Amiral Gestion Portfolio Stock Holdings
Amiral Gestion disclosed 16 stock positions valued at approximately $180.0 million in its latest SEC 13F filing. The largest holdings include MICROSOFT CORPORATION, VERISIGN, INC., and ADOBE INC.. The filing reflects positions held as of March 31, 2026 and was filed on April 20, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 16
- Portfolio Value
- $180.0M
Holdings by Sector
Amiral Gestion Portfolio Holdings in Q1 2026
16 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| MICROSOFT CORPORATION | MSFT | Technology | 16.65% | 80,969 | +2,250 | +2.86% | $29,972,295 |
| VERISIGN, INC. | VRSN | Technology | 15.54% | 112,666 | +2,309 | +2.09% | $27,981,728 |
| ADOBE INC. | ADBE | Technology | 11.97% | 88,623 | -10,518 | -10.61% | $21,542,479 |
| NVR, Inc. | NVR | Consumer Cyclical | 9.45% | 2,582 | +185 | +7.72% | $17,014,941 |
| BROWN-FORMAN CORPORATION | BF-B | Consumer Defensive | 8.20% | 558,244 | +148,580 | +36.27% | $14,759,971 |
| VISA INC. | V | Financial Services | 6.93% | 41,255 | -33,755 | -45.00% | $12,468,911 |
| DOMINO'S PIZZA, INC. | DPZ | Consumer Cyclical | 6.61% | 33,160 | +8,000 | +31.80% | $11,897,476 |
| PAYCOM SOFTWARE, INC. | PAYC | Technology | 5.69% | 84,206 | -32,282 | -27.71% | $10,234,397 |
| COLGATE-PALMOLIVE COMPANY | CL | Consumer Defensive | 4.55% | 96,000 | -45,873 | -32.33% | $8,182,080 |
| EDWARDS LIFESCIENCES CORPORATION | EW | Healthcare | 4.29% | 96,389 | -130,321 | -57.48% | $7,718,831 |
| POOL CORPORATION | POOL | Industrials | 4.18% | 37,189 | +37,189 | +100.00% | $7,524,450 |
| Hubei Guangji Pharmaceutical Co., Ltd. | SE | Consumer Cyclical | 2.37% | 51,500 | +4,000 | +8.42% | $4,264,715 |
| JINSHANG BANK CO.,LTD. | PDD | Consumer Cyclical | 1.53% | 27,000 | -1,000 | -3.57% | $2,758,860 |
| META PLATFORMS, INC. | META | Communication Services | 0.99% | 3,100 | +1,430 | +85.63% | $1,773,603 |
| Futu Holdings Ltd | FUTU | Financial Services | 0.91% | 12,000 | -3,000 | -20.00% | $1,641,120 |
| DOLE PUBLIC LIMITED COMPANY | G27907107 | Other | 0.15% | 19,180 | +1,000 | +5.50% | $275,589 |