MondegarAI
Amova Asset Management Americas, Inc.

Q4 2024 · 13F-HR

Amova Asset Management Americas, Inc.holdings as filed

Filed 2025-02-10 · accession 0001140361-25-003755

$9.23B
Reported value
184
Positions
2024-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
770700102HOODROBINHOOD MARKETS INC - A$615.1M6.67%16,513,608CommonSOLE
19260Q107COINCOINBASE GLOBAL INC -CLASS A$602.5M6.53%2,428,618CommonSOLE
82509L107SHOPSHOPIFY INC - CLASS A$534.3M5.79%5,025,263CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC-A$515.3M5.58%6,811,647CommonNONE
88160R101TSLATESLA INC$478.1M5.18%1,184,393CommonSOLE
852234103XYZBLOCK INC$458.9M4.97%5,399,053CommonSOLE
77543R102ROKUROKU INC$398.0M4.31%5,357,023CommonSOLE
771049103RBLXROBLOX CORP -CLASS A$385.7M4.18%6,666,102CommonNONE
30303M102METAMETA PLATFORMS INC-CLASS A$237.4M2.57%405,389CommonNONE
880770102TERTERADYNE INC$206.0M2.23%1,635,687CommonSOLE
58733R102MELIMERCADOLIBRE INC$201.8M2.19%118,689CommonNONE
26142V105DKNGDRAFTKINGS INC-CL A$189.5M2.05%5,096,202CommonNONE
888787108TOSTTOAST INC-CLASS A$176.7M1.91%4,846,921CommonNONE
023135106AMZNAMAZON.COM INC$175.0M1.90%798,063CommonSOLE
90364P105PATHUIPATH INC - CLASS A$160.0M1.73%12,590,291CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY SA$145.6M1.58%325,436CommonNONE
67066G104NVDANVIDIA CORP$131.2M1.42%977,655CommonSOLE
91332U101UUNITY SOFTWARE INC$124.5M1.35%5,542,543CommonSOLE
72352L106PINSPINTEREST INC- CLASS A$121.7M1.32%4,197,373CommonNONE
90184D100TWSTTWIST BIOSCIENCE CORP$121.4M1.32%2,612,964CommonSOLE
83406F102SOFISOFI TECHNOLOGIES INC$119.0M1.29%7,732,843CommonNONE
632307104NTRANATERA INC$117.3M1.27%740,837CommonSOLE
007903107AMDADVANCED MICRO DEVICES$110.4M1.20%914,036CommonNONE
88023B103TEMTEMPUS AI INC$109.4M1.19%3,239,093CommonSOLE
H17182108CRSPCRISPR THERAPEUTICS AG$108.1M1.17%2,745,676CommonSOLE
896239100TRMBTRIMBLE INC$104.1M1.13%1,472,989CommonSOLE
92337F107VCYTVERACYTE INC$98.7M1.07%2,493,377CommonSOLE
07373V105BEAMBEAM THERAPEUTICS INC$98.1M1.06%3,957,611CommonSOLE
88339J105TTDTRADE DESK INC/THE -CLASS A$94.9M1.03%807,479CommonSOLE
18915M107NETCLOUDFLARE INC - CLASS A$87.0M0.94%808,202CommonNONE
22788C105CRWDCROWDSTRIKE HOLDINGS INC - A$84.9M0.92%248,281CommonNONE
88025U109TXG10X GENOMICS INC-CLASS A$82.0M0.89%5,713,484CommonSOLE
46269C102IRDMIRIDIUM COMMUNICATIONS INC$82.0M0.89%2,827,580CommonSOLE
03945R102ACHRARCHER AVIATION INC-A$78.7M0.85%8,072,211CommonNONE
74624M102PPURE STORAGE INC - CLASS A$77.8M0.84%1,266,738CommonSOLE
75734B100RDDTREDDIT INC-CL A$69.2M0.75%423,636CommonNONE
452327109ILMNILLUMINA INC$65.8M0.71%492,540CommonSOLE
69553P100PDPAGERDUTY INC$61.4M0.67%3,364,565CommonSOLE
M5216V106GLBEGLOBAL-E ONLINE LTD$60.5M0.66%1,110,603CommonNONE
75629V104RXRXRECURSION PHARMACEUTICALS-A$60.1M0.65%8,908,651CommonSOLE
70450Y103PYPLPAYPAL HOLDINGS INC$59.5M0.64%697,077CommonNONE
