AG
Amiral Gestion Investment Portfolio (Q1 2026) — 13F Stock Holdings
Amiral GestionCIK: 0001828064
Sector-focusedMomentum followerQuality / disciplined sizing
Total reported value
$180.0M
Reporting period: 2026-03-31 · Number of holdings: 16
AMIRAL GESTION disclosed 16 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $180.0M and a quarterly turnover rate of 53.8%.
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Personality snowflake
- Concentration
- 40.36
- Portfolio Stability
- 53.85
- Momentum
- 100
- Sector conviction
- 100
- Diversification
- 32
- Sizing Uniformity
- 91.91
Amiral Gestion's disclosed holdings carry a Herfindahl concentration index of 0.101 — mathematically equivalent to about 10 equally-sized positions, close to its 16 actual disclosed holdings. Value is spread relatively evenly across the portfolio rather than concentrated in a handful of names.
Position sizes are fairly uniform across the portfolio (a coefficient of variation of 0.81), suggesting a disciplined, rules-based approach to how much capital goes into each idea.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 63% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govAdd VRSN
+2.1% $1.2M
Add BF-B
+36.3% $4.1M
Add NVR
+7.7% -$465.8K
Trim EW
-57.5% -$11.6M
Add DPZ
+31.8% $1.4M
Trim V
-45.0% -$13.8M
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 16.65% | +2.65% | +2.86% | |
| 2 | VRSN | Verisign Inc | Stock-Tech | 15.54% | +5.68% | +2.09% | |
| 3 | ADBE | Adobe Inc | Stock-Tech | 11.97% | -0.79% | -10.61% | |
| 4 | NVR | Nvr Inc | Stock-Consumer Disc | 9.45% | +3.02% | +7.72% | |
| 5 | BF-B | Brown-forman Corp-class B | Stock-Other | 8.20% | +4.27% | +36.27% | |
| 6 | V | Visa Inc-class A Shares | Stock-Financials | 6.93% | -2.74% | -45.00% | |
| 7 | DPZ | Domino's Pizza Inc | Stock-Consumer Disc | 6.61% | +2.75% | +31.80% | |
| 8 | PAYC | Paycom Software Inc | Stock-Tech | 5.69% | -1.14% | -27.71% | |
| 9 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 4.55% | +0.43% | -32.33% | |
| 10 | EW | Edwards Lifesciences CORP | Stock-Healthcare | 4.29% | -2.82% | -57.48% | |
| 11 | POOL | Pool CORP | Stock-Industrials | 4.18% | +4.18% | NEW | |
| 12 | SE | Sea Ltd-adr | Stock-Comm Services | 2.37% | +0.14% | +8.42% | |
| 13 | PDD | Pdd Holdings Inc | Stock-Consumer Disc | 1.53% | +0.36% | -3.57% | |
| 14 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.99% | +0.58% | +85.63% | |
| 15 | FUTU | Futu Holdings Ltd-adr | Stock-Financials | 0.91% | — | -20.00% | |
| 16 | DOLE | Dole plc | Stock-Other | 0.15% | +0.05% | +5.50% |
Portfolio Performance
Performance for Q3 2026
+13.6%
Performance Last 4 Quarters
-1.2%
- Stdev
- +19.3%
- Beta
- +0.81
- Alpha
- -9.3%
- Max Drawdown
- -19.2%
- Annualized Perf
- +4.6%
- Batting Avg vs S&P
- +33.3%
- Sortino
- +0.52
- Stutzer
- +0.1
- Treynor
- +0.08
- Sterling
- +0.16
- Calmar
- +0.24
- Information Ratio
- -0.8
- Tracking Error
- +16.2%
- Stdev Down
- +12%
- Winning Months %
- +55.6%
- Losing Months %
- +44.4%
- Best 12 Months
- -1.2%
- Worst 12 Months
- -14.5%
- Efficiency Ratio
- +0.09
- Sharpe
- +0.32
- Stdev Sectors
- +26.5%
- Skewness
- +0.22
- Kurtosis
- -0.65
- Upside Potential
- +2.41
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
Holding changes this quarter
Amiral Gestion's most significant position changes for 2026-03-31: Sold out: Paypal Holdings Inc (PYPL); New buy: Pool CORP (POOL); Sold out: Procter & Gamble Co/the (PG); Sold out: Church & Dwight Co Inc (CHD); Sold out: Otis Worldwide CORP (OTIS).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VRSN | Verisign Inc | +5.7% | +2.09% | Add |
