75629V104RXRXRECURSION PHARMACEUTICALS-A$63.9M0.72%9,694,778CommonSOLE
461202103INTUINTUIT INC$56.9M0.64%91,585CommonSOLE
60770K107MRNAMODERNA INC$56.8M0.64%850,035CommonSOLE
50077B207KTOSKRATOS DEFENSE & SECURITY$54.9M0.62%2,356,150CommonNONE
03969T109ARCTARCTURUS THERAPEUTICS HOLDIN$53.7M0.61%2,315,294CommonSOLE
70450Y103PYPLPAYPAL HOLDINGS INC$53.0M0.60%678,905CommonNONE
G3934V109GENIGENIUS SPORTS LTD$52.4M0.59%6,677,699CommonNONE
14167L103CDNACAREDX INC$51.6M0.58%1,652,759CommonSOLE
M5216V106GLBEGLOBAL-E ONLINE LTD$50.0M0.57%1,301,261CommonNONE
30063P105EXKEXACT SCIENCES CORP$46.2M0.52%678,468CommonSOLE
008073108AVAVAEROVIRONMENT INC$44.9M0.51%224,311CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR-SP ADR$40.7M0.46%234,554CommonNONE
00650F109ADPTADAPTIVE BIOTECHNOLOGIES$39.5M0.45%7,733,884CommonSOLE
48581R205KSPIJSC KASPI.KZ ADR$36.1M0.41%341,067CommonNONE
244199105DEDEERE & CO$35.8M0.41%85,810CommonSOLE
22052L104CTVACORTEVA INC$35.0M0.40%595,189CommonSOLE
75734B100RDDTREDDIT INC-CL A$33.8M0.38%512,871CommonNONE
75886F107REGNREGENERON PHARMACEUTICALS$30.4M0.34%28,884CommonSOLE
037833100AAPLAPPLE INC$29.3M0.33%125,597CommonNONE
40131M109GHGUARDANT HEALTH INC$29.1M0.33%1,266,484CommonSOLE
03945R102ACHRARCHER AVIATION INC-A$28.3M0.32%9,336,650CommonNONE
23804L103DDOGDATADOG INC - CLASS A$26.4M0.30%229,320CommonNONE
13321L108CCJCAMECO CORP$25.3M0.29%530,721CommonSOLE
65345M108NXDRNEXTDOOR HOLDINGS INC$24.5M0.28%9,884,761CommonNONE
81141R100SESEA LTD-ADR$23.5M0.27%249,281CommonNONE
02079K107GOOGALPHABET INC-CL C$22.5M0.26%134,740CommonNONE
80810D103SDGRSCHRODINGER INC$21.9M0.25%1,180,962CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$21.6M0.25%134,739CommonNONE
781154109RBRKRUBRIK INC-A$20.8M0.24%646,152CommonNONE
69404D108PACBPACIFIC BIOSCIENCES OF CALIF$20.1M0.23%11,865,766CommonSOLE
773122106ROCKET LAB USA INC$19.8M0.22%2,036,694CommonNONE
451051106IBTAIBOTTA INC-CL A$19.6M0.22%318,458CommonNONE
502431109LHXL3HARRIS TECHNOLOGIES INC$18.7M0.21%78,581CommonNONE
34385P108LABSTANDARD BIOTOOLS INC$18.4M0.21%9,572,492CommonSOLE
051774107AURAURORA INNOVATION INC$18.0M0.20%3,043,195CommonNONE
98954M200ZZILLOW GROUP INC - C$17.4M0.20%272,839CommonNONE
090043100BILLBILL HOLDINGS INC$17.0M0.19%321,761CommonNONE
37637K108GTLBGITLAB INC-CL A$15.3M0.17%297,632CommonNONE
05368X102AVDXAVIDXCHANGE HOLDINGS INC$15.1M0.17%1,862,225CommonNONE
H2906T109GRMNGARMIN LTD$14.7M0.17%83,369CommonNONE
594918104MSFTMICROSOFT CORP$14.4M0.16%33,587CommonNONE
83304A106SNAPSNAP INC - A$13.8M0.16%1,286,699CommonNONE
G85158106STNESTONECO LTD-A$13.3M0.15%1,179,927CommonSOLE
G65163100JOBYJOBY AVIATION INC$13.1M0.15%2,602,424CommonNONE
67080M103NRIXNURIX THERAPEUTICS INC$12.4M0.14%552,602CommonSOLE
74168J101PRMEPRIME MEDICINE INC$12.3M0.14%3,182,455CommonSOLE
157085101CERSCERUS CORP$12.2M0.14%7,040,287CommonSOLE
092667104SRTABLADE AIR MOBILITY INC$11.0M0.12%3,752,818CommonNONE
539830109LMTLOCKHEED MARTIN CORP$10.7M0.12%18,327CommonNONE
