Amova Asset Management Americas, Inc. Q3 2017 Filing

Filed October 10, 2017

Portfolio Value

$2.0T

Holdings

334

Report Date

Q3 2017

Filing Type

13F-HR

All Holdings (334 positions)

#StockSharesValue% PortfolioType
1
BHP Billiton PLC
1,835,612$65.1B3.18%
2
AMZNAmazon.com Inc
53,050$51.0B2.49%
3
XYZSquare Inc
1,743,800$50.2B2.45%
4
Monsanto Co
417,100$50.0B2.44%
5
RIORio Tinto PLC
1,040,564$49.1B2.40%
6
T77LendingTree Inc
179,800$44.0B2.15%
7
BABAAlibaba Group Holding Ltd
252,400$43.6B2.13%
8
XOMExxon Mobil Corp
498,293$40.9B2.00%
9
PYPLPayPal Holdings Inc
621,200$39.8B1.94%
10
TTENTOTAL SA
696,912$37.3B1.82%
11
RDS/ARoyal Dutch Shell PLC
615,050$37.3B1.82%
12
AAPLApple Inc
234,700$36.2B1.77%
13
athenahealth Inc
282,600$35.1B1.72%
14
SLBSchlumberger Ltd
493,671$34.4B1.68%
15
NVDANVIDIA Corp
188,900$33.8B1.65%
16
LendingClub Corp
5,294,523$32.2B1.58%
17
HALHalliburton Co
693,400$31.9B1.56%
18
IPInternational Paper Co
543,719$30.9B1.51%
19
BPBP PLC
754,038$29.0B1.42%
20
DowDuPont Inc
370,668$25.7B1.25%
21
CVXChevron Corp
212,930$25.0B1.22%
22
ABXBarrick Gold Corp
1,511,200$24.3B1.19%
23
MLB1MercadoLibre Inc
93,700$24.3B1.19%
24
INTUIntuit Inc
168,300$23.9B1.17%
25
FCXFreeport-McMoRan Inc
1,699,800$23.9B1.17%
26
APCAnadarko Petroleum Corp
488,136$23.8B1.17%
27
WYWeyerhaeuser Co
698,207$23.8B1.16%
28
GWREGuidewire Software Inc
290,400$22.6B1.10%
29
NDAQNasdaq Inc
288,100$22.3B1.09%
30
IBMInternational Business Machine
150,500$21.8B1.07%
31
FISVFiserv Inc
167,200$21.6B1.05%
32
Agrium Inc
189,838$20.4B0.99%
33
SUSuncor Energy Inc
578,100$20.3B0.99%
34
HDBHDFC Bank Ltd
199,400$19.2B0.94%
35
POT1EURPotash Corp of Saskatchewan In
986,396$19.0B0.93%
36
NUENucor Corp
334,162$18.7B0.92%
37
TRUTransUnion
395,600$18.7B0.91%
38
METAFacebook Inc
108,000$18.5B0.90%
39
OXYOccidental Petroleum Corp
285,700$18.3B0.90%
40
CRMsalesforce.com Inc
189,300$17.7B0.86%
41
JDJD.com Inc
460,700$17.6B0.86%
42
RHT1EURRed Hat Inc
158,400$17.6B0.86%
43
PGProcter & Gamble Co/The
191,088$17.4B0.85%
44
BIDUNBaidu Inc
68,750$17.0B0.83%
45
SBUXStarbucks Corp
315,700$17.0B0.83%
46
Hortonworks Inc
985,918$16.7B0.82%
47
ADMArcher-Daniels-Midland Co
380,199$16.2B0.79%
48
CRCCanadian Natural Resources Ltd
480,130$16.1B0.79%
49
NBL2EURNoble Energy Inc
558,700$15.8B0.77%
50
SPLKCHFSplunk Inc
234,200$15.6B0.76%
51
TAT&T Inc
390,900$15.3B0.75%
52
STLDSteel Dynamics Inc
424,900$14.6B0.72%
53
VVisa Inc
132,900$14.0B0.68%
54
OISOil States International Inc
532,300$13.5B0.66%
55
INTCIntel Corp
351,200$13.4B0.65%
56
AU3EURAngloGold Ashanti Ltd
1,428,300$13.3B0.65%
57
GOOGAlphabet Inc
13,750$13.2B0.64%
58
CTRACabot Oil & Gas Corp
489,457$13.1B0.64%
59
CXOEURConcho Resources Inc
98,800$13.0B0.64%
60
Superior Energy Services Inc
1,218,392$13.0B0.64%
61
SCHWCharles Schwab Corp/The
294,000$12.9B0.63%
62
PXDEURPioneer Natural Resources Co
86,700$12.8B0.63%
63
EOGEOG Resources Inc
129,300$12.5B0.61%
64
CMECME Group Inc
91,400$12.4B0.61%
65
WDAYWorkday Inc
117,300$12.4B0.60%
66
EQTEQT Corp
189,064$12.3B0.60%
67
PFEPfizer Inc
335,841$12.0B0.59%
68
COPConocoPhillips
235,768$11.8B0.58%
69
HESHess Corp
248,870$11.7B0.57%
70
FTITechnipFMC PLC
412,132$11.5B0.56%
71
MOSMosaic Co/The
512,229$11.1B0.54%
72
QCOMQUALCOMM Inc
206,700$10.7B0.52%
73
Goldcorp Inc
802,963$10.4B0.51%
74
DPZDomino's Pizza Inc
51,000$10.1B0.49%
75
BTOB2Gold Corp
3,567,107$10.0B0.49%
76
CBOECBOE Holdings Inc
92,300$9.9B0.49%
77
MSCIMSCI Inc
83,900$9.8B0.48%
78
PSXPhillips 66
106,700$9.8B0.48%
79
SCCOSouthern Copper Corp
233,070$9.3B0.45%
80
MCDMcDonald's Corp
55,200$8.6B0.42%
81
MOAltria Group Inc
131,600$8.3B0.41%
82
CFCF Industries Holdings Inc
233,030$8.2B0.40%
83
PTENPatterson-UTI Energy Inc
384,500$8.1B0.39%
84
SRC Energy Inc
818,400$7.9B0.39%
85
TECK/BTeck Resources Ltd
364,651$7.7B0.38%
86
MRKMerck & Co Inc
118,400$7.6B0.37%
87
OIIOceaneering International Inc
284,057$7.5B0.36%
88
MTDRMatador Resources Co
266,200$7.2B0.35%
89
NEMNewmont Mining Corp
183,200$6.9B0.34%
90
PBRPetroleo Brasileiro SA
683,200$6.9B0.34%
91
CXCemex SAB de CV
742,300$6.7B0.33%
92
VLOValero Energy Corp
87,600$6.7B0.33%
93
WFRDWeatherford International PLC
1,348,000$6.2B0.30%
94
CEOCNOOC Ltd
46,652$6.1B0.30%
95
RESRPC Inc
241,000$6.0B0.29%
96
BNSBank of Nova Scotia/The
92,781$6.0B0.29%
97
SNPUSDChina Petroleum & Chemical Cor
77,190$5.8B0.29%
98
MSFTMicrosoft Corp
77,000$5.7B0.28%
99
CMCanadian Imperial Bank of Comm
63,316$5.5B0.27%
100
PC6APetroChina Co Ltd
85,733$5.5B0.27%
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