Amova Asset Management Americas, Inc.
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 12, 2025), Amova Asset Management Americas, Inc. reported 193 stock positions worth $10.3 billion. Its top holding was Robinhood Markets Class A (HOOD) at 7.5% of the portfolio, followed by Shopify Class A (SHOP, 5.7%) and Coinbase Global Class A (COIN, 5.6%). Compared with Q2 2025, it opened 11 new positions, sold out of 8, added to 52 and reduced 123. The biggest buy was a new position in Bitmine Immersion Technologi (BMNR) and the biggest sale Coinbase Global Class A (COIN, shares −19%).
- Most Recent 13F
- Q2 2026
- Location
- New York, NY
- CIK
- 0001480751
- Portfolio Value
- $10.3B (Q3 2025)
- SEC Filing
- 0001140361-25-041628 ↗ filed Nov 12, 2025
Holdings Value
Holdings 193 stocks · $10.3B
| HOOD Robinhood Markets Inc. Class A | 7.46% | 5,377,998 | $769.8M | Reduce -30.7% |
| SHOP Shopify Inc. Class A | 5.71% | 3,968,593 | $589.7M | Reduce -20.9% |
| COIN Coinbase Global Inc. Class A | 5.58% | 1,708,011 | $576.3M | Reduce -18.5% |
| TSLA Tesla Inc. | 5.35% | 1,242,465 | $552.3M | Reduce -17.2% |
| PLTR Palantir Technologies Inc. Class A | 4.38% | 2,479,878 | $452.3M | Reduce -29.6% |
| RBLX Roblox Corp. Class A | 4.25% | 3,169,259 | $439.0M | Reduce -35.1% |
| ROKU Roku Inc. | 3.55% | 3,662,318 | $366.7M | Reduce -17.6% |
| AMD Advanced Micro Devices | 2.83% | 1,807,586 | $292.4M | Reduce -2.1% |
| TEM Tempus AI Inc. Class A | 2.71% | 3,463,095 | $279.5M | Reduce -10.5% |
| TER Teradyne Inc. | 2.17% | 1,627,446 | $223.9M | Reduce -3.7% |
| MELI MercadoLibre Inc. | 2.07% | 91,499 | $213.8M | Reduce -10.1% |
| XYZ Block Inc. | 1.98% | 2,826,639 | $204.3M | Reduce -25.0% |
| AMZN Amazon.com Inc. | 1.97% | 925,447 | $203.2M | Reduce -9.9% |
| BMNR Bitmine Immersion Technologi | 1.90% | 3,781,818 | $196.5M | New |
| NVDA Nvidia Corp. | 1.81% | 1,002,047 | $187.0M | Reduce -4.0% |
| META Meta Platforms Inc. Class A | 1.74% | 244,534 | $179.5M | Reduce -15.7% |
| CRCL Circle Internet Group Inc. | 1.66% | 1,294,079 | $171.5M | Add +222.1% |
| TOST Toast Inc. Class A | 1.51% | 4,278,523 | $156.1M | Reduce -8.2% |
| CRSP Crispr Therapeutics AG | 1.36% | 2,163,675 | $140.2M | Reduce -10.4% |
| KTOS Kratos Defense & Security | 1.30% | 1,468,351 | $134.1M | Reduce -29.4% |
| PINS Pinterest Inc. Class A | 1.19% | 3,806,684 | $122.4M | Reduce -7.5% |
| SPOT Spotify Technology SA | 1.18% | 174,623 | $121.8M | Reduce -23.5% |
| BEAM Beam Therapeutics Inc. | 1.14% | 4,830,738 | $117.2M | Add +2.2% |
| NET Cloudflare Inc. Class A | 1.10% | 527,301 | $113.1M | Reduce -15.6% |
| DKNG Draftkings Inc. Class A | 1.09% | 3,014,819 | $112.7M | Reduce -28.6% |
| SOFI Sofi Technologies Inc. | 1.07% | 4,196,899 | $110.8M | Add +23.4% |
| TSM Taiwan Semiconductor-SP ADR | 1.02% | 378,075 | $105.6M | Reduce -13.8% |
| NTRA Natera Inc. | 0.98% | 628,594 | $101.1M | Reduce -12.6% |
