Amova Asset Management Americas, Inc. 13F 持仓 · 2026年Q2
Amova Asset Management Americas 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 276 只证券，申报市值合计 77.47 亿美元。前几大持仓：HOOD（6.29%）、AMD（5.59%）、TSLA（5.20%）。本季前 25 大持仓中：新建仓 1 只、增持 7 只、减持 17 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | HOOD | ROBINHOOD MARKETS INC - A | $487.1M | 6.29% | 4.9M | 减持 |
| 2 | AMD | ADVANCED MICRO DEVICES | $433.2M | 5.59% | 746,707 | 减持 |
| 3 | TSLA | TESLA INC | $402.5M | 5.20% | 957,681 | 减持 |
| 4 | SHOP | SHOPIFY INC - CLASS A | $384.5M | 4.96% | 3.4M | 减持 |
| 5 | AMZN | AMAZON.COM INC | $240.9M | 3.11% | 1.0M | 增持 |
| 6 | TEM | TEMPUS AI INC-CL A | $236.6M | 3.05% | 4.1M | 减持 |
| 7 | COIN | COINBASE GLOBAL INC -CLASS A | $233.4M | 3.01% | 1.6M | 增持 |
| 8 | SPCX | SPACE EXPLORATION TECHN-CL A | $228.4M | 2.95% | 1.3M | 新建仓 |
| 9 | XYZ | BLOCK INC | $219.2M | 2.83% | 2.9M | 增持 |
| 10 | NVDA | NVIDIA CORP | $206.9M | 2.67% | 1.0M | 增持 |
| 11 | PLTR | PALANTIR TECHNOLOGIES INC-A | $194.9M | 2.52% | 1.7M | 减持 |
| 12 | RBLX | ROBLOX CORP -CLASS A | $186.0M | 2.40% | 3.4M | 增持 |
| 13 | CRCL | CIRCLE INTERNET GROUP INC | $181.6M | 2.34% | 2.9M | 减持 |
| 14 | TXG | 10X GENOMICS INC-CLASS A | $160.7M | 2.07% | 4.2M | 减持 |
| 15 | GOOG | ALPHABET INC-CL C | $131.5M | 1.70% | 372,180 | 增持 |
| 16 | TER | TERADYNE INC | $124.9M | 1.61% | 258,465 | 减持 |
| 17 | META | META PLATFORMS INC-CLASS A | $123.3M | 1.59% | 219,003 | 增持 |
| 18 | TSM | TAIWAN SEMICONDUCTOR-SP ADR | $121.3M | 1.57% | 254,175 | 减持 |
| 19 | BEAM | BEAM THERAPEUTICS INC | $118.5M | 1.53% | 3.5M | 减持 |
| 20 | MELI | MERCADOLIBRE INC | $113.1M | 1.46% | 66,630 | 减持 |
| 21 | DE | DEERE & CO | $112.4M | 1.45% | 177,374 | 减持 |
| 22 | CRWD | CROWDSTRIKE HOLDINGS INC - A | $110.3M | 1.42% | 144,667 | 减持 |
| 23 | ILMN | ILLUMINA INC | $108.7M | 1.40% | 617,972 | 减持 |
| 24 | CRWV | COREWEAVE INC-CL A | $107.1M | 1.38% | 1.1M | 减持 |
| 25 | TOST | TOAST INC-CLASS A | $104.9M | 1.35% | 3.8M | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR