AMOVA ASSET MANAGEMENT AMERICAS, INC.

PrivateCIK: 1480751

Location

NEW YORK, NY

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

% of voting shares55.6%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

71.12M

% 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

SOLE

COM

Shares3.46M

TypeSH

Market value$410.22M

5.80%

Sole

1.56M

Shared

0.00

None

1.90M

TESLA INC

SOLE

COM

Shares1.01M

TypeSH

Market value$376.07M

5.32%

Sole

886.41K

Shared

0.00

None

121.55K

ROBINHOOD MARKETS INC - A

SOLE

COM

Shares5.24M

TypeSH

Market value$362.93M

5.13%

Sole

2.63M

Shared

0.00

None

2.61M

ADVANCED MICRO DEVICES

SOLE

COM

Shares1.48M

TypeSH

Market value$301.77M

4.27%

Sole

649.91K

Shared

0.00

None

835.02K

CIRCLE INTERNET GROUP INC

SOLE

COM

Shares2.91M

TypeSH

Market value$278.17M

3.93%

Sole

1.58M

Shared

0.00

None

1.33M

COINBASE GLOBAL INC -CLASS A

SOLE

COM

Shares1.59M

TypeSH

Market value$277.42M

3.92%

Sole

920.72K

Shared

0.00

None

668.43K

PALANTIR TECHNOLOGIES INC-A

SOLE

COM

Shares1.69M

TypeSH

Market value$246.90M

3.49%

Sole

632.43K

Shared

0.00

None

1.06M

TEMPUS AI INC-CL A

SOLE

COM

Shares4.33M

TypeSH

Market value$195.55M

2.77%

Sole

4.08M

Shared

0.00

None

249.67K

ROBLOX CORP -CLASS A

SOLE

COM

Shares3.24M

TypeSH

Market value$183.25M

2.59%

Sole

1.47M

Shared

0.00

None

1.77M

AMAZON.COM INC

SOLE

COM

Shares859.95K

TypeSH

Market value$179.09M

2.53%

Sole

385.34K

Shared

0.00

None

474.61K

ROKU INC

SOLE

COM

Shares1.85M

TypeSH

Market value$174.92M

2.47%

Sole

1.13M

Shared

0.00

None

720.83K

BLOCK INC

SOLE

COM

Shares2.85M

TypeSH

Market value$171.24M

2.42%

Sole

1.39M

Shared

0.00

None

1.46M

TERADYNE INC

SOLE

COM

Shares555.60K

TypeSH

Market value$164.63M

2.33%

Sole

349.44K

Shared

0.00

None

206.16K

NVIDIA CORP

SOLE

COM

Shares917.35K

TypeSH

Market value$159.89M

2.26%

Sole

466.33K

Shared

0.00

None

451.02K

BULLISH

SOLE

COM

Shares3.84M

TypeSH

Market value$137.14M

1.94%

Sole

1.80M

Shared

0.00

None

2.04M

MERCADOLIBRE INC

SOLE

COM

Shares76.54K

TypeSH

Market value$132.28M

1.87%

Sole

30.05K

Shared

0.00

None

46.48K

META PLATFORMS INC-CLASS A

SOLE

COM

Shares198.43K

TypeSH

Market value$113.50M

1.61%

Sole

78.44K

Shared

0.00

None

119.99K

10X GENOMICS INC-CLASS A

SOLE

COM

Shares5.10M

TypeSH

Market value$108.31M

1.53%

Sole

4.74M

Shared

0.00

None

361.21K

TAIWAN SEMICONDUCTOR-SP ADR

SOLE

COM

Shares312.98K

TypeSH