G6683N103NUNU HOLDINGS LTD/CAYMAN ISL-A$55.7M0.60%5,374,794CommonNONE
50077B207KTOSKRATOS DEFENSE & SECURITY$52.4M0.57%1,986,388CommonNONE
461202103INTUINTUIT INC$50.7M0.55%80,724CommonSOLE
G3934V109GENIGENIUS SPORTS LTD$49.6M0.54%5,733,342CommonNONE
80810D103SDGRSCHRODINGER INC$47.5M0.51%2,464,911CommonSOLE
40131M109GHGUARDANT HEALTH INC$44.7M0.48%1,464,213CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR-SP ADR$41.8M0.45%211,751CommonNONE
00650F109ADPTADAPTIVE BIOTECHNOLOGIES$40.9M0.44%6,833,137CommonSOLE
451051106IBTAIBOTTA INC-CL A$40.6M0.44%624,002CommonNONE
781154109RBRKRUBRIK INC-A$35.9M0.39%548,940CommonNONE
03969T109ARCTARCTURUS THERAPEUTICS HOLDIN$34.9M0.38%2,065,050CommonSOLE
45826J105NTLAINTELLIA THERAPEUTICS INC$34.9M0.38%2,992,663CommonSOLE
14167L103CDNACAREDX INC$32.0M0.35%1,498,018CommonSOLE
244199105DEDEERE & CO$31.9M0.35%75,315CommonSOLE
30063P105EXKEXACT SCIENCES CORP$30.4M0.33%541,180CommonSOLE
051774107AURAURORA INNOVATION INC$30.2M0.33%4,796,952CommonNONE
008073108AVAVAEROVIRONMENT INC$29.0M0.31%188,575CommonNONE
37637K108GTLBGITLAB INC-CL A$28.6M0.31%507,713CommonNONE
23804L103DDOGDATADOG INC - CLASS A$28.1M0.30%197,085CommonNONE
48581R205KSPIJSC KASPI.KZ ADR$27.4M0.30%288,929CommonNONE
037833100AAPLAPPLE INC$27.0M0.29%107,964CommonNONE
773122106ROCKET LAB USA INC$26.5M0.29%1,042,227CommonNONE
22052L104CTVACORTEVA INC$26.1M0.28%457,513CommonSOLE
81141R100SESEA LTD-ADR$25.9M0.28%243,853CommonNONE
13321L108CCJCAMECO CORP$24.1M0.26%468,574CommonSOLE
090043100BILLBILL HOLDINGS INC$22.9M0.25%270,715CommonNONE
02079K107GOOGALPHABET INC-CL C$22.2M0.24%116,441CommonNONE
G65163100JOBYJOBY AVIATION INC$21.2M0.23%2,608,477CommonNONE
65345M108NXDRNEXTDOOR HOLDINGS INC$21.1M0.23%8,907,840CommonNONE
75886F107REGNREGENERON PHARMACEUTICALS$18.6M0.20%26,154CommonSOLE
69404D108PACBPACIFIC BIOSCIENCES OF CALIF$18.4M0.20%10,178,501CommonSOLE
36118L106FUTUFUTU HOLDINGS LTD-ADR$17.3M0.19%215,958CommonNONE
98954M200ZZILLOW GROUP INC - C$17.2M0.19%232,225CommonNONE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$17.2M0.19%115,334CommonNONE
05368X102AVDXAVIDXCHANGE HOLDINGS INC$16.4M0.18%1,590,086CommonNONE
74765K105QSIQUANTUM-SI INC$16.0M0.17%5,965,208CommonSOLE
67080M103NRIXNURIX THERAPEUTICS INC$14.9M0.16%789,222CommonSOLE
092667104SRTABLADE AIR MOBILITY INC$13.1M0.14%3,100,673CommonNONE
502431109LHXL3HARRIS TECHNOLOGIES INC$12.8M0.14%61,088CommonNONE
594918104MSFTMICROSOFT CORP$12.4M0.13%29,446CommonNONE
83304A106SNAPSNAP INC - A$12.4M0.13%1,148,868CommonNONE
34385P108LABSTANDARD BIOTOOLS INC$11.5M0.12%6,618,394CommonSOLE
157085101CERSCERUS CORP$9.9M0.11%6,461,684CommonSOLE
H2906T109GRMNGARMIN LTD$9.8M0.11%47,296CommonNONE
254687106DISWALT DISNEY CO/THE$9.4M0.10%84,788CommonNONE
74168J101PRMEPRIME MEDICINE INC$9.0M0.10%3,090,180CommonSOLE
