Amiral Gestion
- SEC CIK
- 0001828064
- Latest filing
- Apr 20, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Jan 14, 2026. Long positions only; changes compare share counts with Q3 2025.
- Positions
- 27
- 0 vs. Q3 2025
- Portfolio value
- $272.0M
- −$3.24M (−1.2%) vs. Q3 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 78,719 | $38.1M | 14.0% | +2,069+2.7% | Added | History |
| ADBEAdobe Inc. | Stock | 99,141 | $34.7M | 12.8% | −24,967−20.1% | Reduced | History |
| VRSNVerisign Inc | COM | 110,357 | $26.8M | 9.9% | +101,474+1,142.3% | Added | History |
| VVisa Inc. | Stock | 75,010 | $26.3M | 9.7% | +27,228+57.0% | Added | History |
| EWEdwards Lifesciences Corp | Stock | 226,710 | $19.3M | 7.1% | −56,085−19.8% | Reduced | History |
| PAYCPaycom Software, Inc. | Stock | 116,488 | $18.6M | 6.8% | +34,722+42.5% | Added | History |
| NVRNVR Inc | COM | 2,397 | $17.5M | 6.4% | +419+21.2% | Added | History |
| PYPLPayPal Holdings, Inc. | Stock | 236,209 | $13.8M | 5.1% | −183,420−43.7% | Reduced | History |
| CLColgate Palmolive Co | Stock | 141,873 | $11.2M | 4.1% | +120,873+575.6% | Added | History |
| BF.BBrown Forman Corp | Stock | 409,664 | $10.7M | 3.9% | +157,399+62.4% | Added | History |
| DPZDominos Pizza Inc | COM | 25,160 | $10.5M | 3.9% | +16,644+195.4% | Added | History |
| PGProcter & Gamble Co | Stock | 45,388 | $6.50M | 2.4% | +45,388 | New | History |
| CHDChurch & Dwight Co Inc | COM | 74,629 | $6.26M | 2.3% | +74,629 | New | History |
| SESea Ltd | SPONSORD ADS | 47,500 | $6.06M | 2.2% | +8,000+20.3% | Added | History |
| OTISOtis Worldwide Corp | Stock | 61,731 | $5.39M | 2.0% | +61,731 | New | History |
| PEPPepsiCo Inc | Stock | 26,760 | $3.84M | 1.4% | +26,760 | New | History |
| PACBPacific Biosciences of California, Inc. | COM | 2,733,290 | $3.21M | 1.2% | 00.0% | Unchanged | History |
| PDDPDD Holdings Inc. | SPONSORED ADS | 28,000 | $3.17M | 1.2% | −25,000−47.2% | Reduced | History |
| FUTUFutu Holdings Ltd | SPON ADS CL A | 15,000 | $2.46M | 0.9% | +6,900+85.2% | Added | History |
| YMMFull Truck Alliance Co. Ltd. | SPONSORED ADS | 185,000 | $1.99M | 0.7% | −270,000−59.3% | Reduced | History |
| KOCoca Cola Co | Stock | 26,250 | $1.84M | 0.7% | +26,250 | New | History |
| FASTFastenal Co | Stock | 35,685 | $1.43M | 0.5% | +35,685 | New | History |
| METAMeta Platforms, Inc. | Stock | 1,670 | $1.10M | 0.4% | −26,343−94.0% | Reduced | History |
| FDSFactset Research Systems Inc | Stock | 2,500 | $725.5K | 0.3% | 00.0% | Unchanged | History |
| MMYTMakeMyTrip Ltd | Stock | 3,390 | $278.4K | 0.1% | +600+21.5% | Added | History |
| DOLEDole plc | ORD SHS | 18,180 | $272.5K | 0.1% | 00.0% | Unchanged | History |
| ProShares Tr74347R669 | PSHS ULT SEMICDT | 14,650 | $14.7K | <0.1% | −23,728−61.8% | ReducedConverted for a 2-for-1 split | – |
Sold out since Q3 2025 (6)
Positions held at the end of Q3 2025 that are gone from this filing.
| Security | Class | Shares in Q3 2025 | Value in Q3 2025 | % of portfolio in Q3 2025 | History |
|---|---|---|---|---|---|
| PCTYPaylocity Holding Corp | COM | 84,703 | $13.5M | 4.9% | History |
| ABNBAirbnb, Inc. | Stock | 62,545 | $7.59M | 2.8% | History |
| BKNGBooking Holdings Inc. | Stock | 807 | $4.36M | 1.6% | History |
| FNVFranco Nevada Corp | Stock | 16,000 | $3.57M | 1.3% | History |
| GOOGLAlphabet Inc. | Stock | 7,377 | $1.79M | 0.7% | History |
| GDSGDS Holdings Ltd | SPONSORED ADS | 13,000 | $503.1K | 0.2% | History |