Amova Asset Management Americas, Inc.

New York, NY · CIK 1480751 · 13F filing filed 2026-08-13

SEC-registered investment adviser since 2002 · corporation

Assets managed$7.8bn
Staff27 · 11 in investment roles
Main clients (by assets)Private funds 97%, State and local governments 2%
Websiteus.amova-am.com
Form ADV · 2026-06-26SEC adviser record

Legal entityAMOVA ASSET MANAGEMENT AMERICAS, INC. (US)

$7.7bn reported value +9.6% vs Q1 2026

276positions

39.7%in top 10

96 new 57 added 122 reduced 6 sold out vs Q1 2026

This report includes the holdings of 2 other managers that share the investment decisions:

Sumitomo Mitsui Trust Group, Inc. – files its own report too; $7.7bn of shares are in both
Amova Asset Management Co., Ltd. – reports through this filing

Shares in two reports are counted once in each security's totals.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	ROBINHOOD MKTS INC COM CL A HOOD	HOOD	4,857,878	$487.1m6.29%	6.29%	Reduced -382.9k	-382,918 -7.3%
2	ADVANCED MICRO DEVICES INC COM AMD	AMD	746,707	$433.2m5.59%	5.59%	Reduced -738.2k	-738,232 -49.7%
3	TESLA INC COM TSLA	TSLA	957,681	$402.5m5.20%	5.20%	Reduced -50.3k	-50,283 -5.0%
4	SHOPIFY INC CL A SUB VTG SHS SHOP	SHOP	3,366,810	$384.5m4.96%	4.96%	Reduced -91.5k	-91,455 -2.6%
5	AMAZON COM INC COM AMZN	AMZN	1,011,369	$240.9m3.11%	3.11%	Added +151.4k	+151,424 17.6%
6	TEMPUS AI INC CL A TEM	TEM	4,089,029	$236.6m3.05%	3.05%	Reduced -237.3k	-237,284 -5.5%
7	COINBASE GLOBAL INC COM CL A COIN	COIN	1,596,804	$233.4m3.01%	3.01%	Added +7.7k	+7,652 0.5%
8	SPACE EXPLORATION TECHN CORP CLASS A COM STK SPCX	SPCX	1,338,368	$228.4m2.95%	2.95%	New
9	BLOCK INC CL A XYZ	XYZ	2,884,009	$219.2m2.83%	2.83%	Added +38.1k	+38,092 1.3%
10	NVIDIA CORPORATION COM NVDA	NVDA	1,035,962	$206.9m2.67%	2.67%	Added +118.6k	+118,613 12.9%
11	PALANTIR TECHNOLOGIES INC CL A PLTR	PLTR	1,671,945	$194.9m2.52%	2.52%	Reduced -16.4k	-16,377 -1.0%
12	ROBLOX CORP CL A RBLX	RBLX	3,419,089	$186.0m2.40%	2.40%	Added +180.9k	+180,929 5.6%
13	CIRCLE INTERNET GROUP INC COM CL A CRCL	CRCL	2,899,485	$181.6m2.34%	2.34%	Reduced -15.5k	-15,462 -0.5%
14	10X GENOMICS INC CL A COM TXG	TXG	4,192,517	$160.7m2.07%	2.07%	Reduced -911.7k	-911,661 -17.9%
15	ALPHABET INC CAP STK CL C GOOG	GOOG	372,180	$131.5m1.70%	1.70%	Added +19.4k	+19,399 5.5%
16	TERADYNE INC COM TER	TER	258,465	$124.9m1.61%	1.61%	Reduced -297.1k	-297,132 -53.5%
17	META PLATFORMS INC CL A META	META	219,003	$123.3m1.59%	1.59%	Added +20.6k	+20,577 10.4%
18	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	254,175	$121.3m1.57%	1.57%	Reduced -58.8k	-58,800 -18.8%
19	BEAM THERAPEUTICS INC COM BEAM	BEAM	3,455,043	$118.5m1.53%	1.53%	Reduced -370.5k	-370,542 -9.7%
