Amova Asset Management Americas, Inc. Q1 2020 Filing
Filed April 30, 2020
Portfolio Value
$5.3T
Holdings
169
Report Date
Q1 2020
Filing Type
13F-HR
All Holdings (169 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | XYZSquare Inc | 7,194,197 | $376.8B | 7.14% | |
| 2 | ILMNIllumina Inc | 1,030,928 | $281.6B | 5.33% | |
| 3 | TSLATesla Inc | 493,589 | $258.6B | 4.90% | |
| 4 | ZZillow Group Inc | 5,035,394 | $181.4B | 3.44% | |
| 5 | NVTA1EURInvitae Corp | 13,092,125 | $179.0B | 3.39% | |
| 6 | CRSPCRISPR Therapeutics AG | 3,766,541 | $159.7B | 3.03% | |
| 7 | AAPLApple Inc | 570,673 | $145.1B | 2.75% | |
| 8 | T77LendingTree Inc | 787,943 | $144.5B | 2.74% | |
| 9 | PINSPinterest Inc | 8,780,905 | $135.6B | 2.57% | |
| 10 | SPLKCHFSplunk Inc | 1,041,691 | $131.5B | 2.49% | |
| 11 | MLB1MercadoLibre Inc | 245,633 | $120.0B | 2.27% | |
| 12 | ROKURoku Inc | 1,340,922 | $117.3B | 2.22% | |
| 13 | AMZNAmazon.com Inc | 60,163 | $117.3B | 2.22% | |
| 14 | NVDANVIDIA Corp | 443,893 | $117.0B | 2.22% | |
| 15 | BABAAlibaba Group Holding Ltd | 541,456 | $105.3B | 2.00% | |
| 16 | EDITEditas Medicine Inc | 5,107,677 | $101.3B | 1.92% | |
| 17 | XLNXEURXilinx Inc | 1,218,167 | $94.9B | 1.80% | |
| 18 | PRLBProto Labs Inc | 1,231,388 | $93.7B | 1.78% | |
| 19 | SSYSStratasys Ltd | 5,465,567 | $87.2B | 1.65% | |
| 20 | NTLAIntellia Therapeutics Inc | 7,091,263 | $86.7B | 1.64% | |
| 21 | NSTGEURNanoString Technologies Inc | 3,598,769 | $86.5B | 1.64% | |
| 22 | PYPLPayPal Holdings Inc | 894,163 | $85.6B | 1.62% | |
| 23 | VCYTVeracyte Inc | 3,287,467 | $79.9B | 1.51% | |
| 24 | ADSKAutodesk Inc | 413,011 | $64.5B | 1.22% | |
| 25 | ICEIntercontinental Exchange Inc | 763,607 | $61.7B | 1.17% | |
| 26 | WDAYWorkday Inc | 467,880 | $60.9B | 1.15% | |
| 27 | PDDPinduoduo Inc | 1,685,442 | $60.7B | 1.15% | |
| 28 | CGENCompugen Ltd | 8,360,770 | $60.7B | 1.15% | |
| 29 | MTLSMaterialise NV | 2,838,938 | $52.7B | 1.00% | |
| 30 | CRMsalesforce.com Inc | 358,443 | $51.6B | 0.98% | |
| 31 | LCLendingClub Corp | 6,417,106 | $50.4B | 0.95% | |
| 32 | CERSCerus Corp | 10,709,561 | $49.8B | 0.94% | |
| 33 | TERTeradyne Inc | 918,860 | $49.8B | 0.94% | |
| 34 | TSMTaiwan Semiconductor Manufactu | 1,008,023 | $48.2B | 0.91% | |
| 35 | PSTGPure Storage Inc | 3,898,413 | $48.0B | 0.91% | |
| 36 | TWLOTwilio Inc | 534,869 | $47.9B | 0.91% | |
| 37 | HDBHDFC Bank Ltd | 1,123,681 | $43.2B | 0.82% | |
| 38 | INTUIntuit Inc | 170,742 | $39.3B | 0.74% | |
| 39 | SESea Ltd | 828,454 | $36.7B | 0.70% | |
| 40 | SNAPSnap Inc | 2,983,891 | $35.5B | 0.67% | |
| 41 | IOVAIovance Biotherapeutics Inc | 1,120,522 | $33.5B | 0.64% | |
| 42 | TDOCTeladoc Health Inc | 207,109 | $32.1B | 0.61% | |
| 43 | JPXAeroVironment Inc | 522,625 | $31.9B | 0.60% | |
| 44 | IBKRInteractive Brokers Group Inc | 713,694 | $30.8B | 0.58% | |
| 45 | PDPagerDuty Inc | 1,743,608 | $30.1B | 0.57% | |
| 46 | REGNRegeneron Pharmaceuticals Inc | 61,646 | $30.1B | 0.57% | |
| 47 | MCRB1EURSeres Therapeutics Inc | 8,418,320 | $30.1B | 0.57% | |
| 48 | —Syros Pharmaceuticals Inc | 4,925,206 | $29.2B | 0.55% | |
