COMGEST GLOBAL INVESTORS S.A.S.
13F Reported Value
ⓘ$4.5B
Holdings
55
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
COMGEST GLOBAL INVESTORS S.A.S. disclosed 55 positions worth $4.5B in its Form 13F-HR for Q2 2026, led by $TSM (TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD) at 10.6% of the equity portfolio, followed by $GOOG and $JNJ. During the quarter the fund opened 6 new positions and exited 3 — including a new stake in $AVGO and a full exit from $INTU. The portfolio is most concentrated in Technology (38.5% 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
ConcentratingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- $482.6M1,010,486 sh
- 78.2#57
Quality
$373.6M1,045,281 sh - 69.0#285
Quality
$327.5M1,289,528 sh - 82.9
Quality
$316.5M922,397 sh - 68.7
Quality
$304.4M1,277,032 sh - —
Quality
$272.1M820,270 sh - —
Quality
$266.3M513,091 sh - 79.8
Quality
$246.5M660,903 sh - 76.1
Quality
$179.2M440,036 sh - 68.7
Quality
$178.4M1,048,947 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD$TSM | — | $482.6M | 1,010,486 |
 Alphabet Inc.$GOOG | 78.2#57 | $373.6M | 1,045,281 |
 JOHNSON & JOHNSON$JNJ | 69.0#285 | $327.5M | 1,289,528 |
 VISA INC.$V | 82.9 | $316.5M | 922,397 |
 AMAZON COM INC$AMZN | 68.7 | $304.4M | 1,277,032 |
 Aon plc$AON | — | $272.1M | 820,270 |
 LINDE PLC$LIN | — | $266.3M | 513,091 |
 MICROSOFT CORP$MSFT | 79.8 | $246.5M | 660,903 |
 S&P Global Inc.$SPGI | 76.1 | $179.2M | 440,036 |
 CINTAS CORP$CTAS | 68.7 | $178.4M | 1,048,947 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of COMGEST GLOBAL INVESTORS S.A.S.'s 55 positions.
Showing top 10 of 55 holdings.
Sector Allocation
Technology
$1.8B
Financials
$951.5M
Consumer Discretionary
$708.6M
Healthcare
$678.2M
Materials
$295.1M
Communication Services
$149.0M
Industrials
$11.3M
Full Holdings — COMGEST GLOBAL INVESTORS S.A.S. (Q2 2026)
All 55 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 | $482.6M | 10.6% | -21% | — |
| 2 | $GOOG | Alphabet Inc. | $373.6M | 8.2% | -8% | 78.2 |
| 3 | $JNJ | JOHNSON & JOHNSON | $327.5M | 7.2% | -4% | 69 |
| 4 | $V | VISA INC. | $316.5M | 7.0% | -4% | 82.9 |
| 5 | $AMZN | AMAZON COM INC | $304.4M | 6.7% | +9% | 68.7 |
| 6 | $AON | Aon plc | $272.1M | 6.0% | +30% | — |
| 7 | $LIN | LINDE PLC | $266.3M | 5.9% | -1% | — |
| 8 | $MSFT | MICROSOFT CORP | $246.5M | 5.4% | -22% | 79.8 |
| 9 | $SPGI | S&P Global Inc. | $179.2M | 3.9% | -18% | 76.1 |
| 10 | $CTAS | CINTAS CORP | $178.4M | 3.9% | +45% | 68.7 |
| 11 |  $NVDA | NVIDIA CORP | $138.9M | 3.1% | +95% | 85.9 |
| 12 |  $IDXX | IDEXX LABORATORIES INC /DE | $138.2M | 3.0% | +19% | 73.8 |
| 13 |  $LLY | ELI LILLY & Co | $132.0M | 2.9% | -16% | 87.5 |
| 14 |  $AXP | AMERICAN EXPRESS CO | $128.8M | 2.8% | +7% | 69.4 |
