COMGEST GLOBAL INVESTORS S.A.S.
CIK: 0001574947SEC EDGAR →
Portfolio Value
$5.6B
Holdings
55
As of
Q4 2025
New Positions
3
Closed Positions
7
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | TAIWAN SEMICONDUCTOR MFG LTD | 1,719,123 | $522.4M | 9.31% |
| 2 | MICROSOFT CORP | 1,035,423 | $500.8M | 8.92% |
| 3 | ALPHABET INC | 1,433,606 | $448.7M | 8.00% |
| 4 | VISA INC | 1,019,690 | $357.6M | 6.37% |
| 5 | JOHNSON & JOHNSON | 1,653,933 | $342.3M | 6.10% |
| 6 | AMAZON COM INC | 1,376,741 | $317.8M | 5.66% |
| 7 | LINDE PLC | 619,478 | $264.1M | 4.71% |
| 8 | ZOETIS INC | 1,392,688 | $175.2M | 3.12% |
| 9 | VERISK ANALYTICS INC | 694,121 | $155.3M | 2.77% |
| 10 | ORACLE CORP | 787,749 | $153.5M | 2.74% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 12 | $1.6B | 37.0% |
| Healthcare | 10 | $576.8M | 13.1% |
| Financial Services | 7 | $575.0M | 13.1% |
| Communication Services | 5 | $492.8M | 11.2% |
| Consumer Cyclical | 6 | $418.0M | 9.5% |
| Industrials | 8 | $312.7M | 7.1% |
| Basic Materials | 2 | $310.4M | 7.0% |
| Unknown | 3 | $87.5M | 2.0% |
| Consumer Defensive | 2 | $2.4M | 0.1% |