Amiral Gestion 13F 持仓 · 2026年Q1
Amiral Gestion 在 2026年Q1（报告期截至 2026-03-31）的 SEC 13F 申报中报告了 16 只证券，申报市值合计 1.80 亿美元。前几大持仓：MSFT（16.65%）、VRSN（15.54%）、ADBE（11.97%）。本季前 25 大持仓中：新建仓 1 只、增持 8 只、减持 7 只、清仓 9 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORPORATION | $30.0M | 16.65% | 80,969 | 增持 |
| 2 | VRSN | VERISIGN, INC. | $28.0M | 15.54% | 112,666 | 增持 |
| 3 | ADBE | ADOBE INC. | $21.5M | 11.97% | 88,623 | 减持 |
| 4 | NVR | NVR, Inc. | $17.0M | 9.45% | 2,582 | 增持 |
| 5 | BFB | BROWN-FORMAN CORPORATION | $14.8M | 8.20% | 558,244 | 增持 |
| 6 | V | VISA INC. | $12.5M | 6.93% | 41,255 | 减持 |
| 7 | DPZ | DOMINO'S PIZZA, INC. | $11.9M | 6.61% | 33,160 | 增持 |
| 8 | PAYC | PAYCOM SOFTWARE, INC. | $10.2M | 5.69% | 84,206 | 减持 |
| 9 | CL | COLGATE-PALMOLIVE COMPANY | $8.2M | 4.55% | 96,000 | 减持 |
| 10 | EW | EDWARDS LIFESCIENCES CORPORATION | $7.7M | 4.29% | 96,389 | 减持 |
| 11 | POOL | POOL CORPORATION | $7.5M | 4.18% | 37,189 | 新建仓 |
| 12 | SE | Hubei Guangji Pharmaceutical Co., Ltd. | $4.3M | 2.37% | 51,500 | 增持 |
| 13 | PDD | JINSHANG BANK CO.,LTD. | $2.8M | 1.53% | 27,000 | 减持 |
| 14 | META | META PLATFORMS, INC. | $1.8M | 0.99% | 3,100 | 增持 |
| 15 | FUTU | Futu Holdings Ltd | $1.6M | 0.91% | 12,000 | 减持 |
| 16 | DOLE | DOLE PUBLIC LIMITED COMPANY | $275,589 | 0.15% | 19,180 | 增持 |
| 17 | CHD | CHURCH & DWIGHT CO., INC. | $0 | 0.00% | 0 | 清仓 |
| 18 | FAST | FASTENAL COMPANY | $0 | 0.00% | 0 | 清仓 |
| 19 | FDS | FACTSET RESEARCH SYSTEMS INC. | $0 | 0.00% | 0 | 清仓 |
| 20 | KO | THE COCA-COLA COMPANY | $0 | 0.00% | 0 | 清仓 |
| 21 | MMYT | MakeMyTrip Limited | $0 | 0.00% | 0 | 清仓 |
| 22 | OTIS | OTIS WORLDWIDE CORPORATION | $0 | 0.00% | 0 | 清仓 |
| 23 | PACB | PACIFIC BIOSCIENCES OF CALIFORNIA, INC. | $0 | 0.00% | 0 | 清仓 |
| 24 | PEP | Pepsico, Inc. | $0 | 0.00% | 0 | 清仓 |
| 25 | PG | THE PROCTER & GAMBLE COMPANY | $0 | 0.00% | 0 | 清仓 |
来源：SEC 13F 申报文件 · 截至 2026-03-31
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR