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Institutional

Amova Asset Management Americas, Inc.

CIK 0001480751
$7.07B
Reported AUM
186
Positions
Q1 2026
Period
2026-05-07
Filed

The Brief · Amova Asset Management Americas, Inc. · Q1 2026

AI · grounded in 13F

Amova Asset Management Americas, Inc. increased its position in FIG by 641.41%. The fund also established a new position in AVGO worth $41.4M and grew its holding in BLSH by 51.93%. Conversely, the manager trimmed its stakes in ROKU by 37.14% and DKNG by 34.13%.

Portfolio · Q1 2026

SHOP$410.2MTSLA$376.1MHOOD$362.9MAMDCRCLCOINPLTRTEMRBLXAMZNROKUXYZOther$3.91BAI

Top holdings

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1SHOPSHOPIFY INC - CLASS A$124.45-3.65%8.91%-15.29%$410.2M5.80%HELD
2TSLATESLA INC$306.832.85%-1.42%21.64%$376.1M5.32%HELD
3HOODROBINHOOD MARKETS INC - A$87.25-2.88%-10.07%102.71%$362.9M5.13%HELD
4AMDADVANCED MICRO DEVICES$485.6213.05%188.39%347.27%$301.8M4.27%HELD
5CRCLCIRCLE INTERNET GROUP INC$62.632.07%-63.50%-66.56%$278.2M3.93%HELD
6COINCOINBASE GLOBAL INC -CLASS A$162.701.63%-49.13%-38.19%$277.4M3.92%HELD
7PLTRPALANTIR TECHNOLOGIES INC-A$121.61-1.13%-20.27%366.97%$246.9M3.49%HELD
8TEMTEMPUS AI INC-CL A$43.264.10%-24.30%-4.00%$195.5M2.77%HELD
9RBLXROBLOX CORP -CLASS A$48.32-3.61%-59.91%-38.90%$183.2M2.59%HELD
10AMZNAMAZON.COM INC$238.515.23%5.54%30.60%$179.1M2.53%HELD
11ROKUROKU INC$145.06-0.19%81.71%-58.76%$174.9M2.47%HELD
12XYZBLOCK INC$81.75-0.52%11.01%-69.34%$171.2M2.42%HELD
13TERTERADYNE INC$356.6611.66%207.44%167.98%$164.6M2.33%HELD
14NVDANVIDIA CORP$193.631.91%9.52%751.61%$159.9M2.26%HELD
15BLSHBULLISH$22.161.47%-68.59%-65.67%$137.1M1.94%HELD
16MELIMERCADOLIBRE INC$1846.46-0.90%-22.48%-1.37%$132.3M1.87%HELD
17METAMETA PLATFORMS INC-CLASS A$531.79-9.19%-21.66%55.72%$113.5M1.61%HELD
18TXG10X GENOMICS INC-CLASS A$48.464.62%254.13%-73.67%$108.3M1.53%HELD
19TSMTAIWAN SEMICONDUCTOR-SP ADR$402.917.54%61.05%241.53%$105.8M1.50%HELD
20DEDEERE & CO$597.97-2.12%23.48%72.59%$105.4M1.49%HELD
21TOSTTOAST INC-CLASS A$31.57-3.15%-31.70%-40.12%$101.2M1.43%HELD
22GOOGALPHABET INC-CL C$334.32-0.43%77.27%132.86%$101.2M1.43%HELD
23BMNRBITMINE IMMERSION TECHNOLOGI$17.706.69%-44.29%-49.03%$97.0M1.37%HELD
24BEAMBEAM THERAPEUTICS INC$25.72-1.15%37.07%-76.73%$91.2M1.29%HELD
25ILMNILLUMINA INC$199.262.28%105.81%-56.19%$88.9M1.26%HELD
26CRSPCRISPR THERAPEUTICS AG$48.040.84%-15.07%-61.87%$88.2M1.25%HELD
