Amiral Gestion reported 16 positions worth $180.01M for the quarter ended Mar 31, 2026, down 33.8% on the prior quarter. It opened 1 new position, added to 8, trimmed 7 and exited 11. Its largest holding is Microsoft Corp at 16.7% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| POOL Pool Corp | +37.2K | – | $7.52M | 4.18% |
| BF-B Brown Forman Corp | +148.6K | +36.3% | $3.93M | 8.2% |
| DPZ Dominos Pizza Inc | +8,000 | +31.8% | $2.87M | 6.61% |
| NVR Nvr Inc | +185 | +7.7% | $1.22M | 9.45% |
| MSFT Microsoft Corp | +2,250 | +2.9% | $832.88K | 16.65% |
| META Meta Platforms, Inc. | +1,430 | +85.6% | $818.15K | 0.985% |
| VRSN Verisign Inc | +2,309 | +2.1% | $573.46K | 15.54% |
| SE Sea Ltd | +4,000 | +8.4% | $331.24K | 2.37% |
| DOLE Dole plc | +1,000 | +5.5% | $14.37K | 0.153% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| PYPL PayPal Holdings, Inc. | -236.2K | -100.0% | $13.79M | Exited |
| EW Edwards Lifesciences Corp | -130.3K | -57.5% | $10.44M | 4.29% |
| V Visa Inc. | -33.8K | -45.0% | $10.20M | 6.93% |
| PG PROCTER & GAMBLE Co | -45.4K | -100.0% | $6.50M | Exited |
| CHD Church & Dwight Co Inc | -74.6K | -100.0% | $6.26M | Exited |
| OTIS Otis Worldwide Corp | -61.7K | -100.0% | $5.39M | Exited |
| PAYC Paycom Software, Inc. | -32.3K | -27.7% | $3.92M | 5.69% |
| CL Colgate Palmolive Co | -45.9K | -32.3% | $3.91M | 4.55% |
| PEP Pepsico Inc | -26.8K | -100.0% | $3.84M | Exited |
| PACB Pacific Biosciences Of California, Inc. | -2.73M | -100.0% | $3.21M | Exited |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| POOL Pool Corp | +37.2K | $7.52M | 4.18% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| PYPL PayPal Holdings, Inc. | -236.2K | $13.79M | 5.07% |
| PG PROCTER & GAMBLE Co | -45.4K | $6.50M | 2.39% |
| CHD Church & Dwight Co Inc | -74.6K | $6.26M | 2.3% |
| OTIS Otis Worldwide Corp | -61.7K | $5.39M | 1.98% |
| PEP Pepsico Inc | -26.8K | $3.84M | 1.41% |
| PACB Pacific Biosciences Of California, Inc. | -2.73M | $3.21M | 1.18% |
| YMM Full Truck Alliance Co. Ltd. | -185.0K | $1.99M | 0.73% |
| KO Coca Cola Co | -26.3K | $1.84M | 0.675% |
| FAST Fastenal Co | -35.7K | $1.43M | 0.527% |
| FDS Factset Research Systems Inc | -2,500 | $725.48K | 0.267% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | MSFT Microsoft Corp | Technology | 81.0K | $29.97M | 16.65% | +2,250 | +2.9% | Added | 0% |
| 2 | VRSN Verisign Inc | Technology | 112.7K | $27.98M | 15.54% | +2,309 | +2.1% | Added | 0.12% |
| 3 | ADBE Adobe Inc. | Technology | 88.6K | $21.54M | 11.97% | -10.5K | -10.6% | Reduced | 0.02% |
| 4 | NVR Nvr Inc | Consumer Discretionary | 2,582 | $17.01M | 9.45% | +185 | +7.7% | Added | 0.09% |
| 5 | BF-B Brown Forman Corp | Consumer Staples | 558.2K | $14.76M | 8.2% | +148.6K | +36.3% | Added | 0.12% |
| 6 | V Visa Inc. | Financial Services | 41.3K | $12.47M | 6.93% | -33.8K | -45.0% | Reduced | 0% |
| 7 | DPZ Dominos Pizza Inc | Consumer Discretionary | 33.2K | $11.90M | 6.61% | +8,000 | +31.8% | Added | 0.1% |
| 8 | PAYC Paycom Software, Inc. | Technology | 84.2K | $10.23M | 5.69% | -32.3K | -27.7% | Reduced | 0.16% |
| 9 | CL Colgate Palmolive Co | Consumer Staples | 96.0K | $8.18M | 4.55% | -45.9K | -32.3% | Reduced | 0.01% |
| 10 | EW Edwards Lifesciences Corp | Healthcare | 96.4K | $7.72M | 4.29% | -130.3K | -57.5% | Reduced | 0.02% |
| 11 | POOL Pool Corp | Industrials | 37.2K | $7.52M | 4.18% | +37.2K | – | New | 0.1% |
| 12 | SE Sea Ltd | Technology | 51.5K | $4.26M | 2.37% | +4,000 | +8.4% | Added | 0.01% |
| 13 | PDD PDD Holdings Inc. | Technology | 27.0K | $2.76M | 1.53% | -1,000 | -3.6% | Reduced | 0% |
| 14 | META Meta Platforms, Inc. | Technology | 3,100 | $1.77M | 0.985% | +1,430 | +85.6% | Added | 0% |
| 15 | FUTU Futu Holdings Ltd | Financial Services | 12.0K | $1.64M | 0.912% | -3,000 | -20.0% | Reduced | 0.01% |
Tip. Select a row to see that position’s full history at Amiral Gestion.
As of its Q1 2026 13F filing, Amiral Gestion’s five largest positions were Microsoft Corp (MSFT) at 16.7%, Verisign Inc (VRSN) at 15.5%, Adobe Inc. (ADBE) at 12.0%, Nvr Inc (NVR) at 9.5%, Brown Forman Corp (BF-B) at 8.2% of the reported portfolio.
Amiral Gestion reported a 13F portfolio worth $180.01M across 16 positions for Q1 2026. That is down 33.8% from the previous quarter.
Its largest purchases by value were Pool Corp ($7.52M), Brown Forman Corp ($3.93M), Dominos Pizza Inc ($2.87M). It opened 1 new positions.
Its largest sales by value were PayPal Holdings, Inc. ($13.79M), Edwards Lifesciences Corp ($10.44M), Visa Inc. ($10.20M). It exited 11 positions entirely.
From the Form 13F-HR reports Amiral Gestion files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.