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Amiral Gestion

Portfolio Manager
Amiral Gestion
Performance
-13.96% (2026 Q1)
AUM (13F)
$180.01M
# of Holdings
16
Performance Rank
Allocation (Top 20)
100.01%

Amiral Gestion Holdings Map

Top 16 Amiral Gestion Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
MSFT
MICROSOFT CORPORATION
16.65%81.0K$30.0M
+2.86%(+2.25K)
2025-Q1: 36.3K shares2025-Q2: 62.2K shares2025-Q3: 76.7K shares2025-Q4: 78.7K shares2026-Q1: 81.0K shares
$436.66(-10.57%)
2026-03-31
VRSN
VERISIGN, INC.
15.54%112.7K$28.0M
+2.09%(+2.31K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 8.9K shares2025-Q4: 110.4K shares2026-Q1: 112.7K shares
$255.99(+0.17%)
2026-03-31
ADBE
ADOBE INC.
11.97%88.6K$21.5M
-10.61%(-10.52K)
2025-Q1: 57.1K shares2025-Q2: 96.9K shares2025-Q3: 124.1K shares2025-Q4: 99.1K shares2026-Q1: 88.6K shares
$412.84(-46.78%)
2026-03-31
NVR
NVR, Inc.
9.45%2.6K$17.0M
+7.72%(+185)
2025-Q1: 2.5K shares2025-Q2: 1.2K shares2025-Q3: 2.0K shares2025-Q4: 2.4K shares2026-Q1: 2.6K shares
$7811.87(-13.58%)
2026-03-31
BF.B
BROWN-FORMAN CORPORATION
8.2%558.2K$14.8M
+36.27%(+148.58K)
2025-Q1: 384.3K shares2025-Q2: 334.9K shares2025-Q3: 252.3K shares2025-Q4: 409.7K shares2026-Q1: 558.2K shares
$31.67(-17.39%)
2026-03-31
V
VISA INC.
6.93%41.3K$12.5M
-45.00%(-33.76K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 47.8K shares2025-Q4: 75.0K shares2026-Q1: 41.3K shares
$347.43(+4.23%)
2026-03-31
DPZ
DOMINO'S PIZZA, INC.
6.61%33.2K$11.9M
+31.80%(+8.00K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 8.5K shares2025-Q4: 25.2K shares2026-Q1: 33.2K shares
$419.81(-25.76%)
2026-03-31
PAYC
PAYCOM SOFTWARE, INC.
5.69%84.2K$10.2M
-27.71%(-32.28K)
2025-Q1: 0 shares2025-Q2: 28.0K shares2025-Q3: 81.8K shares2025-Q4: 116.5K shares2026-Q1: 84.2K shares
$210.31(-33.81%)
2026-03-31
CL
COLGATE-PALMOLIVE COMPANY
4.55%96.0K$8.2M
-32.33%(-45.87K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 21.0K shares2025-Q4: 141.9K shares2026-Q1: 96.0K shares
$80.36(+18.38%)
2026-03-31
EW
EDWARDS LIFESCIENCES CORPORATION
4.29%96.4K$7.7M
-57.48%(-130.32K)
2025-Q1: 106.7K shares2025-Q2: 110.3K shares2025-Q3: 282.8K shares2025-Q4: 226.7K shares2026-Q1: 96.4K shares
$75.11(+25.64%)
2026-03-31

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