20	MERCADOLIBRE INC COM MELI	MELI	66,630	$113.1m1.46%	1.46%	Reduced -9.9k	-9,910 -12.9%
21	DEERE & CO COM DE	DE	177,374	$112.4m1.45%	1.45%	Reduced -9.7k	-9,699 -5.2%
22	CROWDSTRIKE HLDGS INC CL A CRWD	CRWD	144,667	$110.3m1.42%	1.42%	Reduced -22.5k	-22,522 -13.5%
23	ILLUMINA INC COM ILMN	ILMN	617,972	$108.7m1.40%	1.40%	Reduced -103.6k	-103,560 -14.3%
24	COREWEAVE INC COM CL A CRWV	CRWV	1,076,613	$107.1m1.38%	1.38%	Reduced -47.2k	-47,230 -4.2%
25	TOAST INC CL A TOST	TOST	3,769,156	$104.9m1.35%	1.35%	Reduced -48.8k	-48,805 -1.3%
26	TWIST BIOSCIENCE CORP COM TWST	TWST	999,734	$102.8m1.33%	1.33%	Reduced -496.4k	-496,365 -33.2%
27	NATERA INC COM NTRA	NTRA	368,066	$99.9m1.29%	1.29%	Reduced -55.4k	-55,358 -13.1%
28	BULLISH ORD SHS BLSH	BLSH	4,040,921	$94.7m1.22%	1.22%	Added +204.9k	+204,858 5.3%
29	CRISPR THERAPEUTICS AG NAMEN AKT CRSP	CRSP	1,720,097	$93.8m1.21%	1.21%	Reduced -133.8k	-133,778 -7.2%
30	CLOUDFLARE INC CL A COM NET	NET	353,182	$86.6m1.12%	1.12%	Reduced -65.9k	-65,904 -15.7%
31	ROKU INC COM CL A ROKU	ROKU	576,072	$79.6m1.03%	1.03%	Reduced -1.3m	-1,272,817 -68.8%
32	PURE STORAGE INC CL A P	P	995,494	$78.5m1.01%	1.01%	Reduced -134.0k	-134,010 -11.9%
33	SPOTIFY TECHNOLOGY S A SHS SPOT	SPOT	156,844	$72.0m0.93%	0.93%	Added +10.5k	+10,507 7.2%
34	KRATOS DEFENSE & SEC SOLUTIO COM NEW KTOS	KTOS	1,425,509	$71.1m0.92%	0.92%	Added +281.2k	+281,172 24.6%
35	CEREBRAS SYSTEMS INC COM CL A CBRS	CBRS	294,463	$65.1m0.84%	0.84%	New
36	GUARDANT HEALTH INC COM GH	GH	403,817	$60.5m0.78%	0.78%	Reduced -79.7k	-79,740 -16.5%
37	BITMINE IMMERSION TECNOLOGIE COM NEW BMNR	BMNR	4,448,358	$59.2m0.76%	0.76%	Reduced -458.8k	-458,817 -9.3%
38	SOFI TECHNOLOGIES INC COM SOFI	SOFI	3,132,998	$56.1m0.72%	0.72%	Reduced -3.5k	-3,481 -0.1%
39	NU HLDGS LTD ORD SHS CL A NU	NU	3,969,976	$53.0m0.68%	0.68%	Reduced -425.5k	-425,512 -9.7%
40	DOORDASH INC CL A DASH	DASH	282,207	$52.1m0.67%	0.67%	Added +30.0k	+29,954 11.9%
41	BROADCOM INC COM AVGO	AVGO	133,670	$50.4m0.65%	0.65%	Reduced -320	-320 -0.2%
42	INTELLIA THERAPEUTICS INC COM NTLA	NTLA	2,897,529	$49.0m0.63%	0.63%	Added +924.5k	+924,468 46.9%
43	TRIMBLE INC COM TRMB	TRMB	932,787	$47.7m0.62%	0.62%	Reduced -75.0k	-75,014 -7.4%
44	DRAFTKINGS INC NEW COM CL A DKNG	DKNG	1,866,603	$47.2m0.61%	0.61%	Reduced -464.0k	-463,999 -19.9%
45	GENEDX HOLDINGS CORP COM CL A WGS	WGS	666,581	$45.7m0.59%	0.59%	Added +27.8k	+27,781 4.3%
46	VERACYTE INC COM VCYT	VCYT	768,949	$45.1m0.58%	0.58%	Reduced -276.1k	-276,098 -26.4%
47	SCHRODINGER INC COM SDGR	SDGR	2,706,143	$43.9m0.57%	0.57%	Reduced -484.7k	-484,694 -15.2%
48	AIRBNB INC COM CL A ABNB	ABNB	302,937	$43.3m0.56%	0.56%	Reduced -6.8k	-6,780 -2.2%
49	CAMECO CORP COM CCJ	CCJ	415,177	$42.3m0.55%	0.55%	Reduced -107.7k	-107,687 -20.6%