27CRWVCOREWEAVE INC-CL A$75.4224.01%-32.84%69.35%$87.0M1.23%HELD
28NETCLOUDFLARE INC - CLASS A$281.704.19%35.12%123.94%$86.5M1.22%HELD
29NTRANATERA INC$264.134.06%88.60%114.32%$84.7M1.20%HELD
30KTOSKRATOS DEFENSE & SECURITY$45.102.77%-21.90%79.17%$80.7M1.14%HELD
31TWSTTWIST BIOSCIENCE CORP$89.855.12%$71.1M1.01%HELD
32SPOTSPOTIFY TECHNOLOGY SA$516.04-1.52%$70.9M1.00%HELD
33PEVERPURE INC-A$73.546.20%$66.7M0.94%HELD
34TRMBTRIMBLE INC$56.49-3.00%$65.7M0.93%HELD
35CRWDCROWDSTRIKE HOLDINGS INC - A$181.801.35%$65.3M0.92%HELD
36BIDUBAIDU INC - SPON ADR$105.930.62%$63.3M0.89%HELD
37NUNU HOLDINGS LTD/CAYMAN ISL-A$14.352.21%$63.2M0.89%HELD
38BABAALIBABA GROUP HOLDING-SP ADR$115.430.35%$60.6M0.86%HELD
39CCJCAMECO CORP$87.923.96%$56.8M0.80%HELD
40DKNGDRAFTKINGS INC-CL A$23.41-4.66%$50.3M0.71%HELD
41SOFISOFI TECHNOLOGIES INC$15.974.72%$49.8M0.70%HELD
42GHGUARDANT HEALTH INC$151.325.03%$44.6M0.63%HELD
43LHXL3HARRIS TECHNOLOGIES INC$265.80-10.67%$42.3M0.60%HELD
44AVGOBROADCOM INC$387.164.55%$41.4M0.59%HELD
45WGSGENEDX HOLDINGS CORP$68.297.24%$41.0M0.58%HELD
46AVAVAEROVIRONMENT INC$145.192.16%$40.5M0.57%HELD
47ACHRARCHER AVIATION INC-A$4.664.10%$39.6M0.56%HELD
48ABNBAIRBNB INC-CLASS A$151.29-1.12%$39.1M0.55%HELD
49DASHDOORDASH INC - A$191.32-1.14%$37.9M0.54%HELD
50SDGRSCHRODINGER INC$15.250.86%$36.2M0.51%HELD
51VCYTVERACYTE INC$59.035.96%$33.6M0.48%HELD
52RKLBROCKET LAB CORP$63.017.53%$31.7M0.45%HELD
53FIGFIGMA INC-CL A$23.55-4.91%$31.0M0.44%HELD
54AURAURORA INNOVATION INC$5.91-1.25%$25.8M0.36%HELD
55CDNACAREDX INC$35.901.38%$25.6M0.36%HELD
56NTLAINTELLIA THERAPEUTICS INC$10.921.11%$25.3M0.36%HELD
57FUTUFUTU HOLDINGS LTD-ADR$103.891.97%$24.9M0.35%HELD
58UUNITY SOFTWARE INC$32.541.56%$24.4M0.35%HELD
59CTVACORTEVA INC$89.60-1.01%$22.9M0.32%HELD
60SESEA LTD-ADR$105.83-2.34%$22.2M0.31%HELD
61ADPTADAPTIVE BIOTECHNOLOGIES$23.032.11%$22.1M0.31%HELD
62JOBYJOBY AVIATION INC$7.116.92%$22.1M0.31%HELD
63IRDMIRIDIUM COMMUNICATIONS INC$45.973.63%$20.4M0.29%HELD
64WRDWERIDE INC-ADR$5.840.95%$18.6M0.26%HELD
65NRIXNURIX THERAPEUTICS INC$23.29-1.31%$18.3M0.26%HELD
66NFLXNETFLIX INC$72.53-1.49%$17.9M0.25%HELD
67ARCTARCTURUS THERAPEUTICS HOLDIN$5.72-1.12%$17.6M0.25%HELD
68GENIGENIUS SPORTS LTD$6.95-4.99%$17.3M0.24%HELD
69PONYPONY AI INC$7.903.13%$17.2M0.24%HELD
70DDOGDATADOG INC - CLASS A$265.590.53%$16.6M0.24%HELD
71RXRXRECURSION PHARMACEUTICALS-A$2.980.34%$16.6M0.23%HELD
72ESLTELBIT SYSTEMS LTD$775.960.89%$15.9M0.22%HELD
73KLARKLARNA GROUP PLC$18.61-0.05%$15.7M0.22%HELD
74RBRKRUBRIK INC-A$70.87-1.45%$15.2M0.22%HELD
75PAYPPAYPAY CORP$15.897.08%$13.8M0.19%HELD
76ETORETORO GROUP LTD-A$36.210.50%$13.7M0.19%HELD
77PINSPINTEREST INC- CLASS A$24.40-0.16%$13.6M0.19%HELD
78GRMNGARMIN LTD$291.79-1.03%$12.2M0.17%HELD
79KSPIJSC KASPI.KZ ADR$87.660.60%$12.0M0.17%HELD
80KDKKODIAK AI INC$4.183.86%$11.6M0.16%HELD
81GTLBGITLAB INC-CL A$32.90-3.32%$11.6M0.16%HELD
82ZZILLOW GROUP INC - C$32.96-3.06%$11.2M0.16%HELD
83LUNRINTUITIVE MACHINES INC$12.106.19%$10.3M0.15%HELD
84PRMEPRIME MEDICINE INC$3.02-0.50%$10.2M0.14%HELD
85SNPSSYNOPSYS INC$372.29-0.37%$9.5M0.13%HELD
86PACBPACIFIC BIOSCIENCES OF CALIF$1.421.79%$9.2M0.13%HELD
87SHELSHELL PLC-ADR$89.451.26%$8.8M0.12%HELD
88ICEINTERCONTINENTAL EXCHANGE IN$152.29-1.29%$8.8M0.12%HELD
89NTRNUTRIEN LTD$69.82-1.09%$8.3M0.12%HELD
90XOMEXXON MOBIL CORP$155.80-0.61%$8.3M0.12%HELD
91CERSCERUS CORP$2.880.52%$8.2M0.12%HELD
92HEIHEICO CORP$350.33-1.38%$7.4M0.10%HELD
93CATCATERPILLAR INC$804.182.74%$7.4M0.10%HELD
94GLBEGLOBAL-E ONLINE LTD$39.51-1.86%$7.3M0.10%HELD
95LLYELI LILLY & CO$1164.70-3.75%$7.3M0.10%HELD
96PYPLPAYPAL HOLDINGS INC$56.88-2.51%$7.2M0.10%HELD
97BHPBHP GROUP LTD-SPON ADR$85.492.86%$7.1M0.10%HELD
98BNTXBIONTECH SE-ADR$92.39-0.60%$6.9M0.10%HELD
99SRTASTRATA CRITICAL MEDICAL INC$5.074.21%$6.9M0.10%HELD
100TTENTOTALENERGIES SE$6.5M0.09%HELD
101TDYTELEDYNE TECHNOLOGIES INC$6.5M0.09%HELD
102LMTLOCKHEED MARTIN CORP$6.3M0.09%HELD
103IONSIONIS PHARMACEUTICALS INC$6.1M0.09%HELD
104AEMAGNICO EAGLE MINES LTD$5.4M0.08%HELD
105NEMNEWMONT CORP$5.4M0.08%HELD
106BPBP PLC-SPONS ADR$5.2M0.07%HELD
107HONHONEYWELL INTERNATIONAL INC$5.2M0.07%HELD
108NXPINXP SEMICONDUCTORS NV$5.0M0.07%HELD
109FCXFREEPORT-MCMORAN INC$4.8M0.07%HELD
110CVXCHEVRON CORP$4.3M0.06%HELD
111LINLINDE PLC$4.2M0.06%HELD
112ABSIABSCI CORP$4.0M0.06%HELD
113CRMSALESFORCE INC$4.0M0.06%HELD
114BBARRICK MINING CORP$3.7M0.05%HELD
115RIORIO TINTO PLC-SPON ADR$3.6M0.05%HELD
116AGIALAMOS GOLD INC-CLASS A$3.5M0.05%HELD
117QSIQUANTUM-SI INC$3.4M0.05%HELD
118APDAIR PRODUCTS & CHEMICALS INC$3.3M0.05%HELD
119VALEVALE SA-SP ADR$3.1M0.04%HELD
120PSNLPERSONALIS INC$3.1M0.04%HELD
121STLDSTEEL DYNAMICS INC$3.1M0.04%HELD
122CNQCANADIAN NATURAL RESOURCES$3.0M0.04%HELD
123COPCONOCOPHILLIPS$2.9M0.04%HELD
124AUANGLOGOLD ASHANTI PLC$2.5M0.04%HELD
125CNTNCANTON STRATEGIC HOLDINGS IN$2.4M0.03%HELD
126NUENUCOR CORP$2.2M0.03%HELD
127SUSUNCOR ENERGY INC$2.2M0.03%HELD
