AMIRAL GESTION Q4 2024 Filing

Filed February 20, 2025

Portfolio Value

$158.4B

Holdings

30

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (30 positions)

#StockSharesValue% PortfolioType
1
GOOGLALPHABET INC.
140,990$26.7B16.85%
2
METAMETA PLATFORMS, INC.
36,909$21.6B13.65%
3
PYPLPAYPAL HOLDINGS, INC.
199,730$17.0B10.76%
4
ADBEADOBE INC.
31,050$13.8B8.72%
5
PEPPepsico, Inc.
72,818$11.1B6.99%
6
KOTHE COCA-COLA COMPANY
140,158$8.7B5.51%
7
PDDPINDUODUO INC.
87,000$8.4B5.33%
8
PCTYPAYLOCITY HOLDING CORPORATION
36,860$7.4B4.64%
9
EWEDWARDS LIFESCIENCES CORPORATION
91,292$6.8B4.27%
10
VRSNVERISIGN, INC.
30,474$6.3B3.98%
11
NVRNVR, Inc.
721$5.9B3.72%
12
BF/BBROWN-FORMAN CORPORATION
104,797$4.0B2.51%
13
SESEA LIMITED
35,000$3.7B2.35%
14
MSFTMICROSOFT CORPORATION
7,695$3.2B2.05%
15
HSYTHE HERSHEY COMPANY
12,933$2.2B1.38%
16
ALLEALLEGION PUBLIC LIMITED COMPANY
16,258$2.1B1.34%
17
BECNUSDBEACON ROOFING SUPPLY, INC.
14,550$1.5B0.93%
18
N1UANEW ORIENTAL EDUCATION & TECHNOLOGY GROUP INC.
16,000$1.0B0.65%
19
GICGLOBAL INDUSTRIAL COMPANY
40,000$992.0M0.63%
20
STNStantec Inc.
10,500$823.0M0.52%
21
WCCWESCO INTERNATIONAL, INC.
4,400$796.0M0.50%
22
XPOXPO, INC.
5,400$708.0M0.45%
23
ABNBAIRBNB, INC.
4,800$631.0M0.40%
24
SPOTSPOTIFY TECHNOLOGY S.A.
1,300$582.0M0.37%
25
FSLRFIRST SOLAR, INC.
3,000$529.0M0.33%
26
BLDTOPBUILD CORP.
1,560$486.0M0.31%
27
FDSFACTSET RESEARCH SYSTEMS INC.
1,000$480.0M0.30%
28
GDSGDS HOLDINGS LIMITED
14,000$333.0M0.21%
29
HUYAHUYA Inc.
100,000$307.0M0.19%
30
DOLEDole PLC
18,180$245.0M0.15%