COMGEST GLOBAL INVESTORS S.A.S.
13F Reported Value
ⓘ$4.6B
Holdings
52
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
COMGEST GLOBAL INVESTORS S.A.S. disclosed 52 positions worth $4.6B in its Form 13F-HR for Q1 2026, led by $TSM (TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD) at 9.4% of the equity portfolio, followed by $JNJ and $GOOG. During the quarter the fund opened 3 new positions and exited 6 — including a new stake in $BKNG and a full exit from $ACN. The portfolio is most concentrated in Technology (40.8% of disclosed assets). All figures are sourced directly from COMGEST GLOBAL INVESTORS S.A.S.’s Form 13F-HR filing with the SEC under CIK 1574947.
AI Fund Analysis
StableSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- $432.8M1,280,572 sh
- 72.8#214
Quality
$328.6M1,344,231 sh - 80.2#45
Quality
$325.5M1,131,875 sh - 83.7
Quality
$315.4M851,927 sh - 83.5
Quality
$290.1M959,793 sh - —
Quality
$256.7M517,778 sh - 74.6
Quality
$243.7M1,170,268 sh - 79.4
Quality
$229.2M538,766 sh - 82.0
Quality
$205.4M474,989 sh - —
Quality
$202.9M628,700 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD$TSM | — | $432.8M | 1,280,572 |
 JOHNSON & JOHNSON$JNJ | 72.8#214 | $328.6M | 1,344,231 |
 Alphabet Inc.$GOOG | 80.2#45 | $325.5M | 1,131,875 |
 MICROSOFT CORP$MSFT | 83.7 | $315.4M | 851,927 |
 VISA INC.$V | 83.5 | $290.1M | 959,793 |
 LINDE PLC$LIN | — | $256.7M | 517,778 |
 AMAZON COM INC$AMZN | 74.6 | $243.7M | 1,170,268 |
 S&P Global Inc.$SPGI | 79.4 | $229.2M | 538,766 |
 INTUIT INC.$INTU | 82.0 | $205.4M | 474,989 |
 Aon plc$AON | — | $202.9M | 628,700 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of COMGEST GLOBAL INVESTORS S.A.S.'s 52 positions.
Showing top 10 of 52 holdings.
Sector Allocation
Technology
$1.9B
Financials
$870.6M
Healthcare
$743.4M
Consumer Discretionary
$622.0M
Materials
$289.3M
Communication Services
$179.6M
Industrials
$11.8M
Full Holdings — COMGEST GLOBAL INVESTORS S.A.S. (Q1 2026)
All 52 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $432.8M | 9.4% | -26% | — |
| 2 | $JNJ | JOHNSON & JOHNSON | $328.6M | 7.2% | -19% | 72.8 |
| 3 | $GOOG | Alphabet Inc. | $325.5M | 7.1% | -21% | 80.2 |
| 4 | $MSFT | MICROSOFT CORP | $315.4M | 6.9% | -18% | 83.7 |
| 5 | $V | VISA INC. | $290.1M | 6.3% | -6% | 83.5 |
| 6 | $LIN | LINDE PLC | $256.7M | 5.6% | -16% | — |
| 7 | $AMZN | AMAZON COM INC | $243.7M | 5.3% | -15% | 74.6 |
| 8 | $SPGI | S&P Global Inc. | $229.2M | 5.0% | +19% | 79.4 |
| 9 | $INTU | INTUIT INC. | $205.4M | 4.5% | +7% | 82 |
| 10 | $AON | Aon plc | $202.9M | 4.4% | +145% | — |
| 11 |  $VRSK | Verisk Analytics, Inc. | $150.8M | 3.3% | +14% | 77.3 |
| 12 |  $ZTS | Zoetis Inc. | $128.6M | 2.8% | -22% | 72.6 |