| 2 | BF-B | Brown-forman Corp-class B | +4.3% | +36.27% | Add |
| 3 | NVR | Nvr Inc | +3% | +7.72% | Add |
| 4 | DPZ | Domino's Pizza Inc | +2.8% | +31.80% | Add |
| 5 | MSFT | Microsoft CORP | +2.7% | +2.86% | Add |
| 6 | META | Meta Platforms Inc-class A | +0.6% | +85.63% | Add |
| 7 | CL | Colgate-palmolive Co | +0.4% | -32.33% | Trim |
| 8 | PDD | Pdd Holdings Inc | +0.4% | -3.57% | Trim |
| 9 | SE | Sea Ltd-adr | +0.1% | +8.42% | Add |
| 10 | DOLE | Dole plc | +0.1% | +5.50% | Add |
| 11 | FUTU | Futu Holdings Ltd-adr | — | -20.00% | Trim |
| 12 | ADBE | Adobe Inc | -0.8% | -10.61% | Trim |
| 13 | PAYC | Paycom Software Inc | -1.1% | -27.71% | Trim |
| 14 | V | Visa Inc-class A Shares | -2.7% | -45.00% | Trim |
| 15 | EW | Edwards Lifesciences CORP | -2.8% | -57.48% | Trim |
| 16 | PYPL | Paypal Holdings Inc | — | EXIT | Sold out |
| 17 | POOL | Pool CORP | — | NEW | New buy |
| 18 | PG | Procter & Gamble Co/the | — | EXIT | Sold out |
| 19 | CHD | Church & Dwight Co Inc | — | EXIT | Sold out |
| 20 | OTIS | Otis Worldwide CORP | — | EXIT | Sold out |
| 21 | PEP | Pepsico Inc | — | EXIT | Sold out |
| 22 | PACB | Pacific Biosciences Of Calif | — | EXIT | Sold out |
| 23 | YMM | Full Truck Alliance -spn Adr | — | EXIT | Sold out |
| 24 | KO | Coca-cola Co/the | — | EXIT | Sold out |
| 25 | FAST | Fastenal Co | — | EXIT | Sold out |
| 26 | FDS | Factset Research Systems Inc | — | EXIT | Sold out |
| 27 | MMYT | MakeMyTrip Limited | — | EXIT | Sold out |
| 28 | USD | Proshares Ultra Semiconduct | — | EXIT | Sold out |
* This report is exclusively curated by the AlphaSMO team. AlphaSMO is the web's most authoritative 13F / Inside Trader database, delivering precise insider trading and institutional holdings insights.
Filing History
FAQ
What is Amiral Gestion and what type of investor is it?
Amiral Gestion is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $180.0M, spread across 16 disclosed positions.
What are Amiral Gestion's largest equity positions?
Based on the latest 13F filing, Amiral Gestion's top holdings by market value are:
1. Microsoft CORP (MSFT) — $30.0M (16.6%)
2. Verisign Inc (VRSN) — $28.0M (15.5%)
3. Adobe Inc (ADBE) — $21.5M (12.0%)
4. Nvr Inc (NVR) — $17.0M (9.4%)
5. Brown-forman Corp-class B (BF-B) — $14.8M (8.2%)
What changes did Amiral Gestion make in its most recent portfolio filing?
In the latest reported quarter, Amiral Gestion made 28 notable position adjustments: 1 new positions were initiated, 8 existing holdings were added to, 7 positions were partially reduced, and 12 were completely exited. The largest of these moves: Sold out: Paypal Holdings Inc (PYPL); New buy: Pool CORP (POOL); Sold out: Procter & Gamble Co/the (PG); Sold out: Church & Dwight Co Inc (CHD); Sold out: Otis Worldwide CORP (OTIS)
What sectors does Amiral Gestion focus on?
Amiral Gestion is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 70.6%
• Consumer Discretionary: 13.0%
• Financials: 11.1%
• Communication Services: 5.4%
Investment Profile
Amiral Gestion returned an annualized 4.6% over the trailing 18 months — underperforming the S&P 500 by 9.3 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 0.81 (less volatile than the market) and a 33% quarterly batting average against the index.
Its portfolio is moderately concentrated and moderately active, with 70.6% of the portfolio concentrated in Information Technology.
It has added to its VRSN position over the past two quarters (+$25.5M, now $28.0M), while trimming ADBE over the same stretch (-$22.2M, still holding $21.5M).
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