Amova Asset Management Americas, Inc.
Net seller this quarter
$7.75B
275
-$838M
39.7%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 HOOD | $487M | 6.29% | 2.09% | -7.3% | Q3 2021 |
 AMD | $433M | 5.59% | 0.05% | -49.7% | Q1 2022 |
 TSLA | $403M | 5.20% | 0.02% | -5.0% | Q1 2018 |
 SHOP | $384M | 4.96% | 0.86% | -2.6% | Q4 2017 |
 AMZN | $241M | 3.11% | 0.01% | +17.6% | Q2 2013 |
 TEM | $237M | 3.05% | Not reported | -5.5% | Q2 2024 |
 COIN | $233M | 3.01% | 0.61% | +0.5% | Q2 2021 |
 SPCX | $228M | 2.95% | Not reported | New | Q2 2026 |
 XYZ | $219M | 2.83% | Not reported | +1.3% | Q4 2016 |
 NVDA | $207M | 2.67% | 0.00% | +12.9% | Q4 2016 |
 PLTR | $195M | 2.52% | 0.07% | -1.0% | Q1 2021 |
 RBLX | $186M | 2.40% | 0.48% | +5.6% | Q1 2021 |
 CRCL | $182M | 2.34% | Not reported | -0.5% | Q2 2025 |
 TXG | $161M | 2.07% | 3.28% | -17.9% | Q2 2020 |
 GOOG | $131M | 1.70% | Not reported | +5.5% | Q4 2015 |
 TER | $125M | 1.61% | 0.17% | -53.5% | Q1 2018 |
 META | $123M | 1.59% | Not reported | +10.4% | Q3 2013 |
 TSM | $121M | 1.57% | 0.00% | -18.8% | Q1 2018 |
 BEAM | $119M | 1.53% | 3.35% | -9.7% | Q4 2020 |
 MELI | $113M | 1.46% | 0.13% | -13.0% | Q4 2016 |
 DE | $112M | 1.45% | 0.07% | -5.2% | Q2 2017 |
 CRWD | $110M | 1.42% | 0.06% | -13.5% | Q3 2020 |
 ILMN | $109M | 1.40% | 0.41% | -14.4% | Q3 2018 |
 CRWV | $107M | 1.38% | Not reported | -4.2% | Q2 2025 |
 TOST | $105M | 1.35% | 1.72% | -1.3% | Q4 2021 |
 TWST | $103M | 1.33% | 1.60% | -33.2% | Q1 2020 |
 NTRA | $99.9M | 1.29% | 0.26% | -13.1% | Q1 2024 |
 BLSH | $94.7M | 1.22% | 2.68% | +5.3% | Q3 2025 |
 CRSP | $93.8M | 1.21% | 1.78% | -7.2% | Q3 2018 |
 NET | $86.6M | 1.12% | Not reported | -15.7% | Q4 2020 |
 ROKU | $79.6M | 1.03% | 0.39% | -68.8% | Q3 2019 |
 P | $78.5M | 1.01% | 0.30% | -11.9% | Q1 2020 |
 SPOT | $72M | 0.93% | 0.08% | +7.2% | Q2 2018 |
 KTOS | $71.1M | 0.92% | 0.76% | +24.6% | Q3 2018 |
 CBRS | $65.1M | 0.84% | Not reported | New | Q2 2026 |
 GH | $60.5M | 0.78% | 0.30% | -16.5% | Q2 2019 |
 BMNR | $59.2M | 0.76% | 0.77% | -9.4% | Q3 2025 |
 SOFI | $56.1M | 0.72% | 0.24% | -0.1% | Q2 2023 |
 NU | $53M | 0.68% | Not reported | -9.7% | Q1 2022 |
 DASH | $52.1M | 0.67% | Not reported | +11.9% | Q2 2025 |
 AVGO | $50.4M | 0.65% | 0.00% | -0.2% | Q1 2016 |
 NTLA | $49M | 0.63% | 2.07% | +46.9% | Q3 2018 |
 TRMB | $47.7M | 0.62% | 0.40% | -7.4% | Q1 2018 |
 DKNG | $47.2M | 0.61% | Not reported | -19.9% | Q1 2021 |
 WGS | $45.7M | 0.59% | 2.24% | +4.4% | Q3 2025 |
 VCYT | $45.1M | 0.58% | 0.96% | -26.4% | Q3 2018 |
 SDGR | $43.9M | 0.57% | 4.30% | -15.2% | Q2 2020 |
 ABNB | $43.3M | 0.56% | Not reported | -2.2% | Q1 2025 |
 CCJ | $42.3M | 0.55% | 0.10% | -20.6% | Q3 2023 |
