Amova Asset Management Americas, Inc.

$7.1B reported 13(f) long value · latest quarter 2026-03-31 · CIK 1480751 · EDGAR ↗
sum of disclosed values for 2026-03-31; 0 positions carry a NULL value and are excluded from the sum, surfaced here rather than folded away
$7.1B
ALL retained default holdings for this (filer, period), including NULL-value ones
186
positions with no comparable holding in the prior quarter (kind new), 2026-03-31
8
positions absent from this quarter's filing after being held last quarter (kind exit), 2026-03-31 — inferred from absence, not a sale record
13
A quarter-end snapshot. Filed up to 45 days later, so this page is not current holdings and never a complete portfolio. what a 13F is — and is not ↓ methodology §13F ↗
FILING WINDOW OPEN
Quarter 2026-09-30: the 13F window is open until 2026-11-16. Rankings and QoQ moves that touch this quarter are provisional by construction — filers who have not yet reported are not zeros.

Position changes — into 2026-03-31

by shares · Δ value · filing link · how changes are classified §
Period
Position changes into quarter 2026-03-31
position matched across quarters by exact reported CUSIP over a registry gap — producer-reconciled identity, never a name match identity_reconciled_by_cusipthe reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE classified_by_value · EXIT = absent this quarter: disposed, delisted, under confidential treatment, or reported instead by an affiliated manager — the filing does not say which · change not classifiable: value undisclosed on one side of the quarter pair, or neither shares nor value can classify it · NO CHANGE = the share count is identical in both quarters; the value moved only with price, so the row is mark-to-market and never an ADD or a TRIM (NEW / ADD / TRIM / EXIT / NO CHANGE) · NO PRIOR = this filer has no comparable holdings list for the previous quarter on record — a first filing under this registration, or a quarter reported inside an affiliated manager's filing — so the position is not called a new stakederived by Public Filings from the published aggregate; NULL means the source did not disclose a usable value — never zeroreported unit changed across the pair (SH↔PRN); the share delta is withheld rather than fabricated shares_unit_mismatchPrev valueCurr valuePrev sharesCurr sharesFlags
position key pos:18191 · issuer key iss:1654 COMADD−$120M+165,080$530M$410M3,293,1853,458,265
position key pos:10357 · issuer key iss:1786 COMADD−$59.3M+39,495$435M$376M968,4691,007,964
position key pos:13899 · issuer key iss:1563 COMADD−$152M+685,041$515M$363M4,555,7555,240,796
position key pos:14060 · issuer key iss:47 COMADD−$2.6M+63,242$304M$302M1,421,6971,484,939
position key pos:13090 · issuer key iss:452 COMADD+$74.2M+344,539$204M$278M2,570,4082,914,947
position key pos:16467 · issuer key iss:480 COMTRIM−$112M−132,046$389M$277M1,721,1981,589,152
position key pos:12445 · issuer key iss:1405 COMTRIM−$81.2M−157,256$328M$247M1,845,5781,688,322
position key pos:12780 · issuer key iss:1771 COMADD−$11.4M+821,490$207M$196M3,504,8234,326,313
position key pos:17015 · issuer key iss:1565 COMADD−$41.0M+469,379$224M$183M2,768,7813,238,160
position key pos:14175 · issuer key iss:95 COMADD−$7.5M+51,591$187M$179M808,354859,945
position key pos:18008 · issuer key iss:1572 COMTRIM−$144M−1,092,615$319M$175M2,941,5041,848,889
position key pos:12363 · issuer key iss:1707 COMTRIM−$17.4M−52,492$189M$171M2,898,4092,845,917
position key pos:15327 · issuer key iss:1780 COMTRIM−$48.1M−544,236$213M$165M1,099,833555,597
position key pos:15642 · issuer key iss:1334 COMTRIM−$20.7M−50,843$181M$160M968,192917,349
position key pos:11133 · issuer key iss:2061 COMADD+$41.6M+1,311,243$95.5M$137M2,524,8203,836,063
position key pos:10534 · issuer key iss:1213 COMTRIM−$31.8M−4,933$164M$132M81,47376,540
position key pos:11390 · issuer key iss:720 COMTRIM−$39.7M−33,738$153M$114M232,164198,426
position key pos:10371 · issuer key iss:1774 COMTRIM+$18.9M−381,975$89.4M$108M5,486,1535,104,178