| 15 |  $VRSK | Verisk Analytics, Inc. | $110.0M | 2.4% | -23% | 71.2 |
| 16 |  $MELI | MERCADOLIBRE INC | $98.9M | 2.2% | -13% | 80.2 |
| 17 |  $MSI | Motorola Solutions, Inc. | $98.5M | 2.2% | +60% | 71.8 |
| 18 |  $SPOT | Spotify Technology S.A. | $83.4M | 1.8% | -16% | — |
| 19 |  $UBER | Uber Technologies, Inc | $75.3M | 1.7% | -4% | 73.5 |
| 20 |  $NFLX | NETFLIX INC | $65.6M | 1.4% | +17% | 78.8 |
| 21 |  $AAPL | Apple Inc. | $58.5M | 1.3% | +1% | 76.4 |
| 22 |  $AVGO | Broadcom Inc. | $54.5M | 1.2% | NEW | 84.5 |
| 23 |  $ISRG | INTUITIVE SURGICAL INC | $50.2M | 1.1% | NEW | 79.9 |
| 24 |  $ADI | ANALOG DEVICES INC | $46.0M | 1.0% | -16% | 79.2 |
| 25 |  $ORCL | ORACLE CORP | $30.7M | 0.7% | -70% | 66.2 |
| 26 |  $VMC | Vulcan Materials CO | $28.9M | 0.6% | -18% | 63.5 |
| 27 |  $SYK | STRYKER CORP | $28.2M | 0.6% | -15% | 72.1 |
| 28 |  $MMYT | MakeMyTrip Ltd | $25.9M | 0.6% | -1% | — |
| 29 |  $COST | COSTCO WHOLESALE CORP /NEW | $24.5M | 0.5% | -5% | 66.2 |
| 30 |  $META | Meta Platforms, Inc. | $24.3M | 0.5% | -10% | 79.6 |
| 31 |  $SCI | SERVICE CORP INTERNATIONAL | $22.7M | 0.5% | -28% | 68.9 |
| 32 |  $NU | Nu Holdings Ltd. | $18.0M | 0.4% | NEW | — |
| 33 |  $MA | Mastercard Inc | $14.1M | 0.3% | -22% | 85.1 |
| 34 |  $FERG | Ferguson Enterprises Inc. /DE/ | $14.0M | 0.3% | -19% | 52.2 |
| 35 |  $FAST | FASTENAL CO | $12.8M | 0.3% | +16% | 66.9 |
| 36 |  $HDB | HDFC BANK LTD | $10.6M | 0.2% | -16% | — |
| 37 |  $MSCI | MSCI Inc. | $9.9M | 0.2% | +1% | 75.7 |
| 38 |  $URI | UNITED RENTALS, INC. | $7.2M | 0.2% | -10% | 63.9 |
| 39 |  $BKNG | Booking Holdings Inc. | $7.1M | 0.2% | +2099% | 58.5 |
| 40 |  $YUMC | Yum China Holdings, Inc. | $6.7M | 0.1% | -3% | 61.2 |
| 41 |  $CPRT | COPART INC | $5.7M | 0.1% | -17% | 69.1 |
| 42 |  $APH | AMPHENOL CORP /DE/ | $4.6M | 0.1% | NEW | 79.3 |
| 43 |  $BZ | Kanzhun Ltd | $4.4M | 0.1% | +0% | — |
| 44 |  $HLT | Hilton Worldwide Holdings Inc. | $4.0M | 0.1% | -23% | 63.3 |
| 45 |  $PDD | PDD Holdings Inc. | $3.1M | 0.1% | -26% | — |
| 46 |  $IBN | ICICI BANK LTD | $2.3M | 0.1% | +34% | — |
| 47 |  $ATAT | Atour Lifestyle Holdings Ltd | $2.2M | 0.1% | +98% | — |
| 48 |  $QCOM | QUALCOMM INC/DE | $2.0M | 0.0% | NEW | 70.5 |
| 49 |  $BDX | BECTON DICKINSON & CO | $1.9M | 0.0% | -73% | 59 |
| 50 |  $WMT | Walmart Inc. | $1.4M | 0.0% | -28% | 60.2 |
| 51 |  $TCOM | Trip.com Group Ltd | $777,796 | 0.0% | +0% | — |
| 52 |  $DHR | DANAHER CORP /DE/ | $658,489 | 0.0% | -42% | 64.8 |
| 53 |  $CTSH | COGNIZANT TECHNOLOGY SOLUTIONS CORP | $593,189 | 0.0% | -14% | 64.1 |
| 54 |  $ALLE | Allegion plc | $255,692 | 0.0% | NEW | — |
| 55 |  $ZTS | Zoetis Inc. | $215,293 | 0.0% | -100% | 68.6 |
New Positions (6)
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