AMOVA ASSET MANAGEMENT AMERICAS, INC.

PrivateCIK: 1480751

Location

NEW YORK, NY

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

% of voting shares54.5%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

68.08M

% 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

SOLE

COM

Shares4.86M

TypeSH

Market value$487.10M

6.29%

Sole

2.54M

Shared

0.00

None

2.31M

ADVANCED MICRO DEVICES

SOLE

COM

Shares746.71K

TypeSH

Market value$433.21M

5.59%

Sole

349.29K

Shared

0.00

None

397.42K

TESLA INC

SOLE

COM

Shares957.68K

TypeSH

Market value$402.51M

5.20%

Sole

831.77K

Shared

0.00

None

125.91K

SHOPIFY INC - CLASS A

SOLE

COM

Shares3.37M

TypeSH

Market value$384.49M

4.96%

Sole

1.46M

Shared

0.00

None

1.91M

AMAZON.COM INC

SOLE

COM

Shares1.01M

TypeSH

Market value$240.89M

3.11%

Sole

406.32K

Shared

0.00

None

605.05K

TEMPUS AI INC-CL A

SOLE

COM

Shares4.09M

TypeSH

Market value$236.63M

3.05%

Sole

3.86M

Shared

0.00

None

232.29K

COINBASE GLOBAL INC -CLASS A

SOLE

COM

Shares1.60M

TypeSH

Market value$233.42M

3.01%

Sole

936.48K

Shared

0.00

None

660.33K

SPACE EXPLORATION TECHN-CL A

SOLE

COM

Shares1.34M

TypeSH

Market value$228.42M

2.95%

Sole

776.75K

Shared

0.00

None

561.62K

BLOCK INC

SOLE

COM

Shares2.88M

TypeSH

Market value$219.24M

2.83%

Sole

1.29M

Shared

0.00

None

1.60M

NVIDIA CORP

SOLE

COM

Shares1.04M

TypeSH

Market value$206.94M

2.67%

Sole

508.50K

Shared

0.00

None

527.46K

PALANTIR TECHNOLOGIES INC-A

SOLE

COM

Shares1.67M

TypeSH

Market value$194.93M

2.52%

Sole

626.34K

Shared

0.00

None

1.05M

ROBLOX CORP -CLASS A

SOLE

COM

Shares3.42M

TypeSH

Market value$185.96M

2.40%

Sole

1.56M

Shared

0.00

None

1.86M

CIRCLE INTERNET GROUP INC

SOLE

COM

Shares2.90M

TypeSH

Market value$181.57M

2.34%

Sole

1.58M

Shared

0.00

None

1.32M

10X GENOMICS INC-CLASS A

SOLE

COM

Shares4.19M

TypeSH

Market value$160.74M

2.07%

Sole

3.88M

Shared

0.00

None

314.60K

ALPHABET INC-CL C

SOLE

COM

Shares372.18K

TypeSH

Market value$131.46M

1.70%

Sole

83.40K

Shared

0.00

None

288.78K

TERADYNE INC

SOLE

COM

Shares258.46K

TypeSH

Market value$124.90M

1.61%

Sole

122.18K

Shared

0.00

None

136.28K

META PLATFORMS INC-CLASS A

SOLE

COM

Shares219K

TypeSH

Market value$123.27M

1.59%

Sole

73.40K

Shared

0.00

None

145.60K

TAIWAN SEMICONDUCTOR-SP ADR

SOLE

COM

Shares254.18K

TypeSH

Market value$121.26M

1.57%

Sole

78.50K

Shared

0.00

None

175.67K

BEAM THERAPEUTICS INC

SOLE

COM

Shares3.46M

TypeSH

Market value$118.54M