position key pos:17467 · issuer key iss:1751 COMTRIM−$2.9M−44,653$109M$106M357,628312,975
position key pos:13471 · issuer key iss:562 COMTRIM+$2.9M−32,918$102M$105M219,991187,073
position key pos:11148 · issuer key iss:1805 COMADD−$33.8M+16,614$135M$101M3,801,3473,817,961
position key pos:17821 · issuer key iss:89 COMADD+$384K+31,635$101M$101M321,146352,781
position key pos:17707 · issuer key iss:271 COMTRIM−$36.4M−4,349$133M$97.0M4,911,5244,907,175
position key sid:sec:prov:fbdfb263adbfc86bd605b695db4205d4 · issuer key cusip6:07373V COMTRIM−$31.0M−583,715$122M$91.2M4,409,3003,825,585
position key pos:14627 · issuer key iss:955 COMTRIM−$27.4M−165,333$116M$88.9M886,865721,532
position key sid:sec:prov:68e0167561be56366c5e5fc78bb6403e · issuer key cusip6:H17182 COMTRIM−$14.4M−104,236$103M$88.2M1,958,1111,853,875
position key pos:13865 · issuer key iss:515 COMADD+$24.3M+247,470$62.7M$87.0M876,3731,123,843
position key pos:10499 · issuer key iss:469 COMTRIM−$2.6M−33,017$89.1M$86.5M452,103419,086
position key pos:13186 · issuer key iss:1273 COMTRIM−$23.2M−47,660$108M$84.7M471,084423,424
position key pos:12719 · issuer key iss:1076 COMTRIM−$16.6M−137,350$97.3M$80.7M1,281,6871,144,337
position key pos:17149 · issuer key iss:1835 COMTRIM+$10.8M−406,730$60.3M$71.1M1,902,8291,496,099
position key pos:11788 · issuer key iss:2269 COMTRIM−$18.7M−7,999$89.6M$70.9M154,336146,337
position key pos:12599 · issuer key iss:1504 COMADD−$5.8M+47,698$72.5M$66.7M1,081,8061,129,504
position key pos:10783 · issuer key iss:1822 COMTRIM−$13.7M−6,132$79.4M$65.7M1,013,9331,007,801
position key pos:14712 · issuer key iss:537 COMADD−$9.1M+8,531$74.4M$65.3M158,658167,189
position key pos:17847 · issuer key iss:221 COMTRIM−$24.0M−99,861$87.2M$63.3M667,639567,778
position key pos:15764 · issuer key iss:2177 COMTRIM−$11.4M−54,907$74.5M$63.2M4,450,3954,395,488
position key pos:15694 · issuer key iss:72 COMADD+$637K+73,607$59.9M$60.6M409,023482,630
position key pos:11527 · issuer key iss:381 COMADD+$22.0M+143,113$34.7M$56.8M379,751522,864
position key pos:15383 · issuer key iss:606 COMTRIM−$71.6M−1,207,787$122M$50.3M3,538,3892,330,602
position key pos:14351 · issuer key iss:1685 COMTRIM−$36.5M−161,725$86.3M$49.8M3,298,2043,136,479
position key pos:17626 · issuer key iss:860 COMTRIM−$20.8M−156,738$65.4M$44.6M640,295483,557
position key pos:10743 · issuer key iss:1088 COMTRIM+$6.1M−846$36.2M$42.3M123,339122,493
position key pos:12827 · issuer key iss:323 COMNEW+$41.4M+133,990$0$41.4M—133,990
position key pos:10670 · issuer key iss:1641 COMADD−$8.6M+257,075$49.6M$41.0M381,725638,800
position key pos:14209 · issuer key iss:50 COMADD−$7.8M+21,271$48.3M$40.5M199,824221,095
position key pos:13707 · issuer key iss:156 COMTRIM−$20.0M−262,449$59.5M$39.6M7,914,1917,651,742
position key pos:11979 · issuer key iss:57 COMTRIM−$62.9M−441,712$102M$39.1M751,429309,717
position key pos:17935 · issuer key iss:599 COMADD−$15.7M+15,929$53.5M$37.9M236,324252,253
position key pos:13630 · issuer key iss:1631 COMADD−$14.1M+371,167$50.4M$36.2M2,819,6703,190,837
position key pos:14904 · issuer key iss:1899 COMTRIM−$19.3M−212,851$53.0M$33.6M1,257,8981,045,047
position key pos:12940 · issuer key iss:1567 COMTRIM−$4.4M−23,652$36.1M$31.7M517,560493,908
position key pos:12312 · issuer key iss:735 COMADD+$23.6M+1,269,900$7.4M$31.0M197,9871,467,887
position key pos:16834 · issuer key iss:192 COMTRIM+$1.1M−161,676$24.7M$25.8M6,439,1456,277,469
position key pos:12451 · issuer key iss:393 COMADD−$1.6M+28,510$27.3M$25.6M1,446,6161,475,126
position key sid:sec:prov:1175b6b72beb288ab65ba1116b2bad70 · issuer key cusip6:45826J COMTRIM+$5.6M−219,400$19.7M$25.3M2,192,4611,973,061
position key pos:11548 · issuer key iss:788 COMTRIM−$6.1M−6,640$31.0M$24.9M188,707182,067
position key pos:13751 · issuer key iss:1871 COMTRIM−$58.2M−760,324$82.6M$24.4M1,871,7751,111,451
position key pos:11665 · issuer key iss:523 COMTRIM+$3.3M−18,258$19.6M$22.9M292,390274,132
