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13F holdings · Q2 2026

Amova Asset Management Americas

New York, NY · files as Amova Asset Management Americas, Inc.
Holdings as of Jun 30, 2026Filed Aug 13, 2026Next filing due Nov 16, 2026CIK 1480751

Amova Asset Management Americas reported 276 stocks worth $7.7B in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are HOOD (6.3%), AMD (5.6%) and TSLA (5.2%). Compared with Q1 2026, the fund opened new positions in SPCX, CBRS and SNOW, added to AMZN, COIN and XYZ, trimmed HOOD, AMD and TSLA and sold out of XOM, PYPL and TTE.

Reported value$7.7B+9.6% vs last quarter
Stocks held27696 new · 6 sold out
Top 5 weight25.1%spread out
Turnover25%of the portfolio changed
🔒 A free account shows every holding, what the fund sold and its options.Create free account

Holdings

#StockValueWeightSharesChangeShares, 8 qtrsHeld
1
HOOD
Robinhood Mkts Inc
$487M6.3%4.9M−383K (−7%)8 of 8
2
AMD
Advanced Micro Devices Inc
$433M5.6%747K−738K (−50%)8 of 8
3
TSLA
Tesla Inc
$403M5.2%958K−50K (−5%)8 of 8
4
SHOP
Shopify Inc
$384M5.0%3.4M−91K (−3%)8 of 8
5
AMZN
Amazon Com Inc
$241M3.1%1M+151K (+18%)8 of 8
6
TEM
Tempus AI Inc
$237M3.0%4.1M−237K (−5%)8 of 8
7
COIN
Coinbase Global Inc
$233M3.0%1.6M+7,652 (+0%)8 of 8
8
SPCX
Space Exploration Techn Corp Class A Com Stk
$228M3.0%1.3MNew position1 of 8
9
XYZ
Block Inc A
$219M2.8%2.9M+38K (+1%)8 of 8
10
NVDA
Nvidia Corporation
$207M2.7%1M+119K (+13%)8 of 8
🔒 266 more holdings in this filing. Create a free account or sign in to see them all.

Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.

Sold out

held in Q1 2026, gone in Q2 2026
StockValue last quarterShares sold
XOM
Exxon Mobil Corp
$8.3M49K
PYPL
Paypal Hldgs Inc
$7.2M159K
TTE
Totalenergies SE
$6.5M72K
HONEYWELL INTL INC
$5.2M23K
CTRA
Coterra Energy Inc
$1M29K

🔒 Free account: see all 6.

Reported value

last 8 quarters
$8.8BQ3 '24
$9.2BQ4 '24
$7.8BQ1 '25
$10BQ2 '25
$10.3BQ3 '25
$8.7BQ4 '25
$7.1BQ1 '26
$7.7BQ2 '26

The value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.

Filings for Q2 2026

straight from the SEC
FiledFormQuarter
Aug 13, 202613F-HRQ2 2026SEC filing ↗

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Amova Asset Management Americas 13F FAQ

What does Amova Asset Management Americas own?

Amova Asset Management Americas reported 276 stocks worth $7.7B in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are HOOD (6.3%), AMD (5.6%) and TSLA (5.2%). The table above lists every position in the filing (the top 10 without an account).

What did Amova Asset Management Americas buy and sell in Q2 2026?

Compared with Q1 2026: 96 new positions, 57 added to, 121 trimmed and 6 sold out. New positions include SPCX, CBRS and SNOW. It sold all of XOM, PYPL and TTE.

When will Amova Asset Management Americas file its next 13F?

Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.

How much is Amova Asset Management Americas's portfolio worth?

The Q2 2026 filing reports $7.7B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.

For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.