Amova Asset Management Americas, Inc. Q3 2025 Filing

Filed November 12, 2025

Portfolio Value

$10.3T

Holdings

193

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (193 positions)

#StockSharesValue% PortfolioType
101
TDYTELEDYNE TECHNOLOGIES INC
10,759$6.3B0.06%
102
XOMEXXON MOBIL CORP
51,072$5.8B0.06%
103
NTRNUTRIEN LTD
96,804$5.7B0.06%
104
NEMNEWMONT CORP
66,770$5.6B0.05%
105
SHELSHELL PLC-ADR
75,352$5.4B0.05%
106
BHPBHP GROUP LTD-SPON ADR
94,984$5.3B0.05%
107
LMTLOCKHEED MARTIN CORP
10,408$5.2B0.05%
108
LUNRINTUITIVE MACHINES INC
486,752$5.1B0.05%
109
HEIHEICO CORP
15,710$5.1B0.05%
110
CATCATERPILLAR INC
10,158$4.8B0.05%
111
ABSIABSCI CORP
1,494,047$4.5B0.04%
112
AGIALAMOS GOLD INC-CLASS A
125,114$4.4B0.04%
113
AEMAGNICO EAGLE MINES LTD
25,757$4.3B0.04%
114
HONHONEYWELL INTERNATIONAL INC
20,593$4.3B0.04%
115
KDKKODIAK AI INC
618,130$4.2B0.04%
116
PSNLPERSONALIS INC
590,996$3.9B0.04%
117
FCXFREEPORT-MCMORAN INC
96,485$3.8B0.04%
118
RIORIO TINTO PLC-SPON ADR
53,122$3.5B0.03%
119
CVXCHEVRON CORP
22,031$3.4B0.03%
120
DPZDOMINO'S PIZZA INC
7,490$3.2B0.03%
121
TTENTOTALENERGIES SE -SPON ADR
53,758$3.2B0.03%
122
LINLINDE PLC
6,721$3.2B0.03%
123
APDAIR PRODUCTS & CHEMICALS INC
10,570$2.9B0.03%
124
BBARRICK MINING CORP
87,079$2.9B0.03%
125
MASS908 DEVICES INC
318,350$2.8B0.03%
126
VRTXVERTEX PHARMACEUTICALS INC
6,902$2.7B0.03%
127
VEEVVEEVA SYSTEMS INC-CLASS A
8,565$2.6B0.02%
128
BPBP PLC-SPONS ADR
71,611$2.5B0.02%
129
STLDSTEEL DYNAMICS INC
16,451$2.3B0.02%
130
TECK/BTECK RESOURCES LTD-CLS B
51,850$2.3B0.02%
131
CRCCANADIAN NATURAL RESOURCES
68,804$2.2B0.02%
132
INCYINCYTE CORP
24,567$2.1B0.02%
133
VALEVALE SA-SP ADR
189,729$2.1B0.02%
134
TTWOTAKE-TWO INTERACTIVE SOFTWRE
7,745$2.0B0.02%
135
PKGPACKAGING CORP OF AMERICA
9,132$2.0B0.02%
136
NUENUCOR CORP
12,838$1.7B0.02%
137
AUANGLOGOLD ASHANTI PLC
24,553$1.7B0.02%
138
COPCONOCOPHILLIPS
17,672$1.7B0.02%
139
CMPSCOMPASS PATHWAYS PLC
276,991$1.6B0.02%
140
SUSUNCOR ENERGY INC
34,742$1.5B0.01%
141
CAICARIS LIFE SCIENCES INC
47,371$1.4B0.01%
142
AMGNAMGEN INC
5,042$1.4B0.01%
143
HBMHUDBAY MINERALS INC
93,093$1.4B0.01%
144
NFLXNETFLIX INC
1,135$1.4B0.01%
145
EQXEQUINOX GOLD CORP
113,392$1.3B0.01%
146
XYLXYLEM INC
8,225$1.2B0.01%
147
ALBALBEMARLE CORP
14,498$1.2B0.01%
148
MPMP MATERIALS CORP
17,292$1.2B0.01%
149
ATAIATAI LIFE SCIENCES NV
202,781$1.1B0.01%
150
WYWEYERHAEUSER CO
41,992$1.0B0.01%
151
AAPLAPPLE INC
3,945$1.0B0.01%
152
RSRELIANCE INC
3,509$984.6M0.01%
153
DISWALT DISNEY CO/THE
8,452$967.4M0.01%
154
IPINTERNATIONAL PAPER CO
20,334$943.1M0.01%
155
PSXPHILLIPS 66
6,704$911.9M0.01%
156
UNPUNION PACIFIC CORP
3,794$896.6M0.01%
157
CFCF INDUSTRIES HOLDINGS INC
9,984$895.1M0.01%
158
CTRACOTERRA ENERGY INC
37,648$890.0M0.01%
159
MSFTMICROSOFT CORP
1,711$886.2M0.01%
160
ADMARCHER-DANIELS-MIDLAND CO
14,529$867.8M0.01%
161
EQTEQT CORP
15,947$867.4M0.01%
162
SLBSCHLUMBERGER NV
24,703$848.5M0.01%
163
QCOMQUALCOMM INC
4,811$800.3M0.01%
164
MTDRMATADOR RESOURCES CO
16,728$751.6M0.01%
165
KMIKINDER MORGAN INC
26,330$745.4M0.01%
166
EOGEOG RESOURCES INC
6,632$743.3M0.01%
167
OXYOCCIDENTAL PETROLEUM CORP
14,974$707.7M0.01%
168
WMBWILLIAMS COS INC
11,029$698.6M0.01%
169
OIIOCEANEERING INTL INC
26,394$653.8M0.01%
170
MPCMARATHON PETROLEUM CORP
3,351$645.9M0.01%
171
BKRBAKER HUGHES CO
13,230$644.3M0.01%
172
TRGPTARGA RESOURCES CORP
3,738$626.0M0.01%
173
NGDNEW GOLD INC
87,072$624.3M0.01%
174
BGBUNGE GLOBAL SA
7,579$615.8M0.01%
175
MOSMOSAIC CO/THE
17,476$605.7M0.01%
176
PRPERMIAN RESOURCES CORP
47,255$604.9M0.01%
177
VLOVALERO ENERGY CORP
3,511$597.6M0.01%
178
HALHALLIBURTON CO
23,862$587.0M0.01%
179
FTITECHNIPFMC PLC
14,738$581.4M0.01%
180
BMIBADGER METER INC
3,199$570.7M0.01%
181
CCKCROWN HOLDINGS INC
5,848$564.8M0.01%
182
INRINFINITY NATURAL RESOUR-CL A
42,565$558.0M0.01%
183
WHDCACTUS INC - A
13,297$524.7M0.01%
184
LBRTLIBERTY ENERGY INC
39,220$484.0M0.00%
185
BTOB2GOLD CORP
97,810$483.2M0.00%
186
EROERO COPPER CORP
21,045$425.7M0.00%
187
ADSKAUTODESK INC
1,314$417.2M0.00%
188
SCCOSOUTHERN COPPER CORP
3,119$378.3M0.00%
189
HUNHUNTSMAN CORP
42,004$376.8M0.00%
190
PDSPRECISION DRILLING CORP
6,043$340.3M0.00%
191
BNRBURNING ROCK BIOTECH LTD-ADR
34,842$314.3M0.00%
192
BBDBANCO BRADESCO-ADR
77,984$263.6M0.00%
193
ADBEADOBE INC
632$222.8M0.00%
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