position key pos:13027 · issuer key iss:1636 COMADD−$2.8M+71,917$25.0M$22.2M196,187268,104
position key pos:15323 · issuer key iss:37 COMTRIM−$9.5M−352,593$31.6M$22.1M1,947,9631,595,370
position key pos:17920 · issuer key iss:2172 COMADD−$1.7M+870,244$23.9M$22.1M1,808,2512,678,495
position key pos:12837 · issuer key iss:1007 COMTRIM+$1.0M−380,979$19.4M$20.4M1,117,952736,973
position key sid:sec:prov:ba32367c9f51a0841841c2ddaf166614 · issuer key cusip6:950915 COMADD+$12.5M+1,605,657$6.1M$18.6M700,3402,305,997
position key sid:sec:prov:48ac0f50c981e01f7c5af17d58a117cf · issuer key cusip6:67080M COMTRIM−$6.2M−109,408$24.5M$18.3M1,290,5541,181,146
position key pos:15433 · issuer key iss:1290 COMADD+$5.4M+53,176$12.5M$17.9M133,180186,356
position key sid:sec:prov:3346174ff77f883a875cdfc341a534b5 · issuer key cusip6:03969T COMADD+$5.2M+262,347$12.4M$17.6M2,026,5882,288,935
position key pos:12623 · issuer key iss:2117 COMADD−$8.7M+1,549,816$26.0M$17.3M2,360,1293,909,945
position key pos:14617 · issuer key iss:1467 COMTRIM−$11.5M−152,764$28.6M$17.2M1,974,4991,821,735
position key pos:16528 · issuer key iss:559 COMADD−$37.1K+18,322$16.7M$16.6M122,466140,788
position key sid:sec:prov:4e949bdce30e40446d74e49862946096 · issuer key cusip6:75629V COMTRIM−$8.8M−801,804$25.4M$16.6M6,221,0255,419,221
position key pos:14239 · issuer key iss:2272 COMADD+$5.2M+271$10.6M$15.9M18,41818,689
position key pos:17358 · issuer key iss:2149 COMADD−$6.2M+438,930$21.9M$15.7M759,6241,198,554
position key pos:15618 · issuer key iss:1580 COMTRIM−$10.2M−21,717$25.5M$15.2M332,930311,213
position key pos:15628 · issuer key iss:1421 COMNEW+$13.8M+642,029$0$13.8M—642,029
position key pos:17384 · issuer key iss:2099 COMTRIM−$3.1M−22,722$16.8M$13.7M479,481456,759
position key pos:15825 · issuer key iss:1456 COMTRIM−$50.5M−1,734,420$64.1M$13.6M2,475,455741,035
position key pos:11265 · issuer key iss:2258 COMADD+$1.7M+803$10.5M$12.2M51,77452,577
position key pos:10889 · issuer key iss:1047 COMTRIM−$11.2M−134,153$23.1M$12.0M295,469161,316
position key pos:10191 · issuer key iss:1068 COMADD+$3.0M+888,480$8.6M$11.6M789,4711,677,951
position key sid:sec:prov:431d99b61e91bc00d72171223c54fba0 · issuer key cusip6:37637K COMADD−$7.6M+25,473$19.2M$11.6M510,360535,833
position key pos:13322 · issuer key iss:2006 COMTRIM−$17.1M−143,939$28.3M$11.2M415,217271,278
position key pos:12302 · issuer key iss:999 COMADD+$1.7M+27,108$8.5M$10.3M526,378553,486
position key pos:17610 · issuer key iss:1483 COMTRIM−$992K−304,713$11.2M$10.2M3,245,5062,940,793
position key pos:18221 · issuer key iss:1739 COMADD−$1.6M+259$11.1M$9.5M23,73723,996
position key pos:12802 · issuer key iss:1402 COMTRIM−$5.4M−770,593$14.6M$9.2M7,808,5807,037,987
position key pos:14503 · issuer key iss:1578 COMADD+$3.5M+22,108$5.3M$8.8M72,33394,441
position key pos:16825 · issuer key iss:987 COMTRIM−$5.9M−34,673$14.7M$8.8M90,44755,774
position key pos:16680 · issuer key iss:1336 COMADD+$2.5M+16,617$5.7M$8.3M92,926109,543
position key pos:14552 · issuer key iss:711 COMTRIM+$2.4M−104$5.9M$8.3M48,80048,696
position key sid:sec:prov:5acb3fdf8cac3eec6cd20dcb98ac92d0 · issuer key cusip6:157085 COMTRIM−$1.4M−193,353$9.7M$8.2M4,709,9594,516,606
position key pos:14837 · issuer key iss:896 COMADD+$2.6M+12,085$4.8M$7.4M14,96427,049
position key pos:13432 · issuer key iss:411 COMADD+$2.0M+1,110$5.3M$7.4M9,30610,416
position key pos:12213 · issuer key iss:2274 COMTRIM−$24.4M−570,781$31.7M$7.3M806,820236,039
position key pos:15863 · issuer key iss:1123 COMNEW+$7.3M+7,884$0$7.3M—7,884
position key pos:14801 · issuer key iss:1422 COMTRIM−$22.9M−356,800$30.1M$7.2M515,983159,183
position key pos:10621 · issuer key iss:258 COMADD+$1.6M+5,797$5.5M$7.1M91,17896,975
position key pos:15139 · issuer key iss:270 COMNEW+$6.9M+77,694$0$6.9M—77,694
position key pos:10592 · issuer key iss:285 COMTRIM−$1.2M−23,187$8.1M$6.9M1,677,5481,654,361
position key pos:8176 · issuer key iss:1809 COMADD+$3.1M+19,840$3.4M$6.5M51,77971,619

