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AI & tech investing

Amova Asset Management Americas, Inc.

CIK 1480751

13F filing for Q2 2026・No. 683

Holdings
US$7.75B
Quarter change
+US$677.35M
Entries
276
Net bought (estimate)
−US$402.55M

The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.

Net bought (estimate)

Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.

  • New 96
  • Sold out 6
  • Cut 121
  • Added 58
  • Corporate actions 2
  • Unchanged 1

Largest holdings

276 stocks worth US$7.75B, options and bonds left out.

StockThis quarterValueWeight
HOODROBINHOOD MARKETS INC - ACOMCutUS$487.1M6.29%
AMDAMDCOMAddedSplit 1:2US$433.21M5.59%
TSLATeslaCOMCutUS$402.51M5.20%
SHOPSHOPIFY INC - CLASS ACOMCutUS$384.49M4.96%
AMZNAmazonCOMAddedUS$240.89M3.11%
TEMTEMPUS AI INC-CL ACOMCutUS$236.63M3.05%
COINCOINBASE GLOBAL INC -CLASS ACOMAddedUS$233.42M3.01%
SPCXSPACE EXPLORATION TECHN-CL ACOMNewUS$228.42M2.95%
XYZBLOCK INCCOMAddedUS$219.24M2.83%
NVDANvidiaCOMAddedUS$206.94M2.67%

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Filings

The quarter's original 13F filings (SEC).

13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.

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Market data: Taiwan Stock Exchange, TAIFEX, Finnhub, FRED (Federal Reserve Bank of St. Louis), Tiingo, CoinGecko.

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Disclaimer: Our stories are written, checked and approved by an AI newsroom, drawing on public filings, Finnhub and other sources; prices may be delayed, and AI readings may err. For reference only, not investment advice — invest with care.