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COMGEST GLOBAL INVESTORS S.A.S.
COMGEST GLOBAL INVESTORS S.A.S. is an institution, managing $5.6B across 60 long positions as of Q3 2025 with 36% Technology concentration and 66% concentrated in top 10 holdings.
- Portfolio Value
- $5.6B
- Positions
- 60
- Top Holding
- TSM at 10.5%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in COMGEST GLOBAL INVESTORS S.A.S.'s portfolio (65.8% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Semiconductors Technology | $592.6M | 10.50% | -$28.8M Sold | — 2.1M shares | |
Software - Infrastructure Technology | $555.8M | 9.85% | -$15.1M Sold | 0.01% 1.1M shares | |
Chemicals - Specialty Basic Materials | $413.5M | 7.33% | -$5.1M Sold | 0.19% 870.5K shares | |
Internet Content & Information Communication Services | $393.1M | 6.96% | -$40.4M Sold | 0.01% 1.6M shares | |
Financial - Credit Services Financial Services | $364.9M | 6.46% | -$5.5M Sold | 0.06% 1.1M shares | |
Drug Manufacturers - General Healthcare | $337.2M | 5.97% | -$46.5M Sold | 0.08% 1.8M shares | |
Specialty Retail Consumer Cyclical | $311.9M | 5.53% | +$11.8M Bought | 0.01% 1.4M shares | |
Software - Application Technology | $309.1M | 5.48% | -$1.9M Sold | 0.16% 452.7K shares | |
Financial - Data & Stock Exchanges Financial Services | $221.0M | 3.91% | +$3.0M Bought | 0.15% 454.0K shares | |
Drug Manufacturers - Specialty & Generic Healthcare | $212.7M | 3.77% | +$5.3M Bought | 0.33% 1.5M shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in COMGEST GLOBAL INVESTORS S.A.S.'s latest filing
GthenC
Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
+615.97% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
Sold |
Analytics
Portfolio insights and performance metrics for COMGEST GLOBAL INVESTORS S.A.S.
GthenA