1–20 of the 100 changes on this page

1–100 of 198 changes
Mark-to-market only (no share change) · 1

Positions whose share count is identical in both quarters; the value changed with price, not with a decision.

Positions held with no share change into quarter 2026-03-31
position matched across quarters by exact reported CUSIP over a registry gap — producer-reconciled identity, never a name match identity_reconciled_by_cusipthe reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE classified_by_value · EXIT = absent this quarter: disposed, delisted, under confidential treatment, or reported instead by an affiliated manager — the filing does not say which · change not classifiable: value undisclosed on one side of the quarter pair, or neither shares nor value can classify it · NO CHANGE = the share count is identical in both quarters; the value moved only with price, so the row is mark-to-market and never an ADD or a TRIM (NEW / ADD / TRIM / EXIT / NO CHANGE) · NO PRIOR = this filer has no comparable holdings list for the previous quarter on record — a first filing under this registration, or a quarter reported inside an affiliated manager's filing — so the position is not called a new stakederived by Public Filings from the published aggregate; NULL means the source did not disclose a usable value — never zeroreported unit changed across the pair (SH↔PRN); the share delta is withheld rather than fabricated shares_unit_mismatchPrev valueCurr valuePrev sharesCurr shares
position key pos:16760 · issuer key iss:225 COMNO CHANGE+$23.1K0$233K$256K69,89869,898

Flags: no row carries a flag.

Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.
Truncated by Public Filings. Changes compare every position with a security identifier, new and exited included; holdings without one are counted, not compared. methodology §13F ↗