| ABNB Airbnb Inc. Class A | 0.98% | 829,181 | $100.7M | Add +11.4% |
| TRMB Trimble Inc. | 0.92% | 1,166,717 | $95.3M | Reduce -10.4% |
| BLSH Bullish | 0.89% | 1,437,368 | $91.4M | New |
| P Everpure Inc. Class A filed as PURE STORAGE INC | 0.88% | 1,078,640 | $90.4M | Reduce -13.9% |
| DE Deere & Co. | 0.85% | 191,713 | $87.6M | Add +19.1% |
| ILMN Illumina Inc. | 0.84% | 917,246 | $87.0M | Add +5.7% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.84% | 176,037 | $86.3M | Reduce -18.6% |
| U Unity Software Inc. | 0.83% | 2,154,746 | $86.1M | Reduce -18.0% |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 0.78% | 5,061,698 | $81.0M | Add +27.0% |
| GTLB Gitlab Inc. Class A | 0.77% | 1,763,201 | $79.4M | Reduce -13.6% |
| IRDM Iridium Communications Inc. | 0.73% | 4,313,080 | $75.3M | Add +0.1% |
| EXAS Exact Sciences Corp. | 0.68% | 1,286,595 | $70.4M | Add +671.5% |
| AVAV Aerovironment Inc. | 0.66% | 217,271 | $68.4M | Add +4.1% |
| GOOG Alphabet Inc. Class C | 0.64% | 272,797 | $66.4M | Add +145.2% |
| TXG 10X Genomics Inc. Class A | 0.61% | 5,376,883 | $62.9M | Reduce -10.5% |
| ACHR Archer Aviation Inc. Class A | 0.60% | 6,500,417 | $62.2M | Reduce -6.7% |
| TWST Twist Bioscience Corp. | 0.58% | 2,120,206 | $59.6M | Reduce -7.8% |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 0.56% | 1,174,980 | $57.6M | Add +26.8% |
| ADPT Adaptive Biotechnologies | 0.53% | 3,650,646 | $54.7M | Reduce -15.1% |
| SDGR Schrodinger Inc. | 0.51% | 2,638,935 | $52.9M | Add +1.8% |
| VCYT Veracyte Inc. | 0.49% | 1,482,083 | $50.9M | Reduce -10.0% |
| BWXT BWX Technologies Inc. | 0.48% | 271,308 | $50.0M | Reduce -2.8% |
| DASH DoorDash Inc. Class A | 0.48% | 183,958 | $50.0M | Add +14.5% |
| GH Guardant Health Inc. | 0.46% | 753,944 | $47.1M | Reduce -62.9% |
| PD Pagerduty Inc. | 0.42% | 2,602,149 | $43.0M | Reduce -9.9% |
| RDDT Reddit Inc. Class A | 0.42% | 186,558 | $42.9M | Reduce -9.6% |
| BIDU Baidu Inc. - Spon ADR | 0.40% | 313,106 | $41.3M | Add +86.8% |
| NTLA Intellia Therapeutics Inc. | 0.39% | 2,354,856 | $40.6M | Reduce -11.8% |
| AUR Aurora Innovation Inc. | 0.38% | 7,253,929 | $39.1M | Add +17.6% |
| FUTU Futu Holdings Ltd.-ADR filed as FUTU HLDGS LTD | 0.38% | 224,676 | $39.1M | Reduce -7.6% |
| CCJ Cameco Corp. | 0.37% | 458,057 | $38.4M | Reduce -12.7% |
| PYPL PayPal Holdings Inc. | 0.37% | 570,731 | $38.3M | Reduce -8.0% |
| SE Sea Ltd.-ADR | 0.37% | 213,702 | $38.2M | Reduce -4.1% |
| RXRX Recursion Pharmaceuticals-A | 0.35% | 7,465,858 | $36.4M | Reduce -8.6% |
| ARCT Arcturus Therapeutics Holdin | 0.35% | 1,947,835 | $35.9M | Add +6.4% |
| IBTA Ibotta Inc. Class A | 0.34% | 1,279,652 | $35.6M | Add +15.6% |
| Z Zillow Group Inc. Class C | 0.34% | 454,958 | $35.0M | Add +114.1% |
| INTU Intuit Inc. | 0.34% | 50,938 | $34.8M | Reduce -29.2% |
| RKLB Rocket Lab Corp. | 0.33% | 718,125 | $34.4M | Reduce -22.4% |
| LHX L3HARRIS Technologies Inc. | 0.33% | 111,595 | $34.1M | Add +32.4% |