871607107SNPSSYNOPSYS INC$9.7M0.11%19,229CommonNONE
254687106DISWALT DISNEY CO/THE$9.2M0.10%96,070CommonNONE
N6596X109NXPINXP SEMICONDUCTORS NV$9.2M0.10%38,133CommonNONE
462222100IONSIONIS PHARMACEUTICALS INC$7.9M0.09%196,114CommonNONE
00437E102ACCDUSDACCOLADE INC$7.2M0.08%1,887,011CommonSOLE
03662Q105AKXANSYS INC$7.1M0.08%22,447CommonNONE
M3760D101ESLTELBIT SYSTEMS LTD$7.1M0.08%35,779CommonNONE
74765K105QSIQUANTUM-SI INC$6.6M0.08%7,527,912CommonSOLE
088606108BHPBHP GROUP LTD-SPON ADR$6.3M0.07%102,006CommonSOLE
922475108VEEVVEEVA SYSTEMS INC-CLASS A$5.9M0.07%28,079CommonNONE
780259305SHELSHELL PLC-ADR$5.7M0.06%86,070CommonSOLE
30231G102XOMEXXON MOBIL CORP$5.5M0.06%46,840CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$5.4M0.06%108,381CommonSOLE
149123101CATCATERPILLAR INC$5.4M0.06%13,740CommonNONE
422806109HEIHEICO CORP$5.0M0.06%19,069CommonNONE
559222401MGAMAGNA INTERNATIONAL INC$4.9M0.06%120,484CommonNONE
64110L106NFLXNETFLIX INC$4.7M0.05%6,631CommonNONE
767204100RIORIO TINTO PLC-SPON ADR$4.4M0.05%62,514CommonSOLE
879360105TDYTELEDYNE TECHNOLOGIES INC$4.4M0.05%10,055CommonNONE
67077M108NTRNUTRIEN LTD$4.4M0.05%90,908CommonSOLE
651639106NEMNEWMONT CORP$4.4M0.05%81,616CommonSOLE
25754A201DPZDOMINO'S PIZZA INC$4.3M0.05%10,027CommonNONE
G54950103LINLINDE PLC$4.3M0.05%8,985CommonSOLE
71535D106PSNLPERSONALIS INC$4.3M0.05%792,608CommonNONE
438516106HONHONEYWELL INTERNATIONAL INC$4.1M0.05%20,082CommonNONE
89151E109TTENTOTALENERGIES SE -SPON ADR$4.1M0.05%63,726CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$3.9M0.04%8,471CommonNONE
166764100CVXCHEVRON CORP$3.7M0.04%24,955CommonSOLE
009158106APDAIR PRODUCTS & CHEMICALS INC$3.6M0.04%11,950CommonSOLE
00091E109ABSIABSCI CORP$3.4M0.04%889,844CommonNONE
29786A106ETSYETSY INC$3.4M0.04%60,797CommonNONE
011532108AGIALAMOS GOLD INC-CLASS A$3.3M0.04%167,768CommonSOLE
01609W102BABAALIBABA GROUP HOLDING-SP ADR$3.2M0.04%30,009CommonNONE
878742204TECKTECK RESOURCES LTD-CLS B$3.0M0.03%58,373CommonSOLE
57064N201MARKFORGED HOLDING CORP$2.9M0.03%599,128CommonNONE
88554D205DDD3D SYSTEMS CORP$2.8M0.03%993,145CommonNONE
031162100AMGNAMGEN INC$2.6M0.03%8,194CommonNONE
055622104BPBP PLC-SPONS ADR$2.6M0.03%83,806CommonSOLE
91912E105VALEVALE SA-SP ADR$2.6M0.03%225,040CommonSOLE
008474108AEMAGNICO EAGLE MINES LTD$2.6M0.03%31,723CommonSOLE
858119100STLDSTEEL DYNAMICS INC$2.5M0.03%19,509CommonSOLE
695156109PKGPACKAGING CORP OF AMERICA$2.3M0.03%10,821CommonSOLE
067901108ABXBARRICK GOLD CORP$2.3M0.03%116,769CommonSOLE
47215P106JDJD.COM INC-ADR$2.3M0.03%57,507CommonNONE
45337C102INCYINCYTE CORP$2.2M0.03%33,403CommonNONE
136385101CNQCANADIAN NATURAL RESOURCES$2.0M0.02%59,435CommonSOLE
20825C104COPCONOCOPHILLIPS$2.0M0.02%18,653CommonSOLE
447011107HUNHUNTSMAN CORP$1.8M0.02%73,454CommonSOLE
962166104WYWEYERHAEUSER CO$1.7M0.02%50,811CommonSOLE
65443P102MASS908 DEVICES INC$1.7M0.02%495,222CommonNONE
20451W101CMPSCOMPASS PATHWAYS PLC$1.7M0.02%269,369CommonNONE
670346105NUENUCOR CORP$1.7M0.02%11,199CommonSOLE
