AMIRAL GESTION

PARIS, I0 · CIK 1828064 · 13F filing filed 2026-04-20

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Legal entityAMIRAL GESTION (FR)

Others nearbyParis

$180.0m reported value -33.8% vs Q4 2025

16positions

89.9%in top 10

1 new 8 added 7 reduced 12 sold out vs Q4 2025

Holdings, Q1 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	MICROSOFT CORP COM MSFT	MSFT	80,969	$30.0m16.65%	16.65%	Added +2.2k	+2,250 2.9%
2	VERISIGN INC COM VRSN	VRSN	112,666	$28.0m15.54%	15.54%	Added +2.3k	+2,309 2.1%
3	ADOBE INC COM ADBE	ADBE	88,623	$21.5m11.97%	11.97%	Reduced -10.5k	-10,518 -10.6%
4	NVR INC COM NVR	NVR	2,582	$17.0m9.45%	9.45%	Added +185	+185 7.7%
5	BROWN FORMAN CORP CL B BF.B	BF.B	558,244	$14.8m8.20%	8.20%	Added +148.6k	+148,580 36.3%
6	VISA INC COM CL A V	V	41,255	$12.5m6.93%	6.93%	Reduced -33.8k	-33,755 -45.0%
7	DOMINOS PIZZA INC COM DPZ	DPZ	33,160	$11.9m6.61%	6.61%	Added +8.0k	+8,000 31.8%
8	PAYCOM SOFTWARE INC COM PAYC	PAYC	84,206	$10.2m5.69%	5.69%	Reduced -32.3k	-32,282 -27.7%
9	COLGATE PALMOLIVE CO COM CL	CL	96,000	$8.2m4.55%	4.55%	Reduced -45.9k	-45,873 -32.3%
10	EDWARDS LIFESCIENCES CORP COM EW	EW	96,389	$7.7m4.29%	4.29%	Reduced -130.3k	-130,321 -57.5%
11	POOL CORP COM POOL	POOL	37,189	$7.5m4.18%	4.18%	New
12	SEA LTD SPONSORD ADS SE	SE	51,500	$4.3m2.37%	2.37%	Added +4.0k	+4,000 8.4%
13	PDD HOLDINGS INC SPONSORED ADS PDD	PDD	27,000	$2.8m1.53%	1.53%	Reduced -1.0k	-1,000 -3.6%
14	META PLATFORMS INC CL A META	META	3,100	$1.8m0.99%	0.99%	Added +1.4k	+1,430 85.6%
15	FUTU HLDGS LTD SPON ADS CL A FUTU	FUTU	12,000	$1.6m0.91%	0.91%	Reduced -3.0k	-3,000 -20.0%
16	DOLE PLC ORD SHS DOLE	DOLE	19,180	$275.6k0.15%	0.15%	Added +1.0k	+1,000 5.5%

Sold out since Q4 2025

Security	Ticker	Shares held before	Value then
PAYPAL HLDGS INC PYPL	PYPL	236,209	$13.8m236.2k shares
PROCTER AND GAMBLE CO PG	PG	45,388	$6.5m45.4k shares
CHURCH & DWIGHT CO INC CHD	CHD	74,629	$6.3m74.6k shares
OTIS WORLDWIDE CORP OTIS	OTIS	61,731	$5.4m61.7k shares
PEPSICO INC PEP	PEP	26,760	$3.8m26.8k shares
PACIFIC BIOSCIENCES CALIF IN PACB	PACB	2,733,290	$3.2m2.7m shares
FULL TRUCK ALLIANCE CO LTD YMM	YMM	185,000	$2.0m185.0k shares
COCA COLA CO KO	KO	26,250	$1.8m26.2k shares
FASTENAL CO FAST	FAST	35,685	$1.4m35.7k shares
FACTSET RESH SYS INC FDS	FDS	2,500	$725.5k2.5k shares
MAKEMYTRIP LIMITED MAURITIUS MMYT	MMYT	3,390	$278.4k3.4k shares
PROSHARES TR USD	USD	14,650	$14.7k14.7k shares