Amiral Gestion 13F Filings & AI Analysis

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%.

Browse other institutions with $100M to $1B AUM Browse other institutions starting with "A"

Personality snowflake

Concentration: 40.36
Portfolio Stability: 53.85
Momentum/Contrarian: 100
Sector conviction: 100
Diversification: 32
Sizing Uniformity: 91.91

Recent moves

Add 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
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

+2.2%

Performance Last 4 Quarters

-8.4%

Based on 75% of reported portfolio value with available pricing

Stdev: +14.7%
Beta: +0.69
Alpha: -15.4%
Max Drawdown: -17.8%
Annualized Perf: -3.9%
Batting Avg vs S&P: +23.5%
Sortino: -0.27
Stutzer: -0.06
Treynor: -0.04
Sterling: -0.14
Calmar: -0.22
Information Ratio: -1.75
Tracking Error: +12%
Stdev Down: +11.1%
Winning Months %: +58.8%
Losing Months %: +41.2%
Best 12 Months: -1.3%
Worst 12 Months: -12.4%
Efficiency Ratio: +0.1
Sharpe: -0.2
Stdev Sectors: +26.5%
Skewness: -0.19
Kurtosis: -1.1
Upside Potential: +1.66

Reported value over time

Sector allocation

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2026-03-31	16	$180.0M	54	1MSFT 2VRSN 3ADBE Top holdings2026-03-31 1.MSFT 2.VRSN 3.ADBE 4.NVR 5.BF-B 6.V 7.DPZ 8.PAYC 9.CL 10.EW
2025-12-31	27	$272.0M	63	1MSFT 2ADBE 3VRSN Top holdings2025-12-31 1.MSFT 2.ADBE 3.VRSN 4.V 5.EW 6.PAYC 7.NVR 8.PYPL 9.CL 10.BF-B
2025-09-30	27	$275.2M	62	1ADBE 2MSFT 3PYPL Top holdings2025-09-30 1.ADBE 2.MSFT 3.PYPL 4.EW 5.META 6.PAYC 7.V 8.NVR 9.PCTY 10.ABNB
2025-06-30	21	$231.9M	63	1META 2ADBE 3MSFT Top holdings2025-06-30 1.META 2.ADBE 3.MSFT 4.PYPL 5.GOOGL 6.PEP 7.PCTY 8.BF-B 9.EW 10.NVR
2025-03-31	27	$181.7M	58	1ADBE 2GOOGL 3NVR Top holdings2025-03-31 1.ADBE 2.GOOGL 3.NVR 4.META 5.PEP 6.MSFT 7.BF-B 8.PYPL 9.EW 10.PDD
2024-12-31	31	$158.4M	0	1GOOGL 2META 3PYPL Top holdings2024-12-31 1.GOOGL 2.META 3.PYPL 4.ADBE 5.PEP 6.KO 7.PDD 8.PCTY 9.EW 10.VRSN

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).

Position changes disclosed by Amiral Gestion for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#	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

FAQ

What is Amiral Gestion and what type of investor is it?

Amiral Gestion is a 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%

Peer Institutions

Institutions with a similar AUM

Legacy Wealth Partners, Inc.

CIK 0001725243

Total reported value

$180.0M

90 stks

2021-06-30

Stale — no recent filing

Concentration16.5

Portfolio Stability42.0

Sector conviction62.2

AUM within 0.0% of this institution

View detail

Three Cord True Wealth Management, LLC

CIK 0002056001

Total reported value

$180.0M

39 stks

2026-03-31

Concentration38.7

Portfolio Stability6.8

Sector conviction100.0

AUM within 0.0% of this institution

View detail

Fairfield, Bush & Co.

CIK 0001116247

Total reported value

$180.1M

119 stks

2026-03-31

Concentration9.0

Portfolio Stability17.8

Sector conviction54.2

AUM within 0.1% of this institution

View detail

Similar Holdings Style

Institutions with overlapping top holdings

Stralem & Co INC

CIK 0000728882

Total reported value

$157.1M

118 stks

2020-06-30

Stale — no recent filing

Concentration12.0

Portfolio Stability31.1

Sector conviction60.5

2 of the top 5 holdings overlap, including Adobe INC

View detail

Camden National CORP

CIK 0000750686

Total reported value

$501.8M

141 stks

2021-06-30

Stale — no recent filing

Concentration6.4

Sector conviction36.8

2 of the top 5 holdings overlap, including Microsoft CORP

View detail

Janus Capital Management LLC

CIK 0000812295

Total reported value

$122.3B

1,722 stks

2017-03-31

Stale — no recent filing

Concentration2.0

Portfolio Stability25.2

Sector conviction49.2

2 of the top 5 holdings overlap, including Microsoft CORP

View detail

Amiral Gestion 13F Filings & AI Analysis

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%.

Browse other institutions with $100M to $1B AUM Browse other institutions starting with "A"

Personality snowflake

Concentration: 40.36
Portfolio Stability: 53.85
Momentum/Contrarian: 100
Sector conviction: 100
Diversification: 32
Sizing Uniformity: 91.91

Recent moves

Add 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
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

+2.2%

Performance Last 4 Quarters

-8.4%

Based on 75% of reported portfolio value with available pricing

Stdev: +14.7%
Beta: +0.69
Alpha: -15.4%
Max Drawdown: -17.8%
Annualized Perf: -3.9%
Batting Avg vs S&P: +23.5%
Sortino: -0.27
Stutzer: -0.06
Treynor: -0.04
Sterling: -0.14
Calmar: -0.22
Information Ratio: -1.75
Tracking Error: +12%
Stdev Down: +11.1%
Winning Months %: +58.8%
Losing Months %: +41.2%
Best 12 Months: -1.3%
Worst 12 Months: -12.4%
Efficiency Ratio: +0.1
Sharpe: -0.2
Stdev Sectors: +26.5%
Skewness: -0.19
Kurtosis: -1.1
Upside Potential: +1.66

Reported value over time

Sector allocation

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2026-03-31	16	$180.0M	54	1MSFT 2VRSN 3ADBE Top holdings2026-03-31 1.MSFT 2.VRSN 3.ADBE 4.NVR 5.BF-B 6.V 7.DPZ 8.PAYC 9.CL 10.EW
2025-12-31	27	$272.0M	63	1MSFT 2ADBE 3VRSN Top holdings2025-12-31 1.MSFT 2.ADBE 3.VRSN 4.V 5.EW 6.PAYC 7.NVR 8.PYPL 9.CL 10.BF-B
2025-09-30	27	$275.2M	62	1ADBE 2MSFT 3PYPL Top holdings2025-09-30 1.ADBE 2.MSFT 3.PYPL 4.EW 5.META 6.PAYC 7.V 8.NVR 9.PCTY 10.ABNB
2025-06-30	21	$231.9M	63	1META 2ADBE 3MSFT Top holdings2025-06-30 1.META 2.ADBE 3.MSFT 4.PYPL 5.GOOGL 6.PEP 7.PCTY 8.BF-B 9.EW 10.NVR
2025-03-31	27	$181.7M	58	1ADBE 2GOOGL 3NVR Top holdings2025-03-31 1.ADBE 2.GOOGL 3.NVR 4.META 5.PEP 6.MSFT 7.BF-B 8.PYPL 9.EW 10.PDD
2024-12-31	31	$158.4M	0	1GOOGL 2META 3PYPL Top holdings2024-12-31 1.GOOGL 2.META 3.PYPL 4.ADBE 5.PEP 6.KO 7.PDD 8.PCTY 9.EW 10.VRSN

Holding changes this quarter

Position changes disclosed by Amiral Gestion for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#	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