Amova Asset Management Americas, Inc. Q1 2024 Filing

Filed May 2, 2024

Portfolio Value

$10.1B

Holdings

190

Report Date

Q1 2024

Filing Type

13F-HR

All Holdings (190 positions)

StockValue
COINCOINBASE GLOBAL INC -CLASS A
$799.5M
XYZBLOCK INC
$706.9M
HOODROBINHOOD MARKETS INC - A
$506.7M
TSLATESLA INC
$501.7M
ROKUROKU INC
$462.1M
PATHUIPATH INC - CLASS A
$417.2M
SHOPSHOPIFY INC - CLASS A
$356.9M
DKNGDRAFTKINGS INC-CL A
$305.8M
UUNITY SOFTWARE INC
$302.4M
RBLXROBLOX CORP -CLASS A
$284.9M
ZMZOOM VIDEO COMMUNICATIONS-A
$281.7M
PLTRPALANTIR TECHNOLOGIES INC-A
$226.2M
CRSPCRISPR THERAPEUTICS AG
$222.7M
MLB1MERCADOLIBRE INC
$178.4M
METAMETA PLATFORMS INC-CLASS A
$168.6M
TERTERADYNE INC
$155.6M
TOSTTOAST INC-CLASS A
$154.2M
TRMBTRIMBLE INC
$151.4M
PINSPINTEREST INC- CLASS A
$145.6M
TWLOTWILIO INC - A
$144.7M
TXG10X GENOMICS INC-CLASS A
$135.8M
TWSTTWIST BIOSCIENCE CORP
$121.7M
NVDANVIDIA CORP
$119.6M
SPOTSPOTIFY TECHNOLOGY SA
$117.8M
NUNU HOLDINGS LTD/CAYMAN ISL-A
$113.2M
TDOCTELADOC HEALTH INC
$108.4M
EXASEXACT SCIENCES CORP
$105.5M
PSTGPURE STORAGE INC - CLASS A
$103.2M
RXRXRECURSION PHARMACEUTICALS-A
$103.1M
PDPAGERDUTY INC
$95.1M
NTLAINTELLIA THERAPEUTICS INC
$93.4M
NETCLOUDFLARE INC - CLASS A
$90.3M
GLBEGLOBAL-E ONLINE LTD
$80.0M
CRWDCROWDSTRIKE HOLDINGS INC - A
$79.3M
MRNAMODERNA INC
$79.0M
SOFISOFI TECHNOLOGIES INC
$78.5M
BEAMBEAM THERAPEUTICS INC
$77.9M
INTUINTUIT INC
$75.4M
VCYTVERACYTE INC
$74.0M
STNESTONECO LTD-A
$72.2M
TTDTRADE DESK INC/THE -CLASS A
$70.6M
DNAGINKGO BIOWORKS HOLDINGS INC
$64.8M
KSPIJSC KASPI.KZ ADR
$64.1M
KTOSKRATOS DEFENSE & SECURITY
$57.1M
IRDMIRIDIUM COMMUNICATIONS INC
$54.7M
JPXAEROVIRONMENT INC
$50.2M
ACHRARCHER AVIATION INC-A
$49.9M
GENIGENIUS SPORTS LTD
$48.6M
PACBPACIFIC BIOSCIENCES OF CALIF
$48.0M
AMDADVANCED MICRO DEVICES
$47.2M
CTVACORTEVA INC
$46.0M
ARCTARCTURUS THERAPEUTICS HOLDIN
$43.0M
DEDEERE & CO
$40.4M
SDGRSCHRODINGER INC
$34.8M
VERVVERVE THERAPEUTICS INC
$34.3M
NTRANATERA INC
$33.9M
REGNREGENERON PHARMACEUTICALS
$32.0M
CDNACAREDX INC
$29.1M
TSMTAIWAN SEMICONDUCTOR-SP ADR
$26.6M
NXDRNEXTDOOR HOLDINGS INC
$26.3M
CCOCAMECO CORP
$25.5M
BILLBILL HOLDINGS INC
$25.3M
AVDXAVIDXCHANGE HOLDINGS INC
$24.1M
FLBSTANDARD BIOTOOLS INC
$24.0M
PRMEPRIME MEDICINE INC
$23.5M
GOOGALPHABET INC-CL C
$23.3M
AMZNAMAZON.COM INC
$22.9M
ICEINTERCONTINENTAL EXCHANGE IN
$21.2M
ADPTADAPTIVE BIOTECHNOLOGIES
$19.8M
ACCDEURACCOLADE INC
$17.8M
LHXL3HARRIS TECHNOLOGIES INC
$17.5M
DDOGDATADOG INC - CLASS A
$17.3M
SNAPSNAP INC - A
$17.3M
AAPLAPPLE INC
$16.9M
GRMNGARMIN LTD
$16.7M
JOBYJOBY AVIATION INC
$16.6M
MSFTMICROSOFT CORP
$16.6M
QSIQUANTUM-SI INC
$15.7M
SESEA LTD-ADR
$15.4M
ZZILLOW GROUP INC - C
$15.3M
CERSCERUS CORP
$14.6M
SNPSSYNOPSYS INC
$13.0M
DISWALT DISNEY CO/THE
$10.8M
SRTABLADE AIR MOBILITY INC
$10.4M
MTLSMATERIALISE NV-ADR
$9.7M
ISIIONIS PHARMACEUTICALS INC
$9.5M
AKXANSYS INC
$9.5M
VEEVVEEVA SYSTEMS INC-CLASS A
$9.5M
AURAURORA INNOVATION INC
$9.2M
ESLTELBIT SYSTEMS LTD
$8.9M
LMTLOCKHEED MARTIN CORP
$8.9M
SHELSHELL PLC-ADR
$8.4M
BHPBHP GROUP LTD-SPON ADR
$8.0M
MGAMAGNA INTERNATIONAL INC
$7.8M
FCXFREEPORT-MCMORAN INC
$7.3M
CATCATERPILLAR INC
$7.1M
XOMEXXON MOBIL CORP
$7.0M
RKLBROCKET LAB USA INC
$6.9M
NXPINXP SEMICONDUCTORS NV
$6.8M
CVXCHEVRON CORP
$6.3M
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