Amiral Gestion
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed September 15, 2025), Amiral Gestion reported 31 stock positions worth $158.4 million. Its top holding was Alphabet Class A (GOOGL) at 16.9% of the portfolio, followed by Meta Platforms Class A (META, 13.6%) and PayPal (PYPL, 10.8%).
- Most Recent 13F
- Q1 2026
- Location
- PARIS, I0
- CIK
- 0001828064
- Portfolio Value
- $158.4M (Q4 2024)
- SEC Filing
- 0001828064-25-000007 ↗ filed Sep 15, 2025
Holdings Value
Holdings 31 stocks · $158.4M
| GOOGL Alphabet Inc. Class A | 16.85% | 140,990 | $26.7M | — |
| META Meta Platforms Inc. Class A | 13.65% | 36,909 | $21.6M | — |
| PYPL PayPal Holdings Inc. | 10.76% | 199,730 | $17.0M | — |
| ADBE Adobe Inc. | 8.72% | 31,050 | $13.8M | — |
| PEP Pepsico Inc. | 6.99% | 72,818 | $11.1M | — |
| KO The Coca-Cola Co. | 5.51% | 140,158 | $8.7M | — |
| PDD PDD Holdings Inc. | 5.33% | 87,000 | $8.4M | — |
| PCTY Paylocity Holding Corp. | 4.64% | 36,860 | $7.4M | — |
| EW Edwards Lifesciences Corp. | 4.27% | 91,292 | $6.8M | — |
| VRSN Verisign Inc. | 3.98% | 30,474 | $6.3M | — |
| NVR NVR Inc. | 3.72% | 721 | $5.9M | — |
| BF.B Brown-Forman Corp. Class B | 2.51% | 104,797 | $4.0M | — |
| SE Sea Ltd.-ADR | 2.34% | 35,000 | $3.7M | — |
| MSFT Microsoft Corp. | 2.05% | 7,695 | $3.2M | — |
| HSY The Hershey Co. | 1.38% | 12,933 | $2.2M | — |
| ALLE Allegion PLC | 1.34% | 16,258 | $2.1M | — |
| BECN Beacon Roofing Supply Inc. | 0.93% | 14,550 | $1.5M | — |
| EDU New Oriental Educatio-SP ADR | 0.65% | 16,000 | $1.0M | — |
| GIC Global Industrial Co. | 0.63% | 40,000 | $992K | — |
| STN Stantec Inc. | 0.52% | 10,500 | $823K | — |
| WCC Wesco International Inc. | 0.50% | 4,400 | $796K | — |
| XPO Xpo Inc. | 0.45% | 5,400 | $708K | — |
| ABNB Airbnb Inc. Class A | 0.40% | 4,800 | $631K | — |
| SPOT Spotify Technology SA | 0.37% | 1,300 | $582K | — |
| FSLR First Solar Inc. | 0.33% | 3,000 | $529K | — |
| BLD Topbuild Corp. | 0.31% | 1,560 | $486K | — |
| FDS Factset Research Systems Inc. | 0.30% | 1,000 | $480K | — |
| GDS GDS Holdings Ltd. - ADR filed as GDS HLDGS LTD | 0.21% | 14,000 | $333K | — |
| HUYA Huya Inc.-ADR | 0.19% | 100,000 | $307K | — |
| DOLE Dole PLC | 0.15% | 18,180 | $245K | — |
| USD Proshares Ultra Semiconduct | 0.00% | 4,168 | $4K | — |
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q1 2026 | 16 | $180.0M | MSFT, VRSN, ADBE, NVR, BF.B |
| Q4 2025 | 27 | $272.0M | MSFT, ADBE, VRSN, V, EW |
| Q3 2025 | 27 | $277.1M | ADBE, MSFT, PYPL, EW, META |
| Q2 2025 | 21 | $231.9M | META, ADBE, MSFT, PYPL, GOOGL |
| Q1 2025Amended | 27 | $181.7M | ADBE, GOOGL, NVR, META, PEP |
| Q4 2024Amended | 31 | $158.4M | GOOGL, META, PYPL, ADBE, PEP |