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 Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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.