Amova Asset Management Americas, Inc. Q2 2025 Filing
Filed August 11, 2025
Portfolio Value
$10.0T
Holdings
190
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (190 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | COINCOINBASE GLOBAL INC -CLASS A | 2,096,663 | $734.7B | 7.33% | |
| 2 | HOODROBINHOOD MARKETS INC - A | 7,760,266 | $726.6B | 7.25% | |
| 3 | SHOPSHOPIFY INC - CLASS A | 5,013,998 | $578.0B | 5.77% | |
| 4 | RBLXROBLOX CORP -CLASS A | 4,881,861 | $513.0B | 5.12% | |
| 5 | PLTRPALANTIR TECHNOLOGIES INC-A | 3,520,539 | $479.9B | 4.79% | |
| 6 | TSLATESLA INC | 1,500,011 | $476.4B | 4.75% | |
| 7 | ROKUROKU INC | 4,442,715 | $390.5B | 3.89% | |
| 8 | MLB1MERCADOLIBRE INC | 101,757 | $265.5B | 2.65% | |
| 9 | AMDADVANCED MICRO DEVICES | 1,846,654 | $262.0B | 2.61% | |
| 10 | XYZBLOCK INC | 3,770,562 | $256.2B | 2.56% | |
| 11 | TEMTEMPUS AI INC | 3,869,941 | $245.7B | 2.45% | |
| 12 | AMZNAMAZON.COM INC | 1,026,778 | $225.2B | 2.25% | |
| 13 | METAMETA PLATFORMS INC-CLASS A | 289,920 | $214.0B | 2.13% | |
| 14 | TOSTTOAST INC-CLASS A | 4,661,844 | $206.3B | 2.06% | |
| 15 | DKNGDRAFTKINGS INC-CL A | 4,221,756 | $181.0B | 1.81% | |
| 16 | SPOTSPOTIFY TECHNOLOGY SA | 228,193 | $175.0B | 1.75% | |
| 17 | NVDANVIDIA CORP | 1,043,843 | $164.8B | 1.64% | |
| 18 | TERTERADYNE INC | 1,690,045 | $151.9B | 1.52% | |
| 19 | PINSPINTEREST INC- CLASS A | 4,114,440 | $147.5B | 1.47% | |
| 20 | IRDMIRIDIUM COMMUNICATIONS INC | 4,310,324 | $130.0B | 1.30% | |
| 21 | NETCLOUDFLARE INC - CLASS A | 624,479 | $122.2B | 1.22% | |
| 22 | NTRANATERA INC | 719,062 | $121.4B | 1.21% | |
| 23 | CRSPCRISPR THERAPEUTICS AG | 2,414,271 | $117.4B | 1.17% | |
| 24 | CRWDCROWDSTRIKE HOLDINGS INC - A | 216,184 | $110.0B | 1.10% | |
| 25 | GHGUARDANT HEALTH INC | 2,030,428 | $105.6B | 1.05% | |
| 26 | TSMTAIWAN SEMICONDUCTOR-SP ADR | 438,831 | $99.4B | 0.99% | |
| 27 | TRMBTRIMBLE INC | 1,302,247 | $98.9B | 0.99% | |
| 28 | ABNBAIRBNB INC-CLASS A | 744,590 | $98.5B | 0.98% | |
| 29 | KTOSKRATOS DEFENSE & SECURITY | 2,081,077 | $96.6B | 0.96% | |
| 30 | GTLBGITLAB INC-CL A | 2,041,331 | $92.0B | 0.92% | |
| 31 | TWSTTWIST BIOSCIENCE CORP | 2,299,437 | $84.5B | 0.84% | |
| 32 | ILMNILLUMINA INC | 867,981 | $82.8B | 0.83% | |
| 33 | DEDEERE & CO | 160,916 | $81.8B | 0.82% | |
| 34 | BEAMBEAM THERAPEUTICS INC | 4,726,799 | $80.4B | 0.80% | |
| 35 | ACHRARCHER AVIATION INC-A | 6,967,391 | $75.5B | 0.75% | |
| 36 | CRCLCIRCLE INTERNET GROUP INC | 401,720 | $72.5B | 0.72% | |
| 37 | PSTGPURE STORAGE INC - CLASS A | 1,253,354 | $72.1B | 0.72% | |
| 38 | TXG10X GENOMICS INC-CLASS A | 6,009,653 | $69.5B | 0.69% | |
| 39 | TTDTRADE DESK INC/THE -CLASS A | 927,016 | $66.7B | 0.67% | |
| 40 | UUNITY SOFTWARE INC | 2,627,931 | $63.6B | 0.63% | |
| 41 | SOFISOFI TECHNOLOGIES INC | 3,399,960 | $61.9B | 0.62% | |
| 42 | JPXAEROVIRONMENT INC | 208,714 | $59.5B | 0.59% | |
| 43 | INTUINTUIT INC | 71,902 | $56.6B | 0.56% | |
| 44 | NUNU HOLDINGS LTD/CAYMAN ISL-A | 3,986,096 | $54.7B | 0.55% | |
| 45 | SDGRSCHRODINGER INC | 2,591,492 | $52.1B | 0.52% | |
| 46 | ADPTADAPTIVE BIOTECHNOLOGIES | 4,299,684 | $50.0B | 0.50% | |
| 47 | PYPLPAYPAL HOLDINGS INC | 620,389 | $46.1B | 0.46% | |