Reported positions — 2026-03-31

1–100 of 186 positions · $7.1B disclosed value over 186 rows · 0 undisclosed-value rows
View
This build carries one quarter for this manager: 2026-03-31. Notable managers carry four published quarters, others two.
Positions Amova Asset Management Americas, Inc. reported for the quarter ended 2026-03-31, as that filer reported them
This list carries reported issuer names and security identities, without a dated ticker mapping. Symbols are not inferred from names.a position composed from a base filing plus NEW-HOLDINGS amendments keeps every source row here; the composition's latest filed date is the one shown served from this build's published holdings (derived from the filer's own reported rows); every row resolves to its filingShare of total reported value, calculated only when the full position list has disclosed values. This is 13F long value, not total assets.value undisclosed on the filing: retained and counted, excluded from sums, never shown as $0SharesWt
—SHOPIFY INC - CLASS A · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-07 +37d
ticker not yet mapped
$410M3,458,2655.8%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)TESLA INC · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-07 +37d
$376M1,007,9645.3%
—ROBINHOOD MARKETS INC - A · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-07 +37d
ticker not yet mapped
$363M5,240,7965.1%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)ADVANCED MICRO DEVICES · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-07 +37d
$302M1,484,9394.3%
—CIRCLE INTERNET GROUP INC · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-07 +37d
ticker not yet mapped
$278M2,914,9473.9%
—COINBASE GLOBAL INC -CLASS A · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-07 +37d
ticker not yet mapped
$277M1,589,1523.9%
—PALANTIR TECHNOLOGIES INC-A · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-07 +37d
ticker not yet mapped
$247M1,688,3223.5%
—TEMPUS AI INC-CL A · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-07 +37d
ticker not yet mapped
$196M4,326,3132.8%
—ROBLOX CORP -CLASS A · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-07 +37d
ticker not yet mapped
$183M3,238,1602.6%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)AMAZON.COM INC · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-07 +37d
$179M859,9452.5%
—ROKU INC · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-07 +37d
ticker not yet mapped
$175M1,848,8892.5%
—BLOCK INC · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-07 +37d
ticker not yet mapped
$171M2,845,9172.4%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)TERADYNE INC · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-07 +37d
$165M555,5972.3%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)NVIDIA CORP · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-07 +37d
$160M917,3492.3%
—BULLISH · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-07 +37d
ticker not yet mapped
$137M3,836,0631.9%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)MERCADOLIBRE INC · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-07 +37d
$132M76,5401.9%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)META PLATFORMS INC-CLASS A · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-07 +37d
$114M198,4261.6%
—10X GENOMICS INC-CLASS A · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-07 +37d
ticker not yet mapped
$108M5,104,1781.5%
—TAIWAN SEMICONDUCTOR-SP ADR · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-07 +37d
ticker not yet mapped
$106M312,9751.5%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)DEERE & CO · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-07 +37d
$105M187,0731.5%
—TOAST INC-CLASS A · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-07 +37d
ticker not yet mapped
$101M3,817,9611.4%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)ALPHABET INC-CL C · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-07 +37d
$101M352,7811.4%
—BITMINE IMMERSION TECHNOLOGI · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-07 +37d
ticker not yet mapped
$97.0M4,907,1751.4%
—BEAM THERAPEUTICS INC · COM CUSIP 07373V105
quarter ended 2026-03-31 filed filed 2026-05-07 +37d
ticker not yet mapped
$91.2M3,825,5851.3%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)ILLUMINA INC · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-07 +37d
$88.9M721,5321.3%
—CRISPR THERAPEUTICS AG · COM CUSIP H17182108
quarter ended 2026-03-31 filed filed 2026-05-07 +37d
ticker not yet mapped
$88.2M1,853,8751.2%
—COREWEAVE INC-CL A · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-07 +37d
ticker not yet mapped
$87.0M1,123,8431.2%
—CLOUDFLARE INC - CLASS A · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-07 +37d
ticker not yet mapped
