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Amiral Gestion Top Holdings and 13F Report (2025)

About Amiral Gestion

Investment Activity

  • Amiral Gestion has $275.21 million in total holdings as of September 30, 2025.
  • Amiral Gestion owns shares of 27 different stocks, but just 10 companies or ETFs make up 80% of its holdings.
  • Approximately 37.66% of the portfolio was purchased this quarter.
  • About 23.60% of the portfolio was sold this quarter.
  • This quarter, Amiral Gestion has purchased 21 new stocks and bought additional shares in 11 stocks.
  • Amiral Gestion sold shares of 5 stocks and completely divested from 2 stocks this quarter.

Largest Holdings

Adobe
$43,779,097
Microsoft
$39,700,867
PayPal
$28,140,321
Meta Platforms
$20,572,187

Largest New Holdings this Quarter

92826C839 - Visa
$16,311,819 Holding
09857L108 - Booking
$4,357,211 Holding
25754A201 - DOMINO'S PIZZA, INC.
$3,676,442 Holding
351858105 - Franco-Nevada
$3,566,560 Holding
92343E102 - VeriSign
$2,483,420 Holding

Largest Purchases this Quarter

Visa
47,782 shares (about $16.31M)
Edwards Lifesciences
172,481 shares (about $13.41M)
Paycom Software
53,787 shares (about $11.20M)
Adobe
27,159 shares (about $9.58M)
Microsoft
14,480 shares (about $7.50M)

Largest Sales this Quarter

Alphabet
116,057 shares (about $28.21M)
Meta Platforms
24,847 shares (about $18.25M)
Brown-Forman
82,665 shares (about $2.24M)
GDS
12,000 shares (about $464.40K)
SEA
1,000 shares (about $178.73K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofAmiral Gestion

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Adobe Inc. stock logo
ADBE
Adobe
$43,779,097$9,580,337 28.0%124,10815.9%Computer and Technology
Microsoft Corporation stock logo
MSFT
Microsoft
$39,700,867$7,499,916 23.3%76,65014.4%Computer and Technology
PayPal Holdings, Inc. stock logo
PYPL
PayPal
$28,140,321$7,380,355 35.6%419,62910.2%Business Services
Edwards Lifesciences Corporation stock logo
EW
Edwards Lifesciences
$21,992,967$13,413,847 156.4%282,7958.0%Medical
Meta Platforms, Inc. stock logo
META
Meta Platforms
$20,572,187$18,247,140 -47.0%28,0137.5%Computer and Technology
Paycom Software, Inc. stock logo
PAYC
Paycom Software
$17,018,775$11,195,226 192.2%81,7666.2%Computer and Technology
Visa Inc. stock logo
V
Visa
$16,311,819$16,311,819 New Holding47,7825.9%Business Services
NVR, Inc. stock logo
NVR
NVR
$15,892,557$6,636,629 71.7%1,9785.8%Construction
Paylocity Holding Corporation stock logo
PCTY
Paylocity
$13,490,647$3,689,012 37.6%84,7034.9%Computer and Technology
Airbnb, Inc. stock logo
ABNB
Airbnb
$7,594,214$6,889,978 978.4%62,5452.8%Consumer Discretionary
Sea Limited Sponsored ADR stock logo
SE
SEA
$7,059,835$178,730 -2.5%39,5002.6%Computer and Technology
PDD Holdings Inc. Sponsored ADR stock logo
PDD
PDD
$7,005,010$660,850 10.4%53,0002.5%Retail/Wholesale
Brown-Forman Corporation stock logo
BF.B
Brown-Forman
$6,831,336$2,238,568 -24.7%252,2652.5%Consumer Staples
Full Truck Alliance Co. Ltd. Sponsored ADR stock logo
YMM
Full Truck Alliance
$5,901,350$3,047,950 106.8%455,0002.1%Business Services
Booking Holdings Inc. stock logo
BKNG
Booking
$4,357,211$4,357,211 New Holding8071.6%Retail/Wholesale
DOMINO'S PIZZA, INC.
$3,676,442$3,676,442 New Holding8,5161.3%Common Stock
Franco-Nevada Corporation stock logo
FNV
Franco-Nevada
$3,566,560$3,566,560 New Holding16,0001.3%Basic Materials
Pacific Biosciences of California, Inc. stock logo
PACB
Pacific Biosciences of California
$3,211,6160.0%2,733,2901.2%Medical
VeriSign, Inc. stock logo
VRSN
VeriSign
$2,483,420$2,483,420 New Holding8,8830.9%Computer and Technology
Alphabet Inc. stock logo
GOOGL
Alphabet
$1,793,349$28,213,461 -94.0%7,3770.7%Computer and Technology
Colgate-Palmolive Company stock logo
CL
Colgate-Palmolive
$1,678,740$1,678,740 New Holding21,0000.6%Consumer Staples
Futu Holdings Limited Sponsored ADR stock logo
FUTU
Futu
$1,408,671$1,408,671 New Holding8,1000.5%Business Services
FactSet Research Systems Inc. stock logo
FDS
FactSet Research Systems
$716,2250.0%2,5000.3%Business Services
GDS Holdings stock logo
GDS
GDS
$503,100$464,400 -48.0%13,0000.2%Business Services
MakeMyTrip Limited stock logo
MMYT
MakeMyTrip
$261,144$140,400 116.3%2,7900.1%Computer and Technology
Dole PLC stock logo
DOLE
Dole
$244,4430.0%18,1800.1%Consumer Staples
ProShares Ultra Semiconductors stock logo
USD
ProShares Ultra Semiconductors
$19,211$19,211 New Holding19,1890.0%ETF
PepsiCo, Inc. stock logo
PEP
PepsiCo
$0$12,340,458 -100.0%00.0%Consumer Staples
CocaCola Company (The) stock logo
KO
CocaCola
$0$3,264,476 -100.0%00.0%Consumer Staples

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data