Comgest Global Investors S.A.S. Portfolio Holdings

Comgest Global Investors S.A.S.

  • $5.21 Billion
  • Q3 2025

Comgest Global Investors S.A.S. has filed its 13F form on November 07, 2025 for Q3 2025 where it was disclosed a total value porftolio of $5.21 Billion distributed in 60 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Taiwan Semiconductor Manufacturing CO LTD with a value of $593M, Microsoft Corp with a value of $556M, Alphabet Inc. with a value of $393M, Visa Inc. with a value of $365M, and Johnson & Johnson with a value of $337M.

Examining the 13F form we can see an decrease of $206M in the current position value, from $5.42B to 5.21B.

Below you can find more details about Comgest Global Investors S.A.S. portfolio as well as his latest detailed transactions.

Portfolio value $5.21 Billion
Technology: $2.03 Billion
Healthcare: $974 Million
Financial Services: $725 Million
Consumer Cyclical: $634 Million
Communication Services: $469 Million
Industrials: $192 Million
Consumer Defensive: $139 Million
Basic Materials: $51.9 Million
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.46T
$593 Million 11.37% of portfolio
2,121,630
Q3 2025 Reduced 4.64%
$3.78T
$556 Million 10.66% of portfolio
1,073,113
Q3 2025 Reduced 2.65%
$1.65T
$393 Million 7.54% of portfolio
1,616,983
Q3 2025 Reduced 9.32%
$533B
$365 Million 7.0% of portfolio
1,068,806
Q3 2025 Reduced 1.49%
$522B
$337 Million 6.47% of portfolio
1,818,700
Q3 2025 Reduced 12.13%
$2.39T
$312 Million 5.98% of portfolio
1,420,315
Q3 2025 Added 3.93%
$182B
$309 Million 5.93% of portfolio
452,683
Q3 2025 Reduced 0.63%
$159B
$221 Million 4.24% of portfolio
453,999
Q3 2025 Added 1.38%
$55.6B
$213 Million 4.08% of portfolio
1,453,966
Q3 2025 Added 2.56%
$971B
$208 Million 3.99% of portfolio
272,406
Q3 2025 Reduced 24.64%
$118B
$159 Million 3.05% of portfolio
647,932
Q3 2025 Reduced 0.31%
$57.4B
$156 Million 2.99% of portfolio
244,222
Q3 2025 Added 0.05%
$593B
$149 Million 2.86% of portfolio
530,791
Q3 2025 Reduced 9.42%
$9.78B
$143 Million 2.75% of portfolio
3,181,919
Q3 2025 Added 7.16%
$33.9B
$130 Million 2.49% of portfolio
515,378
Q3 2025 Reduced 1.46%
$404B
$118 Million 2.26% of portfolio
127,470
Q3 2025 Reduced 6.75%
$255B
$89.4 Million 1.72% of portfolio
269,256
Q3 2025 Added 615.97%
$103B
$77.1 Million 1.48% of portfolio
32,988
Q3 2025 Reduced 9.42%
$4.3T
$70.4 Million 1.35% of portfolio
276,640
Q3 2025 Added 2.53%
$37.3B
$51.9 Million 1.0% of portfolio
168,653
Q3 2025 Added 4.98%
$1.37T
$49.8 Million 0.96% of portfolio
67,783
Q3 2025 Reduced 7.76%
$465B
$48 Million 0.92% of portfolio
257,397
Q3 2025 Added 253.23%
$12.6B
$43 Million 0.82% of portfolio
516,172
Q3 2025 Added 6.25%
$5.65B
$40.3 Million 0.77% of portfolio
468,197
Q3 2025 Added 9.77%
$136B
$36.6 Million 0.7% of portfolio
98,944
Q3 2025 Added 16.22%
$19B
$32 Million 0.61% of portfolio
156,085
Q3 2025 Reduced 8.74%
$512B
$19.8 Million 0.38% of portfolio
34,766
Q3 2025 Added 24.57%
$68.4B
$18.5 Million 0.36% of portfolio
541,683
Q3 2025 Added 84.96%
$33.6B
$17.3 Million 0.33% of portfolio
175,517
Q3 2025 Reduced 39.36%
$181B
$14.2 Million 0.27% of portfolio
144,696
Q3 2025 Added 69.44%
$49.1B
$13.7 Million 0.26% of portfolio
11,459
Q3 2025 Added 10.17%
$14.1B
$10.8 Million 0.21% of portfolio
66,674
Q3 2025 Reduced 58.81%
$23.2B
$10.4 Million 0.2% of portfolio
212,092
Q3 2025 Added 1.54%
$19.3B
$9.21 Million 0.18% of portfolio
214,614
Q3 2025 Added 5.48%
$63.4B
$8.79 Million 0.17% of portfolio
19,226
Q3 2025 New
$5.84B
$8.35 Million 0.16% of portfolio
324,284
Q2 2025 Added 4.52%
$2.55B
$8.4 Million 0.16% of portfolio
146,366
Q3 2025 Reduced 16.36%
$32.1B
$7.07 Million 0.14% of portfolio
303,088
Q2 2025 Added 26.39%
$54.5B
$7.39 Million 0.14% of portfolio
39,508
Q3 2025 Reduced 5.82%
$163B
$7.47 Million 0.14% of portfolio
56,509
Q3 2025 Added 10.92%
$45.2B
$6.62 Million 0.13% of portfolio
11,672
Q3 2025 New
$16.9B
$5.37 Million 0.1% of portfolio
40,043
Q3 2025 Reduced 68.13%
$72.4B
$4.67 Million 0.09% of portfolio
13,100
Q3 2025 New
$123B
$3.69 Million 0.07% of portfolio
5,280
Q3 2025 Reduced 52.15%
$8.96B
$3.62 Million 0.07% of portfolio
154,837
Q3 2025 Added 209.67%
$193B
$3.67 Million 0.07% of portfolio
8,211
Q3 2025 Reduced 43.57%
$279B
$3.25 Million 0.06% of portfolio
31,531
Q2 2025 Reduced 21.11%
$405B
$2.84 Million 0.05% of portfolio
2,929
Q3 2025 Reduced 45.22%
$319B
$2.16 Million 0.04% of portfolio
31,632
Q3 2025 Reduced 13.59%

Summary

  • Portfolio
  • No. of Stocks 60
  • Current Value $5.21 Billion
  • Prior Value $5.42 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 07, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 3 stocks
  • Additional Purchases 21 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 32 stocks
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