2026 Q2 Portfolio Activity
In 2026 Q2, Amova Asset Management Americas, Inc. maintained a portfolio of 282 distinct positions. The most significant new addition was SNOWFLAKE INC, now representing 0.37% of the total fund value. They heavily accumulated shares in SPACE EXPLORATION TECHN-CL A, increasing the position by 3217.4%. Conversely, Amova Asset Management Americas, Inc. completely exited their position in BULLISH.
Position History
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Total Positions
282
Quarter
2026 Q2
Top Holding
HOOD (6.3%)
Top 10 Concentration
39.7%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 282
Amova Asset Management Americas, Inc. Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
HOOD
ROBINHOOD MARKE...
|
Financial Services | 6.29% | 5.13% |
#1
2
Prev: #3
|
5.0 |
—
|
-382,918 | -7.3% |
P
S
|
4,857,878 | $487,099,427 | 2021 Q3 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
AMD
ADVANCED MICRO ...
|
Technology | 5.59% | 4.27% |
#2
2
Prev: #4
|
3.7 |
—
|
-738,232 | -49.7% |
P
S
|
746,707 | $433,209,533 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 5.20% | 5.32% |
#3
1
Prev: #2
|
3.6 |
—
|
-50,283 | -5.0% |
P
S
|
957,681 | $402,513,324 | 2018 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
SHOP
SHOPIFY INC - C...
|
Technology | 4.96% | 5.80% |
#4
3
Prev: #1
|
3.0 |
—
|
-91,455 | -2.6% |
P
S
|
3,366,810 | $384,489,702 | 2017 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
AMZN
AMAZON.COM INC
|
Consumer Cyclical | 3.11% | 2.53% |
#5
5
Prev: #10
|
3.7 |
—
|
151,424 | 17.6% |
P
S
|
1,011,369 | $240,887,868 | 2009 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
TEM
TEMPUS AI INC-C...
|
Healthcare | 3.05% | 2.77% |
#6
2
Prev: #8
|
1.7 |
—
|
-237,284 | -5.5% |
P
S
|
4,089,029 | $236,632,108 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
COIN
COINBASE GLOBAL...
|
Financial Services | 3.01% | 3.92% |
#7
1
Prev: #6
|
1.7 |
—
|
7,652 | 0.5% |
P
S
|
1,596,804 | $233,420,809 | 2021 Q2 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
N/A
SPACE EXPLORATI...
|
|
Unknown | 2.95% | — |
#8
Prev: #—
|
4.7 |
—
|
1,338,368 | — |
NEW
|
1,338,368 | $228,419,267 | — | 13F Filing | 2026-06-30 | 2026-08-13 | ||
|
XYZ
BLOCK INC
|
Technology | 2.83% | 2.42% |
#9
3
Prev: #12
|
1.6 |
—
|
38,092 | 1.3% |
P
S
|
2,884,009 | $219,242,364 | 2016 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
NVDA
NVIDIA CORP
|
Technology | 2.67% | 2.26% |
#10
4
Prev: #14
|
3.1 |
—
|
118,613 | 12.9% |
P
S
|
1,035,962 | $206,943,769 | 2016 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
PLTR
PALANTIR TECHNO...
|
Technology | 2.52% | 3.49% |
#11
4
Prev: #7
|
1.5 |
—
|
-16,377 | -1.0% |
P
S
|
1,671,945 | $194,932,068 | 2021 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
RBLX
ROBLOX CORP -CL...
|
Communication Services | 2.40% | 2.59% |
#12
3
Prev: #9
|
3.0 |
—
|
180,929 | 5.6% |
P
S
|
3,419,089 | $185,964,251 | 2021 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
CRCL
CIRCLE INTERNET...
|
Financial Services | 2.34% | 3.93% |
#13
8
Prev: #5
|
1.4 |
—
|
-15,462 | -0.5% |
P
S
|
2,899,485 | $181,565,751 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
TXG
10X GENOMICS IN...
|
Healthcare | 2.07% | 1.53% |
#14
4
Prev: #18
|
1.3 |
—
|
-911,661 | -17.9% |
P
S
|
4,192,517 | $160,741,102 | 2020 Q2 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
GOOG
ALPHABET INC-CL...
