AMIRAL GESTION 13F Holdings

CIK 0001828064 · PARIS, I0

As of Sep 30, 2025, AMIRAL GESTION reported 27 positions worth $275.2M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
ADOBE INCADBETechnology124,108$43.8M15.91%
MICROSOFT CORPMSFTTechnology76,650$39.7M14.43%
PAYPAL HOLDINGS INCPYPLFinancial Services419,629$28.1M10.22%
EDWARDS LIFESCIENCES CORPEWHealthcare282,795$22.0M7.99%
META PLATFORMS INCMETACommunication Services28,013$20.6M7.48%
PAYCOM SOFTWARE INCPAYCTechnology81,766 7.0M6.18%
VISA INC-CLASS A SHARESVFinancial Services47,782 6.3M5.93%
NVR INCNVRConsumer Cyclical1,978 5.9M5.77%
PAYLOCITY HOLDING CORPPCTYTechnology84,703 3.5M4.90%
AIRBNB INCABNBIndustrials62,545$7.6M2.76%
SEA LTDSEConsumer Cyclical39,500$7.1M2.57%
PDD HOLDINGS INCPDDConsumer Cyclical53,000$7.0M2.55%
BROWN FORMAN CORPBF.BConsumer Defensive252,265$6.8M2.48%
FULL TRUCK ALLIANCE CO LTDYMMTechnology455,000$5.9M2.14%
BOOKING HOLDINGS INCBKNGIndustrials807$4.4M1.58%
DOMINOS PIZZA INCDPZConsumer Cyclical8,516$3.7M1.34%
FRANCO NEVADA CORPFNVBasic Materials16,000$3.6M1.30%
PACIFIC BIOSCIENCES OF CALIFORNIA INCPACBHealthcare2,733,290$3.2M1.17%
VERISIGN INCVRSNTechnology8,883$2.5M0.90%
ALPHABET INCGOOGLEquity7,377 .8M0.65%
COLGATE PALMOLIVE COCLConsumer Defensive21,000 .7M0.61%
FUTU HOLDINGS LTDFUTUFinancial Services8,100 .4M0.51%
FACTSET RESEARCH SYSTEMS INCFDSFinancial Services2,500$716.2K0.26%
GDS HOLDINGS LTDGDSTechnology13,000$503.1K0.18%
MAKEMYTRIP LTDMMYTIndustrials2,790$261.1K0.09%