Amiral Gestion
- SEC CIK
- 0001828064
- Latest filing
- Apr 20, 2026
Holdings in Q1 2026
Holdings as of Mar 31, 2026, filed Apr 20, 2026. Long positions only; changes compare share counts with Q4 2025.
- Positions
- 16
- −11 vs. Q4 2025
- Portfolio value
- $180.0M
- −$92.0M (−33.8%) vs. Q4 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 80,969 | $30.0M | 16.7% | +2,250+2.9% | Added | History |
| VRSNVerisign Inc | COM | 112,666 | $28.0M | 15.5% | +2,309+2.1% | Added | History |
| ADBEAdobe Inc. | Stock | 88,623 | $21.5M | 12.0% | −10,518−10.6% | Reduced | History |
| NVRNVR Inc | COM | 2,582 | $17.0M | 9.5% | +185+7.7% | Added | History |
| BF.BBrown Forman Corp | Stock | 558,244 | $14.8M | 8.2% | +148,580+36.3% | Added | History |
| VVisa Inc. | Stock | 41,255 | $12.5M | 6.9% | −33,755−45.0% | Reduced | History |
| DPZDominos Pizza Inc | COM | 33,160 | $11.9M | 6.6% | +8,000+31.8% | Added | History |
| PAYCPaycom Software, Inc. | Stock | 84,206 | $10.2M | 5.7% | −32,282−27.7% | Reduced | History |
| CLColgate Palmolive Co | Stock | 96,000 | $8.18M | 4.5% | −45,873−32.3% | Reduced | History |
| EWEdwards Lifesciences Corp | Stock | 96,389 | $7.72M | 4.3% | −130,321−57.5% | Reduced | History |
| POOLPool Corp | COM | 37,189 | $7.52M | 4.2% | +37,189 | New | History |
| SESea Ltd | SPONSORD ADS | 51,500 | $4.26M | 2.4% | +4,000+8.4% | Added | History |
| PDDPDD Holdings Inc. | SPONSORED ADS | 27,000 | $2.76M | 1.5% | −1,000−3.6% | Reduced | History |
| METAMeta Platforms, Inc. | Stock | 3,100 | $1.77M | 1.0% | +1,430+85.6% | Added | History |
| FUTUFutu Holdings Ltd | SPON ADS CL A | 12,000 | $1.64M | 0.9% | −3,000−20.0% | Reduced | History |
| DOLEDole plc | ORD SHS | 19,180 | $275.6K | 0.2% | +1,000+5.5% | Added | History |
Sold out since Q4 2025 (12)
Positions held at the end of Q4 2025 that are gone from this filing.
| Security | Class | Shares in Q4 2025 | Value in Q4 2025 | % of portfolio in Q4 2025 | History |
|---|---|---|---|---|---|
| PYPLPayPal Holdings, Inc. | Stock | 236,209 | $13.8M | 5.1% | History |
| PGProcter & Gamble Co | Stock | 45,388 | $6.50M | 2.4% | History |
| CHDChurch & Dwight Co Inc | COM | 74,629 | $6.26M | 2.3% | History |
| OTISOtis Worldwide Corp | Stock | 61,731 | $5.39M | 2.0% | History |
| PEPPepsiCo Inc | Stock | 26,760 | $3.84M | 1.4% | History |
| PACBPacific Biosciences of California, Inc. | COM | 2,733,290 | $3.21M | 1.2% | History |
| YMMFull Truck Alliance Co. Ltd. | SPONSORED ADS | 185,000 | $1.99M | 0.7% | History |
| KOCoca Cola Co | Stock | 26,250 | $1.84M | 0.7% | History |
| FASTFastenal Co | Stock | 35,685 | $1.43M | 0.5% | History |
| FDSFactset Research Systems Inc | Stock | 2,500 | $725.5K | 0.3% | History |
| MMYTMakeMyTrip Ltd | Stock | 3,390 | $278.4K | 0.1% | History |
| ProShares Tr74347R669 | PSHS ULT SEMICDT | 14,650 | $14.7K | <0.1% | – |