Amova Asset Management Americas, Inc.

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 13, 2026), Amova Asset Management Americas, Inc. reported 276 stock positions worth $7.7 billion. Its top holding was Robinhood Markets Class A (HOOD) at 6.3% of the portfolio, followed by Advanced Micro Devices (AMD, 5.6%) and Tesla (TSLA, 5.2%). Compared with Q1 2026, it opened 94 new positions, sold out of 5, added to 59 and reduced 122. The biggest buy was a new position in Space Exploration Techn Class A (SPCX) and the biggest sale Circle Internet (CRCL, shares −1%).

Most Recent 13F
Q2 2026
Location
New York, NY
CIK
0001480751
Portfolio Value
$7.7B (Q2 2026)
SEC Filing
0001140361-26-032718 ↗ filed Aug 13, 2026

Holdings Value

0$5.0B$10.0B$15.0B Q1 2024: $10.1B Q1 2024 Q2 2024: $8.7B Q2 2024 Q3 2024: $8.8B Q3 2024 Q4 2024: $9.2B Q4 2024 Q1 2025: $7.8B Q1 2025 Q2 2025: $10.0B Q2 2025 Q3 2025: $10.3B Q3 2025 Q4 2025: $8.7B Q4 2025 Q1 2026: $7.1B Q1 2026 Q2 2026: $7.7B $7.7B Q2 2026