| CRWV Coreweave Inc. Class A | 0.33% | 247,874 | $33.9M | Add +20.3% |
| GENI Genius Sports Ltd. | 0.32% | 2,630,677 | $32.5M | Reduce -39.0% |
| GLBE Global-E Online Ltd. | 0.31% | 902,523 | $32.3M | Reduce -7.9% |
| BABA Alibaba Group Holding-SP ADR | 0.31% | 179,006 | $32.0M | Add +591.5% |
| WGS Genedx Holdings Corp. | 0.30% | 292,255 | $31.4M | New |
| JOBY Joby Aviation Inc. | 0.28% | 1,791,389 | $28.9M | Reduce -28.6% |
| NXDR Nextdoor Holdings Inc. | 0.28% | 13,660,830 | $28.4M | Add +25.4% |
| RBRK Rubrik Inc. Class A | 0.27% | 336,878 | $27.7M | Reduce -4.8% |
| KSPI JSC Kaspi.kz ADR filed as KASPI KZ JSC | 0.26% | 323,903 | $26.5M | Add +8.6% |
| CDNA Caredx Inc. | 0.24% | 1,740,064 | $25.3M | Add +40.8% |
| CTVA Corteva Inc. | 0.22% | 339,908 | $23.0M | Reduce -9.9% |
| ETOR Etoro Group Ltd. Class A | 0.21% | 523,143 | $21.6M | Add +24.8% |
| PRME Prime Medicine Inc. | 0.19% | 3,629,924 | $20.0M | Add +128.4% |
| DDOG Datadog Inc. Class A | 0.19% | 138,153 | $19.7M | Reduce -17.8% |
| CRM Salesforce Inc. | 0.18% | 77,801 | $18.4M | Reduce -17.6% |
| KLAR Klarna Group PLC | 0.17% | 485,640 | $17.7M | New |
| ICE Intercontinental Exchange Inc. | 0.16% | 100,555 | $16.9M | Reduce -4.7% |
| NRIX Nurix Therapeutics Inc. | 0.14% | 1,557,479 | $14.4M | Add +12.1% |
| BILL Bill Holdings Inc. | 0.12% | 239,858 | $12.7M | Reduce -5.1% |
| PONY Pony AI Inc. | 0.12% | 539,141 | $12.1M | Add +84.9% |
| REGN Regeneron Pharmaceuticals | 0.11% | 20,224 | $11.4M | Reduce -13.3% |
| SNPS Synopsys Inc. | 0.11% | 22,410 | $11.1M | Add +41.7% |
| PACB Pacific Biosciences of Calif | 0.11% | 8,677,558 | $11.0M | Reduce -5.9% |
| FIG Figma Inc. Class A | 0.11% | 209,225 | $10.8M | New |
| ESLT Elbit Systems Ltd. | 0.10% | 20,528 | $10.4M | Reduce -4.7% |
| GRMN Garmin Ltd. | 0.10% | 41,107 | $10.1M | Reduce -1.0% |
| SRTA Strata Critical Medical Inc. | 0.09% | 1,828,621 | $9.2M | Reduce -39.0% |
| CERS Cerus Corp. | 0.09% | 5,685,177 | $9.0M | Reduce -6.2% |
| IONS Ionis Pharmaceuticals Inc. | 0.07% | 114,592 | $7.5M | Reduce -18.0% |
| QSI Quantum-Si Inc. | 0.07% | 5,217,499 | $7.4M | Reduce -7.2% |
| LAB Standard Biotools Inc. | 0.07% | 5,391,829 | $7.0M | Reduce -12.4% |
| NXPI NXP Semiconductors NV | 0.06% | 28,105 | $6.4M | Reduce -9.4% |
Portfolio Sells Q2 2025 → Q3 2025
| COIN Coinbase Global Inc. Class A | Reduce -18.5% | 5.58% | −1.74 |
| RBLX Roblox Corp. Class A | Reduce -35.1% | 4.25% | −0.86 |
| DKNG Draftkings Inc. Class A | Reduce -28.6% | 1.09% | −0.71 |
| GH Guardant Health Inc. | Reduce -62.9% | 0.46% | −0.60 |
| MELI MercadoLibre Inc. | Reduce -10.1% | 2.07% | −0.58 |
| XYZ Block Inc. | Reduce -25.0% | 1.98% | −0.58 |
| SPOT Spotify Technology SA | Reduce -23.5% | 1.18% | −0.56 |
| TOST Toast Inc. Class A | Reduce -8.2% | 1.51% | −0.55 |
| PLTR Palantir Technologies Inc. Class A | Reduce -29.6% | 4.38% | −0.40 |
