AMIRAL GESTION
Follow13F filer, CIK 1828064, PARIS, France
AMIRAL GESTION reported $180,011,446 across 16 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-04-20. Its ten largest share positions make up 89.87% of the portfolio.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001828064-26-000002
- Period
- 2026-03-31
- Reported value
- $180M
- Holdings
- 16
- Top 10 weight
- 89.87%
- New
- 1
- Sold out
- 12
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| POOLnew | +37,189 | $7.52M |
| BF-Badded | +148,580 | $3.93M |
| DPZadded | +8,000 | $2.87M |
| NVRadded | +185 | $1.22M |
| MSFTadded | +2,250 | $833K |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Largest sells vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| PYPLexited | -236,209 | -$13.8M |
| EWreduced | -130,321 | -$10.4M |
| Vreduced | -33,755 | -$10.2M |
| PGexited | -45,388 | -$6.5M |
| CHDexited | -74,629 | -$6.26M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Holdings, Q1 2026
Share positions as resolved from 13F-HR 0001828064-26-000002, largest first. % of portfolio is the value over $180,011,446, the sum of the share positions whose value is usable for ratios (method).
| Security | History | Shares | Value | % of portfolio | Change | Latest event | Timeline |
|---|---|---|---|---|---|---|---|
| MSFTMICROSOFT CORP | 80,969 | $30M | 16.65% | +2,250 | Timeline | ||
| VRSNVERISIGN INC | 112,666 | $28M | 15.54% | +2,309 | Timeline | ||
| ADBEADOBE INC | 88,623 | $21.5M | 11.97% | -10,518 | Timeline | ||
| NVRNVR INC | 2,582 | $17M | 9.45% | +185 | Timeline | ||
| BF-BBROWN FORMAN CORP | 558,244 | $14.8M | 8.2% | +148,580 | Timeline | ||
| VVISA INC | 41,255 | $12.5M | 6.93% | -33,755 | Timeline | ||
| DPZDOMINOS PIZZA INC | 33,160 | $11.9M | 6.61% | +8,000 | Timeline | ||
| PAYCPAYCOM SOFTWARE INC | 84,206 | $10.2M | 5.69% | -32,282 | Timeline | ||
| CLCOLGATE PALMOLIVE CO | 96,000 | $8.18M | 4.55% | -45,873 | Timeline | ||
| EWEDWARDS LIFESCIENCES CORP | 96,389 | $7.72M | 4.29% | -130,321 | Timeline | ||
| POOLPOOL CORP | 37,189 | $7.52M | 4.18% | new | Timeline | ||
| SESEA LTD | 51,500 | $4.26M | 2.37% | +4,000 | Timeline | ||
| PDDPDD HOLDINGS INC | 27,000 | $2.76M | 1.53% | -1,000 | Timeline | ||
| METAMETA PLATFORMS INC | 3,100 | $1.77M | 0.99% | +1,430 | Timeline | ||
| FUTUFUTU HLDGS LTD | 12,000 | $1.64M | 0.91% | -3,000 | Timeline | ||
| DOLEDOLE PLC | 19,180 | $276K | 0.15% | +1,000 | Timeline |
Sold out in Q1 2026
Positions in the previous quarter's report that this quarter's report no longer lists.
| Security | Shares before | Value before | Type |
|---|---|---|---|
| PYPLPAYPAL HLDGS INC | 236,209 | $13.8M | shares |
| PGPROCTER & GAMBLE CO | 45,388 | $6.5M | shares |
| CHDCHURCH & DWIGHT CO INC | 74,629 | $6.26M | shares |
| OTISOTIS WORLDWIDE CORP | 61,731 | $5.39M | shares |
| PEPPEPSICO INC | 26,760 | $3.84M | shares |
| PACBPACIFIC BIOSCIENCES CALIF IN | 2,733,290 | $3.21M | shares |
| YMMFULL TRUCK ALLIANCE CO LTD | 185,000 | $1.99M | shares |
| KOCOCA COLA CO | 26,250 | $1.84M | shares |
| FASTFASTENAL CO | 35,685 | $1.43M | shares |
| FDSFACTSET RESH SYS INC | 2,500 | $725K | shares |
| MMYTMAKEMYTRIP LIMITED MAURITIUS | 3,390 | $278K | shares |
| USDPROSHARES TR | 14,650 | $14.7K | shares |
How Q1 2026 was built
Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0001828064-26-000002 | base | 2026-04-20 | acceptance time not in the bulk data set |
Filings
Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.
| Filing | Subject | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001828064-26-000002 | Quarter ended 2026-03-31 | 2026-04-20 | acceptance time not in the bulk data set | |
| 13F-HR 0001828064-26-000001 | Quarter ended 2025-12-31 | 2026-01-14 | acceptance time not in the bulk data set | |
| 13F-HR 0001828064-25-000008 | Quarter ended 2025-09-30 | 2025-10-09 | acceptance time not in the bulk data set | |
| 13F-HR/A 0001828064-25-000007 | Quarter ended 2024-12-31 | 2025-09-15 | acceptance time not in the bulk data set | |
| 13F-HR/A 0001828064-25-000006 | Quarter ended 2025-03-31 | 2025-09-15 | acceptance time not in the bulk data set | |
| 13F-HR 0001828064-25-000005 | Quarter ended 2025-06-30 | 2025-09-15 | acceptance time not in the bulk data set | |
| 13F-HR 0001828064-25-000004 | Quarter ended 2025-03-31 | 2025-09-15 | acceptance time not in the bulk data set | |
| 13F-HR 0001828064-25-000002 | Quarter ended 2024-12-31 | 2025-02-20 | acceptance time not in the bulk data set |