AMIRAL GESTION Q2 2025 Filing
Filed September 15, 2025
Portfolio Value
$231.9B
Holdings
21
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (21 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | METAMETA PLATFORMS, INC. | 52,860 | $39.0B | 16.82% | |
| 2 | ADBEADOBE INC. | 96,949 | $37.5B | 16.17% | |
| 3 | MSFTMICROSOFT CORPORATION | 62,170 | $30.9B | 13.33% | |
| 4 | PYPLPAYPAL HOLDINGS, INC. | 309,573 | $23.0B | 9.92% | |
| 5 | GOOGLALPHABET INC. | 123,434 | $21.8B | 9.38% | |
| 6 | PEPPepsico, Inc. | 93,460 | $12.3B | 5.32% | |
| 7 | PCTYPAYLOCITY HOLDING CORPORATION | 61,541 | $11.2B | 4.81% | |
| 8 | BF/BBROWN-FORMAN CORPORATION | 334,930 | $9.0B | 3.89% | |
| 9 | EWEDWARDS LIFESCIENCES CORPORATION | 110,314 | $8.6B | 3.72% | |
| 10 | NVRNVR, Inc. | 1,152 | $8.5B | 3.67% | |
| 11 | SESEA LIMITED | 40,500 | $6.5B | 2.79% | |
| 12 | PAYCPAYCOM SOFTWARE, INC. | 27,979 | $6.5B | 2.79% | |
| 13 | PDDPINDUODUO INC. | 48,000 | $5.0B | 2.17% | |
| 14 | KOTHE COCA-COLA COMPANY | 46,141 | $3.3B | 1.41% | |
| 15 | PACBPACIFIC BIOSCIENCES OF CALIFORNIA, INC. | 2,733,290 | $3.2B | 1.38% | |
| 16 | YMMFull Truck Alliance Co Ltd | 220,000 | $2.6B | 1.12% | |
| 17 | FDSFACTSET RESEARCH SYSTEMS INC. | 2,500 | $1.1B | 0.48% | |
| 18 | ABNBAIRBNB, INC. | 5,800 | $767.6M | 0.33% | |
| 19 | GDSGDS HOLDINGS LIMITED | 25,000 | $764.3M | 0.33% | |
| 20 | DOLEDole PLC | 18,180 | $254.6M | 0.11% | |
| 21 | MMYTMakeMyTrip Limited | 1,290 | $126.4M | 0.05% |