Filed: 8/11/2025ACC: 0001140361-25-030107
📋 What this filing means
AMOVA ASSET MANAGEMENT AMERICAS, INC. filed this quarterly 13F‑HR report disclosing 190 equity positions with a total reported market value of $10.03B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
190
Positions
$10.03B
Total AUM (reported)
207.65M
Total Shares
Allocation by class
COM$10.03B100.0%
Portfolio Concentration
Top 3$2.04B20.3%
4–10$2.64B26.4%
11–25$2.42B24.1%
Rest$2.92B29.2%
Top 3 weight
20.3%
Top 10 weight
46.7%
Voting Authority Distribution
Total shares with voting rights: 207.65M
Sole
Full voting authority
118.27M
shares
% of voting shares57.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
89.37M
shares
% of voting shares43.0%
Investment Discretion (by position count)
Sole190
Shared0
Other0
Dominant voting typeSole · 57.0% of voting shares
Institutional Holdings190
Rows:
COINBASE GLOBAL INC -CLASS A
SOLEShares2.10M
TypeSH
Market value$734.67M
7.33%
Sole
1.26M
Shared
0.00
None
841.14K
ROBINHOOD MARKETS INC - A
SOLEShares7.76M
TypeSH
Market value$726.59M
7.25%
Sole
3.70M
Shared
0.00
None
4.06M
SHOPIFY INC - CLASS A
SOLEShares5.01M
TypeSH
Market value$578.01M
5.77%
Sole
2.11M
Shared
0.00
None
2.90M
ROBLOX CORP -CLASS A
SOLEShares4.88M
TypeSH
Market value$513.03M
5.12%
Sole
2.05M
Shared
0.00
None
2.84M
PALANTIR TECHNOLOGIES INC-A
SOLEShares3.52M
TypeSH
Market value$479.92M
4.79%
Sole
1.39M
Shared
0.00
None
2.13M
TESLA INC
SOLEShares1.50M
TypeSH
Market value$476.37M
4.75%
Sole
1.40M
Shared
0.00
None
101.86K
ROKU INC
SOLEShares4.44M
TypeSH
Market value$390.47M
3.89%
Sole
2.91M
Shared
0.00
None
1.53M
MERCADOLIBRE INC
SOLEShares101.76K
TypeSH
Market value$265.53M
2.65%
Sole
42.51K
Shared
0.00
None
59.25K
ADVANCED MICRO DEVICES
SOLEShares1.85M
TypeSH
Market value$262.02M
2.61%
Sole
859.44K
Shared
0.00
None
987.22K
BLOCK INC
SOLEShares3.77M
TypeSH
Market value$256.21M
2.56%
Sole
2.02M
Shared
0.00
None
1.76M
TEMPUS AI INC
SOLEShares3.87M
TypeSH
Market value$245.66M
2.45%
Sole
3.67M
Shared
0.00
None
196.12K
AMAZON.COM INC
SOLEShares1.03M
TypeSH
Market value$225.23M
2.25%
Sole
493.20K
Shared
0.00
None
533.57K
META PLATFORMS INC-CLASS A
SOLEShares289.92K
TypeSH
Market value$213.96M
2.13%
Sole
118.71K
Shared
0.00
None
171.21K
TOAST INC-CLASS A
SOLEShares4.66M
TypeSH
Market value$206.33M
2.06%
Sole
1.04M
Shared
0.00
None
3.62M
DRAFTKINGS INC-CL A
SOLEShares4.22M
TypeSH
Market value$180.99M
1.81%
Sole
1.66M
Shared
0.00
None
2.56M
SPOTIFY TECHNOLOGY SA
SOLEShares228.19K
TypeSH
Market value$174.96M
1.75%
Sole
83.65K
Shared
0.00
None
144.54K
NVIDIA CORP
SOLEShares1.04M
TypeSH
Market value$164.78M
1.64%
Sole
560.41K
Shared
0.00
None
483.44K
TERADYNE INC
SOLEShares1.69M
TypeSH
Market value$151.94M
1.52%
Sole
1.20M
Shared
0.00
None
488.38K
PINTEREST INC- CLASS A
SOLEShares4.11M
TypeSH
Market value$147.50M
1.47%
Sole
1.67M
Shared
0.00
None
2.45M
IRIDIUM COMMUNICATIONS INC
SOLEShares4.31M
