Amova Asset Management Americas, Inc. Portfolio Stock Holdings
According to the SEC 13F filed on August 13, 2026, Amova Asset Management Americas, Inc. disclosed 275 stock positions valued at approximately $7.75B as of quarter-end June 30, 2026. The largest holdings include ROBINHOOD MARKETS INC - A, ADVANCED MICRO DEVICES, and TESLA INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 275
- Portfolio Value
- $7.75B
Holdings by Sector
Amova Asset Management Americas, Inc. Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ROBINHOOD MARKETS INC - A | HOOD | Financial Services | 6.29% | 4,857,878 | -382,918 | -7.31% | $487,099,427 |
| ADVANCED MICRO DEVICES | AMD | Technology | 5.59% | 746,707 | -738,232 | -49.71% | $433,209,533 |
| TESLA INC | TSLA | Consumer Cyclical | 5.20% | 957,681 | -50,283 | -4.99% | $402,513,324 |
| SHOPIFY INC - CLASS A | SHOP | Technology | 4.96% | 3,366,810 | -91,455 | -2.64% | $384,489,702 |
| AMAZON.COM INC | AMZN | Consumer Cyclical | 3.11% | 1,011,369 | +151,424 | +17.61% | $240,887,868 |
| TEMPUS AI INC-CL A | TEM | Healthcare | 3.05% | 4,089,029 | -237,284 | -5.48% | $236,632,108 |
| COINBASE GLOBAL INC -CLASS A | COIN | Financial Services | 3.01% | 1,596,804 | +7,652 | +0.48% | $233,420,809 |
| SPACE EXPLORATION TECHN-CL A | SPCX | Industrials | 2.95% | 1,338,368 | +1,338,368 | +100.00% | $228,419,267 |
| BLOCK INC | SQ | Technology | 2.83% | 2,884,009 | +38,092 | +1.34% | $219,242,364 |
| NVIDIA CORP | NVDA | Technology | 2.67% | 1,035,962 | +118,613 | +12.93% | $206,943,769 |
| PALANTIR TECHNOLOGIES INC-A | PLTR | Technology | 2.52% | 1,671,945 | -16,377 | -0.97% | $194,932,068 |
| ROBLOX CORP -CLASS A | RBLX | Communication Services | 2.40% | 3,419,089 | +180,929 | +5.59% | $185,964,251 |
| CIRCLE INTERNET GROUP INC | CRCL | Financial Services | 2.34% | 2,899,485 | -15,462 | -0.53% | $181,565,751 |
| 10X GENOMICS INC-CLASS A | TXG | Healthcare | 2.07% | 4,192,517 | -911,661 | -17.86% | $160,741,102 |
| ALPHABET INC-CL C | GOOG | Communication Services | 1.70% | 372,180 | +19,399 | +5.50% | $131,457,698 |
| TERADYNE INC | TER | Technology | 1.61% | 258,465 | -297,132 | -53.48% | $124,898,042 |
| META PLATFORMS INC-CLASS A | META | Communication Services | 1.59% | 219,003 | +20,577 | +10.37% | $123,272,409 |
| TAIWAN SEMICONDUCTOR-SP ADR | TSM | Technology | 1.57% | 254,175 | -58,800 | -18.79% | $121,256,726 |
| BEAM THERAPEUTICS INC | BEAM | Healthcare | 1.53% | 3,455,043 | -370,542 | -9.69% | $118,542,525 |
| MERCADOLIBRE INC | MELI | Consumer Cyclical | 1.46% | 66,630 | -9,910 | -12.95% | $113,096,429 |
| DEERE & CO | DE | Industrials | 1.45% | 177,374 | -9,699 | -5.18% | $112,439,152 |
| CROWDSTRIKE HOLDINGS INC - A | CRWD | Technology | 1.42% | 144,667 | -22,522 | -13.47% | $110,275,314 |
| ILLUMINA INC | ILMN | Healthcare | 1.40% | 617,972 | -103,560 | -14.35% | $108,658,017 |
| COREWEAVE INC-CL A | CRWV | Technology | 1.38% | 1,076,613 | -47,230 | -4.20% | $107,112,227 |
| TOAST INC-CLASS A | TOST | Technology | 1.35% | 3,769,156 | -48,805 | -1.28% | $104,857,920 |
| TWIST BIOSCIENCE CORP | TWST | Healthcare | 1.33% | 999,734 | -496,365 | -33.18% | $102,842,637 |
| NATERA INC | NTRA | Healthcare | 1.29% | 368,066 | -55,358 | -13.07% | $99,926,238 |
| BULLISH | BLSH | Technology | 1.22% | 4,040,921 | +204,858 | +5.34% | $94,719,188 |
| CRISPR THERAPEUTICS AG | CRSP | Healthcare | 1.21% | 1,720,097 | -133,778 | -7.22% | $93,762,487 |
| CLOUDFLARE INC - CLASS A | NET | Technology | 1.12% | 353,182 | -65,904 | -15.73% | $86,621,417 |
Showing 30 of 275 holdings in the latest reporting period.