Holdings 276 stocks · $7.7B
HOOD Robinhood Markets Inc. Class A 6.29% 4,857,878 $487.1M Reduce -7.3%
AMD Advanced Micro Devices 5.59% 746,707 $433.2M Reduce -49.7%
TSLA Tesla Inc. 5.20% 957,681 $402.5M Reduce -5.0%
SHOP Shopify Inc. Class A 4.96% 3,366,810 $384.5M Reduce -2.6%
AMZN Amazon.com Inc. 3.11% 1,011,369 $240.9M Add +17.6%
TEM Tempus AI Inc. Class A 3.05% 4,089,029 $236.6M Reduce -5.5%
COIN Coinbase Global Inc. Class A 3.01% 1,596,804 $233.4M Add +0.5%
SPCX Space Exploration Techn Class A 2.95% 1,338,368 $228.4M New
XYZ Block Inc. 2.83% 2,884,009 $219.2M Add +1.3%
NVDA Nvidia Corp. 2.67% 1,035,962 $206.9M Add +12.9%
PLTR Palantir Technologies Inc. Class A 2.52% 1,671,945 $194.9M Reduce -1.0%
RBLX Roblox Corp. Class A 2.40% 3,419,089 $186.0M Add +5.6%
CRCL Circle Internet Group Inc. 2.34% 2,899,485 $181.6M Reduce -0.5%
TXG 10X Genomics Inc. Class A 2.07% 4,192,517 $160.7M Reduce -17.9%
GOOG Alphabet Inc. Class C 1.70% 372,180 $131.5M Add +5.5%
TER Teradyne Inc. 1.61% 258,465 $124.9M Reduce -53.5%
META Meta Platforms Inc. Class A 1.59% 219,003 $123.3M Add +10.4%
TSM Taiwan Semiconductor-SP ADR 1.57% 254,175 $121.3M Reduce -18.8%
BEAM Beam Therapeutics Inc. 1.53% 3,455,043 $118.5M Reduce -9.7%
MELI MercadoLibre Inc. 1.46% 66,630 $113.1M Reduce -12.9%
DE Deere & Co. 1.45% 177,374 $112.4M Reduce -5.2%
CRWD CrowdStrike Holdings Inc. Class A 1.42% 144,667 $110.3M Reduce -13.5%
ILMN Illumina Inc. 1.40% 617,972 $108.7M Reduce -14.3%
CRWV Coreweave Inc. Class A 1.38% 1,076,613 $107.1M Reduce -4.2%
TOST Toast Inc. Class A 1.35% 3,769,156 $104.9M Reduce -1.3%
TWST Twist Bioscience Corp. 1.33% 999,734 $102.8M Reduce -33.2%
NTRA Natera Inc. 1.29% 368,066 $99.9M Reduce -13.1%
BLSH Bullish 1.22% 4,040,921 $94.7M Add +5.3%
CRSP Crispr Therapeutics AG 1.21% 1,720,097 $93.8M Reduce -7.2%
NET Cloudflare Inc. Class A 1.12% 353,182 $86.6M Reduce -15.7%
ROKU Roku Inc. 1.03% 576,072 $79.6M Reduce -68.8%
P Everpure Inc. Class A 1.01% 995,494 $78.5M Reduce -11.9%
SPOT Spotify Technology SA 0.93% 156,844 $72.0M Add +7.2%
KTOS Kratos Defense & Security 0.92% 1,425,509 $71.1M Add +24.6%
CBRS Cerebras Systems Inc. Class A 0.84% 294,463 $65.1M New
GH Guardant Health Inc. 0.78% 403,817 $60.5M Reduce -16.5%
BMNR Bitmine Immersion Technologi 0.76% 4,448,358 $59.2M Reduce -9.3%
SOFI Sofi Technologies Inc. 0.72% 3,132,998 $56.1M Reduce -0.1%
NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD 0.68% 3,969,976 $53.0M Reduce -9.7%
DASH DoorDash Inc. Class A 0.67% 282,207 $52.1M Add +11.9%
AVGO Broadcom Inc. 0.65% 133,670 $50.4M Reduce -0.2%
NTLA Intellia Therapeutics Inc. 0.63% 2,897,529 $49.0M Add +46.9%
TRMB Trimble Inc. 0.62% 932,787 $47.7M Reduce -7.4%
DKNG Draftkings Inc. Class A 0.61% 1,866,603 $47.2M Reduce -19.9%
WGS Genedx Holdings Corp. 0.59% 666,581 $45.7M Add +4.3%
VCYT Veracyte Inc. 0.58% 768,949 $45.1M Reduce -26.4%
SDGR Schrodinger Inc. 0.57% 2,706,143 $43.9M Reduce -15.2%
ABNB Airbnb Inc. Class A 0.56% 302,937 $43.3M Reduce -2.2%
CCJ Cameco Corp. 0.55% 415,177 $42.3M Reduce -20.6%
