Filed: 5/7/2026ACC: 0001140361-26-019540
📋 What this filing means
AMOVA ASSET MANAGEMENT AMERICAS, INC. filed this quarterly 13F‑HR report disclosing 186 equity positions with a total reported market value of $7.07B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
186
Positions
$7.07B
Total AUM (reported)
160.07M
Total Shares
Allocation by class
COM$7.07B100.0%
Portfolio Concentration
Top 3$1.15B16.3%
4–10$1.66B23.5%
11–25$1.85B26.2%
Rest$2.41B34.0%
Top 3 weight
16.3%
Top 10 weight
39.8%
Voting Authority Distribution
Total shares with voting rights: 160.07M
Sole
Full voting authority
88.95M
shares
% of voting shares55.6%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
71.12M
shares
% of voting shares44.4%
Investment Discretion (by position count)
Sole186
Shared0
Other0
Dominant voting typeSole · 55.6% of voting shares
Institutional Holdings186
Rows:
SHOPIFY INC - CLASS A
SOLEShares3.46M
TypeSH
Market value$410.22M
5.80%
Sole
1.56M
Shared
0.00
None
1.90M
TESLA INC
SOLEShares1.01M
TypeSH
Market value$376.07M
5.32%
Sole
886.41K
Shared
0.00
None
121.55K
ROBINHOOD MARKETS INC - A
SOLEShares5.24M
TypeSH
Market value$362.93M
5.13%
Sole
2.63M
Shared
0.00
None
2.61M
ADVANCED MICRO DEVICES
SOLEShares1.48M
TypeSH
Market value$301.77M
4.27%
Sole
649.91K
Shared
0.00
None
835.02K
CIRCLE INTERNET GROUP INC
SOLEShares2.91M
TypeSH
Market value$278.17M
3.93%
Sole
1.58M
Shared
0.00
None
1.33M
COINBASE GLOBAL INC -CLASS A
SOLEShares1.59M
TypeSH
Market value$277.42M
3.92%
Sole
920.72K
Shared
0.00
None
668.43K
PALANTIR TECHNOLOGIES INC-A
SOLEShares1.69M
TypeSH
Market value$246.90M
3.49%
Sole
632.43K
Shared
0.00
None
1.06M
TEMPUS AI INC-CL A
SOLEShares4.33M
TypeSH
Market value$195.55M
2.77%
Sole
4.08M
Shared
0.00
None
249.67K
ROBLOX CORP -CLASS A
SOLEShares3.24M
TypeSH
Market value$183.25M
2.59%
Sole
1.47M
Shared
0.00
None
1.77M
AMAZON.COM INC
SOLEShares859.95K
TypeSH
Market value$179.09M
2.53%
Sole
385.34K
Shared
0.00
None
474.61K
ROKU INC
SOLEShares1.85M
TypeSH
Market value$174.92M
2.47%
Sole
1.13M
Shared
0.00
None
720.83K
BLOCK INC
SOLEShares2.85M
TypeSH
Market value$171.24M
2.42%
Sole
1.39M
Shared
0.00
None
1.46M
TERADYNE INC
SOLEShares555.60K
TypeSH
Market value$164.63M
2.33%
Sole
349.44K
Shared
0.00
None
206.16K
NVIDIA CORP
SOLEShares917.35K
TypeSH
Market value$159.89M
2.26%
Sole
466.33K
Shared
0.00
None
451.02K
BULLISH
SOLEShares3.84M
TypeSH
Market value$137.14M
1.94%
Sole
1.80M
Shared
0.00
None
2.04M
MERCADOLIBRE INC
SOLEShares76.54K
TypeSH
Market value$132.28M
1.87%
Sole
30.05K
Shared
0.00
None
46.48K
META PLATFORMS INC-CLASS A
SOLEShares198.43K
TypeSH
Market value$113.50M
1.61%
Sole
78.44K
Shared
0.00
None
119.99K
10X GENOMICS INC-CLASS A
SOLEShares5.10M
TypeSH
Market value$108.31M
1.53%
Sole
4.74M
Shared
0.00
None
361.21K
TAIWAN SEMICONDUCTOR-SP ADR
SOLEShares312.98K
TypeSH
Market value$105.78M
1.50%
Sole
101.39K
Shared
0.00
None
211.59K
DEERE & CO
