AA
Amova Asset Management Americas, Inc.
Amova Asset Management Americas, Inc. · Investor
1Y performance ⓘ
+42%
AUM (13F)
$7.1B
# of Holdings
184
3Y performance ⓘ
+155%
vs S&P 500 ⓘ
+83%
Updated
Mar 31
Amova Asset Management Americas, Inc.'s Amova Asset Management Americas, Inc. holds 184 U.S.-equity positions worth $7.1B (SEC 13F, Q1 2026). Top positions: Shopify Inc. Class A subordinate voting shares 5.8%, Tesla, Inc. 5.3%, Robinhood Markets, Inc. Class A Common Stock 5.1%. 13F-replication return is +155% over 3 years (+83 pts vs the S&P 500) — a replicated, non-audited figure.
Holdings
| Stock | % of portfolio | Shares | Value | Latest activity | Avg buy price | Current price | Date |
|---|---|---|---|---|---|---|---|
| SHOP Shopify Inc. Class A subordinate voting shares | 5.8% | 3.5M | $410M | ▲ 5.0% (+165K) | $47.14 | $107.98 (+129%) | 2026-03-31 |
| TSLA Tesla, Inc. | 5.3% | 1.0M | $376M | ▲ 4.1% (+39K) | $199.88 | $405.05 (+103%) | 2026-03-31 |
| HOOD Robinhood Markets, Inc. Class A Common Stock | 5.1% | 5.2M | $363M | ▲ 15% (+685K) | $9.59 | $105.71 (+1002%) | 2026-03-31 |
| AMD Advanced Micro Devices | 4.3% | 1.5M | $302M | ▲ 4.4% (+63K) | $96.82 | $551.63 (+470%) | 2026-03-31 |
| CRCL Circle Internet Group, Inc. | 3.9% | 2.9M | $278M | ▲ 13% (+345K) | $180.44 | $79.95 (−56%) | 2026-03-31 |
| COIN Coinbase Global, Inc. Class A Common Stock | 3.9% | 1.6M | $277M | ▼ 7.7% (−132K) | $66.10 | $164.84 (+149%) | 2026-03-31 |
| PLTR Palantir Technologies Inc. Class A Common Stock | 3.5% | 1.7M | $247M | ▼ 8.5% (−157K) | $15.32 | $119.50 (+680%) | 2026-03-31 |
| TEM Tempus AI, Inc. Class A Common Stock | 2.8% | 4.3M | $196M | ▲ 23% (+821K) | $34.94 | $47.85 (+37%) | 2026-03-31 |
| RBLX Roblox Corporation | 2.6% | 3.2M | $183M | ▲ 17% (+469K) | $44.33 | $47.27 (+7%) | 2026-03-31 |
| AMZN Amazon.Com Inc | 2.5% | 860K | $179M | ▲ 6.4% (+52K) | $102.11 | $232.79 (+128%) | 2026-03-31 |
| ROKU Roku, Inc. Class A Common Stock | 2.5% | 1.8M | $175M | ▼ 37% (−1.1M) | $64.78 | $135.20 (+109%) | 2026-03-31 |
| XYZ Block, Inc. | 2.4% | 2.8M | $171M | ▼ 1.8% (−52K) | $67.18 | $73.07 (+9%) | 2026-03-31 |
| TER Teradyne, Inc. Common Stock | 2.3% | 556K | $165M | ▼ 49% (−544K) | $105.32 | $457.00 (+334%) | 2026-03-31 |
| NVDA NVIDIA CORP | 2.3% | 917K | $160M | ▼ 5.3% (−51K) | $274.60 | $208.65 (−24%) | 2026-03-31 |
| BLSH Bullish | 1.9% | 3.8M | $137M | ▲ 52% (+1.3M) | $63.61 | $25.09 (−61%) | 2026-03-31 |
| MELI Mercado Libre, Inc | 1.9% | 77K | $132M | ▼ 6.1% (−5K) | $1,300.00 | $1,589.45 (+22%) | 2026-03-31 |
| META Meta Platforms, Inc. Class A Common Stock | 1.6% | 198K | $114M | ▼ 15% (−34K) | $208.85 | $563.85 (+170%) | 2026-03-31 |
| TXG 10x Genomics, Inc. Class A Common Stock | 1.5% | 5.1M | $108M | ▼ 7.0% (−382K) | $54.26 | $32.94 (−39%) | 2026-03-31 |
| TSM Taiwan Semiconductor-sp Adr | 1.5% | 313K | $106M | ▼ 12% (−45K) | $92.44 | $467.67 (+406%) | 2026-03-31 |
| DE Deere & Company | 1.5% | 187K | $105M | ▼ 15% (−33K) | $412.90 | $598.59 (+45%) | 2026-03-31 |
| TOST Toast, Inc. | 1.4% | 3.8M | $101M | — | $17.00 | $24.26 (+43%) | 2026-03-31 |
| GOOG Alphabet Inc. Class C Capital Stock | 1.4% | 353K | $101M | ▲ 9.9% (+32K) | $102.67 | $348.78 (+240%) | 2026-03-31 |
| BMNR BitMine Immersion Technologies, Inc. | 1.4% | 4.9M | $97M | — | $51.96 | $15.86 (−69%) | 2026-03-31 |
| BEAM Beam Therapeutics Inc. Common Stock | 1.3% | 3.8M | $91M | ▼ 13% (−584K) | $30.29 | $35.53 (+17%) | 2026-03-31 |
| ILMN Illumina Inc | 1.3% | 722K | $89M | ▼ 19% (−165K) | $133.62 | $161.38 (+21%) | 2026-03-31 |
| CRSP CRISPR Therapeutics AG | 1.2% | 1.9M | $88M | ▼ 5.3% (−104K) | $45.00 | $54.36 (+21%) | 2026-03-31 |
| CRWV CoreWeave, Inc. Class A Common Stock | 1.2% | 1.1M | $87M | ▲ 28% (+247K) | $163.06 | $111.29 (−32%) | 2026-03-31 |
| NET Cloudflare, Inc. Class A common stock, par value $0.001 per share | 1.2% | 419K | $86M | ▼ 7.3% (−33K) | $60.33 | $218.38 (+262%) | 2026-03-31 |
| NTRA Natera, Inc. Common Stock | 1.2% | 423K | $85M | ▼ 10% (−48K) | $91.41 | $228.80 (+150%) | 2026-03-31 |
| KTOS Kratos Defense & Security Solutions, Inc. | 1.1% | 1.1M | $81M | ▼ 11% (−137K) | $13.34 | $51.09 (+283%) | 2026-03-31 |
| TWST Twist Bioscience Corporation Common Stock | 1.0% | 1.5M | $71M | ▼ 21% (−407K) | $14.88 | $85.17 (+472%) | 2026-03-31 |
| SPOT Spotify Technology S.A. | 1.0% | 146K | $71M | ▼ 5.2% (−8K) | $132.28 | $459.34 (+247%) | 2026-03-31 |
| P Everpure, Inc. | 0.9% | 1.1M | $67M | ▲ 4.4% (+48K) | $25.24 | $77.04 (+205%) | 2026-03-31 |
| TRMB Trimble Inc. Common Stock | 0.9% | 1.0M | $66M | ▼ 0.6% (−6K) | $49.95 | $49.23 (−1%) | 2026-03-31 |
| CRWD CrowdStrike Holdings, Inc. Class A Common Stock | 0.9% | 167K | $65M | ▲ 5.4% (+9K) | $135.10 | $675.44 (+400%) | 2026-03-31 |
| BIDU Baidu Inc - Spon Adr | 0.9% | 568K | $63M | ▼ 15% (−100K) | $91.98 | $111.74 (+21%) | 2026-03-31 |
| NU Nu Holdings Ltd. | 0.9% | 4.4M | $63M | ▼ 1.2% (−55K) | $4.64 | $12.79 (+176%) | 2026-03-31 |
| BABA Alibaba Group Holding-sp Adr | 0.9% | 483K | $61M | ▲ 18% (+74K) | $100.50 | $104.97 (+4%) | 2026-03-31 |