| 48 | GENIGENIUS SPORTS LTD | 4,313,210 | $44.8B | 0.45% | |
| 49 | VCYTVERACYTE INC | 1,647,177 | $44.5B | 0.44% | |
| 50 | PDPAGERDUTY INC | 2,887,361 | $44.1B | 0.44% | |
| 51 | RXRXRECURSION PHARMACEUTICALS-A | 8,167,745 | $41.2B | 0.41% | |
| 52 | IBTAIBOTTA INC-CL A | 1,107,338 | $40.5B | 0.40% | |
| 53 | BWXTBWX TECHNOLOGIES INC | 279,186 | $40.2B | 0.40% | |
| 54 | DASHDOORDASH INC - A | 160,710 | $39.6B | 0.40% | |
| 55 | CCOCAMECO CORP | 524,890 | $38.9B | 0.39% | |
| 56 | SESEA LTD-ADR | 222,851 | $35.7B | 0.36% | |
| 57 | CRWVCOREWEAVE INC-CL A | 206,041 | $33.6B | 0.34% | |
| 58 | 6RJ0ROCKET LAB CORP | 925,924 | $33.1B | 0.33% | |
| 59 | GLBEGLOBAL-E ONLINE LTD | 979,812 | $32.9B | 0.33% | |
| 60 | AURAURORA INNOVATION INC | 6,170,556 | $32.3B | 0.32% | |
| 61 | RBRKRUBRIK INC-A | 353,688 | $31.7B | 0.32% | |
| 62 | RDDTREDDIT INC-CL A | 206,282 | $31.0B | 0.31% | |
| 63 | FUTUFUTU HOLDINGS LTD-ADR | 243,210 | $30.0B | 0.30% | |
| 64 | CTVACORTEVA INC | 377,195 | $28.1B | 0.28% | |
| 65 | ETORETORO GROUP LTD-A | 419,355 | $27.9B | 0.28% | |
| 66 | JOBYJOBY AVIATION INC | 2,510,089 | $26.5B | 0.26% | |
| 67 | CRMSALESFORCE INC | 94,431 | $25.7B | 0.26% | |
| 68 | KSPIJSC KASPI.KZ ADR | 298,309 | $25.3B | 0.25% | |
| 69 | NTLAINTELLIA THERAPEUTICS INC | 2,671,265 | $25.0B | 0.25% | |
| 70 | CDNACAREDX INC | 1,235,591 | $24.1B | 0.24% | |
| 71 | ARCTARCTURUS THERAPEUTICS HOLDIN | 1,830,203 | $23.8B | 0.24% | |
| 72 | DDOGDATADOG INC - CLASS A | 168,157 | $22.6B | 0.23% | |
| 73 | LHXL3HARRIS TECHNOLOGIES INC | 84,294 | $21.1B | 0.21% | |
| 74 | GOOGALPHABET INC-CL C | 111,256 | $19.7B | 0.20% | |
| 75 | ICEINTERCONTINENTAL EXCHANGE IN | 105,557 | $19.4B | 0.19% | |
| 76 | SNAPSNAP INC - A | 2,107,288 | $18.3B | 0.18% | |
| 77 | NXDRNEXTDOOR HOLDINGS INC | 10,892,743 | $18.0B | 0.18% | |
| 78 | NRIXNURIX THERAPEUTICS INC | 1,389,274 | $15.8B | 0.16% | |
| 79 | ZZILLOW GROUP INC - C | 212,505 | $14.9B | 0.15% | |
| 80 | AAPLAPPLE INC | 71,669 | $14.7B | 0.15% | |
| 81 | BIDUNBAIDU INC - SPON ADR | 167,582 | $14.4B | 0.14% | |
| 82 | PATHUIPATH INC - CLASS A | 1,112,640 | $14.2B | 0.14% | |
| 83 | DISWALT DISNEY CO/THE | 114,081 | $14.1B | 0.14% | |
| 84 | REGNREGENERON PHARMACEUTICALS | 23,314 | $12.2B | 0.12% | |
| 85 | SRTABLADE AIR MOBILITY INC | 2,999,192 | $12.1B | 0.12% | |
| 86 | BILLBILL HOLDINGS INC | 252,748 | $11.7B | 0.12% | |
| 87 | PACBPACIFIC BIOSCIENCES OF CALIF | 9,218,455 | $11.3B | 0.11% | |
| 88 | QSIQUANTUM-SI INC | 5,621,303 | $11.0B | 0.11% | |
| 89 | ESLTELBIT SYSTEMS LTD | 21,540 | $9.7B | 0.10% | |
| 90 | EXASEXACT SCIENCES CORP | 166,765 | $8.9B | 0.09% | |
| 91 | GRMNGARMIN LTD | 41,507 | $8.7B | 0.09% | |
| 92 | CERSCERUS CORP | 6,062,129 | $8.5B | 0.08% | |
| 93 | SNPSSYNOPSYS INC | 15,820 | $8.1B | 0.08% | |
| 94 | FLBSTANDARD BIOTOOLS INC | 6,156,102 | $7.3B | 0.07% | |
| 95 | NFLXNETFLIX INC | 5,165 | $6.9B | 0.07% | |
| 96 | NXPINXP SEMICONDUCTORS NV | 31,032 | $6.8B | 0.07% | |
| 97 | NTRNUTRIEN LTD | 97,957 | $5.7B | 0.06% | |
| 98 | XOMEXXON MOBIL CORP | 51,679 | $5.6B | 0.06% | |
| 99 | TDYTELEDYNE TECHNOLOGIES INC | 10,782 | $5.5B | 0.06% | |
| 100 | ISIIONIS PHARMACEUTICALS INC | 139,739 | $5.5B | 0.06% |
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