Amova Asset Management Americas, Inc. Q1 2021 Filing

Filed May 3, 2021

Portfolio Value

$20.4T

Holdings

217

Report Date

Q1 2021

Filing Type

13F-HR

All Holdings (217 positions)

#StockSharesValue% PortfolioType
1
XYZSquare Inc
5,662,354$1.3T6.30%
2
TSLATesla Inc
1,595,090$1.1T5.22%
3
TDOCTeladoc Health Inc
4,445,562$808.0B3.96%
4
ROKURoku Inc
2,173,750$708.1B3.47%
5
ZZillow Group Inc
5,230,252$678.0B3.32%
6
SESea Ltd
2,735,312$610.6B2.99%
7
SHOPShopify Inc
551,131$609.8B2.99%
8
TWLOTwilio Inc
1,655,038$564.0B2.76%
9
NVTA1EURInvitae Corp
13,661,155$522.0B2.56%
10
PYPLPayPal Holdings Inc
2,054,567$498.9B2.44%
11
CRSPCRISPR Therapeutics AG
3,659,865$446.0B2.18%
12
SPOTSpotify Technology SA
1,616,064$433.0B2.12%
13
ZMZoom Video Communications Inc
1,249,814$401.6B1.97%
14
NTLAIntellia Therapeutics Inc
4,843,270$388.7B1.90%
15
BIDUNBaidu Inc
1,723,940$375.0B1.84%
16
DOCUDocuSign Inc
1,736,441$351.5B1.72%
17
ICEIntercontinental Exchange Inc
3,043,173$339.9B1.66%
18
UUnity Software Inc
3,248,435$325.9B1.60%
19
METAFacebook Inc
1,037,521$305.6B1.50%
20
EXASExact Sciences Corp
2,198,130$289.7B1.42%
21
BEKEKE Holdings Inc
5,081,858$289.6B1.42%
22
PDPagerDuty Inc
7,193,069$289.4B1.42%
23
SNAPSnap Inc
5,253,522$274.7B1.35%
24
TWSTTwist Bioscience Corp
2,063,164$255.5B1.25%
25
JDJD.com Inc
2,940,326$248.0B1.21%
26
PRLBProto Labs Inc
1,976,509$240.6B1.18%
27
T77LendingTree Inc
1,128,965$240.5B1.18%
28
2U Inc
5,499,618$210.3B1.03%
29
DKNG1USDDraftKings Inc
3,404,559$208.8B1.02%
30
BABAAlibaba Group Holding Ltd
891,033$202.0B0.99%
31
PINSPinterest Inc
2,727,107$201.9B0.99%
32
MLB1MercadoLibre Inc
136,708$201.3B0.99%
33
AAPLApple Inc
1,638,708$200.2B0.98%
34
PSTGPure Storage Inc
9,263,745$199.5B0.98%
35
TXG10X Genomics Inc
1,042,913$188.8B0.92%
36
EDITEditas Medicine Inc
4,257,556$178.8B0.88%
37
VCYTVeracyte Inc
3,287,529$176.7B0.87%
38
PACBPacific Biosciences of Califor
5,247,237$174.8B0.86%
39
TWTRUSDTwitter Inc
2,686,707$171.0B0.84%
40
IOVAIovance Biotherapeutics Inc
5,345,861$169.3B0.83%
41
PDDPinduoduo Inc
1,216,903$162.9B0.80%
42
NFLXNetflix Inc
307,950$160.6B0.79%
43
PTONPeloton Interactive Inc
1,406,079$158.1B0.77%
44
PLTRPalantir Technologies Inc
5,640,148$131.4B0.64%
45
OPENOpendoor Technologies Inc
6,119,643$129.7B0.64%
46
MCRB1EURSeres Therapeutics Inc
5,999,356$123.5B0.61%
47
FSLYFastly Inc
