Filed: 2/10/2025ACC: 0001140361-25-003755
📋 What this filing means
AMOVA ASSET MANAGEMENT AMERICAS, INC. filed this quarterly 13F‑HR report disclosing 184 equity positions with a total reported market value of $9.23B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
184
Positions
$9.23B
Total AUM (reported)
247.48M
Total Shares
Allocation by class
COM$9.23B100.0%
Portfolio Concentration
Top 3$1.75B19.0%
4–10$2.68B29.0%
11–25$2.11B22.9%
Rest$2.68B29.1%
Top 3 weight
19.0%
Top 10 weight
48.0%
Voting Authority Distribution
Total shares with voting rights: 247.48M
Sole
Full voting authority
141.75M
shares
% of voting shares57.3%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
105.72M
shares
% of voting shares42.7%
Investment Discretion (by position count)
Sole184
Shared0
Other0
Dominant voting typeSole · 57.3% of voting shares
Institutional Holdings184
Rows:
ROBINHOOD MARKETS INC - A
SOLEShares16.51M
TypeSH
Market value$615.13M
6.67%
Sole
8.54M
Shared
0.00
None
7.97M
COINBASE GLOBAL INC -CLASS A
SOLEShares2.43M
TypeSH
Market value$602.52M
6.53%
Sole
1.49M
Shared
0.00
None
939.10K
SHOPIFY INC - CLASS A
SOLEShares5.03M
TypeSH
Market value$534.34M
5.79%
Sole
2.22M
Shared
0.00
None
2.81M
PALANTIR TECHNOLOGIES INC-A
SOLEShares6.81M
TypeSH
Market value$515.30M
5.58%
Sole
3.19M
Shared
0.00
None
3.62M
TESLA INC
SOLEShares1.18M
TypeSH
Market value$478.06M
5.18%
Sole
1.10M
Shared
0.00
None
82.80K
BLOCK INC
SOLEShares5.40M
TypeSH
Market value$458.87M
4.97%
Sole
3.13M
Shared
0.00
None
2.27M
ROKU INC
SOLEShares5.36M
TypeSH
Market value$398.03M
4.31%
Sole
3.59M
Shared
0.00
None
1.77M
ROBLOX CORP -CLASS A
SOLEShares6.67M
TypeSH
Market value$385.70M
4.18%
Sole
3.13M
Shared
0.00
None
3.54M
META PLATFORMS INC-CLASS A
SOLEShares405.39K
TypeSH
Market value$237.37M
2.57%
Sole
190.53K
Shared
0.00
None
214.86K
TERADYNE INC
SOLEShares1.64M
TypeSH
Market value$205.97M
2.23%
Sole
1.17M
Shared
0.00
None
468.01K
MERCADOLIBRE INC
SOLEShares118.69K
TypeSH
Market value$201.82M
2.19%
Sole
46.09K
Shared
0.00
None
72.60K
DRAFTKINGS INC-CL A
SOLEShares5.10M
TypeSH
Market value$189.48M
2.05%
Sole
1.94M
Shared
0.00
None
3.16M
TOAST INC-CLASS A
SOLEShares4.85M
TypeSH
Market value$176.67M
1.91%
Sole
1.27M
Shared
0.00
None
3.58M
AMAZON.COM INC
SOLEShares798.06K
TypeSH
Market value$175.05M
1.90%
Sole
480.15K
Shared
0.00
None
317.91K
UIPATH INC - CLASS A
SOLEShares12.59M
TypeSH
Market value$160.02M
1.73%
Sole
6.88M
Shared
0.00
None
5.71M
SPOTIFY TECHNOLOGY SA
SOLEShares325.44K
TypeSH
Market value$145.59M
1.58%
Sole
123.43K
Shared
0.00
None
202K
NVIDIA CORP
SOLEShares977.65K
TypeSH
Market value$131.20M
1.42%
Sole
514.10K
Shared
0.00
None
463.55K
UNITY SOFTWARE INC
SOLEShares5.54M
TypeSH
Market value$124.54M
1.35%
Sole
3.44M
Shared
0.00
None
2.10M
PINTEREST INC- CLASS A
SOLEShares4.20M
TypeSH
Market value$121.72M
1.32%
Sole
1.76M
Shared
0.00
None
2.44M
TWIST BIOSCIENCE CORP
SOLEShares2.61M
TypeSH
Market value$121.37M
1.32%
Sole
2.40M
Shared
0.00
None
216K
SOFI TECHNOLOGIES INC
SOLEShares7.73M
TypeSH
Market value$119.01M
1.29%
Sole
3.23M
Shared
0.00
None
4.50M
NATERA INC
SOLEShares740.84K
TypeSH
Market value$117.27M
1.27%
Sole
673.63K
Shared
0.00
None
67.21K
ADVANCED MICRO DEVICES
SOLEShares914.04K
TypeSH
Market value$110.41M
1.20%
Sole
406.35K
Shared
0.00
None
507.69K
TEMPUS AI INC
SOLEShares3.24M
TypeSH
Market value$109.35M
1.19%
Sole
3.05M
Shared
0.00
None
188.76K
CRISPR THERAPEUTICS AG
SOLEShares2.75M
TypeSH
Market value$108.07M
1.17%
Sole
2.53M
Shared
0.00
None
214.60K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ROBINHOOD MARKETS INC - ASOLE | COM | 16.51M | SH | $615.13M 6.67% | 8.54M | 0.00 | 7.97M |
COINBASE GLOBAL INC -CLASS ASOLE | COM | 2.43M | SH | $602.52M 6.53% | 1.49M | 0.00 | 939.10K |
SHOPIFY INC - CLASS ASOLE | COM | 5.03M | SH | $534.34M 5.79% | 2.22M | 0.00 | 2.81M |
PALANTIR TECHNOLOGIES INC-ASOLE | COM | 6.81M | SH | $515.30M 5.58% | 3.19M | 0.00 | 3.62M |
TESLA INCSOLE | COM | 1.18M | SH | $478.06M 5.18% | 1.10M | 0.00 | 82.80K |
BLOCK INCSOLE | COM | 5.40M | SH | $458.87M 4.97% | 3.13M | 0.00 | 2.27M |
ROKU INCSOLE | COM | 5.36M | SH | $398.03M 4.31% | 3.59M | 0.00 | 1.77M |
ROBLOX CORP -CLASS ASOLE | COM | 6.67M | SH | $385.70M 4.18% | 3.13M | 0.00 | 3.54M |
META PLATFORMS INC-CLASS ASOLE | COM | 405.39K | SH | $237.37M 2.57% | 190.53K | 0.00 | 214.86K |
TERADYNE INCSOLE | COM | 1.64M | SH | $205.97M 2.23% | 1.17M | 0.00 | 468.01K |
MERCADOLIBRE INCSOLE | COM | 118.69K | SH | $201.82M 2.19% | 46.09K | 0.00 | 72.60K |
DRAFTKINGS INC-CL ASOLE | COM | 5.10M | SH | $189.48M 2.05% | 1.94M | 0.00 | 3.16M |
TOAST INC-CLASS ASOLE | COM | 4.85M | SH | $176.67M 1.91% | 1.27M | 0.00 | 3.58M |
AMAZON.COM INCSOLE | COM | 798.06K | SH | $175.05M 1.90% | 480.15K | 0.00 | 317.91K |
UIPATH INC - CLASS ASOLE | COM | 12.59M | SH | $160.02M 1.73% | 6.88M | 0.00 | 5.71M |
SPOTIFY TECHNOLOGY SASOLE | COM | 325.44K | SH | $145.59M 1.58% | 123.43K | 0.00 | 202K |
NVIDIA CORPSOLE | COM | 977.65K | SH | $131.20M 1.42% | 514.10K | 0.00 | 463.55K |
UNITY SOFTWARE INCSOLE | COM | 5.54M | SH | $124.54M 1.35% | 3.44M | 0.00 | 2.10M |
PINTEREST INC- CLASS ASOLE | COM | 4.20M | SH | $121.72M 1.32% | 1.76M | 0.00 | 2.44M |
TWIST BIOSCIENCE CORPSOLE | COM | 2.61M | SH | $121.37M 1.32% | 2.40M | 0.00 | 216K |
SOFI TECHNOLOGIES INCSOLE | COM | 7.73M | SH | $119.01M 1.29% | 3.23M | 0.00 | 4.50M |
NATERA INCSOLE | COM | 740.84K | SH | $117.27M 1.27% | 673.63K | 0.00 | 67.21K |
ADVANCED MICRO DEVICESSOLE | COM | 914.04K | SH | $110.41M 1.20% | 406.35K | 0.00 | 507.69K |
TEMPUS AI INCSOLE | COM | 3.24M | SH | $109.35M 1.19% | 3.05M | 0.00 | 188.76K |
CRISPR THERAPEUTICS AGSOLE | COM | 2.75M | SH | $108.07M 1.17% | 2.53M | 0.00 | 214.60K |
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