| META Meta Platforms Inc. Class A | Reduce -15.7% | 1.74% | −0.39 |
| ROKU Roku Inc. | Reduce -17.6% | 3.55% | −0.34 |
| PINS Pinterest Inc. Class A | Reduce -7.5% | 1.19% | −0.29 |
| AMZN Amazon.com Inc. | Reduce -9.9% | 1.97% | −0.28 |
| TWST Twist Bioscience Corp. | Reduce -7.8% | 0.58% | −0.27 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -18.6% | 0.84% | −0.26 |
| NTRA Natera Inc. | Reduce -12.6% | 0.98% | −0.23 |
| INTU Intuit Inc. | Reduce -29.2% | 0.34% | −0.23 |
| SNAP Snap Inc. Class A | Sold out | 0.00% | −0.18 |
| ACHR Archer Aviation Inc. Class A | Reduce -6.7% | 0.60% | −0.15 |
| GTLB Gitlab Inc. Class A | Reduce -13.6% | 0.77% | −0.15 |
| PATH Uipath Inc. Class A | Sold out | 0.00% | −0.14 |
| AAPL Apple Inc. | Reduce -94.5% | 0.01% | −0.14 |
| GENI Genius Sports Ltd. | Reduce -39.0% | 0.32% | −0.13 |
| DIS The Walt Disney Co. | Reduce -92.6% | 0.01% | −0.13 |
| NET Cloudflare Inc. Class A | Reduce -15.6% | 1.10% | −0.12 |
| PYPL PayPal Holdings Inc. | Reduce -8.0% | 0.37% | −0.09 |
| TXG 10X Genomics Inc. Class A | Reduce -10.5% | 0.61% | −0.08 |
| CRM Salesforce Inc. | Reduce -17.6% | 0.18% | −0.08 |
| TRMB Trimble Inc. | Reduce -10.4% | 0.92% | −0.06 |
| RXRX Recursion Pharmaceuticals-A | Reduce -8.6% | 0.35% | −0.06 |
| CTVA Corteva Inc. | Reduce -9.9% | 0.22% | −0.06 |
| NFLX Netflix Inc. | Reduce -78.0% | 0.01% | −0.06 |
| SHOP Shopify Inc. Class A | Reduce -20.9% | 5.71% | −0.05 |
| RBRK Rubrik Inc. Class A | Reduce -4.8% | 0.27% | −0.05 |
| QSI Quantum-Si Inc. | Reduce -7.2% | 0.07% | −0.04 |
| ARES ACQUISITION CORP II | Sold out | 0.00% | −0.04 |
| DDOG Datadog Inc. Class A | Reduce -17.8% | 0.19% | −0.03 |
| SRTA Strata Critical Medical Inc. | Reduce -39.0% | 0.09% | −0.03 |
| ICE Intercontinental Exchange Inc. | Reduce -4.7% | 0.16% | −0.03 |
| PD Pagerduty Inc. | Reduce -9.9% | 0.42% | −0.02 |
| ANSS Ansys Inc. | Sold out | 0.00% | −0.02 |
| CCJ Cameco Corp. | Reduce -12.7% | 0.37% | −0.02 |
| GLBE Global-E Online Ltd. | Reduce -7.9% | 0.31% | −0.02 |
| REGN Regeneron Pharmaceuticals | Reduce -13.3% | 0.11% | −0.01 |
| HES Hess Corp. | Sold out | 0.00% | −0.01 |
| FCX Freeport-McMoran Inc. | Reduce -9.2% | 0.04% | −0.01 |
| PACB Pacific Biosciences of Calif | Reduce -5.9% | 0.11% | −0.01 |
| VEEV Veeva Systems Inc. Class A | Reduce -20.1% | 0.02% | −0.01 |
| NXPI NXP Semiconductors NV | Reduce -9.4% | 0.06% | −0.01 |
| DPZ Domino's Pizza Inc. | Reduce -8.4% | 0.03% | −0.01 |
Portfolio Buys Q2 2025 → Q3 2025
| BMNR Bitmine Immersion Technologi | New | 1.90% | +1.90 |
| CRCL Circle Internet Group Inc. | Add +222.1% | 1.66% | +0.94 |
| BLSH Bullish | New | 0.89% | +0.89 |
| EXAS Exact Sciences Corp. | Add +671.5% | 0.68% | +0.59 |
| SOFI Sofi Technologies Inc. | Add +23.4% | 1.07% | +0.46 |
| GOOG Alphabet Inc. Class C | Add +145.2% | 0.64% | +0.45 |
| BEAM Beam Therapeutics Inc. | Add +2.2% | 1.14% | +0.33 |
| WGS Genedx Holdings Corp. | New | 0.30% | +0.30 |
