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
Which hedge funds are long CAP.PA?
4 published ideas on Capgemini SE across 2 funds — 4 long and 0 short.
Each entry below comes from a hedge fund's own investor letter, not a 13F filing, so it carries the reasoning behind the position on Capgemini SE: the full thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
Funds with a position view
Long theses
LongCAP.PAJun 2026
Capgemini SE
Tweedy established a new position in Capgemini during the quarter. At purchase, the manager believed the company was trading below a conservative estimate of intrinsic value…
LongCAP.PAJun 2026
Capgemini SE
Tweedy established a new position in Capgemini during the quarter. At purchase, the manager believed the company was trading below a conservative estimate of intrinsic value…
LongCAP.PASep 2026
Capgemini SE
Tweedy, Browne established a new position in Capgemini during the quarter. The French company provides business and information-technology consulting services. At purchase, the…