COMGEST GLOBAL INVESTORS S.A.S.
CIK: 0001574947SEC EDGAR →
Portfolio Value
$5.6T
Holdings
55
As of
Q4 2025
New Positions
3
Closed Positions
7
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | TAIWAN SEMICONDUCTOR MFG LTD | 1,719,123 | $522.4B | 9.31% |
| 2 | MICROSOFT CORP | 1,035,423 | $500.8B | 8.92% |
| 3 | ALPHABET INC | 1,433,606 | $448.7B | 8.00% |
| 4 | VISA INC | 1,019,690 | $357.6B | 6.37% |
| 5 | JOHNSON & JOHNSON | 1,653,933 | $342.3B | 6.10% |
| 6 | AMAZON COM INC | 1,376,741 | $317.8B | 5.66% |
| 7 | INTUIT | 442,234 | $292.9B | 5.22% |
| 8 | LINDE PLC | 619,478 | $264.1B | 4.71% |
| 9 | S&P GLOBAL INC | 454,062 | $237.3B | 4.23% |
| 10 | ELI LILLY & CO | 209,255 | $224.9B | 4.01% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 12 | $1.9T | 34.2% |
| Healthcare | 10 | $946.2B | 16.9% |
| Financial Services | 7 | $847.7B | 15.1% |
| Communication Services | 5 | $582.8B | 10.4% |
| Consumer Cyclical | 6 | $418.0B | 7.4% |
| Industrials | 8 | $317.2B | 5.7% |
| Basic Materials | 2 | $310.4B | 5.5% |
| Unknown | 3 | $165.5B | 2.9% |
| Consumer Defensive | 2 | $102.9B | 1.8% |