|
Communication Services | 1.70% | 1.43% |
#15
7
Prev: #22
|
2.7 |
—
|
19,399 | 5.5% |
P
S
|
372,180 | $131,457,698 | 2010 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
TER
TERADYNE INC
|
Technology | 1.61% | 2.33% |
#16
3
Prev: #13
|
0.6 |
—
|
-297,132 | -53.5% |
P
S
|
258,465 | $124,898,042 | 2018 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
META
META PLATFORMS ...
|
Communication Services | 1.59% | 1.61% |
#17
Prev: #17
|
2.6 |
—
|
20,577 | 10.4% |
P
S
|
219,003 | $123,272,409 | 2013 Q3 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
TSM
TAIWAN SEMICOND...
|
Technology | 1.57% | 1.50% |
#18
1
Prev: #19
|
1.1 |
—
|
-58,800 | -18.8% |
P
S
|
254,175 | $121,256,726 | 2018 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
BEAM
BEAM THERAPEUTI...
|
Healthcare | 1.53% | 1.29% |
#19
5
Prev: #24
|
1.1 |
—
|
-370,542 | -9.7% |
P
S
|
3,455,043 | $118,542,525 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
MELI
MERCADOLIBRE IN...
|
Consumer Cyclical | 1.46% | 1.87% |
#20
4
Prev: #16
|
1.1 |
—
|
-9,910 | -12.9% |
P
S
|
66,630 | $113,096,429 | 2016 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
DE
DEERE & CO
|
Industrials | 1.45% | 1.49% |
#21
1
Prev: #20
|
1.1 |
—
|
-9,699 | -5.2% |
P
S
|
177,374 | $112,439,152 | 2012 Q2 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
CRWD
CROWDSTRIKE HOL...
|
Technology | 1.42% | 0.92% |
#22
13
Prev: #35
|
1.1 |
—
|
-22,522 | -13.5% |
P
S
|
144,667 | $110,275,314 | 2020 Q3 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
ILMN
ILLUMINA INC
|
Healthcare | 1.40% | 1.26% |
#23
2
Prev: #25
|
1.1 |
—
|
-103,560 | -14.4% |
P
S
|
617,972 | $108,658,017 | 2018 Q3 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
CRWV
COREWEAVE INC-C...
|
Technology | 1.38% | 1.23% |
#24
3
Prev: #27
|
1.1 |
—
|
-47,230 | -4.2% |
P
S
|
1,076,613 | $107,112,227 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
TOST
TOAST INC-CLASS...
|
Technology | 1.35% | 1.43% |
#25
4
Prev: #21
|
1.0 |
—
|
-48,805 | -1.3% |
P
S
|
3,769,156 | $104,857,920 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
TWST
TWIST BIOSCIENC...
|
Healthcare | 1.33% | 1.01% |
#26
5
Prev: #31
|
0.5 |
—
|
-496,365 | -33.2% |
P
S
|
999,734 | $102,842,637 | 2020 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
NTRA
NATERA INC
|
Healthcare | 1.29% | 1.20% |
#27
2
Prev: #29
|
1.0 |
—
|
-55,358 | -13.1% |
P
S
|
368,066 | $99,926,238 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
N/A
BULLISH
|
|
Unknown | 1.22% | 1.94% |
#28
13
Prev: #15
|
2.5 |
—
|
204,858 | 5.3% |
P
S
|
4,040,921 | $94,719,188 | — | 13F Filing | 2026-06-30 | 2026-08-13 | ||
|
CRSP
CRISPR THERAPEU...
|
Healthcare | 1.21% | 1.25% |
#29
3
Prev: #26
|
1.0 |
—
|
-133,778 | -7.2% |
P
S
|
1,720,097 | $93,762,487 | 2018 Q3 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
NET
CLOUDFLARE INC ...
|
Technology | 1.12% | 1.22% |
#30
2
Prev: #28
|
0.9 |
—
|
-65,904 | -15.7% |
P
S
|
353,182 | $86,621,417 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
ROKU
ROKU INC
|
Communication Services | 1.03% | 2.47% |
#31
20
Prev: #11
|
0.4 |
—
|
-1,272,817 | -68.8% |
P
S
|
576,072 | $79,578,586 | 2019 Q3 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
PSTG
EVERPURE INC-A
|
Technology | 1.01% | 0.94% |
#32
1
Prev: #33
|
0.9 |
—
|
-134,010 | -11.9% |
P
S
|
995,494 | $78,464,837 | 2020 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
SPOT
SPOTIFY TECHNOL...
|
Communication Services | 0.93% | 1.00% |
#33
1
Prev: #32
|
2.4 |
—
|
10,507 | 7.2% |
P
S
|
156,844 | $71,994,533 | 2018 Q2 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
KTOS
KRATOS DEFENSE ...