1.53%

Sole

3.28M

Shared

0.00

None

176.18K

MERCADOLIBRE INC

SOLE

COM

Shares66.63K

TypeSH

Market value$113.10M

1.46%

Sole

23.59K

Shared

0.00

None

43.04K

DEERE & CO

SOLE

COM

Shares177.37K

TypeSH

Market value$112.44M

1.45%

Sole

88.51K

Shared

0.00

None

88.86K

CROWDSTRIKE HOLDINGS INC - A

SOLE

COM

Shares144.67K

TypeSH

Market value$110.28M

1.42%

Sole

14.56K

Shared

0.00

None

130.10K

ILLUMINA INC

SOLE

COM

Shares617.97K

TypeSH

Market value$108.66M

1.40%

Sole

565.69K

Shared

0.00

None

52.28K

COREWEAVE INC-CL A

SOLE

COM

Shares1.08M

TypeSH

Market value$107.11M

1.38%

Sole

675.30K

Shared

0.00

None

401.31K

TOAST INC-CLASS A

SOLE

COM

Shares3.77M

TypeSH

Market value$104.86M

1.35%

Sole

704.87K

Shared

0.00

None

3.06M

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
ROBINHOOD MARKETS INC - ASOLE	COM	4.86M	SH	$487.10M 6.29%	2.54M	2.31M
ADVANCED MICRO DEVICESSOLE	COM	746.71K	SH	$433.21M 5.59%	349.29K	397.42K
TESLA INCSOLE	COM	957.68K	SH	$402.51M 5.20%	831.77K	125.91K
SHOPIFY INC - CLASS ASOLE	COM	3.37M	SH	$384.49M 4.96%	1.46M	1.91M
AMAZON.COM INCSOLE	COM	1.01M	SH	$240.89M 3.11%	406.32K	605.05K
TEMPUS AI INC-CL ASOLE	COM	4.09M	SH	$236.63M 3.05%	3.86M	232.29K
COINBASE GLOBAL INC -CLASS ASOLE	COM	1.60M	SH	$233.42M 3.01%	936.48K	660.33K
SPACE EXPLORATION TECHN-CL ASOLE	COM	1.34M	SH	$228.42M 2.95%	776.75K	561.62K
BLOCK INCSOLE	COM	2.88M	SH	$219.24M 2.83%	1.29M	1.60M
NVIDIA CORPSOLE	COM	1.04M	SH	$206.94M 2.67%	508.50K	527.46K
PALANTIR TECHNOLOGIES INC-ASOLE	COM	1.67M	SH	$194.93M 2.52%	626.34K	1.05M
ROBLOX CORP -CLASS ASOLE	COM	3.42M	SH	$185.96M 2.40%	1.56M	1.86M
CIRCLE INTERNET GROUP INCSOLE	COM	2.90M	SH	$181.57M 2.34%	1.58M	1.32M
10X GENOMICS INC-CLASS ASOLE	COM	4.19M	SH	$160.74M 2.07%	3.88M	314.60K
ALPHABET INC-CL CSOLE	COM	372.18K	SH	$131.46M 1.70%	83.40K	288.78K
TERADYNE INCSOLE	COM	258.46K	SH	$124.90M 1.61%	122.18K	136.28K
META PLATFORMS INC-CLASS ASOLE	COM	219K	SH	$123.27M 1.59%	73.40K	145.60K
TAIWAN SEMICONDUCTOR-SP ADRSOLE	COM	254.18K	SH	$121.26M 1.57%	78.50K	175.67K
BEAM THERAPEUTICS INCSOLE	COM	3.46M	SH	$118.54M 1.53%	3.28M	176.18K
MERCADOLIBRE INCSOLE	COM	66.63K	SH	$113.10M 1.46%	23.59K	43.04K
DEERE & COSOLE	COM	177.37K	SH	$112.44M 1.45%	88.51K	88.86K
CROWDSTRIKE HOLDINGS INC - ASOLE	COM	144.67K	SH	$110.28M 1.42%	14.56K	130.10K
ILLUMINA INCSOLE	COM	617.97K	SH	$108.66M 1.40%	565.69K	52.28K
COREWEAVE INC-CL ASOLE	COM	1.08M	SH	$107.11M 1.38%	675.30K	401.31K
TOAST INC-CLASS ASOLE	COM	3.77M	SH	$104.86M 1.35%	704.87K	3.06M

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