AVAV Aerovironment Inc. 0.50% 233,246 $38.5M Add +5.5%
LHX L3HARRIS Technologies Inc. 0.47% 126,227 $36.6M Add +3.0%
ACHR Archer Aviation Inc. Class A 0.46% 7,541,696 $35.6M Reduce -1.4%
AUR Aurora Innovation Inc. 0.46% 5,233,811 $35.6M Reduce -16.6%
CDNA Caredx Inc. 0.44% 1,188,075 $33.8M Reduce -19.5%
RKLB Rocket Lab Corp. 0.43% 327,482 $33.3M Reduce -33.7%
DDOG Datadog Inc. Class A 0.39% 116,373 $30.3M Reduce -17.3%
IRDM Iridium Communications Inc. 0.39% 550,679 $30.2M Reduce -25.3%
U Unity Software Inc. 0.37% 1,005,487 $28.7M Reduce -9.5%
ADPT Adaptive Biotechnologies 0.37% 1,329,856 $28.5M Reduce -16.6%
SNOW Snowflake Inc. 0.37% 111,685 $28.4M New
XE X-Energy Inc. 0.34% 1,454,875 $26.7M New
JOBY Joby Aviation Inc. 0.32% 2,814,732 $25.1M Add +5.1%
SE Sea Ltd.-ADR 0.31% 254,296 $24.4M Reduce -5.2%
NRIX Nurix Therapeutics Inc. 0.31% 983,462 $23.8M Reduce -16.7%
FIG Figma Inc. Class A 0.31% 1,317,644 $23.8M Reduce -10.2%
BIDU Baidu Inc. - Spon ADR 0.31% 208,110 $23.8M Reduce -63.4%
KLAR Klarna Group PLC 0.29% 1,130,063 $22.8M Reduce -5.7%
RBRK Rubrik Inc. Class A 0.29% 281,233 $22.6M Reduce -9.6%
LLY Eli Lilly & Co. 0.28% 17,827 $21.4M Add +126.1%
GENI Genius Sports Ltd. 0.27% 3,514,963 $21.3M Reduce -10.1%
CTVA Corteva Inc. 0.26% 239,154 $20.2M Reduce -12.8%
RXRX Recursion Pharmaceuticals-A 0.26% 5,511,687 $20.2M Add +1.7%
FUTU Futu Holdings Ltd.-ADR filed as FUTU HLDGS LTD 0.24% 201,991 $18.9M Add +10.9%
ETOR Etoro Group Ltd. Class A 0.22% 428,016 $16.9M Reduce -6.3%
GTLB Gitlab Inc. Class A 0.19% 491,781 $15.0M Reduce -8.2%
ESLT Elbit Systems Ltd. 0.19% 19,143 $14.5M Add +2.4%
NFLX Netflix Inc. 0.18% 191,270 $13.7M Add +2.6%
BABA Alibaba Group Holding-SP ADR 0.17% 139,834 $13.4M Reduce -71.0%
KSPI JSC Kaspi.kz ADR filed as KASPI KZ JSC 0.17% 153,066 $13.3M Reduce -5.1%
ARCT Arcturus Therapeutics Holdin 0.17% 1,960,458 $13.1M Reduce -14.3%
GRMN Garmin Ltd. 0.17% 54,201 $12.9M Add +3.1%
LUNR Intuitive Machines Inc. 0.16% 592,840 $12.7M Add +7.1%
PAYP Paypay Corp. 0.16% 854,088 $12.2M Add +33.0%
WRD Weride Inc.-ADR 0.16% 2,103,875 $12.2M Reduce -8.8%
CERS Cerus Corp. 0.16% 4,132,534 $12.1M Reduce -8.5%
KDK Kodiak AI Inc. 0.16% 2,361,678 $12.0M Add +40.8%
ABSI Absci Corp. 0.15% 1,013,965 $11.7M Reduce -24.7%
SNPS Synopsys Inc. 0.14% 25,018 $11.2M Add +4.3%
PONY Pony AI Inc. 0.14% 1,596,694 $11.1M Reduce -12.3%
HEI Heico Corp. 0.13% 28,970 $10.3M Add +7.1%
CAT Caterpillar Inc. 0.13% 9,516 $10.1M Reduce -8.6%
PACB Pacific Biosciences of Calif 0.13% 6,009,715 $10.0M Reduce -14.6%
PRME Prime Medicine Inc. 0.11% 2,407,018 $8.9M Reduce -18.1%
PINS Pinterest Inc. Class A 0.11% 398,984 $8.4M Reduce -46.2%
Z Zillow Group Inc. Class C 0.11% 258,578 $8.1M Reduce -4.7%
BHP BHP Group Ltd.-Spon ADR filed as BHP BILLITON LIMITED 0.10% 94,751 $7.9M Reduce -2.3%
GLBE Global-E Online Ltd. 0.10% 222,488 $7.7M Reduce -5.7%
TDY Teledyne Technologies Inc. 0.10% 11,517 $7.7M Add +7.3%
SHEL Shell PLC-ADR 0.09% 92,429 $7.2M Reduce -2.1%
NTR Nutrien Ltd. 0.09% 109,397 $6.9M Reduce -0.1%