871607107SNPSSYNOPSYS INC$8.0M0.09%16,601CommonNONE
M3760D101ESLTELBIT SYSTEMS LTD$7.8M0.08%30,127CommonNONE
N6596X109NXPINXP SEMICONDUCTORS NV$7.1M0.08%34,127CommonNONE
03662Q105AKXANSYS INC$6.4M0.07%18,916CommonNONE
539830109LMTLOCKHEED MARTIN CORP$6.3M0.07%12,976CommonNONE
00437E102ACCDUSDACCOLADE INC$6.0M0.07%1,766,480CommonSOLE
462222100IONSIONIS PHARMACEUTICALS INC$5.5M0.06%156,657CommonNONE
780259305SHELSHELL PLC-ADR$5.1M0.06%81,442CommonSOLE
64110L106NFLXNETFLIX INC$5.0M0.05%5,597CommonNONE
922475108VEEVVEEVA SYSTEMS INC-CLASS A$4.6M0.05%21,886CommonNONE
30231G102XOMEXXON MOBIL CORP$4.6M0.05%42,653CommonSOLE
149123101CATCATERPILLAR INC$4.5M0.05%12,336CommonNONE
559222401MGAMAGNA INTERNATIONAL INC$4.4M0.05%105,395CommonNONE
088606108BHPBHP GROUP LTD-SPON ADR$4.3M0.05%88,734CommonSOLE
71535D106PSNLPERSONALIS INC$4.2M0.05%733,313CommonNONE
879360105TDYTELEDYNE TECHNOLOGIES INC$3.8M0.04%8,262CommonNONE
25754A201DPZDOMINO'S PIZZA INC$3.8M0.04%9,053CommonNONE
35671D857FCXFREEPORT-MCMORAN INC$3.8M0.04%98,595CommonSOLE
438516106HONHONEYWELL INTERNATIONAL INC$3.7M0.04%16,527CommonNONE
422806109HEIHEICO CORP$3.7M0.04%15,685CommonNONE
67077M108NTRNUTRIEN LTD$3.5M0.04%78,229CommonSOLE
G54950103LINLINDE PLC$3.3M0.04%7,800CommonSOLE
767204100RIORIO TINTO PLC-SPON ADR$3.2M0.03%54,581CommonSOLE
89151E109TTENTOTALENERGIES SE -SPON ADR$3.1M0.03%57,422CommonSOLE
29786A106ETSYETSY INC$3.0M0.03%57,575CommonNONE
00091E109ABSIABSCI CORP$3.0M0.03%1,143,829CommonNONE
92532F100VRTXVERTEX PHARMACEUTICALS INC$3.0M0.03%7,379CommonNONE
166764100CVXCHEVRON CORP$2.9M0.03%20,221CommonSOLE
009158106APDAIR PRODUCTS & CHEMICALS INC$2.9M0.03%10,062CommonSOLE
011532108AGIALAMOS GOLD INC-CLASS A$2.7M0.03%145,694CommonSOLE
651639106NEMNEWMONT CORP$2.6M0.03%70,792CommonSOLE
88554D205DDD3D SYSTEMS CORP$2.6M0.03%799,083CommonNONE
01609W102BABAALIBABA GROUP HOLDING-SP ADR$2.4M0.03%28,340CommonNONE
878742204TECKTECK RESOURCES LTD-CLS B$2.2M0.02%53,081CommonSOLE
055622104BPBP PLC-SPONS ADR$2.1M0.02%72,545CommonSOLE
008474108AEMAGNICO EAGLE MINES LTD$2.1M0.02%27,392CommonSOLE
695156109PKGPACKAGING CORP OF AMERICA$2.1M0.02%9,444CommonSOLE
45337C102INCYINCYTE CORP$2.1M0.02%30,565CommonNONE
031162100AMGNAMGEN INC$1.9M0.02%7,431CommonNONE
858119100STLDSTEEL DYNAMICS INC$1.9M0.02%16,848CommonSOLE
20825C104COPCONOCOPHILLIPS$1.8M0.02%17,906CommonSOLE
91912E105VALEVALE SA-SP ADR$1.7M0.02%193,182CommonSOLE
136385101CNQCANADIAN NATURAL RESOURCES$1.6M0.02%51,171CommonSOLE
067901108ABXBARRICK GOLD CORP$1.6M0.02%100,444CommonSOLE
012653101ALBALBEMARLE CORP$1.3M0.01%14,956CommonSOLE
867224107SUSUNCOR ENERGY INC$1.3M0.01%35,239CommonSOLE
962166104WYWEYERHAEUSER CO$1.2M0.01%42,822CommonSOLE
406216101HALHALLIBURTON CO$1.2M0.01%42,683CommonSOLE
460146103IPINTERNATIONAL PAPER CO$1.2M0.01%21,420CommonSOLE
447011107HUNHUNTSMAN CORP$1.1M0.01%62,777CommonSOLE
