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)

#StockSharesValue% PortfolioType
101
ISIIONIS PHARMACEUTICALS INC
142,433$4.3B0.06%
102
TDYTELEDYNE TECHNOLOGIES INC
8,498$4.2B0.05%
103
NTRNUTRIEN LTD
84,593$4.2B0.05%
104
TTENTOTALENERGIES SE -SPON ADR
60,079$3.9B0.05%
105
DPZDOMINO'S PIZZA INC
8,441$3.9B0.05%
106
FCXFREEPORT-MCMORAN INC
101,563$3.8B0.05%
107
CATCATERPILLAR INC
11,540$3.8B0.05%
108
ABSIABSCI CORP
1,493,865$3.7B0.05%
109
HONHONEYWELL INTERNATIONAL INC
16,874$3.6B0.05%
110
AGIALAMOS GOLD INC-CLASS A
129,277$3.5B0.04%
111
NEMNEWMONT CORP
71,506$3.5B0.04%
112
BABAALIBABA GROUP HOLDING-SP ADR
26,096$3.5B0.04%
113
RIORIO TINTO PLC-SPON ADR
55,131$3.3B0.04%
114
LINLINDE PLC
6,971$3.2B0.04%
115
VRTXVERTEX PHARMACEUTICALS INC
6,672$3.2B0.04%
116
MGAMAGNA INTERNATIONAL INC
94,271$3.2B0.04%
117
APDAIR PRODUCTS & CHEMICALS INC
10,164$3.0B0.04%
118
AEMAGNICO EAGLE MINES LTD
26,612$2.9B0.04%
119
CVXCHEVRON CORP
17,101$2.9B0.04%
120
VEEVVEEVA SYSTEMS INC-CLASS A
11,230$2.6B0.03%
121
BPBP PLC-SPONS ADR
76,311$2.6B0.03%
122
PSNLPERSONALIS INC
675,974$2.4B0.03%
123
STLDSTEEL DYNAMICS INC
17,072$2.1B0.03%
124
AMGNAMGEN INC
6,819$2.1B0.03%
125
CRCCANADIAN NATURAL RESOURCES
65,456$2.0B0.03%
126
AKXANSYS INC
6,326$2.0B0.03%
127
VALEVALE SA-SP ADR
196,097$2.0B0.03%
128
TECK/BTECK RESOURCES LTD-CLS B
53,616$2.0B0.03%
129
LUNRINTUITIVE MACHINES INC
259,706$1.9B0.02%
130
COPCONOCOPHILLIPS
18,176$1.9B0.02%
131
PKGPACKAGING CORP OF AMERICA
9,392$1.9B0.02%
132
MASS908 DEVICES INC
412,574$1.8B0.02%
133
DDD3D SYSTEMS CORP
814,994$1.7B0.02%
134
INCYINCYTE CORP
27,901$1.7B0.02%
135
ABXBARRICK GOLD CORP
81,990$1.6B0.02%
136
SUSUNCOR ENERGY INC
35,885$1.4B0.02%
137
TTWOTAKE-TWO INTERACTIVE SOFTWRE
6,418$1.3B0.02%
138
WYWEYERHAEUSER CO
43,607$1.3B0.02%
139
NUENUCOR CORP
9,630$1.2B0.01%
140
UNPUNION PACIFIC CORP
4,896$1.2B0.01%
141
IPINTERNATIONAL PAPER CO
21,394$1.1B0.01%
142
HALHALLIBURTON CO
42,848$1.1B0.01%
143
ALBALBEMARLE CORP
14,940$1.1B0.01%
144
XYLXYLEM INC
8,857$1.1B0.01%
145
EQTEQT CORP
19,068$1.0B0.01%
146
DVNDEVON ENERGY CORP
27,068$1.0B0.01%
147
HUNHUNTSMAN CORP
63,021$995.1M0.01%
148
RSRELIANCE INC
3,341$964.7M0.01%
149
AUANGLOGOLD ASHANTI PLC
25,636$951.6M0.01%
150
CTRACOTERRA ENERGY INC
32,629$943.0M0.01%
151
SLBSCHLUMBERGER LTD
22,249$930.0M0.01%
152
HESHESS CORP
5,630$899.3M0.01%
153
MTDRMATADOR RESOURCES CO
17,257$881.7M0.01%
154
EOGEOG RESOURCES INC
6,734$863.6M0.01%
155
BKRBAKER HUGHES CO
18,912$831.0M0.01%
156
CFCF INDUSTRIES HOLDINGS INC
10,436$815.6M0.01%
157
KMIKINDER MORGAN INC
27,917$796.5M0.01%
158
HBMHUDBAY MINERALS INC
100,303$761.3M0.01%
159
PRPERMIAN RESOURCES CORP
54,900$760.4M0.01%
160
LBRTLIBERTY ENERGY INC
47,850$757.5M0.01%
161
OXYOCCIDENTAL PETROLEUM CORP
15,203$750.4M0.01%
162
NGDNEW GOLD INC
195,791$726.4M0.01%
163
ADMARCHER-DANIELS-MIDLAND CO
15,072$723.6M0.01%
164
INRINFINITY NATURAL RESOUR-CL A
37,981$712.1M0.01%
165
FTITECHNIPFMC PLC
21,738$688.9M0.01%
166
WMBWILLIAMS COS INC
11,515$688.1M0.01%
167
CMPSCOMPASS PATHWAYS PLC
230,130$655.9M0.01%
168
MPMP MATERIALS CORP
25,520$622.9M0.01%
169
QCOMQUALCOMM INC
4,027$618.3M0.01%
170
OIIOCEANEERING INTL INC
27,675$603.6M0.01%
171
BGBUNGE GLOBAL SA
7,710$589.2M0.01%
172
PSXPHILLIPS 66
4,427$546.6M0.01%
173
PDSPRECISION DRILLING CORP
11,163$520.4M0.01%
174
APY1EURCHAMPIONX CORP
17,211$512.9M0.01%
175
MOSMOSAIC CO/THE
17,778$480.2M0.01%
176
NXTNEXTRACKER INC-CL A
10,173$428.7M0.01%
177
MPCMARATHON PETROLEUM CORP
2,862$417.0M0.01%
178
PTENPATTERSON-UTI ENERGY INC
48,980$402.6M0.01%
179
VLOVALERO ENERGY CORP
2,720$359.2M0.00%
180
ADSKAUTODESK INC
1,345$352.0M0.00%
181
NKENIKE INC -CL B
4,921$312.4M0.00%
182
SCCOSOUTHERN COPPER CORP
3,229$301.8M0.00%
183
BTOB2GOLD CORP
97,600$278.2M0.00%
184
EROERO COPPER CORP
21,000$254.5M0.00%
185
ADBEADOBE INC
655$251.1M0.00%
186
BBDBANCO BRADESCO-ADR
85,474$190.6M0.00%
187
BNRBURNING ROCK BIOTECH LTD-ADR
43,928$184.1M0.00%
188
RPTXREPARE THERAPEUTICS INC
116,249$115.1M0.00%
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