Amova Asset Management Americas, Inc.

CIK

1480751

City

NEW YORK

State / Country

Stock

ROKU — Roku, Inc

Top Portfolio Positions

183 positions · $6,951,575,480 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
SHOP	Shopify Inc. Technology	3,458,265	$410,219,394	5.90%
TSLA	Tesla, Inc. Consumer Cyclical	1,007,964	$374,710,617	5.39%
HOOD	Robinhood Markets, Inc. Financial Services	5,240,796	$363,187,162	5.22%
AMD	Advanced Micro Devices Inc Technology	1,484,939	$302,081,140	4.35%
CRCL	Circle Internet Group, Inc. Financial Services	2,914,947	$278,115,093	4.00%
COIN	Coinbase Global, Inc. Financial Services	1,589,152	$277,481,830	3.99%
PLTR	Palantir Technologies Inc. Technology	1,688,322	$246,967,742	3.55%
TEM	Tempus AI, Inc. Healthcare	4,326,313	$195,635,873	2.81%
RBLX	Roblox Corp Communication Services	3,238,160	$183,150,329	2.63%
AMZN	Amazon Com Inc Consumer Cyclical	859,945	$179,100,745	2.58%

Portfolio Trend

25 quarters · across all stocks

Holdings in ROKU

Compact Export CSV

Shares Held

Position Value (USD)

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$174,941,877	1,848,889	-37.1%	Shares	Sole	2026-05-07
2025-12-31	$319,123,768	2,941,504	-19.7%	Shares	Sole	2026-02-11
2025-09-30	$366,707,901	3,662,318	-17.6%	Shares	Sole	2025-11-12
2025-06-30	$390,470,221	4,442,715	-1.5%	Shares	Sole	2025-08-11
2025-03-31	$317,637,980	4,509,341	-15.8%	Shares	Sole	2025-05-07
2024-12-31	$398,241,089	5,357,023	-13.7%	Shares	Sole	2025-02-10
2024-09-30	$463,479,499	6,207,869	-6.8%	Shares	Sole	2024-11-07
2024-06-30	$398,975,464	6,657,358	-6.1%	Shares	Sole	2024-08-09
2024-03-31	$462,178,536	7,091,891	+25.8%	Shares	Sole	2024-05-02
2023-12-31	$516,640,031	5,636,483	-9.5%	Shares	Sole	2024-02-08
2023-09-30	$439,444,915	6,225,314	-12.3%	Shares	Sole	2023-11-09
2023-06-30	$453,800,101	7,095,061	-2.0%	Shares	Sole	2023-08-14
2023-03-31	$476,450,707	7,238,692	-3.6%	Shares	Sole	2023-05-03
2022-12-31	$305,732,620	7,511,858	+6.3%	Shares	Sole	2023-02-13
2022-09-30	$398,710,381	7,069,333	+24.8%	Shares	Sole	2022-11-14
2022-06-30	$465,309,957	5,664,840	+31.1%	Shares	Sole	2022-08-04
2022-03-31	$541,244,317	4,320,622	+20.2%	Shares	Sole	2022-05-06
2021-12-31	$820,570,688	3,595,840	+45.9%	Shares	Sole	2022-02-08
2021-09-30	$772,120,408	2,464,083	+11.3%	Shares	Sole	2021-11-09
2021-06-30	$1,016,461,239	2,213,307	+1.8%	Shares	Sole	2021-08-09
2021-03-31	$708,142,537	2,173,750	-11.4%	Shares	Sole	2021-05-03
2020-12-31	$814,879,010	2,454,307	+9.6%	Shares	Sole	2021-02-11
2020-09-30	$422,790,412	2,239,356	+17.5%	Shares	Sole	2020-11-02
2020-06-30	$222,090,914	1,905,869	+42.1%	Shares	Sole	2020-08-07
2020-03-31	$117,303,856	1,340,922	—	Shares	Sole	2020-05-04
No 13F history on record for this holder in this stock.