Filed: 8/13/2026ACC: 0001140361-26-032718
📋 What this filing means
AMOVA ASSET MANAGEMENT AMERICAS, INC. filed this quarterly 13F‑HR report disclosing 276 equity positions with a total reported market value of $7.75B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
276
Positions
$7.75B
Total AUM (reported)
149.78M
Total Shares
Allocation by class
COM$7.75B100.0%
Portfolio Concentration
Top 3$1.32B17.1%
4–10$1.75B22.6%
11–25$2.00B25.8%
Rest$2.68B34.5%
Top 3 weight
17.1%
Top 10 weight
39.7%
Voting Authority Distribution
Total shares with voting rights: 149.78M
Sole
Full voting authority
81.70M
shares
% of voting shares54.5%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
68.08M
shares
% of voting shares45.5%
Investment Discretion (by position count)
Sole276
Shared0
Other0
Dominant voting typeSole · 54.5% of voting shares
Institutional Holdings276
Rows:
ROBINHOOD MARKETS INC - A
SOLEShares4.86M
TypeSH
Market value$487.10M
6.29%
Sole
2.54M
Shared
0.00
None
2.31M
ADVANCED MICRO DEVICES
SOLEShares746.71K
TypeSH
Market value$433.21M
5.59%
Sole
349.29K
Shared
0.00
None
397.42K
TESLA INC
SOLEShares957.68K
TypeSH
Market value$402.51M
5.20%
Sole
831.77K
Shared
0.00
None
125.91K
SHOPIFY INC - CLASS A
SOLEShares3.37M
TypeSH
Market value$384.49M
4.96%
Sole
1.46M
Shared
0.00
None
1.91M
AMAZON.COM INC
SOLEShares1.01M
TypeSH
Market value$240.89M
3.11%
Sole
406.32K
Shared
0.00
None
605.05K
TEMPUS AI INC-CL A
SOLEShares4.09M
TypeSH
Market value$236.63M
3.05%
Sole
3.86M
Shared
0.00
None
232.29K
COINBASE GLOBAL INC -CLASS A
SOLEShares1.60M
TypeSH
Market value$233.42M
3.01%
Sole
936.48K
Shared
0.00
None
660.33K
SPACE EXPLORATION TECHN-CL A
SOLEShares1.34M
TypeSH
Market value$228.42M
2.95%
Sole
776.75K
Shared
0.00
None
561.62K
BLOCK INC
SOLEShares2.88M
TypeSH
Market value$219.24M
2.83%
Sole
1.29M
Shared
0.00
None
1.60M
NVIDIA CORP
SOLEShares1.04M
TypeSH
Market value$206.94M
2.67%
Sole
508.50K
Shared
0.00
None
527.46K
PALANTIR TECHNOLOGIES INC-A
SOLEShares1.67M
TypeSH
Market value$194.93M
2.52%
Sole
626.34K
Shared
0.00
None
1.05M
ROBLOX CORP -CLASS A
SOLEShares3.42M
TypeSH
Market value$185.96M
2.40%
Sole
1.56M
Shared
0.00
None
1.86M
CIRCLE INTERNET GROUP INC
SOLEShares2.90M
TypeSH
Market value$181.57M
2.34%
Sole
1.58M
Shared
0.00
None
1.32M
10X GENOMICS INC-CLASS A
SOLEShares4.19M
TypeSH
Market value$160.74M
2.07%
Sole
3.88M
Shared
0.00
None
314.60K
ALPHABET INC-CL C
SOLEShares372.18K
TypeSH
Market value$131.46M
1.70%
Sole
83.40K
Shared
0.00
None
288.78K
TERADYNE INC
SOLEShares258.46K
TypeSH
Market value$124.90M
1.61%
Sole
122.18K
Shared
0.00
None
136.28K
META PLATFORMS INC-CLASS A
SOLEShares219K
TypeSH
Market value$123.27M
1.59%
Sole
73.40K
Shared
0.00
None
145.60K
TAIWAN SEMICONDUCTOR-SP ADR
SOLEShares254.18K
TypeSH
Market value$121.26M
1.57%
Sole
78.50K
Shared
0.00
None
175.67K
BEAM THERAPEUTICS INC
SOLEShares3.46M
TypeSH
Market value$118.54M
1.53%
Sole
3.28M
Shared
0.00
None
176.18K
MERCADOLIBRE INC