50	AEROVIRONMENT INC COM AVAV	AVAV	233,246	$38.5m0.50%	0.50%	Added +12.2k	+12,151 5.5%
51	L3HARRIS TECHNOLOGIES INC COM LHX	LHX	126,227	$36.6m0.47%	0.47%	Added +3.7k	+3,734 3.0%
52	ARCHER AVIATION INC COM CL A ACHR	ACHR	7,541,696	$35.6m0.46%	0.46%	Reduced -110.0k	-110,046 -1.4%
53	AURORA INNOVATION INC CLASS A COM AUR	AUR	5,233,811	$35.6m0.46%	0.46%	Reduced -1.0m	-1,043,658 -16.6%
54	CAREDX INC COM CDNA	CDNA	1,188,075	$33.8m0.44%	0.44%	Reduced -287.1k	-287,051 -19.5%
55	ROCKET LAB CORP COM RKLB	RKLB	327,482	$33.3m0.43%	0.43%	Reduced -166.4k	-166,426 -33.7%
56	DATADOG INC CL A COM DDOG	DDOG	116,373	$30.3m0.39%	0.39%	Reduced -24.4k	-24,415 -17.3%
57	IRIDIUM COMMUNICATIONS INC COM IRDM	IRDM	550,679	$30.2m0.39%	0.39%	Reduced -186.3k	-186,294 -25.3%
58	UNITY SOFTWARE INC COM U	U	1,005,487	$28.7m0.37%	0.37%	Reduced -106.0k	-105,964 -9.5%
59	ADAPTIVE BIOTECHNOLOGIES COR COM ADPT	ADPT	1,329,856	$28.5m0.37%	0.37%	Reduced -265.5k	-265,514 -16.6%
60	SNOWFLAKE INC CL A SNOW	SNOW	111,685	$28.4m0.37%	0.37%	New
61	X-ENERGY INC COM CL A XE	XE	1,454,875	$26.7m0.34%	0.34%	New
62	JOBY AVIATION INC COMMON STOCK JOBY	JOBY	2,814,732	$25.1m0.32%	0.32%	Added +136.2k	+136,237 5.1%
63	SEA LTD SPONSORD ADS SE	SE	254,296	$24.4m0.31%	0.31%	Reduced -13.8k	-13,808 -5.2%
64	NURIX THERAPEUTICS INC COM NRIX	NRIX	983,462	$23.8m0.31%	0.31%	Reduced -197.7k	-197,684 -16.7%
65	FIGMA INC CLASS A COM STK FIG	FIG	1,317,644	$23.8m0.31%	0.31%	Reduced -150.2k	-150,243 -10.2%
66	BAIDU INC SPON ADR REP A BIDU	BIDU	208,110	$23.8m0.31%	0.31%	Reduced -359.7k	-359,668 -63.4%
67	KLARNA GROUP PLC SHS KLAR	KLAR	1,130,063	$22.8m0.29%	0.29%	Reduced -68.5k	-68,491 -5.7%
68	RUBRIK INC. CL A RBRK	RBRK	281,233	$22.6m0.29%	0.29%	Reduced -30.0k	-29,980 -9.6%
69	ELI LILLY & CO COM LLY	LLY	17,827	$21.4m0.28%	0.28%	Added +9.9k	+9,943 126.1%
70	GENIUS SPORTS LIMITED SHARES CL A GENI	GENI	3,514,963	$21.3m0.27%	0.27%	Reduced -395.0k	-394,982 -10.1%
71	CORTEVA INC COM CTVA	CTVA	239,154	$20.2m0.26%	0.26%	Reduced -35.0k	-34,978 -12.8%
72	RECURSION PHARMACEUTICALS IN CL A RXRX	RXRX	5,511,687	$20.2m0.26%	0.26%	Added +92.5k	+92,466 1.7%
73	FUTU HLDGS LTD SPON ADS CL A FUTU	FUTU	201,991	$18.9m0.24%	0.24%	Added +19.9k	+19,924 10.9%
74	ETORO GROUP LTD SHS CL A ETOR	ETOR	428,016	$16.9m0.22%	0.22%	Reduced -28.7k	-28,743 -6.3%
75	GITLAB INC CLASS A COM GTLB	GTLB	491,781	$15.0m0.19%	0.19%	Reduced -44.1k	-44,052 -8.2%
76	ELBIT SYS LTD ORD ESLT	ESLT	19,143	$14.5m0.19%	0.19%	Added +454	+454 2.4%
77	NETFLIX INC COM NFLX	NFLX	191,270	$13.7m0.18%	0.18%	Added +4.9k	+4,914 2.6%
78	ALIBABA GROUP HLDG LTD SPONSORED ADS BABA	BABA	139,834	$13.4m0.17%	0.17%	Reduced -342.8k	-342,796 -71.0%
