AMIRAL GESTION 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
AG AMIRAL GESTION | Institutional Filer | ▼ 33.81% | $180.0M | 16 |
Current Portfolio Holdings
Showing all 16 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft Corporation | Technology | 81K | $30.0M | 16.65% |
| 2 | VRSN | VeriSign, Inc. | Technology | 113K | $28.0M | 15.54% |
| 3 | ADBE | Adobe Inc. | Technology | 89K | $21.5M | 11.97% |
| 4 | NVR | NVR, Inc. | Consumer Cyclical | 3K | $17.0M | 9.45% |
| 5 | BFB | BROWN-FORMAN CORPORATION | — | 558K | $14.8M | 8.20% |
| 6 | V | Visa Inc. | Financial Services | 41K | $12.5M | 6.93% |
| 7 | DPZ | Domino's Pizza, Inc. | Consumer Cyclical | 33K | $11.9M | 6.61% |
| 8 | PAYC | Paycom Software, Inc. | Technology | 84K | $10.2M | 5.69% |
| 9 | CL | Colgate-Palmolive Company | Consumer Defensive | 96K | $8.2M | 4.55% |
| 10 | EW | Edwards Lifesciences Corporation | Healthcare | 96K | $7.7M | 4.29% |
| 11 | POOL | Pool Corporation | Industrials | 37K | $7.5M | 4.18% |
| 12 | SE | Sea Limited | Consumer Cyclical | 52K | $4.3M | 2.37% |
| 13 | PDD | PDD Holdings Inc. | Consumer Cyclical | 27K | $2.8M | 1.53% |
| 14 | META | Meta Platforms, Inc. | Technology | 3K | $1.8M | 0.99% |
| 15 | FUTU | Futu Holdings Limited | Financial Services | 12K | $1.6M | 0.91% |
Showing 1 to 15 of 16 holdings