Comgest Global Investors S.a.s.
Latest statistics and disclosures from Comgest Global Investors S.a.s.'s latest quarterly 13F-HR filing:
- Top 5 stock holdings are TSM, MSFT, GOOGL, V, JNJ, and represent 38.70% of Comgest Global Investors S.a.s.'s stock portfolio.
- Added to shares of these 10 stocks: AON (+$86M), UBER (+$61M), CTAS (+$57M), SPOT (+$51M), ORCL (+$50M), NFLX (+$41M), VRSK (+$40M), NVDA (+$20M), MELI (+$12M), AXP (+$8.5M).
- Started 3 new stock positions in HLT, URI, DHR.
- Reduced shares in these 10 stocks: TSM (-$122M), LIN (-$107M), LLY (-$68M), GOOGL (-$57M), ADI (-$56M), JNJ (-$34M), IDXX (-$25M), MSFT (-$18M), FMX (-$17M), V (-$17M).
- Sold out of its positions in CSCO, FMX, INFY, NVO, RELX, ALC, ASML, RACE.
- Comgest Global Investors S.a.s. was a net seller of stock by $-162M.
- Comgest Global Investors S.a.s. has $5.6B in assets under management (AUM), dropping by -0.59%.
- Central Index Key (CIK): 0001574947
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Portfolio Holdings for Comgest Global Investors S.a.s.
Comgest Global Investors S.a.s. holds 55 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 9.3 | $522M | -18% | 1.7M | 303.89 |
|
| Microsoft Corporation (MSFT) | 8.9 | $501M | -3% | 1.0M | 483.62 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 8.0 | $449M | -11% | 1.4M | 313.00 |
|
| Visa Com Cl A (V) | 6.4 | $358M | -4% | 1.0M | 350.71 |
|
| Johnson & Johnson (JNJ) | 6.1 | $342M | -9% | 1.7M | 206.95 |
|
| Amazon (AMZN) | 5.7 | $318M | -3% | 1.4M | 230.82 |
|
| Intuit (INTU) | 5.2 | $293M | -2% | 442k | 662.42 |
|
| Linde SHS (LIN) | 4.7 | $264M | -28% | 620k | 426.39 |
|
| S&p Global (SPGI) | 4.2 | $237M | 454k | 522.59 |
|
|
| Eli Lilly & Co. (LLY) | 4.0 | $225M | -23% | 209k | 1074.68 |
|
| Zoetis Cl A (ZTS) | 3.1 | $175M | -4% | 1.4M | 125.82 |
|
| Verisk Analytics (VRSK) | 2.8 | $155M | +34% | 694k | 223.69 |
|
| Oracle Corporation (ORCL) | 2.7 | $154M | +48% | 788k | 194.91 |
|
| IDEXX Laboratories (IDXX) | 2.5 | $140M | -15% | 207k | 676.53 |
|
| Copart (CPRT) | 2.2 | $121M | -2% | 3.1M | 39.15 |
|
| Analog Devices (ADI) | 2.1 | $120M | -31% | 442k | 271.20 |
|
| American Express Company (AXP) | 1.9 | $108M | +8% | 292k | 369.95 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 1.9 | $106M | -7% | 394k | 268.30 |
|
| Costco Wholesale Corporation (COST) | 1.8 | $101M | -8% | 117k | 862.34 |
|
| Aon Shs Cl A (AON) | 1.6 | $91M | +1860% | 257k | 352.88 |
|
| Cintas Corporation (CTAS) | 1.5 | $87M | +195% | 461k | 188.07 |
|
| MercadoLibre (MELI) | 1.4 | $78M | +17% | 39k | 2014.26 |
|
| Uber Technologies (UBER) | 1.3 | $73M | +513% | 888k | 81.71 |
|
| NVIDIA Corporation (NVDA) | 1.2 | $68M | +42% | 366k | 186.50 |
|
| Apple (AAPL) | 1.2 | $65M | -13% | 238k | 271.86 |
|
| Spotify Technology S A SHS (SPOT) | 1.0 | $54M | +1646% | 92k | 580.71 |
|
| Vulcan Materials Company (VMC) | 0.8 | $46M | -3% | 162k | 285.22 |
|
| Stryker Corporation (SYK) | 0.7 | $42M | +20% | 119k | 351.47 |
|
| Netflix (NFLX) | 0.7 | $42M | +3790% | 446k | 93.76 |
