Amova Asset Management Americas, Inc. Q4 2020 Filing
Filed February 11, 2021
Portfolio Value
$17.6T
Holdings
214
Report Date
Q4 2020
Filing Type
13F-HR
All Holdings (214 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | XYZSquare Inc | 4,260,013 | $927.1B | 5.27% | |
| 2 | TSLATesla Inc | 1,246,642 | $879.7B | 5.00% | |
| 3 | ROKURoku Inc | 2,454,307 | $814.9B | 4.63% | |
| 4 | CRSPCRISPR Therapeutics AG | 3,836,823 | $587.5B | 3.34% | |
| 5 | TDOCTeladoc Health Inc | 2,824,067 | $564.7B | 3.21% | |
| 6 | ZZillow Group Inc | 3,851,340 | $499.9B | 2.84% | |
| 7 | SESea Ltd | 2,364,577 | $470.7B | 2.67% | |
| 8 | NVTA1EURInvitae Corp | 11,255,614 | $470.6B | 2.67% | |
| 9 | TWLOTwilio Inc | 1,331,709 | $450.8B | 2.56% | |
| 10 | PYPLPayPal Holdings Inc | 1,824,281 | $427.2B | 2.43% | |
| 11 | ICEIntercontinental Exchange Inc | 3,149,065 | $363.1B | 2.06% | |
| 12 | SPOTSpotify Technology SA | 1,063,514 | $334.6B | 1.90% | |
| 13 | DOCUDocuSign Inc | 1,447,976 | $321.9B | 1.83% | |
| 14 | TSMTaiwan Semiconductor Manufactu | 2,879,241 | $314.0B | 1.78% | |
| 15 | T77LendingTree Inc | 1,141,653 | $312.6B | 1.78% | |
| 16 | EDITEditas Medicine Inc | 4,388,143 | $307.7B | 1.75% | |
| 17 | SHOPShopify Inc | 269,400 | $304.9B | 1.73% | |
| 18 | MLB1MercadoLibre Inc | 175,765 | $294.4B | 1.67% | |
| 19 | PSTGPure Storage Inc | 12,569,420 | $284.2B | 1.61% | |
| 20 | NTLAIntellia Therapeutics Inc | 5,104,362 | $277.7B | 1.58% | |
| 21 | PDPagerDuty Inc | 6,359,550 | $265.2B | 1.51% | |
| 22 | TWSTTwist Bioscience Corp | 1,840,306 | $260.0B | 1.48% | |
| 23 | —2U Inc | 6,272,370 | $251.0B | 1.43% | |
| 24 | PINSPinterest Inc | 3,773,852 | $248.7B | 1.41% | |
| 25 | PRLBProto Labs Inc | 1,590,666 | $244.0B | 1.39% | |
| 26 | METAFacebook Inc | 873,096 | $238.5B | 1.35% | |
| 27 | SNAPSnap Inc | 4,555,968 | $228.1B | 1.30% | |
| 28 | SPLKCHFSplunk Inc | 1,315,623 | $223.5B | 1.27% | |
| 29 | AAPLApple Inc | 1,549,006 | $205.5B | 1.17% | |
| 30 | BEKEKE Holdings Inc | 3,337,470 | $205.4B | 1.17% | |
| 31 | IOVAIovance Biotherapeutics Inc | 4,423,910 | $205.3B | 1.17% | |
| 32 | BIDUNBaidu Inc | 889,326 | $192.3B | 1.09% | |
| 33 | UUnity Software Inc | 1,237,531 | $189.9B | 1.08% | |
| 34 | BABAAlibaba Group Holding Ltd | 804,418 | $187.2B | 1.06% | |
| 35 | WDAYWorkday Inc | 747,758 | $179.2B | 1.02% | |
| 36 | EXASExact Sciences Corp | 1,325,289 | $175.6B | 1.00% | |
| 37 | AMZNAmazon.com Inc | 52,365 | $170.5B | 0.97% | |
| 38 | VCYTVeracyte Inc | 3,272,038 | $160.1B | 0.91% | |
| 39 | ZMZoom Video Communications Inc | 463,545 | $156.4B | 0.89% | |
| 40 | NFLXNetflix Inc | 287,194 | $155.3B | 0.88% | |
| 41 | PDDPinduoduo Inc | 834,776 | $148.3B | 0.84% | |
| 42 | MTLSMaterialise NV | 2,655,198 | $143.9B | 0.82% | |
| 43 | MCRB1EURSeres Therapeutics Inc | 5,823,603 | $142.7B | 0.81% | |
| 44 | PTONPeloton Interactive Inc | 905,635 | $137.4B | 0.78% | |
| 45 | PACBPacific Biosciences of Califor | 5,019,138 | $130.2B | 0.74% | |
| 46 | JDJD.com Inc | 1,407,450 | $123.7B | 0.70% | |
| 47 | SNPSSynopsys Inc | 348,017 | $90.2B | 0.51% | |
| 48 | NSTGEURNanoString Technologies Inc | 1,330,140 | $89.0B | 0.51% | |
