COMGEST GLOBAL INVESTORS S.A.S. — 13F Holdings & Portfolio
CIK 1574947 · latest 13F-HR filed 2026-07-24
COMGEST GLOBAL INVESTORS S.A.S. manages $4.55B in 13F-reported U.S. long-equity assets across 55 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are TSM (10.62%), GOOGL (8.22%), JNJ (7.21%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 6 new positions, exited 3, added to 17, and trimmed 26.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
PARIS, I0 75009
$4.55B
Long-equity book
55
Distinct positions
2026-06-30
Filed 2026-07-24
+6 / −3 / ↑17 / ↓26
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- NVIDIA CORPORATION$76.8M +123.4%
- AON PLC$69.1M +34.1%
- AMAZON COM INC$60.6M +24.9%
- CINTAS CORP$56.4M +46.3%
- TAIWAN SEMICONDUCTOR MANUFAC$49.8M +11.5%
Top Trims
- ZOETIS INC-$128.4M -99.8%
- ORACLE CORP-$70.5M -69.7%
- MICROSOFT CORP-$68.8M -21.8%
- S&P GLOBAL INC-$49.9M -21.8%
- VERISK ANALYTICS INC-$40.7M -27.0%
New Positions
- BROADCOM INC$54.5M
- INTUITIVE SURGICAL INC$50.2M
- NU HLDGS LTD$18.0M
- AMPHENOL CORP$4.6M
- QUALCOMM INC$2.0M
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | TAIWAN SEMICONDUCTOR MANUFAC | TSM | 874039100 | $482.6M | 10.62% | 1,010,486 | SH |
| 2 | ALPHABET INC | GOOGL | 02079K305 | $373.6M | 8.22% | 1,045,281 | SH |
| 3 | JOHNSON & JOHNSON | JNJ | 478160104 | $327.5M | 7.21% | 1,289,528 | SH |
| 4 | VISA INC | V | 92826C839 | $316.5M | 6.96% | 922,397 | SH |
| 5 | AMAZON COM INC | AMZN | 023135106 | $304.4M | 6.70% | 1,277,032 | SH |
| 6 | AON PLC | AON | G0403H108 | $272.1M | 5.99% | 820,270 | SH |
| 7 | LINDE PLC | LIN | G54950103 | $266.3M | 5.86% | 513,091 | SH |
| 8 | MICROSOFT CORP | MSFT | 594918104 | $246.5M | 5.42% | 660,903 | SH |
| 9 | S&P GLOBAL INC | SPGI | 78409V104 | $179.2M | 3.94% | 440,036 | SH |
| 10 | CINTAS CORP | CTAS | 172908105 | $178.4M | 3.92% | 1,048,947 | SH |
| 11 | NVIDIA CORPORATION | NVDA | 67066G104 | $138.9M | 3.06% | 694,368 | SH |
| 12 | IDEXX LABS INC | IDXX | 45168D104 | $138.2M | 3.04% | 262,562 | SH |
| 13 | ELI LILLY & CO | LLY | 532457108 | $132.0M | 2.90% | 110,028 | SH |
| 14 | AMERICAN EXPRESS CO | AXP | 025816109 | $128.8M | 2.83% | 380,885 | SH |
| 15 | VERISK ANALYTICS INC | VRSK | 92345Y106 | $110.0M | 2.42% | 612,925 | SH |
| 16 | MERCADOLIBRE INC | MELI | 58733R102 | $98.9M | 2.18% | 58,286 | SH |
| 17 | MOTOROLA SOLUTIONS INC | MSI | 620076307 | $98.5M | 2.17% | 237,170 | SH |
| 18 | SPOTIFY TECHNOLOGY S A | SPOT | L8681T102 | $83.4M | 1.84% | 181,677 | SH |
| 19 | UBER TECHNOLOGIES INC | UBER | 90353T100 | $75.3M | 1.66% | 1,043,047 | SH |