| CCJ Cameco Corporation | 0.8% | 523K | $57M | ▲ 38% (+143K) | $39.64 | $107.07 (+170%) | 2026-03-31 |
| DKNG DraftKings Inc. Class A Common Stock | 0.7% | 2.3M | $50M | ▼ 34% (−1.2M) | $19.11 | $25.65 (+34%) | 2026-03-31 |
| SOFI SoFi Technologies, Inc. Common Stock | 0.7% | 3.1M | $50M | ▼ 4.9% (−162K) | $8.34 | $17.10 (+105%) | 2026-03-31 |
| GH Guardant Health, Inc. Common Stock | 0.6% | 484K | $45M | ▼ 24% (−157K) | $23.40 | $128.83 (+451%) | 2026-03-31 |
| LHX L3Harris Technologies, Inc. | 0.6% | 122K | $42M | ▼ 0.7% (−846) | $193.64 | $285.83 (+48%) | 2026-03-31 |
| AVGO Broadcom Inc. Common Stock | 0.6% | 134K | $41M | NEW (+134K) | $309.35 | $392.13 (+27%) | 2026-03-31 |
| WGS GeneDx Holdings Corp. Class A Common Stock | 0.6% | 639K | $41M | ▲ 67% (+257K) | $107.59 | $55.42 (−48%) | 2026-03-31 |
| AVAV AeroVironment, Inc. | 0.6% | 221K | $40M | ▲ 11% (+21K) | $90.90 | $151.33 (+66%) | 2026-03-31 |
| ACHR Archer Aviation Inc. | 0.6% | 7.7M | $40M | ▼ 3.3% (−262K) | $2.80 | $5.43 (+94%) | 2026-03-31 |
| ABNB Airbnb, Inc. Class A Common Stock | 0.6% | 310K | $39M | ▼ 59% (−442K) | $119.41 | $139.19 (+17%) | 2026-03-31 |
| DASH DoorDash, Inc. Class A Common Stock | 0.5% | 252K | $38M | ▲ 6.7% (+16K) | $246.47 | $172.08 (−30%) | 2026-03-31 |
| SDGR Schrodinger, Inc. Common Stock | 0.5% | 3.2M | $36M | ▲ 13% (+371K) | $25.30 | $15.23 (−40%) | 2026-03-31 |
Showing top 50 of 184 holdings by value.
FAQ ▾
What are Amova Asset Management Americas, Inc.'s largest holdings?
As of the latest 13F: Shopify Inc. Class A subordinate voting shares 5.8%, Tesla, Inc. 5.3%, Robinhood Markets, Inc. Class A Common Stock 5.1%, Advanced Micro Devices 4.3%, Circle Internet Group, Inc. 3.9%.
How big is Amova Asset Management Americas, Inc.'s 13F portfolio?
$7.1B across 184 disclosed U.S.-equity positions.
What is Amova Asset Management Americas, Inc.'s 3-year performance?
+155% (13F-replication, price return), +83 pts vs the S&P 500. Not an audited fund return.
Where does this data come from?
U.S. SEC Form 13F-HR institutional holdings filings.
Sourced from SEC Form 13F-HR filings · Not investment advice ▾
Data as of 2026-03-31 · Methodology
13F-replication (price return, filing-date based) — not an audited fund return.
Published by WealthFile · Not investment advice.
Latest activity = change vs. the prior 13F. Avg buy price = est. entry over the trailing 3 years (gain = vs. latest price). Returns are 13F-replication, not audited fund returns. Sourced from SEC 13F filings.