Filed: 11/7/2024ACC: 0001140361-24-045561
📋 What this filing means
AMOVA ASSET MANAGEMENT AMERICAS, INC. filed this quarterly 13F‑HR report disclosing 187 equity positions with a total reported market value of $8.83B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
187
Positions
$8.83B
Total AUM (reported)
283.15M
Total Shares
Allocation by class
COM$8.83B100.0%
Portfolio Concentration
Top 3$1.51B17.1%
4–10$2.58B29.2%
11–25$2.15B24.3%
Rest$2.60B29.4%
Top 3 weight
17.1%
Top 10 weight
46.3%
Voting Authority Distribution
Total shares with voting rights: 283.15M
Sole
Full voting authority
156.66M
shares
% of voting shares55.3%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
126.50M
shares
% of voting shares44.7%
Investment Discretion (by position count)
Sole187
Shared0
Other0
Dominant voting typeSole · 55.3% of voting shares
Institutional Holdings187
Rows:
ROBINHOOD MARKETS INC - A
SOLEShares21.91M
TypeSH
Market value$513.03M
5.81%
Sole
10.92M
Shared
0.00
None
10.98M
TESLA INC
SOLEShares1.91M
TypeSH
Market value$499.79M
5.66%
Sole
1.77M
Shared
0.00
None
141.16K
COINBASE GLOBAL INC -CLASS A
SOLEShares2.79M
TypeSH
Market value$496.98M
5.63%
Sole
1.72M
Shared
0.00
None
1.07M
SHOPIFY INC - CLASS A
SOLEShares5.88M
TypeSH
Market value$470.98M
5.34%
Sole
2.71M
Shared
0.00
None
3.16M
ROKU INC
SOLEShares6.21M
TypeSH
Market value$463.54M
5.25%
Sole
4.14M
Shared
0.00
None
2.07M
BLOCK INC
SOLEShares6.58M
TypeSH
Market value$441.60M
5.00%
Sole
3.92M
Shared
0.00
None
2.66M
PALANTIR TECHNOLOGIES INC-A
SOLEShares10.18M
TypeSH
Market value$378.66M
4.29%
Sole
4.44M
Shared
0.00
None
5.74M
ROBLOX CORP -CLASS A
SOLEShares7.97M
TypeSH
Market value$352.87M
4.00%
Sole
3.75M
Shared
0.00
None
4.22M
MERCADOLIBRE INC
SOLEShares116.48K
TypeSH
Market value$238.69M
2.70%
Sole
43.07K
Shared
0.00
None
73.40K
DRAFTKINGS INC-CL A
SOLEShares5.86M
TypeSH
Market value$229.56M
2.60%
Sole
2.16M
Shared
0.00
None
3.70M
META PLATFORMS INC-CLASS A
SOLEShares397.31K
TypeSH
Market value$227.39M
2.58%
Sole
195.71K
Shared
0.00
None
201.60K
UIPATH INC - CLASS A
SOLEShares14.17M
TypeSH
Market value$181.37M
2.05%
Sole
7.56M
Shared
0.00
None
6.61M
UNITY SOFTWARE INC
SOLEShares7.69M
TypeSH
Market value$173.93M
1.97%
Sole
4.73M
Shared
0.00
None
2.96M
TERADYNE INC
SOLEShares1.29M
TypeSH
Market value$171.99M
1.95%
Sole
855.80K
Shared
0.00
None
429.26K
TOAST INC-CLASS A
SOLEShares5.39M
TypeSH
Market value$152.59M
1.73%
Sole
1.44M
Shared
0.00
None
3.95M
PINTEREST INC- CLASS A
SOLEShares4.49M
TypeSH
Market value$145.30M
1.65%
Sole
1.70M
Shared
0.00
None
2.79M
SPOTIFY TECHNOLOGY SA
SOLEShares390.69K
TypeSH
Market value$143.98M
1.63%
Sole
136.75K
Shared
0.00
None
253.94K
10X GENOMICS INC-CLASS A
SOLEShares6.37M
TypeSH
Market value$143.84M
1.63%
Sole
6.06M
Shared
0.00
None
310.94K
CRISPR THERAPEUTICS AG
SOLEShares2.97M
TypeSH
Market value$139.37M
1.58%
Sole
2.73M
Shared
0.00
None
235.98K