|
Industrials | 0.92% | 1.14% |
#34
4
Prev: #30
|
2.9 |
—
|
281,172 | 24.6% |
P
S
|
1,425,509 | $71,090,134 | 2018 Q3 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
N/A
CEREBRAS SYSTEM...
|
|
Unknown | 0.84% | — |
#35
Prev: #—
|
3.8 |
—
|
294,463 | — |
NEW
|
294,463 | $65,067,489 | — | 13F Filing | 2026-06-30 | 2026-08-13 | ||
|
GH
GUARDANT HEALTH...
|
Healthcare | 0.78% | 0.63% |
#36
6
Prev: #42
|
0.8 |
—
|
-79,740 | -16.5% |
P
S
|
403,817 | $60,540,245 | 2019 Q2 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
BMNRD
BITMINE IMMERSI...
|
Unknown | 0.76% | 1.37% |
#37
14
Prev: #23
|
0.8 |
—
|
-458,817 | -9.3% |
P
S
|
4,448,358 | $59,207,645 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
SOFI
SOFI TECHNOLOGI...
|
Financial Services | 0.72% | 0.70% |
#38
3
Prev: #41
|
0.8 |
—
|
-3,481 | -0.1% |
P
S
|
3,132,998 | $56,143,324 | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
NU
NU HOLDINGS LTD...
|
Financial Services | 0.68% | 0.89% |
#39
2
Prev: #37
|
0.8 |
—
|
-425,512 | -9.7% |
P
S
|
3,969,976 | $53,038,879 | 2013 Q2 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
DASH
DOORDASH INC - ...
|
Consumer Cyclical | 0.67% | 0.54% |
#40
9
Prev: #49
|
2.3 |
—
|
29,954 | 11.9% |
P
S
|
282,207 | $52,064,369 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
AVGO
BROADCOM INC
|
Technology | 0.65% | 0.59% |
#41
3
Prev: #44
|
0.8 |
—
|
-320 | -0.2% |
P
S
|
133,670 | $50,398,937 | 2016 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
NTLA
INTELLIA THERAP...
|
Healthcare | 0.63% | 0.36% |
#42
14
Prev: #56
|
2.8 |
—
|
924,468 | 46.9% |
P
S
|
2,897,529 | $49,026,191 | 2018 Q3 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
TRMB
TRIMBLE INC
|
Technology | 0.62% | 0.93% |
#43
9
Prev: #34
|
0.7 |
—
|
-75,014 | -7.4% |
P
S
|
932,787 | $47,702,727 | 2018 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
DKNG
DRAFTKINGS INC-...
|
Consumer Cyclical | 0.61% | 0.71% |
#44
4
Prev: #40
|
0.7 |
—
|
-463,999 | -19.9% |
P
S
|
1,866,603 | $47,169,058 | 2021 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
WGS
GENEDX HOLDINGS...
|
Healthcare | 0.59% | 0.58% |
#45
Prev: #45
|
0.7 |
—
|
27,781 | 4.3% |
P
S
|
666,581 | $45,700,793 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
VCYT
VERACYTE INC
|
Healthcare | 0.58% | 0.48% |
#46
5
Prev: #51
|
0.2 |
—
|
-276,098 | -26.4% |
P
S
|
768,949 | $45,121,927 | 2018 Q3 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
SDGR
SCHRODINGER INC
|
Healthcare | 0.57% | 0.51% |
#47
3
Prev: #50
|
0.7 |
—
|
-484,694 | -15.2% |
P
S
|
2,706,143 | $43,947,762 | 2020 Q2 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
ABNB
AIRBNB INC-CLAS...
|
Consumer Cyclical | 0.56% | 0.55% |
#48
Prev: #48
|
0.7 |
—
|
-6,780 | -2.2% |
P
S
|
302,937 | $43,335,138 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
CCJ
CAMECO CORP
|
Energy | 0.55% | 0.80% |
#49
10
Prev: #39
|
0.2 |
—
|
-107,687 | -20.6% |
P
S
|
415,177 | $42,277,474 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
AVAV
AEROVIRONMENT I...
|
Industrials | 0.50% | 0.57% |
#50
4
Prev: #46
|
2.2 |
—
|
12,151 | 5.5% |
P
S
|
233,246 | $38,471,595 | 2018 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 |
Showing 1-50 of 282 holdings