$86.5M419,0861.2%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)NATERA INC · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-07 +37d
$84.7M423,4241.2%
—KRATOS DEFENSE & SECURITY · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-07 +37d
ticker not yet mapped
$80.7M1,144,3371.1%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)TWIST BIOSCIENCE CORP · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-07 +37d
$71.1M1,496,0991.0%
—SPOTIFY TECHNOLOGY SA · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-07 +37d
ticker not yet mapped
$70.9M146,3371.0%
—EVERPURE INC-A · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-07 +37d
ticker not yet mapped
$66.7M1,129,5040.9%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)TRIMBLE INC · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-07 +37d
$65.7M1,007,8010.9%
—CROWDSTRIKE HOLDINGS INC - A · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-07 +37d
ticker not yet mapped
$65.3M167,1890.9%
—BAIDU INC - SPON ADR · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-07 +37d
ticker not yet mapped
$63.3M567,7780.9%
—NU HOLDINGS LTD/CAYMAN ISL-A · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-07 +37d
ticker not yet mapped
$63.2M4,395,4880.9%
—ALIBABA GROUP HOLDING-SP ADR · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-07 +37d
ticker not yet mapped
$60.6M482,6300.9%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)CAMECO CORP · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-07 +37d
$56.8M522,8640.8%
—DRAFTKINGS INC-CL A · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-07 +37d
ticker not yet mapped
$50.3M2,330,6020.7%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)SOFI TECHNOLOGIES INC · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-07 +37d
$49.8M3,136,4790.7%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)GUARDANT HEALTH INC · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-07 +37d
$44.6M483,5570.6%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)L3HARRIS TECHNOLOGIES INC · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-07 +37d
$42.3M122,4930.6%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)BROADCOM INC · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-07 +37d
$41.4M133,9900.6%
—GENEDX HOLDINGS CORP · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-07 +37d
ticker not yet mapped
$41.0M638,8000.6%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)AEROVIRONMENT INC · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-07 +37d
$40.5M221,0950.6%
—ARCHER AVIATION INC-A · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-07 +37d
ticker not yet mapped
$39.6M7,651,7420.6%
—AIRBNB INC-CLASS A · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-07 +37d
ticker not yet mapped
$39.1M309,7170.6%
—DOORDASH INC - A · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-07 +37d
ticker not yet mapped
$37.9M252,2530.5%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)SCHRODINGER INC · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-07 +37d
$36.2M3,190,8370.5%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)VERACYTE INC · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-07 +37d
$33.6M1,045,0470.5%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)ROCKET LAB CORP · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-07 +37d
$31.7M493,9080.4%
—FIGMA INC-CL A · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-07 +37d
ticker not yet mapped
$31.0M1,467,8870.4%
—AURORA INNOVATION INC · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-07 +37d
ticker not yet mapped
$25.8M6,277,4690.4%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)CAREDX INC · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-07 +37d
$25.6M1,475,1260.4%
—INTELLIA THERAPEUTICS INC · COM CUSIP 45826J105
quarter ended 2026-03-31 filed filed 2026-05-07 +37d
ticker not yet mapped
$25.3M1,973,0610.4%
—FUTU HOLDINGS LTD-ADR · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-07 +37d
ticker not yet mapped
$24.9M182,0670.4%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)UNITY SOFTWARE INC · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-07 +37d
$24.4M1,111,4510.3%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)CORTEVA INC · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-07 +37d
$22.9M274,1320.3%
—SEA LTD-ADR · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-07 +37d
ticker not yet mapped
$22.2M268,1040.3%
—ADAPTIVE BIOTECHNOLOGIES · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-07 +37d
ticker not yet mapped
$22.1M1,595,3700.3%
—JOBY AVIATION INC · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-07 +37d
ticker not yet mapped
$22.1M2,678,4950.3%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)IRIDIUM COMMUNICATIONS INC · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-07 +37d
$20.4M736,9730.3%
—WERIDE INC-ADR · COM CUSIP 950915108