 AVAV | $38.5M | 0.50% | 0.46% | +5.5% | Q1 2018 |
| Q1 2026 | |||||
| SHOP | $410M | 5.80% | 0.88% | +5.0% | Q4 2017 |
| TSLA | $376M | 5.32% | 0.03% | +4.1% | Q1 2018 |
| HOOD | $363M | 5.13% | 2.25% | +15.0% | Q3 2021 |
| AMD | $302M | 4.27% | 0.09% | +4.5% | Q1 2022 |
| CRCL | $278M | 3.93% | Not reported | +13.4% | Q2 2025 |
| COIN | $277M | 3.92% | 0.60% | -7.7% | Q2 2021 |
| PLTR | $247M | 3.49% | 0.07% | -8.5% | Q1 2021 |
| TEM | $196M | 2.77% | Not reported | +23.4% | Q2 2024 |
| RBLX | $183M | 2.59% | 0.45% | +17.0% | Q1 2021 |
| AMZN | $179M | 2.53% | 0.01% | +6.4% | Q2 2013 |
| ROKU | $175M | 2.47% | 1.25% | -37.1% | Q3 2019 |
| XYZ | $171M | 2.42% | Not reported | -1.8% | Q4 2016 |
| TER | $165M | 2.33% | 0.35% | -49.5% | Q1 2018 |
| NVDA | $160M | 2.26% | 0.00% | -5.3% | Q4 2016 |
| BLSH | $137M | 1.94% | 2.54% | +51.9% | Q3 2025 |
| MELI | $132M | 1.87% | 0.15% | -6.1% | Q4 2016 |
| META | $114M | 1.61% | Not reported | -14.5% | Q3 2013 |
| TXG | $108M | 1.53% | 4.00% | -7.0% | Q2 2020 |
| TSM | $106M | 1.50% | 0.00% | -12.5% | Q1 2018 |
| DE | $105M | 1.49% | 0.07% | -15.0% | Q2 2017 |
| TOST | $101M | 1.43% | 1.74% | +0.4% | Q4 2021 |
| GOOG | $101M | 1.43% | Not reported | +9.9% | Q4 2015 |
| BMNR | $97M | 1.37% | 0.99% | -0.1% | Q3 2025 |
| BEAM | $91.2M | 1.29% | 3.72% | -13.2% | Q4 2020 |
| ILMN | $88.9M | 1.26% | 0.47% | -18.6% | Q3 2018 |
| CRSP | $88.2M | 1.25% | 1.92% | -5.3% | Q3 2018 |
| CRWV | $87M | 1.23% | Not reported | +28.2% | Q2 2025 |
| NET | $86.5M | 1.22% | Not reported | -7.3% | Q4 2020 |
| NTRA | $84.7M | 1.20% | 0.30% | -10.1% | Q1 2024 |
| KTOS | $80.7M | 1.14% | 0.61% | -10.7% | Q3 2018 |
| TWST | $71.1M | 1.01% | 2.41% | -21.4% | Q1 2020 |
| SPOT | $70.9M | 1.00% | 0.07% | -5.2% | Q2 2018 |
| P | $66.7M | 0.94% | 0.34% | +4.4% | Q1 2020 |
| TRMB | $65.7M | 0.93% | 0.43% | -0.6% | Q1 2018 |
| CRWD | $65.3M | 0.92% | 0.07% | +5.4% | Q3 2020 |
 BIDU | $63.3M | 0.89% | Not reported | -15.0% | Q4 2016 |
| NU | $63.2M | 0.89% | Not reported | -1.2% | Q1 2022 |
 BABA | $60.6M | 0.86% | 0.03% | +18.0% | Q4 2016 |
| CCJ | $56.8M | 0.80% | 0.12% | +37.7% | Q3 2023 |
| DKNG | $50.3M | 0.71% | Not reported | -34.1% | Q1 2021 |
| SOFI | $49.8M | 0.70% | 0.24% | -4.9% | Q2 2023 |
| GH | $44.6M | 0.63% | 0.37% | -24.5% | Q2 2019 |
 LHX | $42.3M | 0.60% | 0.07% | -0.7% | Q3 2019 |
| AVGO | $41.4M | 0.59% | 0.00% | Not reported | Q1 2016 |
| WGS | $41M | 0.58% | 2.15% | +67.4% | Q3 2025 |
| AVAV | $40.5M | 0.57% | 0.44% | +10.6% | Q1 2018 |
 ACHR | $39.6M | 0.56% | 1.01% | -3.3% | Q3 2021 |
| ABNB | $39.1M | 0.55% | Not reported | -58.8% | Q1 2025 |
| DASH | $37.9M | 0.54% | Not reported | +6.7% | Q2 2025 |
