Amova Asset Management Americas, Inc. Q1 2020 Filing

Filed April 30, 2020

Portfolio Value

$5.3B

Holdings

169

Report Date

Q1 2020

Filing Type

13F-HR

All Holdings (169 positions)

StockValue
XYZSquare Inc
$376.8M
ILMNIllumina Inc
$281.6M
TSLATesla Inc
$258.6M
ZZillow Group Inc
$181.4M
NVTA1EURInvitae Corp
$179.0M
CRSPCRISPR Therapeutics AG
$159.7M
AAPLApple Inc
$145.1M
T77LendingTree Inc
$144.5M
PINSPinterest Inc
$135.6M
SPLKCHFSplunk Inc
$131.5M
MLB1MercadoLibre Inc
$120.0M
ROKURoku Inc
$117.3M
AMZNAmazon.com Inc
$117.3M
NVDANVIDIA Corp
$117.0M
BABAAlibaba Group Holding Ltd
$105.3M
EDITEditas Medicine Inc
$101.3M
XLNXEURXilinx Inc
$94.9M
PRLBProto Labs Inc
$93.7M
SSYSStratasys Ltd
$87.2M
NTLAIntellia Therapeutics Inc
$86.7M
NSTGEURNanoString Technologies Inc
$86.5M
PYPLPayPal Holdings Inc
$85.6M
VCYTVeracyte Inc
$79.9M
ADSKAutodesk Inc
$64.5M
ICEIntercontinental Exchange Inc
$61.7M
WDAYWorkday Inc
$60.9M
PDDPinduoduo Inc
$60.7M
CGENCompugen Ltd
$60.7M
MTLSMaterialise NV
$52.7M
CRMsalesforce.com Inc
$51.6M
LCLendingClub Corp
$50.4M
CERSCerus Corp
$49.8M
TERTeradyne Inc
$49.8M
TSMTaiwan Semiconductor Manufactu
$48.2M
PSTGPure Storage Inc
$48.0M
TWLOTwilio Inc
$47.9M
HDBHDFC Bank Ltd
$43.2M
INTUIntuit Inc
$39.3M
SESea Ltd
$36.7M
SNAPSnap Inc
$35.5M
IOVAIovance Biotherapeutics Inc
$33.5M
TDOCTeladoc Health Inc
$32.1M
JPXAeroVironment Inc
$31.9M
IBKRInteractive Brokers Group Inc
$30.8M
PDPagerDuty Inc
$30.1M
REGNRegeneron Pharmaceuticals Inc
$30.1M
MCRB1EURSeres Therapeutics Inc
$30.1M
Syros Pharmaceuticals Inc
$29.2M
IRDMIridium Communications Inc
$29.1M
AYXEURAlteryx Inc
$27.4M
SCHWCharles Schwab Corp/The
$27.0M
GHGuardant Health Inc
$26.9M
VRSKVerisk Analytics Inc
$26.6M
DOCUDocuSign Inc
$26.5M
TMOThermo Fisher Scientific Inc
$26.3M
VRTXVertex Pharmaceuticals Inc
$26.3M
TWSTTwist Bioscience Corp
$24.6M
TRUTransUnion
$24.3M
BMYBristol-Myers Squibb Co
$23.0M
TWTRUSDTwitter Inc
$22.6M
METAFacebook Inc
$21.9M
CDNACareDx Inc
$21.7M
INCYIncyte Corp
$20.9M
FATEFate Therapeutics Inc
$20.6M
INOInovio Pharmaceuticals Inc
$20.2M
GWREGuidewire Software Inc
$20.0M
ISIIonis Pharmaceuticals Inc
$18.0M
NFLXNetflix Inc
$17.7M
TRMBTrimble Inc
$16.3M
ZSZscaler Inc
$16.1M
CDXSCodexis Inc
$15.6M
CTVACorteva Inc
$14.3M
China Biologic Products Holdin
$12.3M
CLLSCellectis SA
$11.9M
RIORio Tinto PLC
$10.7M
BHP Group PLC
$10.7M
SRPTSarepta Therapeutics Inc
$10.7M
ExOne Co/The
$10.4M
JDJD.com Inc
$10.3M
DEDeere & Co
$9.9M
PSNLPersonalis Inc
$9.8M
PGENPrecigen Inc
$9.4M
FLIRFLIR Systems Inc
$8.8M
NXPINXP Semiconductors NV
$8.3M
CATCaterpillar Inc
$8.3M
NTRNutrien Ltd
$8.0M
Cellular Biomedicine Group Inc
$7.5M
CVXChevron Corp
$7.3M
BIDUNBaidu Inc
$7.3M
APTVAptiv PLC
$6.8M
GOOGAlphabet Inc
$6.7M
TTENTOTAL SA
$6.3M
KTOSKratos Defense & Security Solu
$6.0M
XOMExxon Mobil Corp
$6.0M
RDS/ARoyal Dutch Shell PLC
$5.6M
UPSUnited Parcel Service Inc
$5.4M
ABXBarrick Gold Corp
$5.3M
Organovo Holdings Inc
$5.3M
Bluebird Bio Inc
$4.9M
SLBSchlumberger Ltd
$4.6M
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