012653101ALBALBEMARLE CORP$1.7M0.02%17,455CommonSOLE
867224107SUSUNCOR ENERGY INC$1.5M0.02%41,787CommonSOLE
907818108UNPUNION PACIFIC CORP$1.3M0.01%5,184CommonSOLE
98419M100XYLXYLEM INC$1.3M0.01%9,281CommonSOLE
406216101HALHALLIBURTON CO$1.2M0.01%42,178CommonSOLE
460146103IPINTERNATIONAL PAPER CO$1.2M0.01%24,844CommonSOLE
759509102RSRELIANCE INC$1.1M0.01%3,843CommonSOLE
49456B101KMIKINDER MORGAN INC$1.1M0.01%49,922CommonSOLE
806857108SLBSCHLUMBERGER LTD$1.1M0.01%25,805CommonSOLE
26884L109EQTEQT CORP$1.1M0.01%29,340CommonSOLE
039483102ADMARCHER-DANIELS-MIDLAND CO$1.1M0.01%17,921CommonSOLE
05722G100BKRBAKER HUGHES CO$1.1M0.01%29,505CommonSOLE
125269100CFCF INDUSTRIES HOLDINGS INC$1.0M0.01%12,104CommonSOLE
127097103CTRACOTERRA ENERGY INC$1.0M0.01%42,657CommonSOLE
26875P101EOGEOG RESOURCES INC$981,7190.01%7,986CommonSOLE
25179M103DVNDEVON ENERGY CORP$976,2400.01%24,955CommonSOLE
576485205MTDRMATADOR RESOURCES CO$975,0570.01%19,730CommonSOLE
674599105OXYOCCIDENTAL PETROLEUM CORP$924,2150.01%17,932CommonSOLE
969457100WMBWILLIAMS COS INC$902,0900.01%19,761CommonSOLE
H11356104BGBUNGE GLOBAL SA$877,8780.01%9,084CommonSOLE
42809H107HESHESS CORP$856,2190.01%6,305CommonSOLE
760273102RPTXREPARE THERAPEUTICS INC$854,8070.01%249,215CommonNONE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWRE$792,4750.01%5,158CommonNONE
G0378L100AUANGLOGOLD ASHANTI PLC$788,9670.01%29,627CommonSOLE
G87110105FTITECHNIPFMC PLC$785,2740.01%29,938CommonSOLE
644535106NGDNNEW GOLD INC$764,4700.01%265,441CommonSOLE
718546104PSXPHILLIPS 66$677,0990.01%5,151CommonSOLE
747525103QCOMQUALCOMM INC$644,3380.01%3,790CommonNONE
71424F105PRPERMIAN RESOURCES CORP$632,8790.01%46,501CommonSOLE
127203107WHDCACTUS INC - A$612,0950.01%10,258CommonSOLE
675232102OIIOCEANEERING INTL INC$604,2170.01%24,295CommonSOLE
61945C103MOSMOSAIC CO/THE$535,8680.01%20,010CommonSOLE
56585A102MPCMARATHON PETROLEUM CORP$524,2440.01%3,218CommonSOLE
553368101MPMP MATERIALS CORP$506,9960.01%28,725CommonSOLE
513272104LWLAMB WESTON HOLDINGS INC$503,2240.01%7,773CommonSOLE
15872M104APY1EURCHAMPIONX CORP$478,4340.01%15,879CommonSOLE
74022D407PDSPRECISION DRILLING CORP$471,8070.01%7,653CommonSOLE
53115L104LBRTLIBERTY ENERGY INC$468,1250.01%24,522CommonSOLE
654106103NKENIKE INC -CL B$449,0720.01%5,080CommonNONE
423452101HPHELMERICH & PAYNE$445,6830.01%14,651CommonSOLE
65290E101NXTNEXTRACKER INC-CL A$428,7650.00%11,449CommonSOLE
703481101PTENPATTERSON-UTI ENERGY INC$421,2310.00%55,135CommonSOLE
91913Y100VLOVALERO ENERGY CORP$407,1150.00%3,015CommonSOLE
84265V105SCCOSOUTHERN COPPER CORP$395,9380.00%3,423CommonSOLE
052769106ADSKAUTODESK INC$381,4980.00%1,385CommonNONE
00724F101ADBEADOBE INC$353,0780.00%682CommonNONE
82489W107SHLSSHOALS TECHNOLOGIES GROUP -A$351,3320.00%62,626CommonSOLE
059460303BBDBANCO BRADESCO-ADR$233,0080.00%87,597CommonNONE
12233L206BNRBURNING ROCK BIOTECH LTD-ADR$177,5710.00%54,303CommonNONE

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.