Market value$105.78M

1.50%

Sole

101.39K

Shared

0.00

None

211.59K

DEERE & CO

SOLE

COM

Shares187.07K

TypeSH

Market value$105.37M

1.49%

Sole

103.11K

Shared

0.00

None

83.96K

TOAST INC-CLASS A

SOLE

COM

Shares3.82M

TypeSH

Market value$101.18M

1.43%

Sole

720.19K

Shared

0.00

None

3.10M

ALPHABET INC-CL C

SOLE

COM

Shares352.78K

TypeSH

Market value$101.16M

1.43%

Sole

66.18K

Shared

0.00

None

286.60K

BITMINE IMMERSION TECHNOLOGI

SOLE

COM

Shares4.91M

TypeSH

Market value$96.97M

1.37%

Sole

2.23M

Shared

0.00

None

2.67M

BEAM THERAPEUTICS INC

SOLE

COM

Shares3.83M

TypeSH

Market value$91.16M

1.29%

Sole

3.62M

Shared

0.00

None

206.45K

ILLUMINA INC

SOLE

COM

Shares721.53K

TypeSH

Market value$88.86M

1.26%

Sole

661.11K

Shared

0.00

None

60.42K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
SHOPIFY INC - CLASS ASOLE	COM	3.46M	SH	$410.22M 5.80%	1.56M	1.90M
TESLA INCSOLE	COM	1.01M	SH	$376.07M 5.32%	886.41K	121.55K
ROBINHOOD MARKETS INC - ASOLE	COM	5.24M	SH	$362.93M 5.13%	2.63M	2.61M
ADVANCED MICRO DEVICESSOLE	COM	1.48M	SH	$301.77M 4.27%	649.91K	835.02K
CIRCLE INTERNET GROUP INCSOLE	COM	2.91M	SH	$278.17M 3.93%	1.58M	1.33M
COINBASE GLOBAL INC -CLASS ASOLE	COM	1.59M	SH	$277.42M 3.92%	920.72K	668.43K
PALANTIR TECHNOLOGIES INC-ASOLE	COM	1.69M	SH	$246.90M 3.49%	632.43K	1.06M
TEMPUS AI INC-CL ASOLE	COM	4.33M	SH	$195.55M 2.77%	4.08M	249.67K
ROBLOX CORP -CLASS ASOLE	COM	3.24M	SH	$183.25M 2.59%	1.47M	1.77M
AMAZON.COM INCSOLE	COM	859.95K	SH	$179.09M 2.53%	385.34K	474.61K
ROKU INCSOLE	COM	1.85M	SH	$174.92M 2.47%	1.13M	720.83K
BLOCK INCSOLE	COM	2.85M	SH	$171.24M 2.42%	1.39M	1.46M
TERADYNE INCSOLE	COM	555.60K	SH	$164.63M 2.33%	349.44K	206.16K
NVIDIA CORPSOLE	COM	917.35K	SH	$159.89M 2.26%	466.33K	451.02K
BULLISHSOLE	COM	3.84M	SH	$137.14M 1.94%	1.80M	2.04M
MERCADOLIBRE INCSOLE	COM	76.54K	SH	$132.28M 1.87%	30.05K	46.48K
META PLATFORMS INC-CLASS ASOLE	COM	198.43K	SH	$113.50M 1.61%	78.44K	119.99K
10X GENOMICS INC-CLASS ASOLE	COM	5.10M	SH	$108.31M 1.53%	4.74M	361.21K
TAIWAN SEMICONDUCTOR-SP ADRSOLE	COM	312.98K	SH	$105.78M 1.50%	101.39K	211.59K
DEERE & COSOLE	COM	187.07K	SH	$105.37M 1.49%	103.11K	83.96K
TOAST INC-CLASS ASOLE	COM	3.82M	SH	$101.18M 1.43%	720.19K	3.10M
ALPHABET INC-CL CSOLE	COM	352.78K	SH	$101.16M 1.43%	66.18K	286.60K
BITMINE IMMERSION TECHNOLOGISOLE	COM	4.91M	SH	$96.97M 1.37%	2.23M	2.67M
BEAM THERAPEUTICS INCSOLE	COM	3.83M	SH	$91.16M 1.29%	3.62M	206.45K
ILLUMINA INCSOLE	COM	721.53K	SH	$88.86M 1.26%	661.11K	60.42K

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