Amova Asset Management Americas, Inc. 13F Holdings · Q2 2026
Amova Asset Management Americas, Inc. reported 276 securities worth $7.75B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: HOOD (6.29%), AMD (5.59%), TSLA (5.20%). Among its top 25 positions this quarter: 1 new, 7 added, 17 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | HOOD | ROBINHOOD MARKETS INC - A | $487.1M | 6.29% | 4.9M | Trimmed |
| 2 | AMD | ADVANCED MICRO DEVICES | $433.2M | 5.59% | 746,707 | Trimmed |
| 3 | TSLA | TESLA INC | $402.5M | 5.20% | 957,681 | Trimmed |
| 4 | SHOP | SHOPIFY INC - CLASS A | $384.5M | 4.96% | 3.4M | Trimmed |
| 5 | AMZN | AMAZON.COM INC | $240.9M | 3.11% | 1.0M | Added |
| 6 | TEM | TEMPUS AI INC-CL A | $236.6M | 3.05% | 4.1M | Trimmed |
| 7 | COIN | COINBASE GLOBAL INC -CLASS A | $233.4M | 3.01% | 1.6M | Added |
| 8 | SPCX | SPACE EXPLORATION TECHN-CL A | $228.4M | 2.95% | 1.3M | New |
| 9 | XYZ | BLOCK INC | $219.2M | 2.83% | 2.9M | Added |
| 10 | NVDA | NVIDIA CORP | $206.9M | 2.67% | 1.0M | Added |
| 11 | PLTR | PALANTIR TECHNOLOGIES INC-A | $194.9M | 2.52% | 1.7M | Trimmed |
| 12 | RBLX | ROBLOX CORP -CLASS A | $186.0M | 2.40% | 3.4M | Added |
| 13 | CRCL | CIRCLE INTERNET GROUP INC | $181.6M | 2.34% | 2.9M | Trimmed |
| 14 | TXG | 10X GENOMICS INC-CLASS A | $160.7M | 2.07% | 4.2M | Trimmed |
| 15 | GOOG | ALPHABET INC-CL C | $131.5M | 1.70% | 372,180 | Added |
| 16 | TER | TERADYNE INC | $124.9M | 1.61% | 258,465 | Trimmed |
| 17 | META | META PLATFORMS INC-CLASS A | $123.3M | 1.59% | 219,003 | Added |
| 18 | TSM | TAIWAN SEMICONDUCTOR-SP ADR | $121.3M | 1.57% | 254,175 | Trimmed |
| 19 | BEAM | BEAM THERAPEUTICS INC | $118.5M | 1.53% | 3.5M | Trimmed |
| 20 | MELI | MERCADOLIBRE INC | $113.1M | 1.46% | 66,630 | Trimmed |
| 21 | DE | DEERE & CO | $112.4M | 1.45% | 177,374 | Trimmed |
| 22 | CRWD | CROWDSTRIKE HOLDINGS INC - A | $110.3M | 1.42% | 144,667 | Trimmed |
| 23 | ILMN | ILLUMINA INC | $108.7M | 1.40% | 617,972 | Trimmed |
| 24 | CRWV | COREWEAVE INC-CL A | $107.1M | 1.38% | 1.1M | Trimmed |
| 25 | TOST | TOAST INC-CLASS A | $104.9M | 1.35% | 3.8M | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR