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AMIRAL GESTION

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13F filer, CIK 1828064, PARIS, France

AMIRAL GESTION reported $271,969,779 across 27 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-01-14. Its ten largest share positions make up 79.76% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001828064-26-000001

Period
2025-12-31
Reported value
$272M
Holdings
27
Top 10 weight
79.76%
New
6
Sold out
6

Largest buys vs the previous quarter

SecurityShares changeApprox. value
VRSNadded+101,474$24.7M
CLadded+120,873$9.55M
Vadded+27,228$9.55M
DPZadded+16,644$6.94M
PGnew+45,388$6.5M

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

SecurityShares changeApprox. value
METAreduced-26,343-$17.4M
PCTYexited-84,703-$13.5M
PYPLreduced-183,420-$10.7M
ADBEreduced-24,967-$8.74M
ABNBexited-62,545-$7.59M

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, Q4 2025

Share positions as resolved from 13F-HR 0001828064-26-000001, largest first. % of portfolio is the value over $271,969,779, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 7,695 shares; 2025Q1: 36,310 shares; 2025Q2: 62,170 shares; 2025Q3: 76,650 shares; 2025Q4: 78,719 shares 78,719$38.1M14%+2,069Timeline
ADBEADOBE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 31,050 shares; 2025Q1: 57,119 shares; 2025Q2: 96,949 shares; 2025Q3: 124,108 shares; 2025Q4: 99,141 shares 99,141$34.7M12.76%-24,967Timeline
VRSNVERISIGN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 30,474 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,883 shares; 2025Q4: 110,357 shares 110,357$26.8M9.86%+101,474Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 47,782 shares; 2025Q4: 75,010 shares 75,010$26.3M9.67%+27,228Timeline
EWEDWARDS LIFESCIENCES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 91,292 shares; 2025Q1: 106,670 shares; 2025Q2: 110,314 shares; 2025Q3: 282,795 shares; 2025Q4: 226,710 shares 226,710$19.3M7.11%-56,085Timeline
PAYCPAYCOM SOFTWARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,979 shares; 2025Q3: 81,766 shares; 2025Q4: 116,488 shares 116,488$18.6M6.83%+34,722Timeline
NVRNVR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 721 shares; 2025Q1: 2,523 shares; 2025Q2: 1,152 shares; 2025Q3: 1,978 shares; 2025Q4: 2,397 shares 2,397$17.5M6.43%+419Timeline
PYPLPAYPAL HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 199,730 shares; 2025Q1: 134,020 shares; 2025Q2: 309,573 shares; 2025Q3: 419,629 shares; 2025Q4: 236,209 shares 236,209$13.8M5.07%-183,420Timeline
CLCOLGATE PALMOLIVE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,000 shares; 2025Q4: 141,873 shares 141,873$11.2M4.12%+120,873Timeline
BF-BBROWN FORMAN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 104,797 shares; 2025Q1: 384,306 shares; 2025Q2: 334,930 shares; 2025Q3: 252,265 shares; 2025Q4: 409,664 shares 409,664$10.7M3.93%+157,399Timeline
DPZDOMINOS PIZZA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,516 shares; 2025Q4: 25,160 shares 25,160$10.5M3.86%+16,644Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 45,388 shares 45,388$6.5M2.39%newTimeline
CHDCHURCH & DWIGHT CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 74,629 shares 74,629$6.26M2.3%newTimeline
SESEA LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 35,000 shares; 2025Q1: 40,000 shares; 2025Q2: 40,500 shares; 2025Q3: 39,500 shares; 2025Q4: 47,500 shares 47,500$6.06M2.23%+8,000Timeline
OTISOTIS WORLDWIDE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 61,731 shares 61,731$5.39M1.98%newTimeline
PEPPEPSICO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 72,818 shares; 2025Q1: 107,568 shares; 2025Q2: 93,460 shares; 2025Q3: not reported; 2025Q4: 26,760 shares 26,760$3.84M1.41%newTimeline
PACBPACIFIC BIOSCIENCES CALIF INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,733,290 shares; 2025Q3: 2,733,290 shares; 2025Q4: 2,733,290 shares 2,733,290$3.21M1.18%0Timeline
PDDPDD HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 87,000 shares; 2025Q1: 59,500 shares; 2025Q2: 48,000 shares; 2025Q3: 53,000 shares; 2025Q4: 28,000 shares 28,000$3.17M1.17%-25,000Timeline
FUTUFUTU HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,100 shares; 2025Q4: 15,000 shares 15,000$2.46M0.91%+6,900Timeline
YMMFULL TRUCK ALLIANCE CO LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,118 shares; 2025Q2: 220,000 shares; 2025Q3: 455,000 shares; 2025Q4: 185,000 shares 185,000$1.99M0.73%-270,000Timeline
KOCOCA COLA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 140,158 shares; 2025Q1: 68,221 shares; 2025Q2: 46,141 shares; 2025Q3: not reported; 2025Q4: 26,250 shares 26,250$1.84M0.67%newTimeline
FASTFASTENAL COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35,685 shares 35,685$1.43M0.53%newTimeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 36,909 shares; 2025Q1: 29,927 shares; 2025Q2: 52,860 shares; 2025Q3: 28,013 shares; 2025Q4: 1,670 shares 1,670$1.1M0.41%-26,343Timeline
FDSFACTSET RESH SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares 2,500$725K0.27%0Timeline
MMYTMAKEMYTRIP LIMITED MAURITIUSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,890 shares; 2025Q2: 1,290 shares; 2025Q3: 2,790 shares; 2025Q4: 3,390 shares 3,390$278K0.1%+600Timeline
DOLEDOLE PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 18,180 shares; 2025Q1: not reported; 2025Q2: 18,180 shares; 2025Q3: 18,180 shares; 2025Q4: 18,180 shares 18,180$272K0.1%0Timeline
USDPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 4,168 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,189 shares; 2025Q4: 14,650 shares 14,650$14.7K0.01%-4,539Timeline

Sold out in Q4 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
PCTYPAYLOCITY HLDG CORP84,703$13.5Mshares
ABNBAIRBNB INC62,545$7.59Mshares
BKNGBOOKING HOLDINGS INC807$4.36Mshares
FNVFRANCO NEV CORP16,000$3.57Mshares
GOOGLALPHABET INC7,377$1.79Mshares
GDSGDS HLDGS LTD13,000$503Kshares

How Q4 2025 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).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001828064-26-000001 base2026-01-14acceptance time not in the bulk data set