Filed: 11/12/2025ACC: 0001140361-25-041628
📋 What this filing means
AMOVA ASSET MANAGEMENT AMERICAS, INC. filed this quarterly 13F‑HR report disclosing 193 equity positions with a total reported market value of $10.32B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
193
Positions
$10.32B
Total AUM (reported)
199.05M
Total Shares
Allocation by class
COM$10.32B100.0%
Portfolio Concentration
Top 3$1.94B18.8%
4–10$2.61B25.3%
11–25$2.37B23.0%
Rest$3.41B33.0%
Top 3 weight
18.8%
Top 10 weight
44.0%
Voting Authority Distribution
Total shares with voting rights: 199.05M
Sole
Full voting authority
112.78M
shares
% of voting shares56.7%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
86.27M
shares
% of voting shares43.3%
Investment Discretion (by position count)
Sole193
Shared0
Other0
Dominant voting typeSole · 56.7% of voting shares
Institutional Holdings193
Rows:
ROBINHOOD MARKETS INC - A
SOLEShares5.38M
TypeSH
Market value$769.75M
7.46%
Sole
2.78M
Shared
0.00
None
2.60M
SHOPIFY INC - CLASS A
SOLEShares3.97M
TypeSH
Market value$589.69M
5.71%
Sole
1.73M
Shared
0.00
None
2.23M
COINBASE GLOBAL INC -CLASS A
SOLEShares1.71M
TypeSH
Market value$576.28M
5.58%
Sole
1M
Shared
0.00
None
707.56K
TESLA INC
SOLEShares1.24M
TypeSH
Market value$552.33M
5.35%
Sole
1.15M
Shared
0.00
None
90.91K
PALANTIR TECHNOLOGIES INC-A
SOLEShares2.48M
TypeSH
Market value$452.26M
4.38%
Sole
872.66K
Shared
0.00
None
1.61M
ROBLOX CORP -CLASS A
SOLEShares3.17M
TypeSH
Market value$439.01M
4.25%
Sole
1.35M
Shared
0.00
None
1.82M
ROKU INC
SOLEShares3.66M
TypeSH
Market value$366.67M
3.55%
Sole
2.35M
Shared
0.00
None
1.32M
ADVANCED MICRO DEVICES
SOLEShares1.81M
TypeSH
Market value$292.38M
2.83%
Sole
794.23K
Shared
0.00
None
1.01M
TEMPUS AI INC
SOLEShares3.46M
TypeSH
Market value$279.47M
2.71%
Sole
3.30M
Shared
0.00
None
158.56K
TERADYNE INC
SOLEShares1.63M
TypeSH
Market value$223.94M
2.17%
Sole
1.15M
Shared
0.00
None
479.15K
MERCADOLIBRE INC
SOLEShares91.50K
TypeSH
Market value$213.83M
2.07%
Sole
37.60K
Shared
0.00
None
53.90K
BLOCK INC
SOLEShares2.83M
TypeSH
Market value$204.25M
1.98%
Sole
1.43M
Shared
0.00
None
1.40M
AMAZON.COM INC
SOLEShares925.45K
TypeSH
Market value$203.16M
1.97%
Sole
435.68K
Shared
0.00
None
489.76K
BITMINE IMMERSION TECHNOLOGI
SOLEShares3.78M
TypeSH
Market value$196.50M
1.90%
Sole
1.64M
Shared
0.00
None
2.15M
NVIDIA CORP
SOLEShares1M
TypeSH
Market value$186.95M
1.81%
Sole
497.43K
Shared
0.00
None
504.62K
META PLATFORMS INC-CLASS A
SOLEShares244.53K
TypeSH
Market value$179.50M
1.74%
Sole
95.54K
Shared
0.00
None
148.99K
CIRCLE INTERNET GROUP INC
SOLEShares1.29M
TypeSH
Market value$171.45M
1.66%
Sole
708.64K
Shared
0.00
None
585.43K
TOAST INC-CLASS A
SOLEShares4.28M
TypeSH
Market value$156.12M
1.51%
Sole
906.11K
Shared
0.00
None
3.37M
CRISPR THERAPEUTICS AG
SOLEShares2.16M
TypeSH
Market value$140.18M
1.36%
Sole
1.99M
Shared
0.00
None
173.92K
KRATOS DEFENSE & SECURITY
SOLEShares1.47M
TypeSH
Market value$134.15M
1.30%
Sole
564.23K
Shared
0.00
None
904.12K
PINTEREST INC- CLASS A
SOLEShares3.81M
TypeSH
Market value$122.38M
1.19%
Sole
1.35M
Shared
0.00
None
2.45M
SPOTIFY TECHNOLOGY SA
SOLEShares174.62K
TypeSH
Market value$121.83M
1.18%
Sole
58.72K
Shared
0.00
None
115.90K
BEAM THERAPEUTICS INC
SOLEShares4.83M
TypeSH
Market value$117.24M
1.14%
Sole
4.58M
Shared
0.00
None
252.78K
CLOUDFLARE INC - CLASS A
SOLEShares527.30K
TypeSH
Market value$113.08M
1.10%
Sole
256.72K
Shared
0.00
None
270.58K
DRAFTKINGS INC-CL A
SOLEShares3.01M
TypeSH
Market value$112.72M
1.09%
Sole
1.17M
Shared
0.00
None
1.85M
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ROBINHOOD MARKETS INC - ASOLE | COM | 5.38M | SH | $769.75M 7.46% | 2.78M | 0.00 | 2.60M |
SHOPIFY INC - CLASS ASOLE | COM | 3.97M | SH | $589.69M 5.71% | 1.73M | 0.00 | 2.23M |
COINBASE GLOBAL INC -CLASS ASOLE | COM | 1.71M | SH | $576.28M 5.58% | 1M | 0.00 | 707.56K |
TESLA INCSOLE | COM | 1.24M | SH | $552.33M 5.35% | 1.15M | 0.00 | 90.91K |
PALANTIR TECHNOLOGIES INC-ASOLE | COM | 2.48M | SH | $452.26M 4.38% | 872.66K | 0.00 | 1.61M |
ROBLOX CORP -CLASS ASOLE | COM | 3.17M | SH | $439.01M 4.25% | 1.35M | 0.00 | 1.82M |
ROKU INCSOLE | COM | 3.66M | SH | $366.67M 3.55% | 2.35M | 0.00 | 1.32M |
ADVANCED MICRO DEVICESSOLE | COM | 1.81M | SH | $292.38M 2.83% | 794.23K | 0.00 | 1.01M |
TEMPUS AI INCSOLE | COM | 3.46M | SH | $279.47M 2.71% | 3.30M | 0.00 | 158.56K |
TERADYNE INCSOLE | COM | 1.63M | SH | $223.94M 2.17% | 1.15M | 0.00 | 479.15K |
MERCADOLIBRE INCSOLE | COM | 91.50K | SH | $213.83M 2.07% | 37.60K | 0.00 | 53.90K |
BLOCK INCSOLE | COM | 2.83M | SH | $204.25M 1.98% | 1.43M | 0.00 | 1.40M |
AMAZON.COM INCSOLE | COM | 925.45K | SH | $203.16M 1.97% | 435.68K | 0.00 | 489.76K |
BITMINE IMMERSION TECHNOLOGISOLE | COM | 3.78M | SH | $196.50M 1.90% | 1.64M | 0.00 | 2.15M |
NVIDIA CORPSOLE | COM | 1M | SH | $186.95M 1.81% | 497.43K | 0.00 | 504.62K |
META PLATFORMS INC-CLASS ASOLE | COM | 244.53K | SH | $179.50M 1.74% | 95.54K | 0.00 | 148.99K |
CIRCLE INTERNET GROUP INCSOLE | COM | 1.29M | SH | $171.45M 1.66% | 708.64K | 0.00 | 585.43K |
TOAST INC-CLASS ASOLE | COM | 4.28M | SH | $156.12M 1.51% | 906.11K | 0.00 | 3.37M |
CRISPR THERAPEUTICS AGSOLE | COM | 2.16M | SH | $140.18M 1.36% | 1.99M | 0.00 | 173.92K |
KRATOS DEFENSE & SECURITYSOLE | COM | 1.47M | SH | $134.15M 1.30% | 564.23K | 0.00 | 904.12K |
PINTEREST INC- CLASS ASOLE | COM | 3.81M | SH | $122.38M 1.19% | 1.35M | 0.00 | 2.45M |
SPOTIFY TECHNOLOGY SASOLE | COM | 174.62K | SH | $121.83M 1.18% | 58.72K | 0.00 | 115.90K |
BEAM THERAPEUTICS INCSOLE | COM | 4.83M | SH | $117.24M 1.14% | 4.58M | 0.00 | 252.78K |
CLOUDFLARE INC - CLASS ASOLE | COM | 527.30K | SH | $113.08M 1.10% | 256.72K | 0.00 | 270.58K |
DRAFTKINGS INC-CL ASOLE | COM | 3.01M | SH | $112.72M 1.09% | 1.17M | 0.00 | 1.85M |
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