Amova Asset Management Americas, Inc. Q3 2020 Filing

Filed November 2, 2020

Portfolio Value

$11.3T

Holdings

211

Report Date

Q3 2020

Filing Type

13F-HR

All Holdings (211 positions)

#StockSharesValue% PortfolioType
1
XYZSQUARE INC - A
4,643,047$766.1B6.79%
2
TSLATESLA INC
1,314,069$577.5B5.12%
3
NVTA1EURINVITAE CORP
11,271,744$493.7B4.38%
4
ROKUROKU INC
2,239,356$428.8B3.80%
5
ZZILLOW GROUP INC - C
3,757,213$385.1B3.41%
6
SESEA LTD-ADR
2,426,768$379.2B3.36%
7
CRSPCRISPR THERAPEUTICS AG
3,697,667$308.8B2.74%
8
T77LENDINGTREE INC
989,002$272.0B2.41%
9
WORKSLACK TECHNOLOGIES INC- CL A
9,626,370$259.4B2.30%
10
TWLOTWILIO INC - A
998,127$248.5B2.20%
11
PINSPINTEREST INC- CLASS A
5,870,425$246.6B2.19%
12
TDOCTELADOC HEALTH INC
1,033,059$228.9B2.03%
13
METAFACEBOOK INC-CLASS A
812,644$215.3B1.91%
14
ICEINTERCONTINENTAL EXCHANGE IN
2,149,828$213.6B1.89%
15
MLB1MERCADOLIBRE INC
193,542$210.6B1.87%
16
2U INC
6,056,543$205.1B1.82%
17
TSMTAIWAN SEMICONDUCTOR-SP ADR
2,507,837$204.8B1.81%
18
BABAALIBABA GROUP HOLDING-SP ADR
661,510$195.8B1.74%
19
PRLBPROTO LABS INC
1,404,426$179.8B1.59%
20
SPOTSPOTIFY TECHNOLOGY SA
708,927$173.7B1.54%
21
PYPLPAYPAL HOLDINGS INC
865,656$172.3B1.53%
22
SPLKCHFSPLUNK INC
906,455$172.0B1.52%
23
PSTGPURE STORAGE INC - CLASS A
10,931,123$171.7B1.52%
24
DOCUDOCUSIGN INC
749,660$163.7B1.45%
25
PDPAGERDUTY INC
5,761,196$156.7B1.39%
26
MCRB1EURSERES THERAPEUTICS INC
5,531,670$152.2B1.35%
27
AMZNAMAZON.COM INC
46,899$149.9B1.33%
28
EDITEDITAS MEDICINE INC
5,074,108$141.7B1.26%
29
AAPLAPPLE INC
1,168,602$137.4B1.22%
30
ILMNILLUMINA INC
429,409$131.8B1.17%
31
WDAYWORKDAY INC-CLASS A
572,364$126.2B1.12%
32
NTLAINTELLIA THERAPEUTICS INC
6,062,516$121.9B1.08%
33
SNAPSNAP INC - A
4,515,309$119.2B1.06%
34
TWSTTWIST BIOSCIENCE CORP
1,616,378$117.3B1.04%
35
IOVAIOVANCE BIOTHERAPEUTICS INC
3,519,745$116.2B1.03%
36
CGENCOMPUGEN LTD
7,006,480$114.0B1.01%
37
ZSZSCALER INC
716,924$101.2B0.90%
38
MTLSMATERIALISE NV-ADR
2,657,363$95.9B0.85%
39
VCYTVERACYTE INC
2,990,537$80.9B0.72%
40
NFLXNETFLIX INC
159,196$80.6B0.71%
41
CRMSALESFORCE.COM INC
313,522$79.4B0.70%
42
JDJD.COM INC-ADR
1,001,042$78.7B0.70%
43
XLNXEURXILINX INC
688,661$72.5B0.64%
44
SSYSSTRATASYS LTD
5,448,489$67.4B0.60%
45
NVDANVIDIA CORP
121,226$66.8B0.59%
46
SNPSSYNOPSYS INC
291,452$61.7B0.55%
47
CERSCERUS CORP
9,701,156$61.0B0.54%
48
HUYAHUYA INC-ADR
2,541,472$61.0B0.54%