quarter ended 2026-03-31 filed filed 2026-05-07 +37d
ticker not yet mapped
$18.6M2,305,9970.3%
—NURIX THERAPEUTICS INC · COM CUSIP 67080M103
quarter ended 2026-03-31 filed filed 2026-05-07 +37d
ticker not yet mapped
$18.3M1,181,1460.3%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)NETFLIX INC · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-07 +37d
$17.9M186,3560.3%
—ARCTURUS THERAPEUTICS HOLDIN · COM CUSIP 03969T109
quarter ended 2026-03-31 filed filed 2026-05-07 +37d
ticker not yet mapped
$17.6M2,288,9350.2%
—GENIUS SPORTS LTD · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-07 +37d
ticker not yet mapped
$17.3M3,909,9450.2%
—PONY AI INC · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-07 +37d
ticker not yet mapped
$17.2M1,821,7350.2%
—DATADOG INC - CLASS A · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-07 +37d
ticker not yet mapped
$16.6M140,7880.2%
—RECURSION PHARMACEUTICALS-A · COM CUSIP 75629V104
quarter ended 2026-03-31 filed filed 2026-05-07 +37d
ticker not yet mapped
$16.6M5,419,2210.2%
—ELBIT SYSTEMS LTD · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-07 +37d
ticker not yet mapped
$15.9M18,6890.2%
—KLARNA GROUP PLC · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-07 +37d
ticker not yet mapped
$15.7M1,198,5540.2%
—RUBRIK INC-A · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-07 +37d
ticker not yet mapped
$15.2M311,2130.2%
—PAYPAY CORP · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-07 +37d
ticker not yet mapped
$13.8M642,0290.2%
—ETORO GROUP LTD-A · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-07 +37d
ticker not yet mapped
$13.7M456,7590.2%
—PINTEREST INC- CLASS A · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-07 +37d
ticker not yet mapped
$13.6M741,0350.2%
—GARMIN LTD · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-07 +37d
ticker not yet mapped
$12.2M52,5770.2%
—JSC KASPI.KZ ADR · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-07 +37d
ticker not yet mapped
$12.0M161,3160.2%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)KODIAK AI INC · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-07 +37d
$11.6M1,677,9510.2%
—GITLAB INC-CL A · COM CUSIP 37637K108
quarter ended 2026-03-31 filed filed 2026-05-07 +37d
ticker not yet mapped
$11.6M535,8330.2%
—ZILLOW GROUP INC - C · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-07 +37d
ticker not yet mapped
$11.2M271,2780.2%
—INTUITIVE MACHINES INC · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-07 +37d
ticker not yet mapped
$10.3M553,4860.1%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)PRIME MEDICINE INC · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-07 +37d
$10.2M2,940,7930.1%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)SYNOPSYS INC · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-07 +37d
$9.5M23,9960.1%
—PACIFIC BIOSCIENCES OF CALIF · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-07 +37d
ticker not yet mapped
$9.2M7,037,9870.1%
—SHELL PLC-ADR · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-07 +37d
ticker not yet mapped
$8.8M94,4410.1%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)INTERCONTINENTAL EXCHANGE IN · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-07 +37d
$8.8M55,7740.1%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)NUTRIEN LTD · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-07 +37d
$8.3M109,5430.1%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)EXXON MOBIL CORP · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-07 +37d
$8.3M48,6960.1%
—CERUS CORP · COM CUSIP 157085101
quarter ended 2026-03-31 filed filed 2026-05-07 +37d
ticker not yet mapped
$8.2M4,516,6060.1%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)HEICO CORP · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-07 +37d
$7.4M27,0490.1%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)CATERPILLAR INC · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-07 +37d
$7.4M10,4160.1%
—GLOBAL-E ONLINE LTD · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-07 +37d
ticker not yet mapped
$7.3M236,0390.1%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)ELI LILLY & CO · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-07 +37d
$7.3M7,8840.1%
—PAYPAL HOLDINGS INC · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-07 +37d
ticker not yet mapped
$7.2M159,1830.1%
—BHP GROUP LTD-SPON ADR · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-07 +37d
ticker not yet mapped
$7.1M96,9750.1%
—BIONTECH SE-ADR · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-07 +37d
ticker not yet mapped
$6.9M77,6940.1%
—STRATA CRITICAL MEDICAL INC · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-07 +37d
ticker not yet mapped
$6.9M1,654,3610.1%
—TOTALENERGIES SE · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-07 +37d
ticker not yet mapped
$6.5M71,6190.1%

