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
$3.95T
$548 Million 10.12% of portfolio
1,102,336
Q2 2025 Reduced 4.74%
$1.27T
$504 Million 9.3% of portfolio
2,224,852
Q2 2025 Added 1.2%
$551B
$385 Million 7.11% of portfolio
1,084,999
Q2 2025 Reduced 0.81%
$201B
$359 Million 6.62% of portfolio
455,534
Q2 2025 Added 1.13%
$452B
$316 Million 5.84% of portfolio
2,069,712
Q2 2025 Reduced 4.13%
$1.21T
$314 Million 5.8% of portfolio
1,783,227
Q2 2025 Reduced 0.36%
$2.26T
$300 Million 5.53% of portfolio
1,366,660
Q2 2025 Added 2.0%
$608B
$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%
$182B
$236 Million 4.36% of portfolio
447,813
Q2 2025 Reduced 10.08%
$70.1B
$221 Million 4.08% of portfolio
1,417,728
Q2 2025 Added 1.48%
$40.8B
$163 Million 3.01% of portfolio
522,990
Q2 2025 Reduced 2.2%
$13.8B
$155 Million 2.86% of portfolio
1,064,884
Q2 2025 Reduced 10.45%
$119B
$155 Million 2.86% of portfolio
649,917
Q2 2025 Reduced 0.29%
$11.2B
$146 Million 2.69% of portfolio
2,969,399
Q2 2025 Added 32.77%
$439B
$135 Million 2.5% of portfolio
136,702
Q2 2025 Reduced 4.79%
$684B
$128 Million 2.36% of portfolio
585,974
Q2 2025 Reduced 16.97%
$118B
$95.2 Million 1.76% of portfolio
36,420
Q2 2025 Added 0.96%
$3.69T
$55.4 Million 1.02% of portfolio
269,818
Q2 2025 Reduced 8.48%
$1.78T
$54.2 Million 1.0% of portfolio
73,483
Q2 2025 Added 0.2%
$38.8B
$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
$142B
$33.7 Million 0.62% of portfolio
85,138
Q2 2025 Added 13.03%
$30.8B
$29.8 Million 0.55% of portfolio
289,442
Q2 2025 Reduced 29.85%
$14.2B
$28.4 Million 0.52% of portfolio
161,884
Q2 2025 Reduced 21.37%
$137B
$22.5 Million 0.41% of portfolio
292,861
Q2 2025 Reduced 11.31%
$14.8B
$18 Million 0.33% of portfolio
125,634
Q2 2025 Reduced 43.23%
$36.7B
$16.5 Million 0.3% of portfolio
166,709
Q2 2025 Reduced 6.07%
$548B
$15.7 Million 0.29% of portfolio
27,909
Q2 2025 Added 10.93%
$3.17B
$15.9 Million 0.29% of portfolio
174,988
Q1 2025 Reduced 8.09%
$545B
$13.9 Million 0.26% of portfolio
10,401
Q2 2025 Added 0.27%
$227B
$12 Million 0.22% of portfolio
37,607
Q2 2025 Added 70.15%
$456B
$11.5 Million 0.21% of portfolio
72,870
Q2 2025 Added 6.49%
$18.8B
$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%
$27.8B
$8.77 Million 0.16% of portfolio
208,879
Q2 2025 Added 89.82%
$5.78B
$7.92 Million 0.15% of portfolio
324,284
Q2 2025 Added 4.52%
$182B
$7.97 Million 0.15% of portfolio
85,396
Q2 2025 New
$169B
$7.91 Million 0.15% of portfolio
14,552
Q2 2025 Reduced 9.93%
$55.6B
$7.23 Million 0.13% of portfolio
41,948
Q2 2025 Reduced 0.89%
$43B
$5.91 Million 0.11% of portfolio
303,088
Q2 2025 Added 26.39%
$147B
$5.33 Million 0.1% of portfolio
50,947
Q2 2025 Added 19.35%
$295B
$4.29 Million 0.08% of portfolio
5,347
Q1 2025 Reduced 20.95%
$91.7B
$3.1 Million 0.06% of portfolio
56,968
Q1 2025 Added 3.05%
$122B
$3.2 Million 0.06% of portfolio
36,675
Q4 2023 Added 72.18%
$42.2B
$3.41 Million 0.06% of portfolio
38,622
Q1 2025 Added 20.0%
$281B
$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
Track This Portfolio

Track Comgest Global Investors S.A.S. Portfolio

Follow Comgest Global Investors S.A.S. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Comgest Global Investors S.A.S., based on Form 13F filings with the SEC.

News

Stay updated on Comgest Global Investors S.A.S. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email