SOLEShares66.63K
TypeSH
Market value$113.10M
1.46%
Sole
23.59K
Shared
0.00
None
43.04K
DEERE & CO
SOLEShares177.37K
TypeSH
Market value$112.44M
1.45%
Sole
88.51K
Shared
0.00
None
88.86K
CROWDSTRIKE HOLDINGS INC - A
SOLEShares144.67K
TypeSH
Market value$110.28M
1.42%
Sole
14.56K
Shared
0.00
None
130.10K
ILLUMINA INC
SOLEShares617.97K
TypeSH
Market value$108.66M
1.40%
Sole
565.69K
Shared
0.00
None
52.28K
COREWEAVE INC-CL A
SOLEShares1.08M
TypeSH
Market value$107.11M
1.38%
Sole
675.30K
Shared
0.00
None
401.31K
TOAST INC-CLASS A
SOLEShares3.77M
TypeSH
Market value$104.86M
1.35%
Sole
704.87K
Shared
0.00
None
3.06M
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ROBINHOOD MARKETS INC - ASOLE | COM | 4.86M | SH | $487.10M 6.29% | 2.54M | 0.00 | 2.31M |
ADVANCED MICRO DEVICESSOLE | COM | 746.71K | SH | $433.21M 5.59% | 349.29K | 0.00 | 397.42K |
TESLA INCSOLE | COM | 957.68K | SH | $402.51M 5.20% | 831.77K | 0.00 | 125.91K |
SHOPIFY INC - CLASS ASOLE | COM | 3.37M | SH | $384.49M 4.96% | 1.46M | 0.00 | 1.91M |
AMAZON.COM INCSOLE | COM | 1.01M | SH | $240.89M 3.11% | 406.32K | 0.00 | 605.05K |
TEMPUS AI INC-CL ASOLE | COM | 4.09M | SH | $236.63M 3.05% | 3.86M | 0.00 | 232.29K |
COINBASE GLOBAL INC -CLASS ASOLE | COM | 1.60M | SH | $233.42M 3.01% | 936.48K | 0.00 | 660.33K |
SPACE EXPLORATION TECHN-CL ASOLE | COM | 1.34M | SH | $228.42M 2.95% | 776.75K | 0.00 | 561.62K |
BLOCK INCSOLE | COM | 2.88M | SH | $219.24M 2.83% | 1.29M | 0.00 | 1.60M |
NVIDIA CORPSOLE | COM | 1.04M | SH | $206.94M 2.67% | 508.50K | 0.00 | 527.46K |
PALANTIR TECHNOLOGIES INC-ASOLE | COM | 1.67M | SH | $194.93M 2.52% | 626.34K | 0.00 | 1.05M |
ROBLOX CORP -CLASS ASOLE | COM | 3.42M | SH | $185.96M 2.40% | 1.56M | 0.00 | 1.86M |
CIRCLE INTERNET GROUP INCSOLE | COM | 2.90M | SH | $181.57M 2.34% | 1.58M | 0.00 | 1.32M |
10X GENOMICS INC-CLASS ASOLE | COM | 4.19M | SH | $160.74M 2.07% | 3.88M | 0.00 | 314.60K |
ALPHABET INC-CL CSOLE | COM | 372.18K | SH | $131.46M 1.70% | 83.40K | 0.00 | 288.78K |
TERADYNE INCSOLE | COM | 258.46K | SH | $124.90M 1.61% | 122.18K | 0.00 | 136.28K |
META PLATFORMS INC-CLASS ASOLE | COM | 219K | SH | $123.27M 1.59% | 73.40K | 0.00 | 145.60K |
TAIWAN SEMICONDUCTOR-SP ADRSOLE | COM | 254.18K | SH | $121.26M 1.57% | 78.50K | 0.00 | 175.67K |
BEAM THERAPEUTICS INCSOLE | COM | 3.46M | SH | $118.54M 1.53% | 3.28M | 0.00 | 176.18K |
MERCADOLIBRE INCSOLE | COM | 66.63K | SH | $113.10M 1.46% | 23.59K | 0.00 | 43.04K |
DEERE & COSOLE | COM | 177.37K | SH | $112.44M 1.45% | 88.51K | 0.00 | 88.86K |
CROWDSTRIKE HOLDINGS INC - ASOLE | COM | 144.67K | SH | $110.28M 1.42% | 14.56K | 0.00 | 130.10K |
ILLUMINA INCSOLE | COM | 617.97K | SH | $108.66M 1.40% | 565.69K | 0.00 | 52.28K |
COREWEAVE INC-CL ASOLE | COM | 1.08M | SH | $107.11M 1.38% | 675.30K | 0.00 | 401.31K |
TOAST INC-CLASS ASOLE | COM | 3.77M | SH | $104.86M 1.35% | 704.87K | 0.00 | 3.06M |
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