1,686,586$113.5B0.56%
48
SSYSStratasys Ltd
4,361,179$113.0B0.55%
49
PCARPACCAR Inc
1,214,381$112.8B0.55%
50
IRDMIridium Communications Inc
2,691,329$111.0B0.54%
51
SNPSSynopsys Inc
438,797$108.7B0.53%
52
WDAYWorkday Inc
428,195$106.4B0.52%
53
DISWalt Disney Co/The
566,448$104.5B0.51%
54
MTLSMaterialise NV
2,640,699$94.9B0.47%
55
HUBSHubSpot Inc
207,018$94.0B0.46%
56
AMZNAmazon.com Inc
30,196$93.4B0.46%
57
MSFTMicrosoft Corp
381,009$89.8B0.44%
58
TERTeradyne Inc
718,855$87.5B0.43%
59
MDBMongoDB Inc
318,823$85.3B0.42%
60
CERSCerus Corp
13,394,255$80.5B0.39%
61
INTUIntuit Inc
205,729$78.8B0.39%
62
NVDANVIDIA Corp
147,495$78.8B0.39%
63
SCHWCharles Schwab Corp/The
1,197,762$78.1B0.38%
64
LCLendingClub Corp
4,581,060$75.7B0.37%
65
TRMBTrimble Inc
932,012$72.5B0.36%
66
DDOGDatadog Inc
840,131$70.0B0.34%
67
Mimecast Ltd
1,740,265$70.0B0.34%
68
APIAgora Inc
1,372,124$69.0B0.34%
69
ADBEAdobe Inc
138,261$65.7B0.32%
70
ESTCElastic NV
560,223$62.3B0.31%
71
ATVIEURActivision Blizzard Inc
665,099$61.9B0.30%
72
CGENCompugen Ltd
7,162,406$61.5B0.30%
73
ETSYEtsy Inc
302,962$61.1B0.30%
74
GWREGuidewire Software Inc
595,298$60.5B0.30%
75
CDNACareDx Inc
816,812$55.6B0.27%
76
HDBHDFC Bank Ltd
709,950$55.2B0.27%
77
BILIBilibili Inc
506,725$54.3B0.27%
78
PLANUSDAnaplan Inc
985,736$53.1B0.26%
79
NETCloudflare Inc
752,900$52.9B0.26%
80
HUYAHUYA Inc
2,658,338$51.8B0.25%
81
TSMTaiwan Semiconductor Manufactu
427,324$50.5B0.25%
82
TEAMAtlassian Corp PLC
225,256$47.5B0.23%
83
FATEFate Therapeutics Inc
561,595$46.3B0.23%
84
ExOne Co/The
1,475,897$46.3B0.23%
85
CRWDCrowdstrike Holdings Inc
251,265$45.9B0.22%
86
COUPEURCoupa Software Inc
175,007$44.5B0.22%
87
AVLRUSDAvalara Inc
304,992$40.7B0.20%
88
Syros Pharmaceuticals Inc
5,042,009$37.7B0.18%
89
REGNRegeneron Pharmaceuticals Inc
79,618$37.7B0.18%
90
GOOGAlphabet Inc
17,964$37.2B0.18%
91
DEDeere & Co
99,029$37.1B0.18%
92
KTOSKratos Defense & Security Solu
1,330,906$36.3B0.18%
93
NXPINXP Semiconductors NV
155,605$31.3B0.15%
94
PSNLPersonalis Inc
1,222,678$30.1B0.15%
95
SMARGBPSmartsheet Inc
420,934$26.9B0.13%
96
RBLXROBLOX Corp
414,111$26.8B0.13%
97
VRTXVertex Pharmaceuticals Inc
123,247$26.5B0.13%
98
BNRBurning Rock Biotech Ltd
863,343$23.2B0.11%
99
GHGuardant Health Inc
148,614$22.7B0.11%
100
ISIIonis Pharmaceuticals Inc
498,256$22.4B0.11%
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