49
NSTGEURNANOSTRING TECHNOLOGIES INC
1,920,550$57.6B0.51%
50
IBKRINTERACTIVE BROKERS GRO-CL A
1,163,442$54.6B0.48%
51
AYXEURALTERYX INC - CLASS A
448,366$51.3B0.45%
52
PDDPINDUODUO INC-ADR
661,359$49.3B0.44%
53
GWREGUIDEWIRE SOFTWARE INC
477,178$48.5B0.43%
54
IRDMIRIDIUM COMMUNICATIONS INC
1,859,476$46.9B0.42%
55
SCHWSCHWAB (CHARLES) CORP
1,282,252$46.5B0.41%
56
INTUINTUIT INC
141,404$45.9B0.41%
57
PTONPELOTON INTERACTIVE INC-A
429,401$43.0B0.38%
58
TRUTRANSUNION
499,124$41.3B0.37%
59
PACBPACIFIC BIOSCIENCES OF CALIF
4,116,553$41.2B0.37%
60
LPSNUSDLIVEPERSON INC
784,356$40.9B0.36%
61
HDBHDFC BANK LTD-ADR
802,735$40.8B0.36%
62
FSLYFASTLY INC - CLASS A
401,590$38.2B0.34%
63
VRSKVERISK ANALYTICS INC
208,120$38.1B0.34%
64
SYROS PHARMACEUTICALS INC
4,182,346$36.3B0.32%
65
ATVIEURACTIVISION BLIZZARD INC
380,504$31.1B0.28%
66
UPSUNITED PARCEL SERVICE-CL B
179,233$30.1B0.27%
67
GOOGALPHABET INC-CL C
20,018$29.8B0.26%
68
MIMECAST LTD
663,657$28.9B0.26%
69
CDNACAREDX INC
743,675$28.0B0.25%
70
LCLENDINGCLUB CORP
5,892,344$27.4B0.24%
71
NOWSERVICENOW INC
55,544$27.1B0.24%
72
BILIBILIBILI INC-SPONSORED ADR
629,830$26.5B0.24%
73
DDOGDATADOG INC - CLASS A
250,684$25.7B0.23%
74
CRWDCROWDSTRIKE HOLDINGS INC - A
174,616$24.3B0.22%
75
DISWALT DISNEY CO/THE
192,401$24.0B0.21%
76
VRTXVERTEX PHARMACEUTICALS INC
83,992$22.5B0.20%
77
ETSYETSY INC
172,131$21.3B0.19%
78
FIVNFIVE9 INC
159,358$20.7B0.18%
79
ADBEADOBE INC
41,586$20.6B0.18%
80
MDBMONGODB INC
87,948$20.2B0.18%
81
TRMBTRIMBLE INC
419,879$20.0B0.18%
82
PSNLPERSONALIS INC
921,413$20.0B0.18%
83
EXONE CO/THE
1,623,292$20.0B0.18%
84
FATEFATE THERAPEUTICS INC
488,399$19.3B0.17%
85
OKTAOKTA INC
87,579$18.9B0.17%
86
TEAMATLASSIAN CORP PLC-CLASS A
103,981$18.7B0.17%
87
MSFTMICROSOFT CORP
86,920$18.5B0.16%
88
TMOTHERMO FISHER SCIENTIFIC INC
39,225$17.5B0.15%
89
DEDEERE & CO
76,371$17.0B0.15%
90
ZMZOOM VIDEO COMMUNICATIONS-A
35,609$16.9B0.15%
91
COUPEURCOUPA SOFTWARE INC
60,738$16.9B0.15%
92
WIXWIX.COM LTD
65,656$16.7B0.15%
93
GHGUARDANT HEALTH INC
144,094$16.1B0.14%
94
REGNREGENERON PHARMACEUTICALS
28,372$15.9B0.14%
95
BZUNBAOZUN INC-SPN ADR
422,156$13.5B0.12%
96
KTOSKRATOS DEFENSE & SECURITY
700,617$13.4B0.12%
97
INCYINCYTE CORP
148,565$13.2B0.12%
98
BHP GROUP PLC-ADR
303,015$13.1B0.12%
99
BMYBRISTOL-MYERS SQUIBB CO
215,226$12.9B0.11%
100
CLLSCELLECTIS - ADR
672,621$12.7B0.11%
Page 1 of 3Next