| 49 | IRDMIridium Communications Inc | 1,304,756 | $29.1B | 0.55% | |
| 50 | AYXEURAlteryx Inc | 287,450 | $27.4B | 0.52% | |
| 51 | SCHWCharles Schwab Corp/The | 802,672 | $27.0B | 0.51% | |
| 52 | GHGuardant Health Inc | 386,312 | $26.9B | 0.51% | |
| 53 | VRSKVerisk Analytics Inc | 190,980 | $26.6B | 0.50% | |
| 54 | DOCUDocuSign Inc | 286,445 | $26.5B | 0.50% | |
| 55 | TMOThermo Fisher Scientific Inc | 92,714 | $26.3B | 0.50% | |
| 56 | VRTXVertex Pharmaceuticals Inc | 110,423 | $26.3B | 0.50% | |
| 57 | TWSTTwist Bioscience Corp | 805,706 | $24.6B | 0.47% | |
| 58 | TRUTransUnion | 366,718 | $24.3B | 0.46% | |
| 59 | BMYBristol-Myers Squibb Co | 413,034 | $23.0B | 0.44% | |
| 60 | TWTRUSDTwitter Inc | 922,006 | $22.6B | 0.43% | |
| 61 | METAFacebook Inc | 131,015 | $21.9B | 0.41% | |
| 62 | CDNACareDx Inc | 994,935 | $21.7B | 0.41% | |
| 63 | INCYIncyte Corp | 284,964 | $20.9B | 0.40% | |
| 64 | FATEFate Therapeutics Inc | 926,009 | $20.6B | 0.39% | |
| 65 | INOInovio Pharmaceuticals Inc | 2,713,984 | $20.2B | 0.38% | |
| 66 | GWREGuidewire Software Inc | 252,728 | $20.0B | 0.38% | |
| 67 | ISIIonis Pharmaceuticals Inc | 381,112 | $18.0B | 0.34% | |
| 68 | NFLXNetflix Inc | 47,138 | $17.7B | 0.34% | |
| 69 | TRMBTrimble Inc | 512,081 | $16.3B | 0.31% | |
| 70 | ZSZscaler Inc | 264,075 | $16.1B | 0.30% | |
| 71 | CDXSCodexis Inc | 1,399,119 | $15.6B | 0.30% | |
| 72 | CTVACorteva Inc | 606,596 | $14.3B | 0.27% | |
| 73 | —China Biologic Products Holdin | 114,227 | $12.3B | 0.23% | |
| 74 | CLLSCellectis SA | 1,291,073 | $11.9B | 0.23% | |
| 75 | RIORio Tinto PLC | 235,078 | $10.7B | 0.20% | |
| 76 | —BHP Group PLC | 352,631 | $10.7B | 0.20% | |
| 77 | SRPTSarepta Therapeutics Inc | 109,335 | $10.7B | 0.20% | |
| 78 | —ExOne Co/The | 1,635,394 | $10.4B | 0.20% | |
| 79 | JDJD.com Inc | 254,365 | $10.3B | 0.20% | |
| 80 | DEDeere & Co | 71,858 | $9.9B | 0.19% | |
| 81 | PSNLPersonalis Inc | 1,214,710 | $9.8B | 0.19% | |
| 82 | PGENPrecigen Inc | 2,753,134 | $9.4B | 0.18% | |
| 83 | FLIRFLIR Systems Inc | 276,811 | $8.8B | 0.17% | |
| 84 | NXPINXP Semiconductors NV | 100,390 | $8.3B | 0.16% | |
| 85 | CATCaterpillar Inc | 71,650 | $8.3B | 0.16% | |
| 86 | NTRNutrien Ltd | 236,775 | $8.0B | 0.15% | |
| 87 | —Cellular Biomedicine Group Inc | 476,673 | $7.5B | 0.14% | |
| 88 | CVXChevron Corp | 100,689 | $7.3B | 0.14% | |
| 89 | BIDUNBaidu Inc | 72,263 | $7.3B | 0.14% | |
| 90 | APTVAptiv PLC | 138,614 | $6.8B | 0.13% | |
| 91 | GOOGAlphabet Inc | 5,768 | $6.7B | 0.13% | |
| 92 | TTENTOTAL SA | 169,904 | $6.3B | 0.12% | |
| 93 | KTOSKratos Defense & Security Solu | 437,140 | $6.0B | 0.11% | |
| 94 | XOMExxon Mobil Corp | 156,719 | $6.0B | 0.11% | |
| 95 | RDS/ARoyal Dutch Shell PLC | 159,455 | $5.6B | 0.11% | |
| 96 | UPSUnited Parcel Service Inc | 58,021 | $5.4B | 0.10% | |
| 97 | ABXBarrick Gold Corp | 291,730 | $5.3B | 0.10% | |
| 98 | —Organovo Holdings Inc | 12,807,832 | $5.3B | 0.10% | |
| 99 | —Bluebird Bio Inc | 106,151 | $4.9B | 0.09% | |
| 100 | SLBSchlumberger Ltd | 342,624 | $4.6B | 0.09% |
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