| SDGR | $36.2M | 0.51% | 5.07% | +13.2% | Q2 2020 |
| Q4 2025 | |||||
| SHOP | $530M | 6.12% | 0.84% | -17.0% | Q4 2017 |
| HOOD | $515M | 5.95% | 1.96% | -15.3% | Q3 2021 |
| TSLA | $435M | 5.03% | 0.03% | -22.1% | Q1 2018 |
| COIN | $389M | 4.50% | 0.64% | +0.8% | Q2 2021 |
| PLTR | $328M | 3.79% | 0.08% | -25.6% | Q1 2021 |
| ROKU | $319M | 3.68% | 1.99% | -19.7% | Q3 2019 |
| AMD | $304M | 3.52% | 0.09% | -21.4% | Q1 2022 |
| RBLX | $224M | 2.59% | 0.39% | -12.6% | Q1 2021 |
| TER | $213M | 2.46% | 0.70% | -32.4% | Q1 2018 |
| TEM | $207M | 2.39% | Not reported | +1.2% | Q2 2024 |
| CRCL | $204M | 2.36% | Not reported | +98.6% | Q2 2025 |
| XYZ | $189M | 2.18% | Not reported | +2.5% | Q4 2016 |
| AMZN | $187M | 2.16% | 0.01% | -12.7% | Q2 2013 |
| NVDA | $181M | 2.09% | 0.00% | -3.4% | Q4 2016 |
| MELI | $164M | 1.90% | 0.16% | -11.0% | Q4 2016 |
| META | $153M | 1.77% | Not reported | -5.1% | Q3 2013 |
| TOST | $135M | 1.56% | 1.73% | -11.2% | Q4 2021 |
| BMNR | $133M | 1.54% | 1.21% | +29.9% | Q3 2025 |
| BEAM | $122M | 1.41% | 4.33% | -8.7% | Q4 2020 |
| DKNG | $122M | 1.41% | Not reported | +17.4% | Q1 2021 |
| ILMN | $116M | 1.34% | 0.58% | -3.3% | Q3 2018 |
| TSM | $109M | 1.26% | 0.00% | -5.4% | Q1 2018 |
| NTRA | $108M | 1.25% | 0.34% | -25.1% | Q1 2024 |
| CRSP | $103M | 1.19% | 2.04% | -9.5% | Q3 2018 |
| DE | $102M | 1.18% | 0.08% | +14.8% | Q2 2017 |
| ABNB | $102M | 1.18% | Not reported | -9.4% | Q1 2025 |
| GOOG | $101M | 1.16% | Not reported | +17.7% | Q4 2015 |
| KTOS | $97.3M | 1.12% | 0.76% | -12.7% | Q3 2018 |
| BLSH | $95.5M | 1.10% | 1.67% | +75.7% | Q3 2025 |
| SPOT | $89.6M | 1.04% | 0.08% | -11.6% | Q2 2018 |
| TXG | $89.4M | 1.03% | 4.30% | +2.0% | Q2 2020 |
| NET | $89.1M | 1.03% | Not reported | -14.3% | Q4 2020 |
| BIDU | $87.2M | 1.01% | Not reported | +113.2% | Q4 2016 |
| SOFI | $86.3M | 1.00% | 0.26% | -21.4% | Q2 2023 |
 U | $82.6M | 0.96% | 0.43% | -13.1% | Q4 2020 |
| TRMB | $79.4M | 0.92% | 0.43% | -13.1% | Q1 2018 |
| NU | $74.5M | 0.86% | Not reported | -12.1% | Q1 2022 |
| CRWD | $74.4M | 0.86% | 0.06% | -9.9% | Q3 2020 |
| P | $72.5M | 0.84% | 0.33% | +0.3% | Q1 2020 |
| GH | $65.4M | 0.76% | 0.49% | -15.1% | Q2 2019 |
 PINS | $64.1M | 0.74% | 1.94% | -35.0% | Q3 2019 |
| CRWV | $62.7M | 0.73% | Not reported | +253.6% | Q2 2025 |
| TWST | $60.3M | 0.70% | 3.11% | -10.3% | Q1 2020 |
| BABA | $59.9M | 0.69% | 0.00% | +128.5% | Q4 2016 |
| ACHR | $59.5M | 0.69% | 1.06% | +21.8% | Q3 2021 |
| DASH | $53.5M | 0.62% | Not reported | +28.5% | Q2 2025 |
| VCYT | $53M | 0.61% | 1.59% | -15.1% | Q3 2018 |
| SDGR | $50.4M | 0.58% | 4.48% | +6.9% | Q2 2020 |
 TTD | $50.2M | 0.58% | Not reported | +12.6% | Q3 2019 |
| WGS | $49.6M | 0.57% | 1.31% | +30.6% | Q3 2025 |
