Amiral Gestion
- SEC CIK
- 0001828064
- Latest filing
- Apr 20, 2026
Holdings in Q1 2025
Holdings as of Mar 31, 2025, filed Sep 15, 2025. Long positions only; changes compare share counts with Q4 2024.
- Positions
- 27
- −4 vs. Q4 2024
- Portfolio value
- $181.7M
- +$23.3M (+14.7%) vs. Q4 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| ADBEAdobe Inc. | Stock | 57,119 | $21.9M | 12.1% | +26,069+84.0% | Added | History |
| GOOGLAlphabet Inc. | Stock | 141,079 | $21.8M | 12.0% | +89+0.1% | Added | History |
| NVRNVR Inc | COM | 2,523 | $18.3M | 10.1% | +1,802+249.9% | Added | History |
| METAMeta Platforms, Inc. | Stock | 29,927 | $17.2M | 9.5% | −6,982−18.9% | Reduced | History |
| PEPPepsiCo Inc | Stock | 107,568 | $16.1M | 8.9% | +34,750+47.7% | Added | History |
| MSFTMicrosoft Corp | Stock | 36,310 | $13.6M | 7.5% | +28,615+371.9% | Added | History |
| BF.BBrown Forman Corp | Stock | 384,306 | $13.0M | 7.2% | +279,509+266.7% | Added | History |
| PYPLPayPal Holdings, Inc. | Stock | 134,020 | $8.74M | 4.8% | −65,710−32.9% | Reduced | History |
| EWEdwards Lifesciences Corp | Stock | 106,670 | $7.73M | 4.3% | +15,378+16.8% | Added | History |
| PDDPDD Holdings Inc. | SPONSORED ADS | 59,500 | $7.04M | 3.9% | −27,500−31.6% | Reduced | History |
| SESea Ltd | SPONSORD ADS | 40,000 | $5.22M | 2.9% | +5,000+14.3% | Added | History |
| PCTYPaylocity Holding Corp | COM | 26,890 | $5.04M | 2.8% | −9,970−27.0% | Reduced | History |
| KOCoca Cola Co | Stock | 68,221 | $4.89M | 2.7% | −71,937−51.3% | Reduced | History |
| ALLEAllegion plc | ORD SHS | 31,764 | $4.14M | 2.3% | +15,506+95.4% | Added | History |
| ABNBAirbnb, Inc. | Stock | 24,400 | $2.91M | 1.6% | +19,600+408.3% | Added | History |
| STNStantec Inc | COM | 27,783 | $2.30M | 1.3% | +17,283+164.6% | Added | History |
| COKECoca-Cola Consolidated, Inc. | COM | 1,686 | $2.28M | 1.3% | +1,686 | New | History |
| BECNQxo Building Products, Inc. | COM | 18,200 | $2.25M | 1.2% | +3,650+25.1% | Added | History |
| CSLCarlisle Companies Inc | COM | 5,900 | $2.01M | 1.1% | +5,900 | New | History |
| WCCWesco International Inc | COM | 11,400 | $1.77M | 1.0% | +7,000+159.1% | Added | History |
| BKNGBooking Holdings Inc. | Stock | 250 | $1.15M | 0.6% | +250 | New | History |
| SPOTSpotify Technology S.A. | Stock | 1,150 | $632.5K | 0.3% | −150−11.5% | Reduced | History |
| GDSGDS Holdings Ltd | SPONSORED ADS | 18,000 | $455.9K | 0.3% | +4,000+28.6% | Added | History |
| FDSFactset Research Systems Inc | Stock | 1,000 | $454.6K | 0.3% | 00.0% | Unchanged | History |
| HUYAHUYA Inc. | ADS REP SHS A | 100,000 | $321.0K | 0.2% | 00.0% | Unchanged | History |
| MMYTMakeMyTrip Ltd | Stock | 2,890 | $283.2K | 0.2% | +2,890 | New | History |
| YMMFull Truck Alliance Co. Ltd. | SPONSORED ADS | 2,118 | $27.0K | <0.1% | +2,118 | New | History |
Sold out since Q4 2024 (9)
Positions held at the end of Q4 2024 that are gone from this filing.
| Security | Class | Shares in Q4 2024 | Value in Q4 2024 | % of portfolio in Q4 2024 | History |
|---|---|---|---|---|---|
| VRSNVerisign Inc | COM | 30,474 | $6.31M | 4.0% | History |
| HSYHershey Co | COM | 12,933 | $2.19M | 1.4% | History |
| EDUNew Oriental Education & Technology Group Inc. | SPON ADR | 16,000 | $1.03M | 0.6% | History |
| GICGlobal Industrial Co | COM | 40,000 | $991.6K | 0.6% | History |
| XPOXPO, Inc. | COM | 5,400 | $708.2K | 0.4% | History |
| FSLRFirst Solar, Inc. | Stock | 3,000 | $528.7K | 0.3% | History |
| BLDQXO Insulation, LLC | Stock | 1,560 | $485.7K | 0.3% | History |
| DOLEDole plc | ORD SHS | 18,180 | $244.8K | 0.2% | History |
| ProShares Tr74347R669 | PSHS ULT SEMICDT | 4,168 | $4.15K | <0.1% | – |