| 13 |  $IDXX | IDEXX LABORATORIES INC /DE | $123.8M | 2.7% | +6% | 73.6 |
| 14 |  $CTAS | CINTAS CORP | $122.0M | 2.7% | +57% | 76.3 |
| 15 |  $LLY | ELI LILLY & Co | $120.3M | 2.6% | -37% | 89.3 |
| 16 |  $MELI | MERCADOLIBRE INC | $116.4M | 2.5% | +74% | 77.5 |
| 17 |  $AXP | AMERICAN EXPRESS CO | $107.6M | 2.4% | +22% | 73.2 |
| 18 |  $SPOT | Spotify Technology S.A. | $104.3M | 2.3% | +133% | — |
| 19 |  $ORCL | ORACLE CORP | $101.1M | 2.2% | -13% | 67.2 |
| 20 |  $UBER | Uber Technologies, Inc | $78.2M | 1.7% | +22% | 79.3 |
| 21 |  $NFLX | NETFLIX INC | $75.3M | 1.6% | +76% | 86.7 |
| 22 |  $MSI | Motorola Solutions, Inc. | $64.5M | 1.4% | +544% | 73.8 |
| 23 |  $NVDA | NVIDIA CORP | $62.2M | 1.4% | -3% | 90.2 |
| 24 |  $AAPL | Apple Inc. | $50.7M | 1.1% | -16% | 76.1 |
| 25 |  $ADI | ANALOG DEVICES INC | $43.8M | 1.0% | -69% | 76.2 |
| 26 |  $SYK | STRYKER CORP | $34.5M | 0.8% | -12% | 69.8 |
| 27 |  $SCI | SERVICE CORP INTERNATIONAL | $34.2M | 0.8% | -18% | 54.8 |
| 28 |  $VMC | Vulcan Materials CO | $32.7M | 0.7% | -26% | 66.6 |
| 29 |  $COST | COSTCO WHOLESALE CORP /NEW | $27.4M | 0.6% | -76% | 67 |
| 30 |  $META | Meta Platforms, Inc. | $27.3M | 0.6% | -14% | 80.9 |
| 31 |  $MMYT | MakeMyTrip Ltd | $18.3M | 0.4% | +1% | — |
| 32 |  $MA | Mastercard Inc | $17.6M | 0.4% | -21% | 81.7 |
| 33 |  $FERG | Ferguson Enterprises Inc. /DE/ | $17.0M | 0.4% | +2% | 58.9 |
| 34 |  $HDB | HDFC BANK LTD | $12.2M | 0.3% | -3% | — |
| 35 |  $FAST | FASTENAL CO | $10.6M | 0.2% | -15% | 73.5 |
| 36 |  $MSCI | MSCI Inc. | $9.5M | 0.2% | -3% | 77.6 |
| 37 |  $YUMC | Yum China Holdings, Inc. | $8.2M | 0.2% | -12% | 65.2 |
| 38 |  $CPRT | COPART INC | $8.2M | 0.2% | -92% | 74.9 |
| 39 |  $BKNG | Booking Holdings Inc. | $7.6M | 0.2% | NEW | 55.3 |
| 40 |  $BDX | BECTON DICKINSON & CO | $7.2M | 0.2% | +4% | 50.7 |
| 41 |  $PDD | PDD Holdings Inc. | $5.7M | 0.1% | +0% | — |
| 42 |  $GLOB | Globant S.A. | $5.2M | 0.1% | -23% | — |
| 43 |  $URI | UNITED RENTALS, INC. | $5.1M | 0.1% | +25% | 70.7 |
| 44 |  $HLT | Hilton Worldwide Holdings Inc. | $4.8M | 0.1% | -15% | 73.1 |
| 45 |  $BZ | Kanzhun Ltd | $4.6M | 0.1% | +18% | — |
| 46 |  $WMT | Walmart Inc. | $2.2M | 0.1% | -13% | 63.2 |
| 47 |  $IBN | ICICI BANK LTD | $1.5M | 0.0% | NEW | — |
| 48 |  $ATAT | Atour Lifestyle Holdings Ltd | $1.3M | 0.0% | NEW | — |
| 49 |  $DHR | DANAHER CORP /DE/ | $1.1M | 0.0% | -0% | 63.9 |
| 50 |  $CTSH | COGNIZANT TECHNOLOGY SOLUTIONS CORP | $1.1M | 0.0% | +45% | 67.3 |
| 51 |  $TCOM | Trip.com Group Ltd | $972,050 | 0.0% | +75% | — |
| 52 |  $MDT | Medtronic plc | $405,869 | 0.0% | +0% | — |
New Positions (3)
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