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, GOOGL, JNJ, V, AMZN, and represent 39.70% of Comgest Global Investors S.a.s.'s stock portfolio.
- Added to shares of these 10 stocks: NVDA (+$68M), AON (+$64M), CTAS (+$56M), AVGO (+$55M), ISRG (+$50M), MSI (+$37M), AMZN (+$25M), IDXX (+$22M), NU (+$18M), NFLX (+$9.7M).
- Started 6 new stock positions in AVGO, ISRG, ALLE, QCOM, NU, APH.
- Reduced shares in these 10 stocks: INTU (-$205M), TSM (-$129M), ZTS (-$78M), MSFT (-$71M), ORCL (-$70M), SPGI (-$40M), VRSK (-$33M), GOOGL (-$31M), LLY (-$25M), SPOT (-$15M).
- Sold out of its positions in INTU, MDT, GLOB.
- Comgest Global Investors S.a.s. was a net seller of stock by $-374M.
- Comgest Global Investors S.a.s. has $4.5B in assets under management (AUM), dropping by -0.89%.
- 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 June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 10.6 | $483M | -21% | 1.0M | 477.57 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 8.2 | $374M | -7% | 1.0M | 357.37 |
|
| Johnson & Johnson (JNJ) | 7.2 | $328M | -4% | 1.3M | 253.97 |
|
| Visa Com Cl A (V) | 7.0 | $317M | -3% | 922k | 343.09 |
|
| Amazon (AMZN) | 6.7 | $304M | +9% | 1.3M | 238.34 |
|
| Aon Shs Cl A (AON) | 6.0 | $272M | +30% | 820k | 331.69 |
|
| Linde SHS (LIN) | 5.9 | $266M | 513k | 518.94 |
|
|
| Microsoft Corporation (MSFT) | 5.4 | $247M | -22% | 661k | 373.02 |
|
| S&p Global (SPGI) | 3.9 | $179M | -18% | 440k | 407.26 |
|
| Cintas Corporation (CTAS) | 3.9 | $178M | +45% | 1.0M | 170.08 |
|
| NVIDIA Corporation (NVDA) | 3.1 | $139M | +94% | 694k | 200.09 |
|
| IDEXX Laboratories (IDXX) | 3.0 | $138M | +19% | 263k | 526.44 |
|
| Eli Lilly & Co. (LLY) | 2.9 | $132M | -15% | 110k | 1199.43 |
|
| American Express Company (AXP) | 2.8 | $129M | +7% | 381k | 338.25 |
|
| Verisk Analytics (VRSK) | 2.4 | $110M | -22% | 613k | 179.53 |
|
| MercadoLibre (MELI) | 2.2 | $99M | -13% | 58k | 1697.39 |
|
| Motorola Solutions Com New (MSI) | 2.2 | $99M | +59% | 237k | 415.29 |
|
| Spotify Technology S A SHS (SPOT) | 1.8 | $83M | -15% | 182k | 459.13 |
|
| Uber Technologies (UBER) | 1.7 | $75M | -4% | 1.0M | 72.16 |
|
| Netflix (NFLX) | 1.4 | $66M | +17% | 919k | 71.40 |
|
| Apple (AAPL) | 1.3 | $59M | 202k | 289.36 |
|
|
| Broadcom (AVGO) | 1.2 | $55M | NEW | 144k | 377.75 |
|
| Intuitive Surgical Com New (ISRG) | 1.1 | $50M | NEW | 126k | 397.68 |
|
| Analog Devices (ADI) | 1.0 | $46M | -15% | 116k | 397.17 |
|
| Oracle Corporation (ORCL) | 0.7 | $31M | -69% | 209k | 146.55 |
|
| Vulcan Materials Company (VMC) | 0.6 | $29M | -18% | 98k | 295.01 |
|
| Stryker Corporation (SYK) | 0.6 | $28M | -14% | 90k | 314.84 |
|
| Makemytrip Limited Mauritius SHS (MMYT) | 0.6 | $26M | 486k | 53.29 |
|
|
| Costco Wholesale Corporation (COST) | 0.5 | $25M | -4% | 26k | 935.47 |
|
| Meta Platforms Cl A (META) | 0.5 | $24M | -9% | 43k | 563.29 |
|
| Service Corporation International (SCI) | 0.5 | $23M | -27% | 299k | 75.96 |
|
| Nu Hldgs Ord Shs Cl A (NU) | 0.4 | $18M | NEW | 1.3M | 13.36 |
|
| Mastercard Incorporated Cl A (MA) | 0.3 | $14M | -22% | 27k | 513.60 |
|
| Ferguson Enterprises Common Stock New (FERG) | 0.3 | $14M | -19% | 59k | 237.33 |
|
| Fastenal Company (FAST) | 0.3 | $13M | +16% | 267k | 48.03 |
|
| Hdfc Bank Sponsored Ads (HDB) | 0.2 | $11M | -15% | 412k | 25.83 |
|
| Msci (MSCI) | 0.2 | $9.9M | 18k | 560.04 |
|
|
| United Rentals (URI) | 0.2 | $7.2M | -9% | 6.3k | 1132.89 |
|
| Booking Holdings (BKNG) | 0.2 | $7.1M | +2098% | 40k | 178.24 |
|
| Yum China Holdings (YUMC) | 0.1 | $6.7M | -3% | 163k | 40.87 |
|
| Copart (CPRT) | 0.1 | $5.7M | -17% | 204k | 28.19 |
|
| Amphenol Corp Cl A (APH) | 0.1 | $4.6M | NEW | 26k | 176.32 |
|
| Kanzhun Sponsored Ads (BZ) | 0.1 | $4.4M | 345k | 12.87 |
|
|
| Hilton Worldwide Holdings (HLT) | 0.1 | $4.0M | -23% | 12k | 330.46 |
|
| Pdd Holdings Sponsored Ads (PDD) | 0.1 | $3.1M | -26% | 41k | 76.28 |
|
| Icici Bank Adr (IBN) | 0.0 | $2.3M | +33% | 78k | 29.03 |
|
| Atour Lifestyle Hldgs Sponsored Ads (ATAT) | 0.0 | $2.2M | +97% | 70k | 31.80 |
|
| Qualcomm (QCOM) | 0.0 | $2.0M | NEW | 11k | 184.79 |
|
| Becton, Dickinson and (BDX) | 0.0 | $1.9M | -73% | 12k | 151.33 |
|
| Wal-Mart Stores (WMT) | 0.0 | $1.4M | -28% | 13k | 113.26 |
|
| Trip Com Group Ads (TCOM) | 0.0 | $778k | 20k | 39.84 |
|
|
| Danaher Corporation (DHR) | 0.0 | $659k | -41% | 3.5k | 190.48 |
|
| Cognizant Technology Solutio Cl A (CTSH) | 0.0 | $593k | -14% | 15k | 38.73 |
|
| Allegion Ord Shs (ALLE) | 0.0 | $256k | NEW | 1.8k | 140.49 |
|
| Zoetis Cl A (ZTS) | 0.0 | $215k | -99% | 3.0k | 71.86 |
|
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 Q2 filed July 24, 2026
- 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