Q1 2026 13F · SEC CIK 1828064
Amiral Gestion
Investment managerFiled 2026-04-20 for Q1 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $180.0M
- Reported positions
- 16
- Holdings vs S&P 500, 3 yrs
- —
- Average holding period
- 1.1 yrs
Amiral Gestion is an investment manager that reported 16 positions worth $180.0M in its Q1 2026 13F, filed 2026-04-20. Its largest holdings were Microsoft Corp (MSFT, 16.6%), Verisign Inc (VRSN, 15.5%), Adobe Inc (ADBE, 12.0%).
Amiral Gestion holdings all 16 positions.
Weights are shares of the filer's total reported 13F value, compared with Q4 2025. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
| Stock | % of 13F value | Share change | Reported value |
|---|---|---|---|
| MSFTMicrosoft Corp | 16.6% | +2.9% | $30.0M |
| VRSNVerisign Inc | 15.5% | +2.1% | $28.0M |
| ADBEAdobe Inc | 12.0% | -10.6% | $21.5M |
| NVRNvr Inc | 9.5% | +7.7% | $17.0M |
| BF-BBrown Forman Cl B | 8.2% | +36.3% | $14.8M |
| VVisa Inc | 6.9% | -45.0% | $12.5M |
| DPZDominos Pizza Inc | 6.6% | +31.8% | $11.9M |
| PAYCPaycom Software Inc | 5.7% | -27.7% | $10.2M |
| CLColgate Palmolive Co | 4.5% | -32.3% | $8.2M |
| EWEdwards Lifesciences Corp | 4.3% | -57.5% | $7.7M |
| POOLPool Corp | 4.2% | — | $7.5M |
| SESea Ltd | 2.4% | +8.4% | $4.3M |
| PDDPdd Holdings Inc | 1.5% | -3.6% | $2.8M |
| METAMeta Platforms Inc | 1.0% | +85.6% | $1.8M |
| FUTUFutu Holdings Ltd | 0.9% | -20.0% | $1.6M |
| DOLEDole PLC Ord Shs | 0.2% | +5.5% | $276K |
What Amiral Gestion bought and sold in Q1 2026, against Q4 2025.
New positions
- POOL Pool Corp4.2% of 13F
Added to
- META Meta Platforms Inc+85.6% shares
- BF-B Brown Forman Cl B+36.3% shares
- DPZ Dominos Pizza Inc+31.8% shares
- SE Sea Ltd+8.4% shares
- NVR Nvr Inc+7.7% shares
- DOLE Dole PLC Ord Shs+5.5% shares
Reduced
- EW Edwards Lifesciences Corp-57.5% shares
- V Visa Inc-45.0% shares
- CL Colgate Palmolive Co-32.3% shares
- PAYC Paycom Software Inc-27.7% shares
- FUTU Futu Holdings Ltd-20.0% shares
- ADBE Adobe Inc-10.6% shares
Sold out
- PYPL Paypal Hldgs Incwas 5.1%
- PG Procter & Gamble Cowas 2.4%
- CHD Church & Dwight Co Incwas 2.3%
- OTIS Otis Worldwide Corpwas 2.0%
- PEP Pepsico Incwas 1.4%
- PACB Pacific Biosciences Calif inwas 1.2%
- YMM Full Truck ADRwas 0.7%
- KO Coca Cola Cowas 0.7%
Share counts compared with the Q4 2025 13F; a split also changes share counts.
How the holdings did against the S&P 500.
- 1 year
- -7.5% /yr
- S&P 500 +22.0%
- 3 years
- —
- 5 years
- —
A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q1 2026 | $180.0M | 16 |
| Q4 2025 | $272.0M | 27 |
| Q3 2025 | $275.2M | 27 |
| Q2 2025 | $231.9M | 21 |
| Q1 2025 | $181.7M | 27 |
Questions about Amiral Gestion's portfolio
What stocks does Amiral Gestion own?
Amiral Gestion's latest 13F, for Q1 2026 and filed Apr 20, 2026, lists 16 positions worth $180.0M. The largest are Microsoft Corp (MSFT) at 16.6%, Verisign Inc (VRSN) at 15.5%, Adobe Inc (ADBE) at 12.0%, Nvr Inc (NVR) at 9.5% and Brown Forman Cl B (BF-B) at 8.2%.
What did Amiral Gestion buy last quarter?
In Q1 2026, Amiral Gestion added a new position in Pool Corp (POOL), Meta Platforms Inc (META) (+85.6% shares), Brown Forman Cl B (BF-B) (+36.3% shares) and Dominos Pizza Inc (DPZ) (+31.8% shares), compared with its Q4 2025 filing.
What did Amiral Gestion sell last quarter?
In Q1 2026, Amiral Gestion sold all of Paypal Hldgs Inc (PYPL), sold all of Procter & Gamble Co (PG), sold all of Church & Dwight Co Inc (CHD), sold all of Otis Worldwide Corp (OTIS), sold all of Pepsico Inc (PEP), Edwards Lifesciences Corp (EW) (-57.5% shares), Visa Inc (V) (-45.0% shares) and Colgate Palmolive Co (CL) (-32.3% shares), compared with its Q4 2025 filing.
When is Amiral Gestion's next 13F filing due?
13F filings are due 45 days after each quarter ends. Amiral Gestion's filing for the quarter ending Jun 30, 2026 was due by Aug 14, 2026; this page updates once it is processed.