AMIRAL GESTION Q4 2024 Filing
Filed February 20, 2025
Portfolio Value
$158.4M
Holdings
30
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (30 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | GOOGLALPHABET INC. | 140,990 | $26.7M | 16.85% | |
| 2 | METAMETA PLATFORMS, INC. | 36,909 | $21.6M | 13.65% | |
| 3 | PYPLPAYPAL HOLDINGS, INC. | 199,730 | $17.0M | 10.76% | |
| 4 | ADBEADOBE INC. | 31,050 | $13.8M | 8.72% | |
| 5 | PEPPepsico, Inc. | 72,818 | $11.1M | 6.99% | |
| 6 | KOTHE COCA-COLA COMPANY | 140,158 | $8.7M | 5.51% | |
| 7 | PDDPINDUODUO INC. | 87,000 | $8.4M | 5.33% | |
| 8 | PCTYPAYLOCITY HOLDING CORPORATION | 36,860 | $7.4M | 4.64% | |
| 9 | EWEDWARDS LIFESCIENCES CORPORATION | 91,292 | $6.8M | 4.27% | |
| 10 | VRSNVERISIGN, INC. | 30,474 | $6.3M | 3.98% | |
| 11 | NVRNVR, Inc. | 721 | $5.9M | 3.72% | |
| 12 | BF/BBROWN-FORMAN CORPORATION | 104,797 | $4.0M | 2.51% | |
| 13 | SESEA LIMITED | 35,000 | $3.7M | 2.35% | |
| 14 | MSFTMICROSOFT CORPORATION | 7,695 | $3.2M | 2.05% | |
| 15 | HSYTHE HERSHEY COMPANY | 12,933 | $2.2M | 1.38% | |
| 16 | ALLEALLEGION PUBLIC LIMITED COMPANY | 16,258 | $2.1M | 1.34% | |
| 17 | BECNUSDBEACON ROOFING SUPPLY, INC. | 14,550 | $1.5M | 0.93% | |
| 18 | N1UANEW ORIENTAL EDUCATION & TECHNOLOGY GROUP INC. | 16,000 | $1.0M | 0.65% | |
| 19 | GICGLOBAL INDUSTRIAL COMPANY | 40,000 | $992K | 0.63% | |
| 20 | STNStantec Inc. | 10,500 | $823K | 0.52% | |
| 21 | WCCWESCO INTERNATIONAL, INC. | 4,400 | $796K | 0.50% | |
| 22 | XPOXPO, INC. | 5,400 | $708K | 0.45% | |
| 23 | ABNBAIRBNB, INC. | 4,800 | $631K | 0.40% | |
| 24 | SPOTSPOTIFY TECHNOLOGY S.A. | 1,300 | $582K | 0.37% | |
| 25 | FSLRFIRST SOLAR, INC. | 3,000 | $529K | 0.33% | |
| 26 | BLDTOPBUILD CORP. | 1,560 | $486K | 0.31% | |
| 27 | FDSFACTSET RESEARCH SYSTEMS INC. | 1,000 | $480K | 0.30% | |
| 28 | GDSGDS HOLDINGS LIMITED | 14,000 | $333K | 0.21% | |
| 29 | HUYAHUYA Inc. | 100,000 | $307K | 0.19% | |
| 30 | DOLEDole PLC | 18,180 | $245K | 0.15% |