Amova Asset Management Americas, Inc. Q1 2025 Filing
Filed May 7, 2025
Portfolio Value
$7.8T
Holdings
188
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (188 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SHOPSHOPIFY INC - CLASS A | 4,983,349 | $475.8B | 6.13% | |
| 2 | HOODROBINHOOD MARKETS INC - A | 11,327,315 | $471.3B | 6.08% | |
| 3 | PLTRPALANTIR TECHNOLOGIES INC-A | 4,973,144 | $419.6B | 5.41% | |
| 4 | COINCOINBASE GLOBAL INC -CLASS A | 2,353,499 | $405.2B | 5.22% | |
| 5 | TSLATESLA INC | 1,548,366 | $401.2B | 5.17% | |
| 6 | RBLXROBLOX CORP -CLASS A | 6,141,027 | $358.0B | 4.61% | |
| 7 | ROKUROKU INC | 4,509,341 | $317.9B | 4.10% | |
| 8 | XYZBLOCK INC | 4,360,706 | $236.9B | 3.05% | |
| 9 | METAMETA PLATFORMS INC-CLASS A | 384,011 | $221.3B | 2.85% | |
| 10 | MLB1MERCADOLIBRE INC | 111,903 | $218.3B | 2.81% | |
| 11 | TEMTEMPUS AI INC | 4,260,553 | $205.4B | 2.65% | |
| 12 | AMZNAMAZON.COM INC | 962,985 | $183.2B | 2.36% | |
| 13 | TOSTTOAST INC-CLASS A | 5,002,752 | $165.9B | 2.14% | |
| 14 | DKNGDRAFTKINGS INC-CL A | 4,574,103 | $151.7B | 1.96% | |
| 15 | TERTERADYNE INC | 1,783,818 | $147.4B | 1.90% | |
| 16 | SPOTSPOTIFY TECHNOLOGY SA | 264,844 | $145.7B | 1.88% | |
| 17 | PINSPINTEREST INC- CLASS A | 4,461,816 | $138.3B | 1.78% | |
| 18 | AMDADVANCED MICRO DEVICES | 1,258,249 | $129.3B | 1.67% | |
| 19 | IRDMIRIDIUM COMMUNICATIONS INC | 3,889,045 | $106.2B | 1.37% | |
| 20 | NVDANVIDIA CORP | 923,369 | $100.4B | 1.29% | |
| 21 | NTRANATERA INC | 696,904 | $98.5B | 1.27% | |
| 22 | TWSTTWIST BIOSCIENCE CORP | 2,415,798 | $94.8B | 1.22% | |
| 23 | TRMBTRIMBLE INC | 1,385,392 | $90.9B | 1.17% | |
| 24 | CRSPCRISPR THERAPEUTICS AG | 2,539,889 | $86.3B | 1.11% | |
| 25 | BEAMBEAM THERAPEUTICS INC | 4,270,020 | $83.3B | 1.07% | |
| 26 | CRWDCROWDSTRIKE HOLDINGS INC - A | 235,689 | $83.1B | 1.07% | |
| 27 | NETCLOUDFLARE INC - CLASS A | 729,812 | $82.2B | 1.06% | |
| 28 | PATHUIPATH INC - CLASS A | 7,717,456 | $79.5B | 1.02% | |
| 29 | DEDEERE & CO | 166,099 | $78.0B | 1.00% | |
| 30 | VCYTVERACYTE INC | 2,261,879 | $67.0B | 0.86% | |
| 31 | GTLBGITLAB INC-CL A | 1,396,613 | $65.5B | 0.84% | |
| 32 | PSTGPURE STORAGE INC - CLASS A | 1,340,846 | $59.4B | 0.77% | |
| 33 | GHGUARDANT HEALTH INC | 1,356,990 | $57.8B | 0.74% | |
| 34 | GENIGENIUS SPORTS LTD | 5,703,992 | $57.1B | 0.74% | |
| 35 | PDPAGERDUTY INC | 3,108,241 | $56.8B | 0.73% | |
| 36 | UUNITY SOFTWARE INC | 2,858,390 | $56.0B | 0.72% | |
| 37 | ACHRARCHER AVIATION INC-A | 7,607,795 | $54.1B | 0.70% | |
| 38 | ILMNILLUMINA INC | 673,738 | $53.4B | 0.69% | |
| 39 | KTOSKRATOS DEFENSE & SECURITY | 1,780,751 | $52.8B | 0.68% | |
| 40 | TTDTRADE DESK INC/THE -CLASS A | 953,678 | $52.1B | 0.67% | |
| 41 | SDGRSCHRODINGER INC | 2,416,808 | $47.7B | 0.61% | |
| 42 | TXG10X GENOMICS INC-CLASS A | 5,362,656 | $46.8B | 0.60% | |
| 43 | INTUINTUIT INC | 76,233 | $46.8B | 0.60% | |
| 44 | ADPTADAPTIVE BIOTECHNOLOGIES | 6,085,690 | $45.2B | 0.58% | |
| 45 | IBTAIBOTTA INC-CL A | 1,053,518 | $44.5B | 0.57% | |
| 46 | RXRXRECURSION PHARMACEUTICALS-A | 8,407,334 | $44.4B | 0.57% | |
| 47 | PYPLPAYPAL HOLDINGS INC | 672,536 | $43.9B | 0.57% | |
| 48 | NUNU HOLDINGS LTD/CAYMAN ISL-A | 4,239,726 | $43.4B | 0.56% | |
