Amova Asset Management Americas, Inc.
Institutional investor · Portfolio as of Q3 2024
Top Holdings187 positions
ROBINHOOD MKTS INC | 21.9M | $513M | 5.8% | $18.58 | +28.56% | 13 qtrssince 2021-Q3 | Decreased 0 |
TESLA INC | 1.9M | $499.8M | 5.7% | $139.03 | +88.19% | 23 qtrssince 2019-Q1 | Decreased 0 |
COINBASE GLOBAL INC | 2.8M | $497M | 5.6% | $135.16 | +31.82% | 14 qtrssince 2021-Q2 | Increased 63 |
SHOPIFY INC | 5.9M | $471M | 5.3% | $80.29 | -0.19% | 17 qtrssince 2020-Q3 | Decreased 0 |
ROKU INC | 6.2M | $463.5M | 5.3% | $114.16 | -34.60% | 21 qtrssince 2019-Q3 | Decreased 0 |
BLOCK INC | 6.6M | $441.6M | 5.0% | $99.39 | -32.62% | 23 qtrssince 2019-Q1 | Decreased 0 |
PALANTIR TECHNOLOGIES INC | 10.2M | $378.7M | 4.3% | $17.15 | +114.76% | 6 qtrssince 2023-Q2 | Increased 58 |
ROBLOX CORP | 8M | $352.9M | 4.0% | $44.97 | -1.75% | 15 qtrssince 2021-Q1 | Decreased 0 |
MERCADOLIBRE INC | 116,478 | $238.7M | 2.7% | $1,097.71 | +86.93% | 23 qtrssince 2019-Q1 | Increased 55 |
DRAFTKINGS INC NEW | 5.9M | $229.6M | 2.6% | $12.35 | +226.75% | 10 qtrssince 2022-Q2 | Decreased 0 |
META PLATFORMS INC | 397,311 | $227.4M | 2.6% | $369.11 | +54.08% | 22 qtrssince 2019-Q2 | Increased 54 |
UIPATH INC | 14.2M | $181.4M | 2.1% | $41.76 | -69.35% | 14 qtrssince 2021-Q2 | Decreased 0 |
UNITY SOFTWARE INC | 7.7M | $173.9M | 2.0% | $67.52 | -66.54% | 16 qtrssince 2020-Q4 | Decreased 0 |
TERADYNE INC | 1.3M | $172M | 1.9% | $104.88 | +26.85% | 23 qtrssince 2019-Q1 | Increased 50 |
TOAST INC | 5.4M | $152.6M | 1.7% | $21.60 | +29.61% | 12 qtrssince 2021-Q4 | Decreased 0 |
PINTEREST INC | 4.5M | $145.3M | 1.6% | $29.96 | +8.05% | 8 qtrssince 2022-Q4 | Increased 53 |
SPOTIFY TECHNOLOGY S A | 390,690 | $144M | 1.6% | $206.09 | +78.82% | 23 qtrssince 2019-Q1 | Decreased 0 |
10X GENOMICS INC | 6.4M | $143.8M | 1.6% | $51.97 | -56.38% | 18 qtrssince 2020-Q2 | Increased 49 |
CRISPR THERAPEUTICS AG | 3M | $139.4M | 1.6% | $55.40 | -15.20% | 23 qtrssince 2019-Q1 | Decreased 0 |
NVIDIA CORPORATION | 1.1M | $134.6M | 1.5% | $13.67 | +786.06% | 11 qtrssince 2022-Q1 | Decreased 0 |
Amova Asset Management Americas, Inc. manages $8.8B across 187 positions as of Q3 2024. Top holdings: HOOD (5.8%), TSLA (5.7%), COIN (5.6%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 2.5/5.0.
Active quarter - 6 new positions, 8 exits, 38 increased. Top move: COIN (INCREASED, conviction 63). Portfolio: $8.8B across 187 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR