Comgest Global Investors S.A.S. Portfolio Holdings

Comgest Global Investors S.A.S.

  • $5.42 Billion
  • Q2 2025

Comgest Global Investors S.A.S. has filed its 13F form on August 07, 2025 for Q2 2025 where it was disclosed a total value porftolio of $5.42 Billion distributed in 64 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $548M, Taiwan Semiconductor Manufacturing CO LTD with a value of $504M, Visa Inc. with a value of $385M, Intuit Inc with a value of $359M, and Johnson & Johnson with a value of $316M.

Examining the 13F form we can see an increase of $231M in the current position value, from $5.19B to 5.42B.

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

Portfolio value $5.42 Billion
Technology: $2.06 Billion
Healthcare: $1.17 Billion
Financial Services: $671 Million
Consumer Cyclical: $635 Million
Communication Services: $400 Million
Industrials: $274 Million
Consumer Defensive: $168 Million
Basic Materials: $41.9 Million
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.89T
$548 Million 10.12% of portfolio
1,102,336
Q2 2025 Reduced 4.74%
$1.26T
$504 Million 9.3% of portfolio
2,224,852
Q2 2025 Added 1.2%
$549B
$385 Million 7.11% of portfolio
1,084,999
Q2 2025 Reduced 0.81%
$199B
$359 Million 6.62% of portfolio
455,534
Q2 2025 Added 1.13%
$454B
$316 Million 5.84% of portfolio
2,069,712
Q2 2025 Reduced 4.13%
$1.2T
$314 Million 5.8% of portfolio
1,783,227
Q2 2025 Reduced 0.36%
$2.25T
$300 Million 5.53% of portfolio
1,366,660
Q2 2025 Added 2.0%
$604B
$282 Million 5.2% of portfolio
361,489
Q2 2025 Reduced 19.48%
$150B
$260 Million 4.8% of portfolio
870,410
Q2 2025 Reduced 27.3%
$181B
$236 Million 4.36% of portfolio
447,813
Q2 2025 Reduced 10.08%
$69.8B
$221 Million 4.08% of portfolio
1,417,728
Q2 2025 Added 1.48%
$42B
$163 Million 3.01% of portfolio
522,990
Q2 2025 Reduced 2.2%
$13B
$155 Million 2.86% of portfolio
1,064,884
Q2 2025 Reduced 10.45%
$115B
$155 Million 2.86% of portfolio
649,917
Q2 2025 Reduced 0.29%
$11.1B
$146 Million 2.69% of portfolio
2,969,399
Q2 2025 Added 32.77%
$438B
$135 Million 2.5% of portfolio
136,702
Q2 2025 Reduced 4.79%
$681B
$128 Million 2.36% of portfolio
585,974
Q2 2025 Reduced 16.97%
$115B
$95.2 Million 1.76% of portfolio
36,420
Q2 2025 Added 0.96%
$3.65T
$55.4 Million 1.02% of portfolio
269,818
Q2 2025 Reduced 8.48%
$1.73T
$54.2 Million 1.0% of portfolio
73,483
Q2 2025 Added 0.2%
$37.9B
$41.9 Million 0.77% of portfolio
160,654
Q2 2025 Reduced 15.32%
$12.7B
$39.5 Million 0.73% of portfolio
485,825
Q2 2025 Reduced 5.66%
$22.7B
$38.1 Million 0.7% of portfolio
171,035
Q2 2025 Added 0.38%
$5.65B
$36.7 Million 0.68% of portfolio
426,522
Q2 2025 New
$143B
$33.7 Million 0.62% of portfolio
85,138
Q2 2025 Added 13.03%
$30.9B
$29.8 Million 0.55% of portfolio
289,442
Q2 2025 Reduced 29.85%
$14B
$28.4 Million 0.52% of portfolio
161,884
Q2 2025 Reduced 21.37%
$138B
$22.5 Million 0.41% of portfolio
292,861
Q2 2025 Reduced 11.31%
$14.3B
$18 Million 0.33% of portfolio
125,634
Q2 2025 Reduced 43.23%
$35.8B
$16.5 Million 0.3% of portfolio
166,709
Q2 2025 Reduced 6.07%
$547B
$15.7 Million 0.29% of portfolio
27,909
Q2 2025 Added 10.93%
$3.12B
$15.9 Million 0.29% of portfolio
174,988
Q1 2025 Reduced 8.09%
$542B
$13.9 Million 0.26% of portfolio
10,401
Q2 2025 Added 0.27%
$221B
$12 Million 0.22% of portfolio
37,607
Q2 2025 Added 70.15%
$454B
$11.5 Million 0.21% of portfolio
72,870
Q2 2025 Added 6.49%
$18.6B
$9.1 Million 0.17% of portfolio
203,456
Q2 2025 Reduced 3.16%
$133B
$8.47 Million 0.16% of portfolio
11,034
Q2 2025 Reduced 29.89%
$27.4B
$8.77 Million 0.16% of portfolio
208,879
Q2 2025 Added 89.82%
$6.25B
$7.92 Million 0.15% of portfolio
324,284
Q2 2025 Added 4.52%
$179B
$7.97 Million 0.15% of portfolio
85,396
Q2 2025 New
$167B
$7.91 Million 0.15% of portfolio
14,552
Q2 2025 Reduced 9.93%
$54.9B
$7.23 Million 0.13% of portfolio
41,948
Q2 2025 Reduced 0.89%
$38.5B
$5.91 Million 0.11% of portfolio
303,088
Q2 2025 Added 26.39%
$143B
$5.33 Million 0.1% of portfolio
50,947
Q2 2025 Added 19.35%
$287B
$4.29 Million 0.08% of portfolio
5,347
Q1 2025 Reduced 20.95%
$92.1B
$3.1 Million 0.06% of portfolio
56,968
Q1 2025 Added 3.05%
$123B
$3.2 Million 0.06% of portfolio
36,675
Q4 2023 Added 72.18%
$41.5B
$3.41 Million 0.06% of portfolio
38,622
Q1 2025 Added 20.0%
$282B
$3.08 Million 0.06% of portfolio
31,531
Q2 2025 Reduced 21.11%

Summary

  • Portfolio
  • No. of Stocks 64
  • Current Value $5.42 Billion
  • Prior Value $5.19 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 07, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 3 stocks
  • Additional Purchases 22 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 31 stocks
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