79	KASPI KZ JSC SPONSORED ADS KSPI	KSPI	153,066	$13.3m0.17%	0.17%	Reduced -8.2k	-8,250 -5.1%
80	ARCTURUS THERAPEUTICS HLDGS COM ARCT	ARCT	1,960,458	$13.1m0.17%	0.17%	Reduced -328.5k	-328,477 -14.3%
81	GARMIN LTD SHS GRMN	GRMN	54,201	$12.9m0.17%	0.17%	Added +1.6k	+1,624 3.1%
82	INTUITIVE MACHINES INC CLASS A COM LUNR	LUNR	592,840	$12.7m0.16%	0.16%	Added +39.4k	+39,354 7.1%
83	PAYPAY CORP SPONSORED ADS PAYP	PAYP	854,088	$12.2m0.16%	0.16%	Added +212.1k	+212,059 33.0%
84	WERIDE INC SPONSORED ADS WRD	WRD	2,103,875	$12.2m0.16%	0.16%	Reduced -202.1k	-202,122 -8.8%
85	CERUS CORP COM CERS	CERS	4,132,534	$12.1m0.16%	0.16%	Reduced -384.1k	-384,072 -8.5%
86	KODIAK AI INC. COM KDK	KDK	2,361,678	$12.0m0.16%	0.16%	Added +683.7k	+683,727 40.8%
87	ABSCI CORPORATION COM ABSI	ABSI	1,013,965	$11.7m0.15%	0.15%	Reduced -332.8k	-332,809 -24.7%
88	SYNOPSYS INC COM SNPS	SNPS	25,018	$11.2m0.14%	0.14%	Added +1.0k	+1,022 4.3%
89	PONY AI INC SPONSORED ADS PONY	PONY	1,596,694	$11.1m0.14%	0.14%	Reduced -225.0k	-225,041 -12.3%
90	HEICO CORP NEW COM HEI	HEI	28,970	$10.3m0.13%	0.13%	Added +1.9k	+1,921 7.1%
91	CATERPILLAR INC COM CAT	CAT	9,516	$10.1m0.13%	0.13%	Reduced -900	-900 -8.6%
92	PACIFIC BIOSCIENCES CALIF IN COM PACB	PACB	6,009,715	$10.0m0.13%	0.13%	Reduced -1.0m	-1,028,272 -14.6%
93	PRIME MEDICINE INC COM PRME	PRME	2,407,018	$8.9m0.11%	0.11%	Reduced -533.8k	-533,775 -18.1%
94	PINTEREST INC CL A PINS	PINS	398,984	$8.4m0.11%	0.11%	Reduced -342.1k	-342,051 -46.2%
95	ZILLOW GROUP INC CL C CAP STK Z	Z	258,578	$8.1m0.11%	0.11%	Reduced -12.7k	-12,700 -4.7%
96	BHP GROUP LTD SPONSORED ADS BHP	BHP	94,751	$7.9m0.10%	0.10%	Reduced -2.2k	-2,224 -2.3%
97	GLOBAL E ONLINE LTD SHS GLBE	GLBE	222,488	$7.7m0.10%	0.10%	Reduced -13.6k	-13,551 -5.7%
98	TELEDYNE TECHNOLOGIES INC COM TDY	TDY	11,517	$7.7m0.10%	0.10%	Added +787	+787 7.3%
99	SHELL PLC SPON ADS SHEL	SHEL	92,429	$7.2m0.09%	0.09%	Reduced -2.0k	-2,012 -2.1%
100	NUTRIEN LTD COM NTR	NTR	109,397	$6.9m0.09%	0.09%	Reduced -146	-146 -0.1%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
EXXON MOBIL CORP XOM	XOM	48,696	$8.3m48.7k shares
PAYPAL HLDGS INC PYPL	PYPL	159,183	$7.2m159.2k shares
TOTALENERGIES SE		71,619	$6.5m71.6k shares
HONEYWELL INTL INC		11,471	$5.2m11.5k shares
COTERRA ENERGY INC CTRA	CTRA	29,140	$1.0m29.1k shares
UNION PAC CORP UNP	UNP	2,837	$688.4k2.8k shares

Stakes above 5%

Companies where this manager has reported owning more than 5% of a class of shares, on Schedule 13D (may seek influence) or 13G (passive): its latest filing for each, from 19 Dec 2024 on.

Company	Ticker	Stake	Change	Schedule	Last filed
ARCTURUS THERAPEUTICS HLDGS ARCT · 13G · filed 2025-11-13	ARCT	7.2%≈ $13.1m	+0.1 pts	13G	2025-11-13