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, JNJ, GOOGL, MSFT, V, and represent 36.90% of Comgest Global Investors S.a.s.'s stock portfolio.
- Added to shares of these 10 stocks: AON (+$120M), SPOT (+$60M), MSI (+$55M), MELI (+$49M), CTAS (+$44M), SPGI (+$36M), NFLX (+$32M), AXP (+$19M), VRSK (+$19M), UBER (+$14M).
- Started 3 new stock positions in BKNG, IBN, ATAT.
- Reduced shares in these 10 stocks: TSM (-$148M), , ADI (-$97M), CPRT (-$95M), COST (-$89M), GOOGL (-$87M), JNJ (-$76M), LLY (-$72M), MSFT (-$68M), LIN (-$50M).
- Sold out of its positions in AVY, JBHT, ISRG, TME, ACN, STVN.
- Comgest Global Investors S.a.s. was a net seller of stock by $-583M.
- Comgest Global Investors S.a.s. has $4.6B in assets under management (AUM), dropping by -18.26%.
- 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 52 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 9.4 | $433M | -25% | 1.3M | 337.95 |
|
| Johnson & Johnson (JNJ) | 7.2 | $329M | -18% | 1.3M | 244.44 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 7.1 | $326M | -21% | 1.1M | 287.56 |
|
| Microsoft Corporation (MSFT) | 6.9 | $315M | -17% | 852k | 370.17 |
|
| Visa Com Cl A (V) | 6.3 | $290M | -5% | 960k | 302.24 |
|
| Linde SHS (LIN) | 5.6 | $257M | -16% | 518k | 495.76 |
|
| Amazon (AMZN) | 5.3 | $244M | -14% | 1.2M | 208.27 |
|
| S&p Global (SPGI) | 5.0 | $229M | +18% | 539k | 425.34 |
|
| Intuit (INTU) | 4.5 | $205M | +7% | 475k | 432.38 |
|
| Aon Shs Cl A (AON) | 4.4 | $203M | +144% | 629k | 322.78 |
|
| Verisk Analytics (VRSK) | 3.3 | $151M | +14% | 795k | 189.75 |
|
| Zoetis Cl A (ZTS) | 2.8 | $129M | -21% | 1.1M | 118.21 |
|
| IDEXX Laboratories (IDXX) | 2.7 | $124M | +6% | 220k | 561.89 |
|
| Cintas Corporation (CTAS) | 2.7 | $122M | +56% | 721k | 169.14 |
|
| Eli Lilly & Co. (LLY) | 2.6 | $120M | -37% | 131k | 919.77 |
|
| MercadoLibre (MELI) | 2.5 | $116M | +73% | 67k | 1729.02 |
|
| American Express Company (AXP) | 2.3 | $108M | +21% | 356k | 302.48 |
|
| Spotify Technology S A SHS (SPOT) | 2.3 | $104M | +133% | 215k | 484.91 |
|
| Oracle Corporation (ORCL) | 2.2 | $101M | -12% | 687k | 147.11 |
|
| Uber Technologies (UBER) | 1.7 | $78M | +22% | 1.1M | 71.93 |
|
| Netflix (NFLX) | 1.6 | $75M | +75% | 783k | 96.15 |
|
| Motorola Solutions Com New (MSI) | 1.4 | $65M | +543% | 149k | 433.97 |
|
| NVIDIA Corporation (NVDA) | 1.4 | $62M | -2% | 357k | 174.40 |
|
| Apple (AAPL) | 1.1 | $51M | -16% | 200k | 253.79 |
|
| Analog Devices (ADI) | 1.0 | $44M | -68% | 138k | 318.14 |
|
| Stryker Corporation (SYK) | 0.8 | $35M | -11% | 105k | 328.59 |
|
| Service Corporation International (SCI) | 0.7 | $34M | -18% | 415k | 82.51 |
|
| Vulcan Materials Company (VMC) | 0.7 | $33M | -25% | 120k | 272.30 |
|
| Costco Wholesale Corporation (COST) | 0.6 | $27M | -76% | 28k | 996.43 |
|
| Meta Platforms Cl A (META) | 0.6 | $27M | -13% | 48k | 572.13 |
|
| Makemytrip Limited Mauritius SHS (MMYT) | 0.4 | $18M | 491k | 37.29 |
|
|
| Mastercard Incorporated Cl A (MA) | 0.4 | $18M | -20% | 35k | 499.66 |
|
| Ferguson Enterprises Common Stock New (FERG) | 0.4 | $17M | 73k | 233.26 |
|
|
| Hdfc Bank Sponsored Ads (HDB) | 0.3 | $12M | -2% | 488k | 24.88 |
|
| Fastenal Company (FAST) | 0.2 | $11M | -15% | 229k | 46.40 |
|
| Msci (MSCI) | 0.2 | $9.5M | -3% | 18k | 539.01 |
|
| Yum China Holdings (YUMC) | 0.2 | $8.2M | -12% | 169k | 48.78 |
|
| Copart (CPRT) | 0.2 | $8.2M | -92% | 246k | 33.20 |
|
| Booking Holdings (BKNG) | 0.2 | $7.6M | NEW | 1.8k | 4210.32 |
|
| Becton, Dickinson and (BDX) | 0.2 | $7.2M | +3% | 46k | 157.23 |
|
| Pdd Holdings Sponsored Ads (PDD) | 0.1 | $5.7M | 56k | 102.18 |
|
|
| Globant S A (GLOB) | 0.1 | $5.2M | -23% | 113k | 46.11 |
|
| United Rentals (URI) | 0.1 | $5.1M | +24% | 7.0k | 728.56 |
|
| Hilton Worldwide Holdings (HLT) | 0.1 | $4.8M | -15% | 16k | 304.08 |
|
| Kanzhun Sponsored Ads (BZ) | 0.1 | $4.6M | +18% | 345k | 13.39 |
|
| Wal-Mart Stores (WMT) | 0.0 | $2.2M | -12% | 18k | 124.28 |
|
| Icici Bank Adr (IBN) | 0.0 | $1.5M | NEW | 58k | 25.90 |
|
| Atour Lifestyle Hldgs Sponsored Ads (ATAT) | 0.0 | $1.3M | NEW | 35k | 36.81 |
|
| Danaher Corporation (DHR) | 0.0 | $1.1M | 6.0k | 189.60 |
|
|
| Cognizant Technology Solutio Cl A (CTSH) | 0.0 | $1.1M | +45% | 18k | 61.35 |
|
| Trip Com Group Ads (TCOM) | 0.0 | $972k | +75% | 20k | 49.79 |
|
| Medtronic SHS (MDT) | 0.0 | $406k | 4.7k | 86.65 |
|
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. 2026 Q1 filed May 13, 2026
- 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