| BABA Alibaba Group Holding-SP ADR | Add +591.5% | 0.31% | +0.28 |
| BIDU Baidu Inc. - Spon ADR | Add +86.8% | 0.40% | +0.26 |
| NU Nu Holdings Ltd./Cayman Isl-A | Add +27.0% | 0.78% | +0.24 |
| Z Zillow Group Inc. Class C | Add +114.1% | 0.34% | +0.19 |
| KLAR Klarna Group PLC | New | 0.17% | +0.17 |
| PRME Prime Medicine Inc. | Add +128.4% | 0.19% | +0.16 |
| LHX L3HARRIS Technologies Inc. | Add +32.4% | 0.33% | +0.12 |
| ARCT Arcturus Therapeutics Holdin | Add +6.4% | 0.35% | +0.11 |
| FIG Figma Inc. Class A | New | 0.11% | +0.11 |
| NXDR Nextdoor Holdings Inc. | Add +25.4% | 0.28% | +0.10 |
| DASH DoorDash Inc. Class A | Add +14.5% | 0.48% | +0.09 |
| PONY Pony AI Inc. | Add +84.9% | 0.12% | +0.08 |
| AVAV Aerovironment Inc. | Add +4.1% | 0.66% | +0.07 |
| AUR Aurora Innovation Inc. | Add +17.6% | 0.38% | +0.06 |
| KDK Kodiak AI Inc. | New | 0.04% | +0.04 |
| DE Deere & Co. | Add +19.1% | 0.85% | +0.03 |
| SNPS Synopsys Inc. | Add +41.7% | 0.11% | +0.03 |
| ILMN Illumina Inc. | Add +5.7% | 0.84% | +0.02 |
| CAI Caris Life Sciences Inc. | New | 0.01% | +0.01 |
| CVX Chevron Corp. | Add +47.0% | 0.03% | +0.01 |
| LUNR Intuitive Machines Inc. | Add +36.8% | 0.05% | +0.01 |
| B Barrick Mining Corp. | Add +7.5% | 0.03% | +0.01 |
| ATAIBECKLEY INC | New | 0.01% | +0.01 |
| CMPS Compass Pathways PLC | Add +27.9% | 0.02% | +0.01 |
| ABSI Absci Corp. | Add +3.2% | 0.04% | +0.01 |
| EQX Equinox Gold Corp. | Add +13.8% | 0.01% | +0.01 |
| TRGP Targa Resources Corp. | New | 0.01% | +0.01 |
| BMI Badger Meter Inc. | New | 0.01% | +0.01 |
| WHD Cactus Inc. Class A | New | 0.01% | +0.01 |
| CDNA Caredx Inc. | Add +40.8% | 0.24% | +0.00 |
| KSPI JSC Kaspi.kz ADR | Add +8.6% | 0.26% | +0.00 |
| BP BP PLC-Spons ADR | Add +7.2% | 0.02% | +0.00 |
| LMT Lockheed Martin Corp. | Add +1.8% | 0.05% | +0.00 |
| HON Honeywell International Inc. | Add +22.5% | 0.04% | +0.00 |
| SLB SLB Ltd. | Add +53.3% | 0.01% | +0.00 |
| PSX Phillips 66 | Add +10.8% | 0.01% | +0.00 |
| QCOM Qualcomm Inc. | Add +24.4% | 0.01% | +0.00 |
| TTWO Take-Two Interactive Softwre | Add +5.2% | 0.02% | +0.00 |
| NUE Nucor Corp. | Add +4.7% | 0.02% | +0.00 |
| CNQ Canadian Natural Resources | Add +5.6% | 0.02% | +0.00 |
| SCCO Southern Copper Corp. | Add +1.0% | 0.00% | +0.00 |
| MSFT Microsoft Corp. | Add +4.7% | 0.01% | +0.00 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 276 | $7.7B | HOOD, AMD, TSLA, SHOP, AMZN |
| Q1 2026 | 186 | $7.1B | SHOP, TSLA, HOOD, AMD, CRCL |
| Q4 2025 | 191 | $8.7B | SHOP, HOOD, TSLA, COIN, PLTR |
| Q3 2025 | 193 | $10.3B | HOOD, SHOP, COIN, TSLA, PLTR |
| Q2 2025 | 190 | $10.0B | COIN, HOOD, SHOP, RBLX, PLTR |
| Q1 2025 | 188 | $7.8B | SHOP, HOOD, PLTR, COIN, TSLA |
| Q4 2024 | 184 | $9.2B | HOOD, COIN, SHOP, PLTR, TSLA |
| Q3 2024 | 187 | $8.8B | HOOD, TSLA, COIN, SHOP, ROKU |
| Q2 2024 | 189 | $8.7B | COIN, HOOD, TSLA, XYZ, ROKU |
| Q1 2024 | 190 | $10.1B | COIN, XYZ, HOOD, TSLA, ROKU |