Amova Asset Management Americas, Inc. Q4 2025 Filing

Filed February 11, 2026

Portfolio Value

$8.7T

Holdings

191

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (191 positions)

StockValue
SHOPSHOPIFY INC - CLASS A
$529.8M
HOODROBINHOOD MARKETS INC - A
$515.1M
TSLATESLA INC
$435.4M
COINCOINBASE GLOBAL INC -CLASS A
$389.2M
PLTRPALANTIR TECHNOLOGIES INC-A
$328.1M
ROKUROKU INC
$318.8M
AMDADVANCED MICRO DEVICES
$304.4M
RBLXROBLOX CORP -CLASS A
$224.3M
TERTERADYNE INC
$212.7M
TEMTEMPUS AI INC
$207.0M
CRCLCIRCLE INTERNET GROUP INC
$203.9M
XYZBLOCK INC
$188.7M
AMZNAMAZON.COM INC
$186.6M
NVDANVIDIA CORP
$180.6M
MLB1MERCADOLIBRE INC
$164.1M
METAMETA PLATFORMS INC-CLASS A
$153.2M
TOSTTOAST INC-CLASS A
$135.0M
BMNRBITMINE IMMERSION TECHNOLOGI
$133.4M
BEAMBEAM THERAPEUTICS INC
$122.2M
DKNGDRAFTKINGS INC-CL A
$121.9M
ILMNILLUMINA INC
$116.2M
TSMTAIWAN SEMICONDUCTOR-SP ADR
$108.7M
NTRANATERA INC
$107.8M
CRSPCRISPR THERAPEUTICS AG
$102.6M
DEDEERE & CO
$102.4M
ABNBAIRBNB INC-CLASS A
$102.0M
GOOGALPHABET INC-CL C
$100.8M
KTOSKRATOS DEFENSE & SECURITY
$97.3M
BLSHBULLISH
$95.5M
SPOTSPOTIFY TECHNOLOGY SA
$89.6M
TXG10X GENOMICS INC-CLASS A
$89.4M
NETCLOUDFLARE INC - CLASS A
$89.1M
BIDUNBAIDU INC - SPON ADR
$87.2M
SOFISOFI TECHNOLOGIES INC
$86.3M
UUNITY SOFTWARE INC
$82.6M
TRMBTRIMBLE INC
$79.4M
NUNU HOLDINGS LTD/CAYMAN ISL-A
$74.5M
CRWDCROWDSTRIKE HOLDINGS INC - A
$74.4M
PSTGPURE STORAGE INC - CLASS A
$72.5M
GHGUARDANT HEALTH INC
$65.4M
PINSPINTEREST INC- CLASS A
$64.1M
CRWVCOREWEAVE INC-CL A
$62.7M
TWSTTWIST BIOSCIENCE CORP
$60.3M
BABAALIBABA GROUP HOLDING-SP ADR
$59.9M
ACHRARCHER AVIATION INC-A
$59.5M
DASHDOORDASH INC - A
$53.5M
VCYTVERACYTE INC
$53.0M
SDGRSCHRODINGER INC
$50.4M
TTDTRADE DESK INC/THE -CLASS A
$50.2M
WGSGENEDX HOLDINGS CORP
$49.6M
JPXAEROVIRONMENT INC
$48.3M
BWXTBWX TECHNOLOGIES INC
$43.6M
LHXL3HARRIS TECHNOLOGIES INC
$36.2M
6RJ0ROCKET LAB CORP
$36.1M
CCOCAMECO CORP
$34.7M
PDPAGERDUTY INC
$31.7M
GLBEGLOBAL-E ONLINE LTD
$31.7M
ADPTADAPTIVE BIOTECHNOLOGIES
$31.6M
FUTUFUTU HOLDINGS LTD-ADR
$31.0M
PYPLPAYPAL HOLDINGS INC
$30.1M
INTUINTUIT INC
$29.2M
PONYPONY AI INC
$28.6M
ZZILLOW GROUP INC - C
$28.3M
CDNACAREDX INC
$27.3M
GENIGENIUS SPORTS LTD
$26.0M
RBRKRUBRIK INC-A
$25.5M
RXRXRECURSION PHARMACEUTICALS-A
$25.4M
SESEA LTD-ADR
$25.0M
NXDRNEXTDOOR HOLDINGS INC
$24.9M
AURAURORA INNOVATION INC
$24.7M
NRIXNURIX THERAPEUTICS INC
$24.5M
JOBYJOBY AVIATION INC
$23.9M
KSPIJSC KASPI.KZ ADR
$23.1M
KLARKLARNA GROUP PLC
$21.9M
NTLAINTELLIA THERAPEUTICS INC
$19.7M
CTVACORTEVA INC
$19.6M
IRDMIRIDIUM COMMUNICATIONS INC
$19.4M
GTLBGITLAB INC-CL A
$19.2M
ETORETORO GROUP LTD-A
$16.8M
DDOGDATADOG INC - CLASS A
$16.7M
ICEINTERCONTINENTAL EXCHANGE IN
$14.7M
PACBPACIFIC BIOSCIENCES OF CALIF
$14.6M
CRMSALESFORCE INC
$13.8M
NFLXNETFLIX INC
$12.5M
REGNREGENERON PHARMACEUTICALS
$12.5M
ARCTARCTURUS THERAPEUTICS HOLDIN
$12.4M
PRMEPRIME MEDICINE INC
$11.2M
SNPSSYNOPSYS INC
$11.1M
ESLTELBIT SYSTEMS LTD
$10.6M
GRMNGARMIN LTD
$10.5M
CERSCERUS CORP
$9.7M
EXASEXACT SCIENCES CORP
$8.9M
KDKKODIAK AI INC
$8.6M
LUNRINTUITIVE MACHINES INC
$8.5M
SRTASTRATA CRITICAL MEDICAL INC
$8.1M
IBTAIBOTTA INC-CL A
$7.7M
ISIIONIS PHARMACEUTICALS INC
$7.4M
FIGFIGMA INC-CL A
$7.4M
NEMNEWMONT CORP
$6.4M
WRDWERIDE INC-ADR
$6.1M
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