LongCAP.PAJun 2026
Capgemini SE
Tweedy, Browne established a new position in Capgemini, a French business and information-technology consulting company. The purchase was made because the managers believed the…
CAP.PA
1 published idea on Capgemini SE across 1 fund — 1 long and 0 short.
Each stock pitch below comes from a fund manager's own investor letter, not a 13F filing, so it carries the reasoning behind the portfolio position on Capgemini SE: the full investment thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
Tweedy, Browne established a new position in Capgemini, a French business and information-technology consulting company. The purchase was made because the managers believed the…