SOLEShares187.07K
TypeSH
Market value$105.37M
1.49%
Sole
103.11K
Shared
0.00
None
83.96K
TOAST INC-CLASS A
SOLEShares3.82M
TypeSH
Market value$101.18M
1.43%
Sole
720.19K
Shared
0.00
None
3.10M
ALPHABET INC-CL C
SOLEShares352.78K
TypeSH
Market value$101.16M
1.43%
Sole
66.18K
Shared
0.00
None
286.60K
BITMINE IMMERSION TECHNOLOGI
SOLEShares4.91M
TypeSH
Market value$96.97M
1.37%
Sole
2.23M
Shared
0.00
None
2.67M
BEAM THERAPEUTICS INC
SOLEShares3.83M
TypeSH
Market value$91.16M
1.29%
Sole
3.62M
Shared
0.00
None
206.45K
ILLUMINA INC
SOLEShares721.53K
TypeSH
Market value$88.86M
1.26%
Sole
661.11K
Shared
0.00
None
60.42K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SHOPIFY INC - CLASS ASOLE | COM | 3.46M | SH | $410.22M 5.80% | 1.56M | 0.00 | 1.90M |
TESLA INCSOLE | COM | 1.01M | SH | $376.07M 5.32% | 886.41K | 0.00 | 121.55K |
ROBINHOOD MARKETS INC - ASOLE | COM | 5.24M | SH | $362.93M 5.13% | 2.63M | 0.00 | 2.61M |
ADVANCED MICRO DEVICESSOLE | COM | 1.48M | SH | $301.77M 4.27% | 649.91K | 0.00 | 835.02K |
CIRCLE INTERNET GROUP INCSOLE | COM | 2.91M | SH | $278.17M 3.93% | 1.58M | 0.00 | 1.33M |
COINBASE GLOBAL INC -CLASS ASOLE | COM | 1.59M | SH | $277.42M 3.92% | 920.72K | 0.00 | 668.43K |
PALANTIR TECHNOLOGIES INC-ASOLE | COM | 1.69M | SH | $246.90M 3.49% | 632.43K | 0.00 | 1.06M |
TEMPUS AI INC-CL ASOLE | COM | 4.33M | SH | $195.55M 2.77% | 4.08M | 0.00 | 249.67K |
ROBLOX CORP -CLASS ASOLE | COM | 3.24M | SH | $183.25M 2.59% | 1.47M | 0.00 | 1.77M |
AMAZON.COM INCSOLE | COM | 859.95K | SH | $179.09M 2.53% | 385.34K | 0.00 | 474.61K |
ROKU INCSOLE | COM | 1.85M | SH | $174.92M 2.47% | 1.13M | 0.00 | 720.83K |
BLOCK INCSOLE | COM | 2.85M | SH | $171.24M 2.42% | 1.39M | 0.00 | 1.46M |
TERADYNE INCSOLE | COM | 555.60K | SH | $164.63M 2.33% | 349.44K | 0.00 | 206.16K |
NVIDIA CORPSOLE | COM | 917.35K | SH | $159.89M 2.26% | 466.33K | 0.00 | 451.02K |
BULLISHSOLE | COM | 3.84M | SH | $137.14M 1.94% | 1.80M | 0.00 | 2.04M |
MERCADOLIBRE INCSOLE | COM | 76.54K | SH | $132.28M 1.87% | 30.05K | 0.00 | 46.48K |
META PLATFORMS INC-CLASS ASOLE | COM | 198.43K | SH | $113.50M 1.61% | 78.44K | 0.00 | 119.99K |
10X GENOMICS INC-CLASS ASOLE | COM | 5.10M | SH | $108.31M 1.53% | 4.74M | 0.00 | 361.21K |
TAIWAN SEMICONDUCTOR-SP ADRSOLE | COM | 312.98K | SH | $105.78M 1.50% | 101.39K | 0.00 | 211.59K |
DEERE & COSOLE | COM | 187.07K | SH | $105.37M 1.49% | 103.11K | 0.00 | 83.96K |
TOAST INC-CLASS ASOLE | COM | 3.82M | SH | $101.18M 1.43% | 720.19K | 0.00 | 3.10M |
ALPHABET INC-CL CSOLE | COM | 352.78K | SH | $101.16M 1.43% | 66.18K | 0.00 | 286.60K |
BITMINE IMMERSION TECHNOLOGISOLE | COM | 4.91M | SH | $96.97M 1.37% | 2.23M | 0.00 | 2.67M |
BEAM THERAPEUTICS INCSOLE | COM | 3.83M | SH | $91.16M 1.29% | 3.62M | 0.00 | 206.45K |
ILLUMINA INCSOLE | COM | 721.53K | SH | $88.86M 1.26% | 661.11K | 0.00 | 60.42K |
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