StockDriftsStockDriftsTop 50 Amova Asset Management Americas INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| HOOD | ROBINHOOD MARKETS INC - A | 6.29% | 4.86M | $487.1M | -7.31%(-382.92K) | $31.27(+203.56%) | 2026-06-30 | |
| AMD | ADVANCED MICRO DEVICES | 5.59% | 746.7K | $433.2M | -49.71%(-738.23K) | $131.99(+265.88%) | 2026-06-30 | |
| TSLA | TESLA INC | 5.2% | 957.7K | $402.5M | -4.99%(-50.28K) | $203.28(+61.11%) | 2026-06-30 | |
| SHOP | SHOPIFY INC - CLASS A | 4.96% | 3.37M | $384.5M | -2.64%(-91.45K) | $78.79(+90.91%) | 2026-06-30 | |
| AMZN | AMAZON.COM INC | 3.11% | 1.01M | $240.9M | +17.61%(+151.42K) | $192.01(+39.20%) | 2026-06-30 | |
| TEM | TEMPUS AI INC-CL A | 3.05% | 4.09M | $236.6M | -5.48%(-237.28K) | $45.50(+20.23%) | 2026-06-30 | |
| COIN | COINBASE GLOBAL INC -CLASS A | 3.01% | 1.60M | $233.4M | +0.48%(+7.65K) | $150.68(-1.09%) | 2026-06-30 | |
| XYZ | BLOCK INC | 2.83% | 2.88M | $219.2M | +1.34%(+38.09K) | $84.11(-6.93%) | 2026-06-30 | |
| NVDA | NVIDIA CORP | 2.67% | 1.04M | $206.9M | +12.93%(+118.61K) | $47.61(+370.64%) | 2026-06-30 | |
| PLTR | PALANTIR TECHNOLOGIES INC-A | 2.52% | 1.67M | $194.9M | -0.97%(-16.38K) | $14.78(+1057.12%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +34.67% | +144.24% | -3.01% | -14.15% |
| Top 20 Holdings Unweighted | +24.79% | +94.31% | -6.33% | -27.89% |
Amova Asset Management Americas INC reports $7.75B in US-listed equity holdings across 276 positions in its most recent 13F filing. Its largest disclosed positions are HOOD (6.3%), AMD (5.6%) and TSLA (5.2%). The top 20 holdings account for 56.95% of reported assets. Its disclosed equity book has returned +144.24% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Amova Asset Management Americas INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1480751). View Amova Asset Management Americas INC’s 13F filings on SEC