Show all 276 holdings

Portfolio Sells Q1 2026 → Q2 2026
CRCL Circle Internet Group Inc. Reduce -0.5% 2.34% −1.59
ROKU Roku Inc. Reduce -68.8% 1.03% −1.45
PLTR Palantir Technologies Inc. Class A Reduce -1.0% 2.52% −0.98
SHOP Shopify Inc. Class A Reduce -2.6% 4.96% −0.84
TER Teradyne Inc. Reduce -53.5% 1.61% −0.72
BABA Alibaba Group Holding-SP ADR Reduce -71.0% 0.17% −0.68
BMNR Bitmine Immersion Technologi Reduce -9.3% 0.76% −0.61
BIDU Baidu Inc. - Spon ADR Reduce -63.4% 0.31% −0.59
MELI MercadoLibre Inc. Reduce -12.9% 1.46% −0.41
TRMB Trimble Inc. Reduce -7.4% 0.62% −0.31
CCJ Cameco Corp. Reduce -20.6% 0.55% −0.26
NU Nu Holdings Ltd./Cayman Isl-A Reduce -9.7% 0.68% −0.21
FIG Figma Inc. Class A Reduce -10.2% 0.31% −0.13
TSLA Tesla Inc. Reduce -5.0% 5.20% −0.12
XOM Exxon Mobil Corp. Sold out 0.00% −0.12
WRD Weride Inc.-ADR Reduce -8.8% 0.16% −0.11
NET Cloudflare Inc. Class A Reduce -15.7% 1.12% −0.10
DKNG Draftkings Inc. Class A Reduce -19.9% 0.61% −0.10
PYPL PayPal Holdings Inc. Sold out 0.00% −0.10
PONY Pony AI Inc. Reduce -12.3% 0.14% −0.10
ACHR Archer Aviation Inc. Class A Reduce -1.4% 0.46% −0.10
TTE Totalenergies SE -Spon ADR Sold out 0.00% −0.09
PINS Pinterest Inc. Class A Reduce -46.2% 0.11% −0.08
ARCT Arcturus Therapeutics Holdin Reduce -14.3% 0.17% −0.08
TOST Toast Inc. Class A Reduce -1.3% 1.35% −0.08
CTVA Corteva Inc. Reduce -12.8% 0.26% −0.06
BNTX Biontech SE-ADR Reduce -58.8% 0.04% −0.06
ICE Intercontinental Exchange Inc. Reduce -24.7% 0.07% −0.06
Z Zillow Group Inc. Class C Reduce -4.7% 0.11% −0.05
DE Deere & Co. Reduce -5.2% 1.45% −0.04
IONS Ionis Pharmaceuticals Inc. Reduce -41.7% 0.05% −0.04
CRSP Crispr Therapeutics AG Reduce -7.2% 1.21% −0.04
SHEL Shell PLC-ADR Reduce -2.1% 0.09% −0.03
SRTA Strata Critical Medical Inc. Reduce -40.2% 0.07% −0.03
PRME Prime Medicine Inc. Reduce -18.1% 0.11% −0.03
NTR Nutrien Ltd. Reduce -0.1% 0.09% −0.03
AEM Agnico Eagle Mines Ltd. Reduce -2.2% 0.05% −0.02
RKLB Rocket Lab Corp. Reduce -33.7% 0.43% −0.02
CRM Salesforce Inc. Reduce -4.1% 0.04% −0.01
CTRA Coterra Energy Inc. Sold out 0.00% −0.01
CNQ Canadian Natural Resources Reduce -7.9% 0.03% −0.01
B Barrick Mining Corp. Reduce -2.4% 0.04% −0.01
SU Suncor Energy Inc. Reduce -7.8% 0.02% −0.01
UNP Union Pacific Corp. Sold out 0.00% −0.01
PSX Phillips 66 Reduce -36.2% 0.01% −0.01
AU Anglogold Ashanti PLC Reduce -1.8% 0.03% −0.01
CNTN Canton Strategic Holdings Inc. Reduce -3.4% 0.03% −0.01
VALE Vale SA-SP ADR Reduce -2.1% 0.04% −0.01
FCX Freeport-McMoran Inc. Reduce -7.2% 0.06% −0.01
SLB SLB Ltd. Reduce -17.2% 0.01% −0.01

Portfolio Buys Q1 2026 → Q2 2026
SPCX Space Exploration Techn Class A New 2.95% +2.95
CBRS Cerebras Systems Inc. Class A New 0.84% +0.84
AMZN Amazon.com Inc. Add +17.6% 3.11% +0.58
NVDA Nvidia Corp. Add +12.9% 2.67% +0.41
XYZ Block Inc. Add +1.3% 2.83% +0.41
SNOW Snowflake Inc. New 0.37% +0.37
XE X-Energy Inc. New 0.34% +0.34
NTLA Intellia Therapeutics Inc. Add +46.9% 0.63% +0.28
GOOG Alphabet Inc. Class C Add +5.5% 1.70% +0.27
LLY Eli Lilly & Co. Add +126.1% 0.28% +0.17
DASH DoorDash Inc. Class A Add +11.9% 0.67% +0.14
CWEN Clearway Energy Inc. Class C New 0.06% +0.06
HEI Heico Corp. Add +7.1% 0.13% +0.03
RXRX Recursion Pharmaceuticals-A Add +1.7% 0.26% +0.03
ALMR Alamar Biosciences Inc. New 0.02% +0.02
LUNR Intuitive Machines Inc. Add +7.1% 0.16% +0.02
CP Canadian Pacific Kansas City New 0.01% +0.01
MLM Martin Marietta Materials New 0.01% +0.01
JOBY Joby Aviation Inc. Add +5.1% 0.32% +0.01
WGS Genedx Holdings Corp. Add +4.3% 0.59% +0.01
SNPS Synopsys Inc. Add +4.3% 0.14% +0.01
TDY Teledyne Technologies Inc. Add +7.3% 0.10% +0.01
IP International Paper Co. Add +48.2% 0.02% +0.00
CCK Crown Holdings Inc. Add +26.9% 0.01% +0.00
QCOM Qualcomm Inc. Add +1.5% 0.01% +0.00
EQT Eqt Corp. Add +43.1% 0.02% +0.00
MP MP Materials Corp. Add +3.3% 0.02% +0.00
AHCO Adapthealth Corp. New 0.00% +0.00
ABCB Ameris Bancorp New 0.00% +0.00
ENOV Enovis Corp. New 0.00% +0.00
PLOW Douglas Dynamics Inc. New 0.00% +0.00
EBC Eastern Bankshares Inc. New 0.00% +0.00
FHI Federated Hermes Inc. New 0.00% +0.00
GFF Griffon Corp. New 0.00% +0.00
THG Hanover Insurance Group Inc./ New 0.00% +0.00
LEA Lear Corp. New 0.00% +0.00
MHO M/I Homes Inc. New 0.00% +0.00
TRMK Trustmark Corp. New 0.00% +0.00
SIG Signet Jewelers Ltd. New 0.00% +0.00
ASH Ashland Inc. New 0.00% +0.00
AN Autonation Inc. New 0.00% +0.00
AVA Avista Corp. New 0.00% +0.00
BY Byline Bancorp Inc. New 0.00% +0.00
LNG Cheniere Energy Inc. Add +40.8% 0.01% +0.00
CDP Copt Defense Properties New 0.00% +0.00
DGII Digi International Inc. New 0.00% +0.00
DIOD Diodes Inc. New 0.00% +0.00
ENS Enersys New 0.00% +0.00
SRCE 1ST Source Corp. New 0.00% +0.00
GXO Gxo Logistics Inc. New 0.00% +0.00

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 276$7.7BHOOD, AMD, TSLA, SHOP, AMZN
Q1 2026 186$7.1BSHOP, TSLA, HOOD, AMD, CRCL
Q4 2025 191$8.7BSHOP, HOOD, TSLA, COIN, PLTR
Q3 2025 193$10.3BHOOD, SHOP, COIN, TSLA, PLTR
Q2 2025 190$10.0BCOIN, HOOD, SHOP, RBLX, PLTR
Q1 2025 188$7.8BSHOP, HOOD, PLTR, COIN, TSLA
Q4 2024 184$9.2BHOOD, COIN, SHOP, PLTR, TSLA
Q3 2024 187$8.8BHOOD, TSLA, COIN, SHOP, ROKU
Q2 2024 189$8.7BCOIN, HOOD, TSLA, XYZ, ROKU
Q1 2024 190$10.1BCOIN, XYZ, HOOD, TSLA, ROKU