AMIRAL GESTION Q3 2025 Filing

Filed October 9, 2025

Portfolio Value

$275.2B

Holdings

27

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (27 positions)

#StockSharesValue% PortfolioType
1
ADBEADOBE INC.
124,108$43.8B15.91%
2
MSFTMICROSOFT CORPORATION
76,650$39.7B14.43%
3
PYPLPAYPAL HOLDINGS, INC.
419,629$28.1B10.22%
4
EWEDWARDS LIFESCIENCES CORPORATION
282,795$22.0B7.99%
5
METAMETA PLATFORMS, INC.
28,013$20.6B7.48%
6
PAYCPAYCOM SOFTWARE, INC.
81,766$17.0B6.18%
7
VVISA INC.
47,782$16.3B5.93%
8
NVRNVR, Inc.
1,978$15.9B5.77%
9
PCTYPAYLOCITY HOLDING CORPORATION
84,703$13.5B4.90%
10
ABNBAIRBNB, INC.
62,545$7.6B2.76%
11
SEHubei Guangji Pharmaceutical Co., Ltd.
39,500$7.1B2.57%
12
PDDJINSHANG BANK CO.,LTD.
53,000$7.0B2.55%
13
BF/BBROWN-FORMAN CORPORATION
252,265$6.8B2.48%
14
YMMFull Truck Alliance Co Ltd
455,000$5.9B2.14%
15
BKNGBOOKING HOLDINGS INC.
807$4.4B1.58%
16
DPZDOMINO'S PIZZA, INC.
8,516$3.7B1.34%
17
FNVFranco-Nevada Corporation
16,000$3.6B1.30%
18
PACBPACIFIC BIOSCIENCES OF CALIFORNIA, INC.
2,733,290$3.2B1.17%
19
VRSNVERISIGN, INC.
8,883$2.5B0.90%
20
GOOGLALPHABET INC.
7,377$1.8B0.65%
21
CLCOLGATE-PALMOLIVE COMPANY
21,000$1.7B0.61%
22
FUTUFutu Holdings Ltd
8,100$1.4B0.51%
23
FDSFACTSET RESEARCH SYSTEMS INC.
2,500$716.2M0.26%
24
GDSGDS HOLDINGS LIMITED
13,000$503.1M0.18%
25
MMYTMakeMyTrip Limited
2,790$261.1M0.09%
26
DOLEDOLE PUBLIC LIMITED COMPANY
18,180$244.4M0.09%
27
USDProShares Ultra Semiconductors
19,189$19.2M0.01%