|
| Makemytrip Limited Mauritius SHS (MMYT) | 0.7 | $40M | +3% | 484k | 82.12 |
|
| Service Corporation International (SCI) | 0.7 | $40M | 507k | 77.97 |
|
|
| Meta Platforms Cl A (META) | 0.7 | $37M | -18% | 55k | 660.09 |
|
| Mastercard Incorporated Cl A (MA) | 0.5 | $25M | +27% | 44k | 570.88 |
|
| Hdfc Bank Sponsored Ads (HDB) | 0.3 | $18M | -7% | 502k | 36.54 |
|
| Ferguson Enterprises Common Stock New (FERG) | 0.3 | $16M | +4% | 72k | 222.63 |
|
| Fastenal Company (FAST) | 0.2 | $11M | +27% | 271k | 40.13 |
|
| Msci (MSCI) | 0.2 | $10M | +55% | 18k | 573.73 |
|
| Globant S A (GLOB) | 0.2 | $9.6M | 147k | 65.37 |
|
|
| Yum China Holdings (YUMC) | 0.2 | $9.2M | -10% | 193k | 47.74 |
|
| Motorola Solutions Com New (MSI) | 0.2 | $8.8M | +20% | 23k | 383.32 |
|
| Becton, Dickinson and (BDX) | 0.2 | $8.6M | +11% | 44k | 194.07 |
|
| Stevanato Group S P A Ord Shs (STVN) | 0.1 | $6.7M | +2% | 332k | 20.12 |
|
| Pdd Holdings Sponsored Ads (PDD) | 0.1 | $6.3M | 56k | 113.39 |
|
|
| Kanzhun Sponsored Ads (BZ) | 0.1 | $5.9M | +88% | 292k | 20.38 |
|
| Hilton Worldwide Holdings (HLT) | 0.1 | $5.3M | NEW | 19k | 287.25 |
|
| Intuitive Surgical Com New (ISRG) | 0.1 | $4.7M | 8.3k | 566.36 |
|
|
| United Rentals (URI) | 0.1 | $4.6M | NEW | 5.6k | 809.32 |
|
| Avery Dennison Corporation (AVY) | 0.0 | $2.4M | -80% | 13k | 181.88 |
|
| Wal-Mart Stores (WMT) | 0.0 | $2.3M | -35% | 20k | 111.41 |
|
| Tencent Music Entmt Group Spon Ads (TME) | 0.0 | $2.2M | -59% | 124k | 17.53 |
|
| Danaher Corporation (DHR) | 0.0 | $1.4M | NEW | 6.0k | 228.92 |
|
| J.B. Hunt Transport Services (JBHT) | 0.0 | $1.1M | -86% | 5.4k | 194.34 |
|
| Cognizant Technology Solutio Cl A (CTSH) | 0.0 | $1.0M | -4% | 12k | 83.00 |
|
| Trip Com Group Ads (TCOM) | 0.0 | $801k | -9% | 11k | 71.91 |
|
| Medtronic SHS (MDT) | 0.0 | $450k | -79% | 4.7k | 96.06 |
|
Past Filings by Comgest Global Investors S.a.s.
SEC 13F filings are viewable for Comgest Global Investors S.a.s. going back to 2014
- Comgest Global Investors S.a.s. 2025 Q4 filed Feb. 12, 2026
- Comgest Global Investors S.a.s. 2025 Q3 filed Nov. 7, 2025
- Comgest Global Investors S.a.s. 2025 Q2 filed Aug. 7, 2025
- Comgest Global Investors S.a.s. 2025 Q1 filed May 15, 2025
- Comgest Global Investors S.a.s. 2024 Q4 filed Feb. 13, 2025
- Comgest Global Investors S.a.s. 2024 Q3 filed Nov. 6, 2024
- Comgest Global Investors S.a.s. 2024 Q2 filed Aug. 1, 2024
- Comgest Global Investors S.a.s. 2024 Q1 filed May 7, 2024
- Comgest Global Investors S.a.s. 2023 Q4 filed Feb. 12, 2024
- Comgest Global Investors S.a.s. 2023 Q3 filed Nov. 7, 2023
- Comgest Global Investors S.a.s. 2023 Q2 filed July 24, 2023
- Comgest Global Investors S.a.s. 2023 Q1 filed May 15, 2023
- Comgest Global Investors S.a.s. 2022 Q4 restated filed May 15, 2023
- Comgest Global Investors S.a.s. 2022 Q1 restated filed May 15, 2023
- Comgest Global Investors S.a.s. 2022 Q2 restated filed May 15, 2023
- Comgest Global Investors S.a.s. 2022 Q3 restated filed May 15, 2023