Amiral Gestion Portfolio Holdings by Sector

Amiral Gestion

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Software—Infrastructure \| Technology ADBE MSFT 2 stocks	$68,430 30.68% of portfolio	2	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META GOOGL 2 stocks	$60,767 27.24% of portfolio	1	1	-	-	0 Calls 0 Puts
Credit Services \| Financial Services PYPL 1 stocks	$23,007 10.31% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Application \| Technology PCTY PAYC YMM 3 stocks	$20,222 9.07% of portfolio	3	-	1	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive PEP KO 2 stocks	$15,604 7.0% of portfolio	-	2	-	-	0 Calls 0 Puts
Medical Devices \| Healthcare EW PACB 2 stocks	$12,016 5.39% of portfolio	2	-	1	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical SE PDD 2 stocks	$11,500 5.16% of portfolio	1	1	-	-	0 Calls 0 Puts
Residential Construction \| Consumer Cyclical NVR 1 stocks	$8,508 3.81% of portfolio	-	1	-	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services FDS 1 stocks	$1,118 0.5% of portfolio	1	-	-	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical ABNB MMYT 2 stocks	$878 0.39% of portfolio	-	2	-	-	0 Calls 0 Puts
Information Technology Services \| Technology GDS 1 stocks	$764 0.34% of portfolio	1	-	-	-	0 Calls 0 Puts
Farm Products \| Consumer Defensive DOLE 1 stocks	$254 0.11% of portfolio	1	-	1	-	0 Calls 0 Puts

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