Amiral Gestion
- SEC CIK
- 0001828064
- Latest filing
- Apr 20, 2026
Holdings in Q3 2025
Holdings as of Sep 30, 2025, filed Oct 9, 2025. Long positions only; changes compare share counts with Q2 2025.
- Positions
- 27
- +6 vs. Q2 2025
- Portfolio value
- $275.2M
- +$43.3M (+18.7%) vs. Q2 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| ADBEAdobe Inc. | Stock | 124,108 | $43.8M | 15.9% | +27,159+28.0% | Added | History |
| MSFTMicrosoft Corp | Stock | 76,650 | $39.7M | 14.4% | +14,480+23.3% | Added | History |
| PYPLPayPal Holdings, Inc. | Stock | 419,629 | $28.1M | 10.2% | +110,056+35.6% | Added | History |
| EWEdwards Lifesciences Corp | Stock | 282,795 | $22.0M | 8.0% | +172,481+156.4% | Added | History |
| METAMeta Platforms, Inc. | Stock | 28,013 | $20.6M | 7.5% | −24,847−47.0% | Reduced | History |
| PAYCPaycom Software, Inc. | Stock | 81,766 | $17.0M | 6.2% | +53,787+192.2% | Added | History |
| VVisa Inc. | Stock | 47,782 | $16.3M | 5.9% | +47,782 | New | History |
| NVRNVR Inc | COM | 1,978 | $15.9M | 5.8% | +826+71.7% | Added | History |
| PCTYPaylocity Holding Corp | COM | 84,703 | $13.5M | 4.9% | +23,162+37.6% | Added | History |
| ABNBAirbnb, Inc. | Stock | 62,545 | $7.59M | 2.8% | +56,745+978.4% | Added | History |
| SESea Ltd | SPONSORD ADS | 39,500 | $7.06M | 2.6% | −1,000−2.5% | Reduced | History |
| PDDPDD Holdings Inc. | SPONSORED ADS | 53,000 | $7.01M | 2.5% | +5,000+10.4% | Added | History |
| BF.BBrown Forman Corp | Stock | 252,265 | $6.83M | 2.5% | −82,665−24.7% | Reduced | History |
| YMMFull Truck Alliance Co. Ltd. | SPONSORED ADS | 455,000 | $5.90M | 2.1% | +235,000+106.8% | Added | History |
| BKNGBooking Holdings Inc. | Stock | 807 | $4.36M | 1.6% | +807 | New | History |
| DPZDominos Pizza Inc | COM | 8,516 | $3.68M | 1.3% | +8,516 | New | History |
| FNVFranco Nevada Corp | Stock | 16,000 | $3.57M | 1.3% | +16,000 | New | History |
| PACBPacific Biosciences of California, Inc. | COM | 2,733,290 | $3.21M | 1.2% | 00.0% | Unchanged | History |
| VRSNVerisign Inc | COM | 8,883 | $2.48M | 0.9% | +8,883 | New | History |
| GOOGLAlphabet Inc. | Stock | 7,377 | $1.79M | 0.7% | −116,057−94.0% | Reduced | History |
| CLColgate Palmolive Co | Stock | 21,000 | $1.68M | 0.6% | +21,000 | New | History |
| FUTUFutu Holdings Ltd | SPON ADS CL A | 8,100 | $1.41M | 0.5% | +8,100 | New | History |
| FDSFactset Research Systems Inc | Stock | 2,500 | $716.2K | 0.3% | 00.0% | Unchanged | History |
| GDSGDS Holdings Ltd | SPONSORED ADS | 13,000 | $503.1K | 0.2% | −12,000−48.0% | Reduced | History |
| MMYTMakeMyTrip Ltd | Stock | 2,790 | $261.1K | 0.1% | +1,500+116.3% | Added | History |
| DOLEDole plc | ORD SHS | 18,180 | $244.4K | 0.1% | 00.0% | Unchanged | History |
| ProShares Tr74347R669 | PSHS ULT SEMICDT | 19,189 | $19.2K | <0.1% | +19,189 | New | – |
Sold out since Q2 2025 (2)
Positions held at the end of Q2 2025 that are gone from this filing.