Investor
AMIRAL GESTION
CIK 0001828064 · filed 2026-04-20 · SEC filing
13F book
$180M
Positions
16
1 new · 12 sold
Largest name
16.7%
Microsoft Corp · MSFT
Est. mark
−$28.8M
Price effect on 15 names still held. Flow −$63.2M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Microsoft Corp | MSFT | 81K | $30M | 16.7% | −$8.93M | Added−$8.1M |
| Verisign Inc | — | 112.7K | $28M | 15.5% | $597K | Added$1.17M |
| Adobe Inc. | ADBE | 88.6K | $21.5M | 12.0% | −$9.47M | Cut−$13.2M |
| Nvr Inc | NVR | 2.58K | $17M | 9.5% | −$1.68M | Added−$465.8K |
| Brown Forman Corp | — | 558.2K | $14.8M | 8.2% | $155.7K | Added$4.08M |
| Visa Inc. | V | 41.3K | $12.5M | 6.9% | −$2M | Cut−$13.8M |
| Dominos Pizza Inc | DPZ | 33.2K | $11.9M | 6.6% | −$1.46M | Added$1.41M |
| Paycom Software, Inc. | PAYC | 84.2K | $10.2M | 5.7% | −$3.18M | Cut−$8.33M |
| Colgate Palmolive Co | CL | 96K | $8.18M | 4.5% | $596.2K | Cut−$3.03M |
| Edwards Lifesciences Corp | EW | 96.4K | $7.72M | 4.3% | −$498.3K | Cut−$11.6M |
| Pool Corp | POOL | 37.2K | $7.52M | 4.2% | — | New |
| Sea Ltd | SE | 51.5K | $4.26M | 2.4% | −$2.13M | Added−$1.79M |
| PDD Holdings Inc. | PDD | 27K | $2.76M | 1.5% | −$302.7K | Cut−$416.1K |
| Meta Platforms, Inc. | META | 3.1K | $1.77M | 1.0% | −$146.9K | Added$671.3K |
| Futu Hldgs Ltd | — | 12K | $1.64M | 0.9% | −$329.4K | Cut−$822K |
| Dole Plc | DOLE | 19.2K | $275.6K | 0.2% | −$11.2K | Added$3.13K |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.