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Portfolio (Quarterly) Guide ↗

COMGEST GLOBAL INVESTORS S.A.S.

· CIK 0001574947
13F Portfolio $5.6B AUM 55 positions Filed Feb 12, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 3 New 22 Added 29 Reduced 8 Exited
Page 3 of 3  ·  55 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 BDX BECTON DICKINSON & CO Healthcare 44,146.0 $8.6M 0.15% +5K +11.7% $194.07 -24.6%
42 STVN STEVANATO GROUP S P A Healthcare 331,673.0 $6.7M 0.12% +7K +2.3% $20.12 -11.8%
43 PDD PDD HOLDINGS INC Consumer Cyclical 55,752.0 $6.3M 0.11% -757.0 -1.3% $113.39 -13.8%
44 BZ KANZHUN LIMITED Industrials 291,516.0 $5.9M 0.11% +137K +88.3% $20.38 -32.3%
45 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 18,600.0 $5.3M 0.10% NEW $287.25 +12.4%
46 ISRG INTUITIVE SURGICAL INC Healthcare 8,331.0 $4.7M 0.08% +120.0 +1.5% $566.36 -22.3%
47 URI UNITED RENTALS INC Industrials 5,633.0 $4.6M 0.08% NEW $809.32 +15.7%
48 AVY AVERY DENNISON CORP Industrials 13,039.0 $2.4M 0.04% -54K -80.4% $181.88 -12.6%
49 WMT WALMART INC Consumer Defensive 20,263.0 $2.3M 0.04% -11K -35.7% $111.41 +17.4%
50 TME TENCENT MUSIC ENTMT GROUP Communication Services 123,581.0 $2.2M 0.04% -180K -59.2% $17.53 -47.8%
51 DHR DANAHER CORPORATION Healthcare 5,963.0 $1.4M 0.02% NEW $228.92 -24.3%
52 JBHT HUNT J B TRANS SVCS INC Industrials 5,406.0 $1.1M 0.02% -35K -86.5% $194.34 +33.4%
53 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 12,299.0 $1.0M 0.02% -582.0 -4.5% $83.00 -37.0%
54 TCOM TRIP COM GROUP LTD Consumer Cyclical 11,137.0 $801K 0.01% -1K -9.5% $71.91 -32.5%
55 MDT MEDTRONIC PLC Healthcare 4,684.0 $450K 0.01% -19K -80.0% $96.06 -18.6%
Page 3 of 3  ·  55 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 34.2%
Healthcare 16.9%
Financial Services 15.1%
Communication Services 10.4%
Consumer Cyclical 8.9%
Industrials 7.2%
Basic Materials 5.5%
Consumer Defensive 1.8%