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The Analysis of AMIRAL GESTION's Holdings & P&L

Currently, AMIRAL GESTION holds 16 types of securities in its portfolio with a total value $180.0M. In the most recent quarter, they have increased their positions in POOL (+37.2K shares, valued at $7.5M), BF.B (+148.6K shares, valued at $3.9M), DPZ (+8.0K shares, valued at $2.9M); decreased their positions in EW (-130.3K shares, valued at $10.4M), V (-33.8K shares, valued at $10.2M), PAYC (-32.3K shares, valued at $3.9M); initiated new positions in POOL (+37.2K shares, valued at $7.5M).

1M P&L

+396.0K+0.21%

3M P&L

+1.1M+0.59%

HY P&L

-18.2M-8.70%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Software - Infrastructure58.0M

32.2%

2Software - Application31.8M

17.7%

3Residential Construction17.0M

9.5%

Top Industries by Stock Count

1Software - Application2 stocks

12.5%

2Internet Retail2 stocks

12.5%

3Software - Infrastructure2 stocks

12.5%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

MSFT MICROSOFT CORPORATION81.0K shares2.86%2026-03-312026-04-20

VRSN VERISIGN, INC.112.7K shares2.09%2026-03-312026-04-20

ADBE ADOBE INC.88.6K shares-10.61%2026-03-312026-04-20

NVR NVR, Inc.2.6K shares7.72%2026-03-312026-04-20

BF.B BROWN-FORMAN CORPORATION558.2K shares36.27%2026-03-312026-04-20

V VISA INC.41.3K shares-45.00%2026-03-312026-04-20

DPZ DOMINO'S PIZZA, INC.33.2K shares31.80%2026-03-312026-04-20

PAYC PAYCOM SOFTWARE, INC.84.2K shares-27.71%2026-03-312026-04-20

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CL COLGATE-PALMOLIVE COMPANY96.0K shares-32.33%2026-03-312026-04-20

EW EDWARDS LIFESCIENCES CORPORATION96.4K shares-57.48%2026-03-312026-04-20

POOL POOL CORPORATION37.2K sharesnew addition2026-03-312026-04-20

SE Hubei Guangji Pharmaceutical Co., Ltd.51.5K shares8.42%2026-03-312026-04-20

PDD JINSHANG BANK CO.,LTD.27.0K shares-3.57%2026-03-312026-04-20

META META PLATFORMS, INC.3.1K shares85.63%2026-03-312026-04-20

FUTU Futu Holdings Ltd12.0K shares-20.00%2026-03-312026-04-20

DOLE DOLE PUBLIC LIMITED COMPANY19.2K shares5.50%2026-03-312026-04-20

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MSFT

MICROSOFT CORPORATION

2.86%

Shares81.0K

Event2026-03-31

Filed2026-04-20

VRSN

VERISIGN, INC.

2.09%

Shares112.7K

Event2026-03-31

Filed2026-04-20

ADBE

ADOBE INC.

-10.61%

Shares88.6K

Event2026-03-31

Filed2026-04-20

NVR

NVR, Inc.

7.72%

Shares2.6K

Event2026-03-31

Filed2026-04-20

BF.B

BROWN-FORMAN CORPORATION

36.27%

Shares558.2K

Event2026-03-31

Filed2026-04-20

VISA INC.

-45.00%

Shares41.3K

Event2026-03-31

Filed2026-04-20

DPZ

DOMINO'S PIZZA, INC.

31.80%

Shares33.2K

Event2026-03-31

Filed2026-04-20

PAYC

PAYCOM SOFTWARE, INC.

-27.71%

Shares84.2K

Event2026-03-31

Filed2026-04-20

COLGATE-PALMOLIVE COMPANY

-32.33%

Shares96.0K

Event2026-03-31

Filed2026-04-20

EDWARDS LIFESCIENCES CORPORATION

-57.48%

Shares96.4K

Event2026-03-31

Filed2026-04-20

POOL

POOL CORPORATION

New

Shares37.2K

Event2026-03-31

Filed2026-04-20

Hubei Guangji Pharmaceutical Co., Ltd.

8.42%

Shares51.5K

Event2026-03-31

Filed2026-04-20

PDD

JINSHANG BANK CO.,LTD.

-3.57%

Shares27.0K

Event2026-03-31

Filed2026-04-20