NVIDIA CORP
SOLEShares1.11M
TypeSH
Market value$134.63M
1.53%
Sole
572.29K
Shared
0.00
None
535.86K
TWIST BIOSCIENCE CORP
SOLEShares2.86M
TypeSH
Market value$129.22M
1.46%
Sole
2.62M
Shared
0.00
None
237K
ADVANCED MICRO DEVICES
SOLEShares677.66K
TypeSH
Market value$111.19M
1.26%
Sole
233.79K
Shared
0.00
None
443.87K
TRIMBLE INC
SOLEShares1.69M
TypeSH
Market value$104.99M
1.19%
Sole
967.42K
Shared
0.00
None
723.56K
VERACYTE INC
SOLEShares2.75M
TypeSH
Market value$93.43M
1.06%
Sole
2.46M
Shared
0.00
None
289.98K
AMAZON.COM INC
SOLEShares499.61K
TypeSH
Market value$93.08M
1.05%
Sole
216.14K
Shared
0.00
None
283.46K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ROBINHOOD MARKETS INC - ASOLE | COM | 21.91M | SH | $513.03M 5.81% | 10.92M | 0.00 | 10.98M |
TESLA INCSOLE | COM | 1.91M | SH | $499.79M 5.66% | 1.77M | 0.00 | 141.16K |
COINBASE GLOBAL INC -CLASS ASOLE | COM | 2.79M | SH | $496.98M 5.63% | 1.72M | 0.00 | 1.07M |
SHOPIFY INC - CLASS ASOLE | COM | 5.88M | SH | $470.98M 5.34% | 2.71M | 0.00 | 3.16M |
ROKU INCSOLE | COM | 6.21M | SH | $463.54M 5.25% | 4.14M | 0.00 | 2.07M |
BLOCK INCSOLE | COM | 6.58M | SH | $441.60M 5.00% | 3.92M | 0.00 | 2.66M |
PALANTIR TECHNOLOGIES INC-ASOLE | COM | 10.18M | SH | $378.66M 4.29% | 4.44M | 0.00 | 5.74M |
ROBLOX CORP -CLASS ASOLE | COM | 7.97M | SH | $352.87M 4.00% | 3.75M | 0.00 | 4.22M |
MERCADOLIBRE INCSOLE | COM | 116.48K | SH | $238.69M 2.70% | 43.07K | 0.00 | 73.40K |
DRAFTKINGS INC-CL ASOLE | COM | 5.86M | SH | $229.56M 2.60% | 2.16M | 0.00 | 3.70M |
META PLATFORMS INC-CLASS ASOLE | COM | 397.31K | SH | $227.39M 2.58% | 195.71K | 0.00 | 201.60K |
UIPATH INC - CLASS ASOLE | COM | 14.17M | SH | $181.37M 2.05% | 7.56M | 0.00 | 6.61M |
UNITY SOFTWARE INCSOLE | COM | 7.69M | SH | $173.93M 1.97% | 4.73M | 0.00 | 2.96M |
TERADYNE INCSOLE | COM | 1.29M | SH | $171.99M 1.95% | 855.80K | 0.00 | 429.26K |
TOAST INC-CLASS ASOLE | COM | 5.39M | SH | $152.59M 1.73% | 1.44M | 0.00 | 3.95M |
PINTEREST INC- CLASS ASOLE | COM | 4.49M | SH | $145.30M 1.65% | 1.70M | 0.00 | 2.79M |
SPOTIFY TECHNOLOGY SASOLE | COM | 390.69K | SH | $143.98M 1.63% | 136.75K | 0.00 | 253.94K |
10X GENOMICS INC-CLASS ASOLE | COM | 6.37M | SH | $143.84M 1.63% | 6.06M | 0.00 | 310.94K |
CRISPR THERAPEUTICS AGSOLE | COM | 2.97M | SH | $139.37M 1.58% | 2.73M | 0.00 | 235.98K |
NVIDIA CORPSOLE | COM | 1.11M | SH | $134.63M 1.53% | 572.29K | 0.00 | 535.86K |
TWIST BIOSCIENCE CORPSOLE | COM | 2.86M | SH | $129.22M 1.46% | 2.62M | 0.00 | 237K |
ADVANCED MICRO DEVICESSOLE | COM | 677.66K | SH | $111.19M 1.26% | 233.79K | 0.00 | 443.87K |
TRIMBLE INCSOLE | COM | 1.69M | SH | $104.99M 1.19% | 967.42K | 0.00 | 723.56K |
VERACYTE INCSOLE | COM | 2.75M | SH | $93.43M 1.06% | 2.46M | 0.00 | 289.98K |
AMAZON.COM INCSOLE | COM | 499.61K | SH | $93.08M 1.05% | 216.14K | 0.00 | 283.46K |
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