128EQXEQUINOX GOLD CORP$2.1M0.03%HELD
129CMPSCOMPASS PATHWAYS PLC$2.0M0.03%HELD
130ATAIATAIBECKLEY INC$2.0M0.03%HELD
131PKGPACKAGING CORP OF AMERICA$2.0M0.03%HELD
132EOGEOG RESOURCES INC$1.8M0.03%HELD
133OVVOVINTIV INC$1.7M0.02%HELD
134MASS908 DEVICES INC$1.7M0.02%HELD
135CFCF INDUSTRIES HOLDINGS INC$1.6M0.02%HELD
136PSXPHILLIPS 66$1.5M0.02%HELD
137OXYOCCIDENTAL PETROLEUM CORP$1.4M0.02%HELD
138SLBSLB LTD$1.4M0.02%HELD
139TRGPTARGA RESOURCES CORP$1.4M0.02%HELD
140TTWOTAKE-TWO INTERACTIVE SOFTWRE$1.3M0.02%HELD
141XYLXYLEM INC$1.3M0.02%HELD
142INCYINCYTE CORP$1.3M0.02%HELD
143PRPERMIAN RESOURCES CORP-CL A$1.3M0.02%HELD
144HBMHUDBAY MINERALS INC$1.3M0.02%HELD
145MTDRMATADOR RESOURCES CO$1.3M0.02%HELD
146BGBUNGE GLOBAL SA$1.2M0.02%HELD
147TECKTECK RESOURCES LTD-CLS B$1.2M0.02%HELD
148INRINFINITY NATURAL RESOUR-CL A$1.2M0.02%HELD
149RSRELIANCE INC$1.1M0.02%HELD
150ADMARCHER-DANIELS-MIDLAND CO$1.1M0.02%HELD
151BMIBADGER METER INC$1.1M0.02%HELD
152EQTEQT CORP$1.1M0.02%HELD
153MPMP MATERIALS CORP$1.1M0.02%HELD
154WYWEYERHAEUSER CO$1.1M0.02%HELD
155CTRACOTERRA ENERGY INC$1.0M0.01%HELD
156WHDCACTUS INC - A$1.0M0.01%HELD
157WMBWILLIAMS COS INC$1.0M0.01%HELD
158AAPLAPPLE INC$976K0.01%HELD
159OIIOCEANEERING INTL INC$959K0.01%HELD
160VRTXVERTEX PHARMACEUTICALS INC$944K0.01%HELD
161HALHALLIBURTON CO$941K0.01%HELD
162LBRTLIBERTY ENERGY INC$939K0.01%HELD
163KMIKINDER MORGAN INC$892K0.01%HELD
164VLOVALERO ENERGY CORP$864K0.01%HELD
165FTITECHNIPFMC PLC$848K0.01%HELD
166ALBALBEMARLE CORP$846K0.01%HELD
167LNGCHENIERE ENERGY INC$840K0.01%HELD
168MPCMARATHON PETROLEUM CORP$826K0.01%HELD
169BKRBAKER HUGHES CO$806K0.01%HELD
170DISWALT DISNEY CO/THE$792K0.01%HELD
171IPINTERNATIONAL PAPER CO$755K0.01%HELD
172UNPUNION PACIFIC CORP$688K0.01%HELD
173CAICARIS LIFE SCIENCES INC$646K0.01%HELD
174MSFTMICROSOFT CORP$628K0.01%HELD
175PDSPRECISION DRILLING CORP$606K0.01%HELD
176CCKCROWN HOLDINGS INC$585K0.01%HELD
177SCCOSOUTHERN COPPER CORP$551K0.01%HELD
178GENBGENERATE BIOMEDICINES INC$499K0.01%HELD
179BNRBURNING ROCK BIOTECH LTD-ADR$488K0.01%HELD
180MOSMOSAIC CO/THE$450K0.01%HELD
181QCOMQUALCOMM INC$418K0.01%HELD
182LABSTANDARD BIOTOOLS INC$407K0.01%HELD
183ADSKAUTODESK INC$313K0.00%HELD
184RDDTREDDIT INC-CL A$301K0.00%HELD
185BBDBANCO BRADESCO-ADR$256K0.00%HELD
186ADBEADOBE INC$106K0.00%HELD

Source: SEC EDGAR · accession 0001140361-26-019540. 13F discloses long positions only — shorts, foreign equities, and options are excluded.