| 20 | NETFLIX INC. | NFLX | 64110L106 | $65.6M | 1.44% | 918,975 | SH |
| 21 | APPLE INC | AAPL | 037833100 | $58.5M | 1.29% | 202,304 | SH |
| 22 | BROADCOM INC | AVGO | 11135F101 | $54.5M | 1.20% | 144,208 | SH |
| 23 | INTUITIVE SURGICAL INC | ISRG | 46120E602 | $50.2M | 1.10% | 126,197 | SH |
| 24 | ANALOG DEVICES INC | ADI | 032654105 | $46.0M | 1.01% | 115,884 | SH |
| 25 | ORACLE CORP | ORCL | 68389X105 | $30.7M | 0.67% | 209,205 | SH |
| 26 | VULCAN MATLS CO | VMC | 929160109 | $28.9M | 0.64% | 97,871 | SH |
| 27 | STRYKER CORPORATION | SYK | 863667101 | $28.2M | 0.62% | 89,721 | SH |
| 28 | MAKEMYTRIP LIMITED MAURITIUS | MMYT | V5633W109 | $25.9M | 0.57% | 486,054 | SH |
| 29 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $24.5M | 0.54% | 26,143 | SH |
| 30 | META PLATFORMS INC | META | 30303M102 | $24.3M | 0.53% | 43,053 | SH |
| 31 | SERVICE CORP INTL | SCI | 817565104 | $22.7M | 0.50% | 298,642 | SH |
| 32 | NU HLDGS LTD | NU | G6683N103 | $18.0M | 0.40% | 1,345,251 | SH |
| 33 | MASTERCARD INCORPORATED | MA | 57636Q104 | $14.1M | 0.31% | 27,449 | SH |
| 34 | FERGUSON ENTERPRISES INC | FERG | 31488V107 | $14.0M | 0.31% | 58,812 | SH |
| 35 | FASTENAL CO | FAST | 311900104 | $12.8M | 0.28% | 266,546 | SH |
| 36 | HDFC BANK LTD | HDB | 40415F101 | $10.6M | 0.23% | 411,717 | SH |
| 37 | MSCI INC | MSCI | 55354G100 | $9.9M | 0.22% | 17,683 | SH |
| 38 | UNITED RENTALS INC | URI | 911363109 | $7.2M | 0.16% | 6,335 | SH |
| 39 | BOOKING HOLDINGS INC | BKNG | 09857L108 | $7.1M | 0.16% | 39,574 | SH |
| 40 | YUM CHINA HLDGS INC | YUMC | 98850P109 | $6.7M | 0.15% | 163,390 | SH |
| 41 | COPART INC | CPRT | 217204106 | $5.7M | 0.13% | 203,711 | SH |
| 42 | AMPHENOL CORP | APH | 032095101 | $4.6M | 0.10% | 26,162 | SH |
| 43 | KANZHUN LIMITED | BZ | 48553T106 | $4.4M | 0.10% | 345,375 | SH |
| 44 | HILTON WORLDWIDE HLDGS INC | HLT | 43300A203 | $4.0M | 0.09% | 12,155 | SH |
| 45 | PDD HOLDINGS INC | PDD | 722304102 | $3.1M | 0.07% | 41,005 | SH |
| 46 | ICICI BANK LIMITED | IBN | 45104G104 | $2.3M | 0.05% | 78,161 | SH |
| 47 | ATOUR LIFESTYLE HLDGS LTD | ATAT | 04965M106 | $2.2M | 0.05% | 69,638 | SH |
| 48 | QUALCOMM INC | QCOM | 747525103 | $2.0M | 0.04% | 10,606 | SH |
| 49 | BECTON DICKINSON & CO | BDX | 075887109 | $1.9M | 0.04% | 12,291 | SH |
| 50 | WALMART INC | WMT | 931142103 | $1.4M | 0.03% | 12,663 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-07-24 | $4.55B | 55 | 0001172661-26-002770 |
| 2026-03-31 | 2026-05-13 | $4.59B | 52 | 0001172661-26-001785 |
| 2025-12-31 | 2026-02-12 | $5.61B | 55 | 0001172661-26-000698 |
| 2025-09-30 | 2025-11-07 | $5.64B | 60 | 0001172661-25-004640 |