| 49 | GLBEGLOBAL-E ONLINE LTD | 1,063,485 | $37.9B | 0.49% | |
| 50 | TSMTAIWAN SEMICONDUCTOR-SP ADR | 199,500 | $33.1B | 0.43% | |
| 51 | RDDTREDDIT INC-CL A | 300,193 | $31.5B | 0.41% | |
| 52 | RBRKRUBRIK INC-A | 515,882 | $31.5B | 0.41% | |
| 53 | BWXTBWX TECHNOLOGIES INC | 317,468 | $31.3B | 0.40% | |
| 54 | SESEA LTD-ADR | 237,290 | $30.9B | 0.40% | |
| 55 | SOFISOFI TECHNOLOGIES INC | 2,626,652 | $30.5B | 0.39% | |
| 56 | KSPIJSC KASPI.KZ ADR | 313,545 | $29.1B | 0.38% | |
| 57 | CRMSALESFORCE INC | 103,907 | $27.9B | 0.36% | |
| 58 | AURAURORA INNOVATION INC | 3,997,007 | $26.9B | 0.35% | |
| 59 | CTVACORTEVA INC | 397,156 | $25.0B | 0.32% | |
| 60 | CDNACAREDX INC | 1,376,754 | $24.4B | 0.31% | |
| 61 | JPXAEROVIRONMENT INC | 196,504 | $23.4B | 0.30% | |
| 62 | CCOCAMECO CORP | 557,738 | $23.0B | 0.30% | |
| 63 | FUTUFUTU HOLDINGS LTD-ADR | 206,132 | $21.1B | 0.27% | |
| 64 | ARCTARCTURUS THERAPEUTICS HOLDIN | 1,926,084 | $20.4B | 0.26% | |
| 65 | NTLAINTELLIA THERAPEUTICS INC | 2,825,361 | $20.0B | 0.26% | |
| 66 | AAPLAPPLE INC | 89,465 | $19.9B | 0.26% | |
| 67 | ICEINTERCONTINENTAL EXCHANGE IN | 110,677 | $19.1B | 0.25% | |
| 68 | DDOGDATADOG INC - CLASS A | 186,948 | $18.5B | 0.24% | |
| 69 | GOOGALPHABET INC-CL C | 113,277 | $17.7B | 0.23% | |
| 70 | RKLBROCKET LAB USA INC | 938,522 | $16.8B | 0.22% | |
| 71 | JOBYJOBY AVIATION INC | 2,561,976 | $15.4B | 0.20% | |
| 72 | ZZILLOW GROUP INC - C | 224,337 | $15.4B | 0.20% | |
| 73 | REGNREGENERON PHARMACEUTICALS | 24,164 | $15.3B | 0.20% | |
| 74 | MSFTMICROSOFT CORP | 38,885 | $14.6B | 0.19% | |
| 75 | LHXL3HARRIS TECHNOLOGIES INC | 68,966 | $14.4B | 0.19% | |
| 76 | ABNBAIRBNB INC-CLASS A | 119,394 | $14.3B | 0.18% | |
| 77 | BIDUNBAIDU INC - SPON ADR | 150,007 | $13.8B | 0.18% | |
| 78 | AVDXAVIDXCHANGE HOLDINGS INC | 1,554,952 | $13.2B | 0.17% | |
| 79 | NXDRNEXTDOOR HOLDINGS INC | 8,500,546 | $13.0B | 0.17% | |
| 80 | DISWALT DISNEY CO/THE | 125,104 | $12.3B | 0.16% | |
| 81 | BILLBILL HOLDINGS INC | 266,765 | $12.2B | 0.16% | |
| 82 | PACBPACIFIC BIOSCIENCES OF CALIF | 9,565,331 | $11.2B | 0.14% | |
| 83 | ESLTELBIT SYSTEMS LTD | 24,888 | $9.5B | 0.12% | |
| 84 | SNAPSNAP INC - A | 1,085,611 | $9.5B | 0.12% | |
| 85 | GRMNGARMIN LTD | 42,216 | $9.2B | 0.12% | |
| 86 | NRIXNURIX THERAPEUTICS INC | 755,970 | $9.0B | 0.12% | |
| 87 | CERSCERUS CORP | 6,190,889 | $8.5B | 0.11% | |
| 88 | SRTABLADE AIR MOBILITY INC | 2,999,192 | $8.2B | 0.11% | |
| 89 | EXASEXACT SCIENCES CORP | 173,112 | $7.5B | 0.10% | |
| 90 | QSIQUANTUM-SI INC | 5,811,430 | $6.9B | 0.09% | |
| 91 | SNPSSYNOPSYS INC | 16,107 | $6.9B | 0.09% | |
| 92 | FLBSTANDARD BIOTOOLS INC | 6,233,693 | $6.7B | 0.09% | |
| 93 | NXPINXP SEMICONDUCTORS NV | 31,822 | $6.1B | 0.08% | |
| 94 | SHELSHELL PLC-ADR | 81,384 | $6.0B | 0.08% | |
| 95 | PRMEPRIME MEDICINE INC | 2,926,023 | $5.8B | 0.08% | |
| 96 | LMTLOCKHEED MARTIN CORP | 12,154 | $5.4B | 0.07% | |
| 97 | XOMEXXON MOBIL CORP | 43,999 | $5.2B | 0.07% | |
| 98 | NFLXNETFLIX INC | 5,260 | $4.9B | 0.06% | |
| 99 | BHPBHP GROUP LTD-SPON ADR | 90,361 | $4.4B | 0.06% | |
| 100 | HEIHEICO CORP | 16,087 | $4.3B | 0.06% |
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