StockDriftsStockDriftsTop 16 Amiral Gestion Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORPORATION | 16.65% | 81.0K | $30.0M | +2.86%(+2.25K) | $436.66(-10.57%) | 2026-03-31 | |
| VRSN | VERISIGN, INC. | 15.54% | 112.7K | $28.0M | +2.09%(+2.31K) | $255.99(+0.17%) | 2026-03-31 | |
| ADBE | ADOBE INC. | 11.97% | 88.6K | $21.5M | -10.61%(-10.52K) | $412.84(-46.78%) | 2026-03-31 | |
| NVR | NVR, Inc. | 9.45% | 2.6K | $17.0M | +7.72%(+185) | $7811.87(-13.58%) | 2026-03-31 | |
| BF.B | BROWN-FORMAN CORPORATION | 8.2% | 558.2K | $14.8M | +36.27%(+148.58K) | $31.67(-17.39%) | 2026-03-31 | |
| V | VISA INC. | 6.93% | 41.3K | $12.5M | -45.00%(-33.76K) | $347.43(+4.23%) | 2026-03-31 | |
| DPZ | DOMINO'S PIZZA, INC. | 6.61% | 33.2K | $11.9M | +31.80%(+8.00K) | $419.81(-25.76%) | 2026-03-31 | |
| PAYC | PAYCOM SOFTWARE, INC. | 5.69% | 84.2K | $10.2M | -27.71%(-32.28K) | $210.31(-33.81%) | 2026-03-31 | |
| CL | COLGATE-PALMOLIVE COMPANY | 4.55% | 96.0K | $8.2M | -32.33%(-45.87K) | $80.36(+18.38%) | 2026-03-31 | |
| EW | EDWARDS LIFESCIENCES CORPORATION | 4.29% | 96.4K | $7.7M | -57.48%(-130.32K) | $75.11(+25.64%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (5 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | -15.79% |
| Top 20 Holdings Unweighted | — | — | — | — | -8.41% |
Amiral Gestion reports $180.01M in US-listed equity holdings across 16 positions in its most recent 13F filing. Its largest disclosed positions are MSFT (16.6%), VRSN (15.5%) and ADBE (12.0%). The top 20 holdings account for 100.01% of reported assets. Its disclosed equity book has returned -15.79% cumulatively over 5 quarters. Figures reflect the Q1 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Amiral Gestion’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1828064). View Amiral Gestion’s 13F filings on SEC