| 49 | SSYSStratasys Ltd | 4,152,236 | $86.0B | 0.49% | |
| 50 | CGENCompugen Ltd | 7,028,228 | $85.1B | 0.48% | |
| 51 | IRDMIridium Communications Inc | 2,113,329 | $83.1B | 0.47% | |
| 52 | LPSNUSDLivePerson Inc | 1,332,248 | $82.9B | 0.47% | |
| 53 | LSPDEURLightspeed POS Inc | 1,126,447 | $79.2B | 0.45% | |
| 54 | CERSCerus Corp | 11,103,210 | $76.8B | 0.44% | |
| 55 | INTUIntuit Inc | 197,555 | $75.0B | 0.43% | |
| 56 | GWREGuidewire Software Inc | 581,148 | $74.8B | 0.42% | |
| 57 | SCHWCharles Schwab Corp/The | 1,280,130 | $67.9B | 0.39% | |
| 58 | DISWalt Disney Co/The | 365,946 | $66.3B | 0.38% | |
| 59 | IBKRInteractive Brokers Group Inc | 1,085,213 | $66.1B | 0.38% | |
| 60 | —Mimecast Ltd | 1,133,379 | $64.4B | 0.37% | |
| 61 | FSLYFastly Inc | 733,591 | $64.1B | 0.36% | |
| 62 | HUYAHUYA Inc | 3,112,174 | $62.0B | 0.35% | |
| 63 | GOOGAlphabet Inc | 32,531 | $57.0B | 0.32% | |
| 64 | CDNACareDx Inc | 769,063 | $55.7B | 0.32% | |
| 65 | OPENOpendoor Technologies Inc | 2,431,580 | $55.3B | 0.31% | |
| 66 | MDBMongoDB Inc | 150,674 | $54.1B | 0.31% | |
| 67 | NVDANVIDIA Corp | 101,199 | $52.8B | 0.30% | |
| 68 | ETSYEtsy Inc | 294,818 | $52.5B | 0.30% | |
| 69 | HDBHDFC Bank Ltd | 680,883 | $49.2B | 0.28% | |
| 70 | APIAgora Inc | 1,235,941 | $48.9B | 0.28% | |
| 71 | FATEFate Therapeutics Inc | 537,664 | $48.9B | 0.28% | |
| 72 | ATVIEURActivision Blizzard Inc | 525,093 | $48.8B | 0.28% | |
| 73 | BILIBilibili Inc | 563,980 | $48.3B | 0.27% | |
| 74 | LCLendingClub Corp | 4,548,260 | $48.0B | 0.27% | |
| 75 | FIVNFive9 Inc | 272,635 | $47.5B | 0.27% | |
| 76 | —Syros Pharmaceuticals Inc | 4,381,992 | $47.5B | 0.27% | |
| 77 | ADBEAdobe Inc | 92,120 | $46.1B | 0.26% | |
| 78 | MSFTMicrosoft Corp | 206,874 | $46.0B | 0.26% | |
| 79 | NETCloudflare Inc | 594,415 | $45.2B | 0.26% | |
| 80 | ESTCElastic NV | 305,484 | $44.6B | 0.25% | |
| 81 | VRSKVerisk Analytics Inc | 211,975 | $44.0B | 0.25% | |
| 82 | DDOGDatadog Inc | 429,809 | $42.3B | 0.24% | |
| 83 | CRWDCrowdstrike Holdings Inc | 199,351 | $42.2B | 0.24% | |
| 84 | TEAMAtlassian Corp PLC | 177,504 | $41.5B | 0.24% | |
| 85 | CRMsalesforce.com Inc | 183,704 | $40.9B | 0.23% | |
| 86 | AVLRUSDAvalara Inc | 241,309 | $39.8B | 0.23% | |
| 87 | PSNLPersonalis Inc | 1,073,118 | $39.3B | 0.22% | |
| 88 | OKTAOkta Inc | 147,365 | $37.5B | 0.21% | |
| 89 | TRMBTrimble Inc | 532,681 | $35.6B | 0.20% | |
| 90 | COUPEURCoupa Software Inc | 103,292 | $35.0B | 0.20% | |
| 91 | DEDeere & Co | 101,517 | $27.3B | 0.16% | |
| 92 | HUBSHubSpot Inc | 68,228 | $27.0B | 0.15% | |
| 93 | REGNRegeneron Pharmaceuticals Inc | 53,918 | $26.0B | 0.15% | |
| 94 | ZEN1EURZendesk Inc | 169,796 | $24.3B | 0.14% | |
| 95 | PLANUSDAnaplan Inc | 335,134 | $24.1B | 0.14% | |
| 96 | MKTXMarketAxess Holdings Inc | 41,122 | $23.5B | 0.13% | |
| 97 | SMARGBPSmartsheet Inc | 327,974 | $22.7B | 0.13% | |
| 98 | FLIRFLIR Systems Inc | 515,228 | $22.6B | 0.13% | |
| 99 | KTOSKratos Defense & Security Solu | 777,518 | $21.3B | 0.12% | |
| 100 | VRTXVertex Pharmaceuticals Inc | 89,449 | $21.1B | 0.12% |
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