Filed: 5/7/2025ACC: 0001140361-25-017622
📋 What this filing means
AMOVA ASSET MANAGEMENT AMERICAS, INC. filed this quarterly 13F‑HR report disclosing 188 equity positions with a total reported market value of $7.76B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
188
Positions
$7.76B
Total AUM (reported)
220.79M
Total Shares
Allocation by class
COM$7.76B100.0%
Portfolio Concentration
Top 3$1.37B17.6%
4–10$2.16B27.8%
11–25$1.93B24.8%
Rest$2.30B29.7%
Top 3 weight
17.6%
Top 10 weight
45.4%
Voting Authority Distribution
Total shares with voting rights: 220.79M
Sole
Full voting authority
124.35M
shares
% of voting shares56.3%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
96.44M
shares
% of voting shares43.7%
Investment Discretion (by position count)
Sole188
Shared0
Other0
Dominant voting typeSole · 56.3% of voting shares
Institutional Holdings188
Rows:
SHOPIFY INC - CLASS A
SOLEShares4.98M
TypeSH
Market value$475.81M
6.13%
Sole
2.09M
Shared
0.00
None
2.89M
ROBINHOOD MARKETS INC - A
SOLEShares11.33M
TypeSH
Market value$471.33M
6.08%
Sole
5.40M
Shared
0.00
None
5.92M
PALANTIR TECHNOLOGIES INC-A
SOLEShares4.97M
TypeSH
Market value$419.63M
5.41%
Sole
2.11M
Shared
0.00
None
2.87M
COINBASE GLOBAL INC -CLASS A
SOLEShares2.35M
TypeSH
Market value$405.25M
5.22%
Sole
1.42M
Shared
0.00
None
936.24K
TESLA INC
SOLEShares1.55M
TypeSH
Market value$401.21M
5.17%
Sole
1.43M
Shared
0.00
None
116.27K
ROBLOX CORP -CLASS A
SOLEShares6.14M
TypeSH
Market value$357.96M
4.61%
Sole
2.89M
Shared
0.00
None
3.25M
ROKU INC
SOLEShares4.51M
TypeSH
Market value$317.86M
4.10%
Sole
3.01M
Shared
0.00
None
1.50M
BLOCK INC
SOLEShares4.36M
TypeSH
Market value$236.92M
3.05%
Sole
2.31M
Shared
0.00
None
2.05M
META PLATFORMS INC-CLASS A
SOLEShares384.01K
TypeSH
Market value$221.28M
2.85%
Sole
163.29K
Shared
0.00
None
220.72K
MERCADOLIBRE INC
SOLEShares111.90K
TypeSH
Market value$218.28M
2.81%
Sole
46.73K
Shared
0.00
None
65.17K
TEMPUS AI INC
SOLEShares4.26M
TypeSH
Market value$205.40M
2.65%
Sole
4.02M
Shared
0.00
None
236.28K
AMAZON.COM INC
SOLEShares962.99K
TypeSH
Market value$183.22M
2.36%
Sole
483.37K
Shared
0.00
None
479.62K
TOAST INC-CLASS A
SOLEShares5M
TypeSH
Market value$165.94M
2.14%
Sole
1.19M
Shared
0.00
None
3.81M
DRAFTKINGS INC-CL A
SOLEShares4.57M
TypeSH
Market value$151.72M
1.96%
Sole
1.78M
Shared
0.00
None
2.79M
TERADYNE INC
SOLEShares1.78M
TypeSH
Market value$147.40M
1.90%
Sole
1.29M
Shared
0.00
None
498.64K
SPOTIFY TECHNOLOGY SA
SOLEShares264.84K
TypeSH
Market value$145.67M
1.88%
Sole
107.11K
Shared
0.00
None
157.73K
PINTEREST INC- CLASS A
SOLEShares4.46M
TypeSH
Market value$138.32M
1.78%
Sole
1.79M
Shared
0.00
None
2.67M
ADVANCED MICRO DEVICES
SOLEShares1.26M
TypeSH
Market value$129.26M
1.67%
Sole
525.45K
Shared
0.00
None
732.80K
IRIDIUM COMMUNICATIONS INC
SOLEShares3.89M
TypeSH
Market value$106.21M
1.37%
Sole
2.60M
Shared
0.00
None
1.29M
