Amiral Gestion
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed September 15, 2025), Amiral Gestion reported 21 stock positions worth $231.9 million. Its top holding was Meta Platforms Class A (META) at 16.8% of the portfolio, followed by Adobe (ADBE, 16.2%) and Microsoft (MSFT, 13.3%). Compared with Q1 2025, it opened 3 new positions, sold out of 9, added to 10 and reduced 8. The biggest buy was Meta Platforms Class A (META, shares +77%) and the biggest sale NVR (NVR, shares −54%).
- Most Recent 13F
- Q1 2026
- Location
- PARIS, I0
- CIK
- 0001828064
- Portfolio Value
- $231.9M (Q2 2025)
- SEC Filing
- 0001828064-25-000005 ↗ filed Sep 15, 2025
Holdings Value
Holdings 21 stocks · $231.9M
| META Meta Platforms Inc. Class A | 16.82% | 52,860 | $39.0M | Add +76.6% |
| ADBE Adobe Inc. | 16.17% | 96,949 | $37.5M | Add +69.7% |
| MSFT Microsoft Corp. | 13.33% | 62,170 | $30.9M | Add +71.2% |
| PYPL PayPal Holdings Inc. | 9.92% | 309,573 | $23.0M | Add +131.0% |
| GOOGL Alphabet Inc. Class A | 9.38% | 123,434 | $21.8M | Reduce -12.5% |
| PEP Pepsico Inc. | 5.32% | 93,460 | $12.3M | Reduce -13.1% |
| PCTY Paylocity Holding Corp. | 4.81% | 61,541 | $11.2M | Add +128.9% |
| BF.B Brown-Forman Corp. Class B | 3.89% | 334,930 | $9.0M | Reduce -12.8% |
| EW Edwards Lifesciences Corp. | 3.72% | 110,314 | $8.6M | Add +3.4% |
| NVR NVR Inc. | 3.67% | 1,152 | $8.5M | Reduce -54.3% |
| SE Sea Ltd.-ADR | 2.79% | 40,500 | $6.5M | Add +1.3% |
| PAYC Paycom Software Inc. | 2.79% | 27,979 | $6.5M | New |
| PDD PDD Holdings Inc. | 2.17% | 48,000 | $5.0M | Reduce -19.3% |
| KO The Coca-Cola Co. | 1.41% | 46,141 | $3.3M | Reduce -32.4% |
| PACB Pacific Biosciences of Calif | 1.38% | 2,733,290 | $3.2M | New |
| YMM Full Truck Alliance -SPN ADR | 1.12% | 220,000 | $2.6M | Add +10287.2% |
| FDS Factset Research Systems Inc. | 0.48% | 2,500 | $1.1M | Add +150.0% |
| ABNB Airbnb Inc. Class A | 0.33% | 5,800 | $768K | Reduce -76.2% |
| GDS GDS Holdings Ltd. - ADR filed as GDS HLDGS LTD | 0.33% | 25,000 | $764K | Add +38.9% |
| DOLE Dole PLC | 0.11% | 18,180 | $255K | New |
| MMYT Makemytrip Ltd. | 0.05% | 1,290 | $126K | Reduce -55.4% |
Portfolio Sells Q1 2025 → Q2 2025
| NVR NVR Inc. | Reduce -54.3% | 3.67% | −6.39 |
| PEP Pepsico Inc. | Reduce -13.1% | 5.32% | −3.56 |
| BF.B Brown-Forman Corp. Class B | Reduce -12.8% | 3.89% | −3.29 |
| GOOGL Alphabet Inc. Class A | Reduce -12.5% | 9.38% | −2.63 |
| ALLE Allegion PLC | Sold out | 0.00% | −2.28 |
| PDD PDD Holdings Inc. | Reduce -19.3% | 2.17% | −1.71 |
| KO The Coca-Cola Co. | Reduce -32.4% | 1.41% | −1.28 |
| ABNB Airbnb Inc. Class A | Reduce -76.2% | 0.33% | −1.27 |
| STN Stantec Inc. | Sold out | 0.00% | −1.27 |
| COKE Coca-Cola Consolidated Inc. | Sold out | 0.00% | −1.25 |
| BECN Beacon Roofing Supply Inc. | Sold out | 0.00% | −1.24 |
| CSL Carlisle Cos Inc. | Sold out | 0.00% | −1.11 |
| WCC Wesco International Inc. | Sold out | 0.00% | −0.97 |
| BKNG Booking Holdings Inc. | Sold out | 0.00% | −0.63 |
| SPOT Spotify Technology SA | Sold out | 0.00% | −0.35 |
| HUYA Huya Inc.-ADR | Sold out | 0.00% | −0.18 |
| MMYT Makemytrip Ltd. | Reduce -55.4% | 0.05% | −0.10 |
Portfolio Buys Q1 2025 → Q2 2025
| META Meta Platforms Inc. Class A | Add +76.6% | 16.82% | +7.33 |
| MSFT Microsoft Corp. | Add +71.2% | 13.33% | +5.83 |
| PYPL PayPal Holdings Inc. | Add +131.0% | 9.92% | +5.11 |
| ADBE Adobe Inc. | Add +69.7% | 16.17% | +4.12 |
| PAYC Paycom Software Inc. | New | 2.79% | +2.79 |
| PCTY Paylocity Holding Corp. | Add +128.9% | 4.81% | +2.04 |
| PACB Pacific Biosciences of Calif | New | 1.38% | +1.38 |
| YMM Full Truck Alliance -SPN ADR | Add +10287.2% | 1.12% | +1.11 |
| FDS Factset Research Systems Inc. | Add +150.0% | 0.48% | +0.23 |
| DOLE Dole PLC | New | 0.11% | +0.11 |
| GDS GDS Holdings Ltd. - ADR | Add +38.9% | 0.33% | +0.08 |
| SE Sea Ltd.-ADR | Add +1.3% | 2.79% | −0.08 |
| EW Edwards Lifesciences Corp. | Add +3.4% | 3.72% | −0.53 |
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 |