907818108UNPUNION PACIFIC CORP$1.1M0.01%4,901CommonSOLE
670346105NUENUCOR CORP$1.1M0.01%9,457CommonSOLE
98419M100XYLXYLEM INC$1.0M0.01%8,866CommonSOLE
65443P102MASS908 DEVICES INC$1.0M0.01%467,427CommonNONE
26884L109EQTEQT CORP$1.0M0.01%22,034CommonSOLE
576485205MTDRMATADOR RESOURCES CO$967,1090.01%17,190CommonSOLE
20451W101CMPSCOMPASS PATHWAYS PLC$955,1110.01%253,345CommonNONE
127097103CTRACOTERRA ENERGY INC$928,0730.01%36,338CommonSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWRE$906,4100.01%4,924CommonNONE
759509102RSRELIANCE INC$896,0970.01%3,328CommonSOLE
125269100CFCF INDUSTRIES HOLDINGS INC$886,9870.01%10,396CommonSOLE
42809H107HESHESS CORP$885,4480.01%6,657CommonSOLE
25179M103DVNDEVON ENERGY CORP$869,9960.01%26,581CommonSOLE
806857108SLBSCHLUMBERGER LTD$849,7290.01%22,163CommonSOLE
49456B101KMIKINDER MORGAN INC$837,7820.01%30,576CommonSOLE
26875P101EOGEOG RESOURCES INC$822,2670.01%6,708CommonSOLE
05722G100BKRBAKER HUGHES CO$786,9280.01%19,184CommonSOLE
71424F105PRPERMIAN RESOURCES CORP$786,4130.01%54,688CommonSOLE
039483102ADMARCHER-DANIELS-MIDLAND CO$758,5070.01%15,014CommonSOLE
674599105OXYOCCIDENTAL PETROLEUM CORP$748,2650.01%15,144CommonSOLE
G87110105FTITECHNIPFMC PLC$626,6670.01%21,654CommonSOLE
53115L104LBRTLIBERTY ENERGY INC$622,5370.01%31,299CommonSOLE
969457100WMBWILLIAMS COS INC$620,7560.01%11,470CommonSOLE
H11356104BGBUNGE GLOBAL SA$597,2750.01%7,681CommonSOLE
G0378L100AUANGLOGOLD ASHANTI PLC$589,3940.01%25,537CommonSOLE
644535106NGDNNEW GOLD INC$573,3980.01%231,209CommonSOLE
747525103QCOMQUALCOMM INC$562,4030.01%3,661CommonNONE
74022D407PDSPRECISION DRILLING CORP$517,6900.01%8,477CommonSOLE
718546104PSXPHILLIPS 66$511,5460.01%4,490CommonSOLE
15872M104APY1EURCHAMPIONX CORP$465,9740.01%17,144CommonSOLE
513272104LWLAMB WESTON HOLDINGS INC$452,7730.00%6,775CommonSOLE
675232102OIIOCEANEERING INTL INC$444,5860.00%17,047CommonSOLE
61945C103MOSMOSAIC CO/THE$443,2760.00%18,034CommonSOLE
703481101PTENPATTERSON-UTI ENERGY INC$410,3980.00%49,685CommonSOLE
56585A102MPCMARATHON PETROLEUM CORP$404,9690.00%2,903CommonSOLE
553368101MPMP MATERIALS CORP$403,8370.00%25,887CommonSOLE
052769106ADSKAUTODESK INC$401,9750.00%1,360CommonNONE
65290E101NXTNEXTRACKER INC-CL A$377,0560.00%10,319CommonSOLE
654106103NKENIKE INC -CL B$376,8370.00%4,980CommonNONE
12233L206BNRBURNING ROCK BIOTECH LTD-ADR$348,5630.00%51,639CommonNONE
443628102HBMHUDBAY MINERALS INC$334,5620.00%41,304CommonSOLE
91913Y100VLOVALERO ENERGY CORP$333,4450.00%2,720CommonSOLE
82489W107SHLSSHOALS TECHNOLOGIES GROUP -A$322,0950.00%58,245CommonSOLE
00724F101ADBEADOBE INC$294,3650.00%662CommonNONE
84265V105SCCOSOUTHERN COPPER CORP$292,1630.00%3,206CommonSOLE
059460303BBDBANCO BRADESCO-ADR$166,4340.00%87,597CommonNONE
760273102RPTXREPARE THERAPEUTICS INC$152,2860.00%116,249CommonNONE

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.