NVIDIA CORP
SOLEShares923.37K
TypeSH
Market value$100.43M
1.29%
Sole
481.78K
Shared
0.00
None
441.59K
NATERA INC
SOLEShares696.90K
TypeSH
Market value$98.55M
1.27%
Sole
630.74K
Shared
0.00
None
66.16K
TWIST BIOSCIENCE CORP
SOLEShares2.42M
TypeSH
Market value$94.80M
1.22%
Sole
2.22M
Shared
0.00
None
200.20K
TRIMBLE INC
SOLEShares1.39M
TypeSH
Market value$90.91M
1.17%
Sole
796.03K
Shared
0.00
None
589.36K
CRISPR THERAPEUTICS AG
SOLEShares2.54M
TypeSH
Market value$86.33M
1.11%
Sole
2.34M
Shared
0.00
None
198.72K
BEAM THERAPEUTICS INC
SOLEShares4.27M
TypeSH
Market value$83.27M
1.07%
Sole
4M
Shared
0.00
None
265.12K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SHOPIFY INC - CLASS ASOLE | COM | 4.98M | SH | $475.81M 6.13% | 2.09M | 0.00 | 2.89M |
ROBINHOOD MARKETS INC - ASOLE | COM | 11.33M | SH | $471.33M 6.08% | 5.40M | 0.00 | 5.92M |
PALANTIR TECHNOLOGIES INC-ASOLE | COM | 4.97M | SH | $419.63M 5.41% | 2.11M | 0.00 | 2.87M |
COINBASE GLOBAL INC -CLASS ASOLE | COM | 2.35M | SH | $405.25M 5.22% | 1.42M | 0.00 | 936.24K |
TESLA INCSOLE | COM | 1.55M | SH | $401.21M 5.17% | 1.43M | 0.00 | 116.27K |
ROBLOX CORP -CLASS ASOLE | COM | 6.14M | SH | $357.96M 4.61% | 2.89M | 0.00 | 3.25M |
ROKU INCSOLE | COM | 4.51M | SH | $317.86M 4.10% | 3.01M | 0.00 | 1.50M |
BLOCK INCSOLE | COM | 4.36M | SH | $236.92M 3.05% | 2.31M | 0.00 | 2.05M |
META PLATFORMS INC-CLASS ASOLE | COM | 384.01K | SH | $221.28M 2.85% | 163.29K | 0.00 | 220.72K |
MERCADOLIBRE INCSOLE | COM | 111.90K | SH | $218.28M 2.81% | 46.73K | 0.00 | 65.17K |
TEMPUS AI INCSOLE | COM | 4.26M | SH | $205.40M 2.65% | 4.02M | 0.00 | 236.28K |
AMAZON.COM INCSOLE | COM | 962.99K | SH | $183.22M 2.36% | 483.37K | 0.00 | 479.62K |
TOAST INC-CLASS ASOLE | COM | 5M | SH | $165.94M 2.14% | 1.19M | 0.00 | 3.81M |
DRAFTKINGS INC-CL ASOLE | COM | 4.57M | SH | $151.72M 1.96% | 1.78M | 0.00 | 2.79M |
TERADYNE INCSOLE | COM | 1.78M | SH | $147.40M 1.90% | 1.29M | 0.00 | 498.64K |
SPOTIFY TECHNOLOGY SASOLE | COM | 264.84K | SH | $145.67M 1.88% | 107.11K | 0.00 | 157.73K |
PINTEREST INC- CLASS ASOLE | COM | 4.46M | SH | $138.32M 1.78% | 1.79M | 0.00 | 2.67M |
ADVANCED MICRO DEVICESSOLE | COM | 1.26M | SH | $129.26M 1.67% | 525.45K | 0.00 | 732.80K |
IRIDIUM COMMUNICATIONS INCSOLE | COM | 3.89M | SH | $106.21M 1.37% | 2.60M | 0.00 | 1.29M |
NVIDIA CORPSOLE | COM | 923.37K | SH | $100.43M 1.29% | 481.78K | 0.00 | 441.59K |
NATERA INCSOLE | COM | 696.90K | SH | $98.55M 1.27% | 630.74K | 0.00 | 66.16K |
TWIST BIOSCIENCE CORPSOLE | COM | 2.42M | SH | $94.80M 1.22% | 2.22M | 0.00 | 200.20K |
TRIMBLE INCSOLE | COM | 1.39M | SH | $90.91M 1.17% | 796.03K | 0.00 | 589.36K |
CRISPR THERAPEUTICS AGSOLE | COM | 2.54M | SH | $86.33M 1.11% | 2.34M | 0.00 | 198.72K |
BEAM THERAPEUTICS INCSOLE | COM | 4.27M | SH | $83.27M 1.07% | 4M | 0.00 | 265.12K |
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