| Q3 2025 | |||||
| HOOD | $770M | 7.46% | 2.31% | -30.7% | Q3 2021 |
| SHOP | $590M | 5.71% | 1.01% | -20.9% | Q4 2017 |
| COIN | $576M | 5.58% | 0.64% | -18.5% | Q2 2021 |
| TSLA | $552M | 5.35% | 0.04% | -17.2% | Q1 2018 |
| PLTR | $452M | 4.38% | 0.10% | -29.6% | Q1 2021 |
| RBLX | $439M | 4.25% | 0.45% | -35.1% | Q1 2021 |
| ROKU | $367M | 3.55% | 2.51% | -17.6% | Q3 2019 |
| AMD | $292M | 2.83% | 0.11% | -2.1% | Q1 2022 |
| TEM | $279M | 2.71% | Not reported | -10.5% | Q2 2024 |
| TER | $224M | 2.17% | 1.04% | -3.7% | Q1 2018 |
| MELI | $214M | 2.07% | 0.18% | -10.1% | Q4 2016 |
| XYZ | $204M | 1.98% | Not reported | -25.0% | Q4 2016 |
| AMZN | $203M | 1.97% | 0.01% | -9.9% | Q2 2013 |
| BMNR | $197M | 1.90% | 1.63% | New | Q3 2025 |
| NVDA | $187M | 1.81% | 0.00% | -4.0% | Q4 2016 |
| META | $179M | 1.74% | Not reported | -15.7% | Q3 2013 |
| CRCL | $171M | 1.66% | Not reported | +222.1% | Q2 2025 |
| TOST | $156M | 1.51% | 1.95% | -8.2% | Q4 2021 |
| CRSP | $140M | 1.36% | 2.30% | -10.4% | Q3 2018 |
| KTOS | $134M | 1.30% | 0.87% | -29.4% | Q3 2018 |
| PINS | $122M | 1.19% | 2.99% | -7.5% | Q3 2019 |
| SPOT | $122M | 1.18% | 0.09% | -23.5% | Q2 2018 |
| BEAM | $117M | 1.14% | 4.77% | +2.2% | Q4 2020 |
| NET | $113M | 1.10% | Not reported | -15.6% | Q4 2020 |
| DKNG | $113M | 1.09% | Not reported | -28.6% | Q1 2021 |
| SOFI | $111M | 1.07% | 0.35% | +23.4% | Q2 2023 |
| TSM | $106M | 1.02% | 0.00% | -13.8% | Q1 2018 |
| NTRA | $101M | 0.98% | 0.46% | -12.6% | Q1 2024 |
| ABNB | $101M | 0.98% | Not reported | +11.4% | Q1 2025 |
| TRMB | $95.3M | 0.92% | 0.49% | -10.4% | Q1 2018 |
| BLSH | $91.4M | 0.89% | Not reported | New | Q3 2025 |
| P | $90.4M | 0.88% | 0.33% | -13.9% | Q1 2020 |
| DE | $87.6M | 0.85% | 0.07% | +19.1% | Q2 2017 |
| ILMN | $87M | 0.84% | 0.60% | +5.7% | Q3 2018 |
| CRWD | $86.3M | 0.84% | 0.07% | -18.6% | Q3 2020 |
| U | $86.1M | 0.83% | 0.50% | -18.0% | Q4 2020 |
| NU | $81M | 0.78% | Not reported | +27.0% | Q1 2022 |
 GTLB | $79.4M | 0.77% | Not reported | -13.6% | Q3 2024 |
 IRDM | $75.3M | 0.73% | 4.06% | +0.1% | Q3 2018 |
 EXK | $70.4M | 0.68% | 0.49% | +671.5% | Q3 2020 |
| AVAV | $68.4M | 0.66% | 0.44% | +4.1% | Q1 2018 |
| GOOG | $66.4M | 0.64% | Not reported | +145.2% | Q4 2015 |
| TXG | $62.9M | 0.61% | 4.40% | -10.5% | Q2 2020 |
| ACHR | $62.2M | 0.60% | 1.01% | -6.7% | Q3 2021 |
| TWST | $59.6M | 0.58% | 3.50% | -7.8% | Q1 2020 |
| TTD | $57.6M | 0.56% | Not reported | +26.8% | Q3 2019 |
 ADPT | $54.7M | 0.53% | 2.39% | -15.1% | Q2 2020 |
| SDGR | $52.9M | 0.51% | 4.19% | +1.8% | Q2 2020 |
| VCYT | $50.9M | 0.49% | 1.88% | -10.0% | Q3 2018 |
 BWXT | $50M | 0.48% | 0.30% | -2.8% | Q1 2025 |