TypeSH
Market value$130.04M
1.30%
Sole
2.92M
Shared
0.00
None
1.39M
CLOUDFLARE INC - CLASS A
SOLEShares624.48K
TypeSH
Market value$122.22M
1.22%
Sole
296.32K
Shared
0.00
None
328.16K
NATERA INC
SOLEShares719.06K
TypeSH
Market value$121.42M
1.21%
Sole
654.98K
Shared
0.00
None
64.08K
CRISPR THERAPEUTICS AG
SOLEShares2.41M
TypeSH
Market value$117.38M
1.17%
Sole
2.22M
Shared
0.00
None
190.49K
CROWDSTRIKE HOLDINGS INC - A
SOLEShares216.18K
TypeSH
Market value$110.04M
1.10%
Sole
0.00
Shared
0.00
None
216.18K
GUARDANT HEALTH INC
SOLEShares2.03M
TypeSH
Market value$105.62M
1.05%
Sole
1.80M
Shared
0.00
None
226.43K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
COINBASE GLOBAL INC -CLASS ASOLE | COM | 2.10M | SH | $734.67M 7.33% | 1.26M | 0.00 | 841.14K |
ROBINHOOD MARKETS INC - ASOLE | COM | 7.76M | SH | $726.59M 7.25% | 3.70M | 0.00 | 4.06M |
SHOPIFY INC - CLASS ASOLE | COM | 5.01M | SH | $578.01M 5.77% | 2.11M | 0.00 | 2.90M |
ROBLOX CORP -CLASS ASOLE | COM | 4.88M | SH | $513.03M 5.12% | 2.05M | 0.00 | 2.84M |
PALANTIR TECHNOLOGIES INC-ASOLE | COM | 3.52M | SH | $479.92M 4.79% | 1.39M | 0.00 | 2.13M |
TESLA INCSOLE | COM | 1.50M | SH | $476.37M 4.75% | 1.40M | 0.00 | 101.86K |
ROKU INCSOLE | COM | 4.44M | SH | $390.47M 3.89% | 2.91M | 0.00 | 1.53M |
MERCADOLIBRE INCSOLE | COM | 101.76K | SH | $265.53M 2.65% | 42.51K | 0.00 | 59.25K |
ADVANCED MICRO DEVICESSOLE | COM | 1.85M | SH | $262.02M 2.61% | 859.44K | 0.00 | 987.22K |
BLOCK INCSOLE | COM | 3.77M | SH | $256.21M 2.56% | 2.02M | 0.00 | 1.76M |
TEMPUS AI INCSOLE | COM | 3.87M | SH | $245.66M 2.45% | 3.67M | 0.00 | 196.12K |
AMAZON.COM INCSOLE | COM | 1.03M | SH | $225.23M 2.25% | 493.20K | 0.00 | 533.57K |
META PLATFORMS INC-CLASS ASOLE | COM | 289.92K | SH | $213.96M 2.13% | 118.71K | 0.00 | 171.21K |
TOAST INC-CLASS ASOLE | COM | 4.66M | SH | $206.33M 2.06% | 1.04M | 0.00 | 3.62M |
DRAFTKINGS INC-CL ASOLE | COM | 4.22M | SH | $180.99M 1.81% | 1.66M | 0.00 | 2.56M |
SPOTIFY TECHNOLOGY SASOLE | COM | 228.19K | SH | $174.96M 1.75% | 83.65K | 0.00 | 144.54K |
NVIDIA CORPSOLE | COM | 1.04M | SH | $164.78M 1.64% | 560.41K | 0.00 | 483.44K |
TERADYNE INCSOLE | COM | 1.69M | SH | $151.94M 1.52% | 1.20M | 0.00 | 488.38K |
PINTEREST INC- CLASS ASOLE | COM | 4.11M | SH | $147.50M 1.47% | 1.67M | 0.00 | 2.45M |
IRIDIUM COMMUNICATIONS INCSOLE | COM | 4.31M | SH | $130.04M 1.30% | 2.92M | 0.00 | 1.39M |
CLOUDFLARE INC - CLASS ASOLE | COM | 624.48K | SH | $122.22M 1.22% | 296.32K | 0.00 | 328.16K |
NATERA INCSOLE | COM | 719.06K | SH | $121.42M 1.21% | 654.98K | 0.00 | 64.08K |
CRISPR THERAPEUTICS AGSOLE | COM | 2.41M | SH | $117.38M 1.17% | 2.22M | 0.00 | 190.49K |
CROWDSTRIKE HOLDINGS INC - ASOLE | COM | 216.18K | SH | $110.04M 1.10% | 0.00 | 0.00 | 216.18K |
GUARDANT HEALTH INCSOLE | COM | 2.03M | SH | $105.62M 1.05% | 1.80M | 0.00 | 226.43K |
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