1–20 of the 100 positions on this page

Change kind and share change are in Position changes above; Congress overlap is planned.

1–100 of 186 positions · page 1 of 2
One line per issuer, largest first; a row with no issuer key stands on its own line. Open a line for its rows as this filer reported them. The list holds every row this filer reported for the quarter. Issuer totals on the holders pages count each manager's own report once; that never removes a row here. how positions are grouped ↗

Book shape

2026-03-31 · concentration · vs tracked median · tick = median
Top-25 concentration
66.0%below median 80.0%
Concentration index
240 bpsbelow median 446 bps
Positions with value
186 / 186median book 97.5 positions

Concentration uses reported 13F long value, not total assets. The index is withheld when any position lacks a value. Medians are over the 8,748 tracked filers with a 2026-03-31 book; the index median over the 8,662 with a complete book.

holdings whose <value> did not parse — retained and counted, never zero-filled: 0 · share of the period's disclosed value held in the top-N positions; denominator is reported 13F value, not total assets: 66.0% · integer Herfindahl–Hirschman index in basis points over disclosed position values: 240 · QoQ moves: 199

Filing history

AVAILABLE QUARTERS
Available filing periods
PeriodSource
2026-03-31EDGAR ↗

PLANNED sector rotation · Congress overlap · signals for this filer

Complete source filings on SEC EDGAR

The complete filing on EDGAR.

The position list above is served from the published Public Filings build, each position as this filer reported it; where the page cannot embed every reported row, the list says how many it leaves out. This block is provenance, not a substitute: the filing itself is the record, and it is one click away. Public Filings decided on 2026-08-01 to serve this list from its published build; filings newer than this build are on EDGAR.

Open Amova Asset Management Americas, Inc.'s 13F filings on SEC EDGAR ↗
Notes on this data

Quarter-end holdings as filed

Explore the full published position list and its source filing. This record excludes the manager’s cash, shorts and non-13(f) assets.

Compare consecutive quarters

Position changes retain the producer’s classification and comparability flags. Share counts and reported values describe different changes.

A snapshot, not current holdings

Use the quarter selector to inspect available periods. Unknown values stay unknown and each table states its coverage.

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.

Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).