COMGEST GLOBAL INVESTORS S.A.S. — 13F Holdings & Portfolio
CIK 1574947 · latest 13F-HR filed 2026-05-13
COMGEST GLOBAL INVESTORS S.A.S. manages $4.59B in 13F-reported U.S. long-equity assets across 52 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are TSM (9.44%), JNJ (7.16%), GOOGL (7.10%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 3 new positions, exited 6, added to 11, and trimmed 31.
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.
$4.59B
Long-equity book
52
Distinct positions
2026-03-31
Filed 2026-05-13
+3 / −6 / ↑11 / ↓31
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- AON PLC$112.3M +123.9%
- MOTOROLA SOLUTIONS INC$55.6M +628.6%
- SPOTIFY TECHNOLOGY S A$50.7M +94.8%
- MERCADOLIBRE INC$38.3M +49.0%
- CINTAS CORP$35.4M +40.8%
Top Trims
- MICROSOFT CORP-$185.4M -37.0%
- ALPHABET INC-$123.2M -27.5%
- COPART INC-$113.0M -93.3%
- ELI LILLY & CO-$104.6M -46.5%
- TAIWAN SEMICONDUCTOR MANUFAC-$89.7M -17.2%
New Positions
- BOOKING HOLDINGS INC$7.6M
- ICICI BANK LIMITED$1.5M
- ATOUR LIFESTYLE HLDGS LTD$1.3M
Exited Positions
- ACCENTURE PLC IRELAND$105.8M
- STEVANATO GROUP S P A$6.7M
- INTUITIVE SURGICAL INC$4.7M
- AVERY DENNISON CORP$2.4M
- TENCENT MUSIC ENTMT GROUP$2.2M
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 | $432.8M | 9.44% | 1,280,572 | SH |
| 2 | JOHNSON & JOHNSON | JNJ | 478160104 | $328.6M | 7.16% | 1,344,231 | SH |
| 3 | ALPHABET INC | GOOGL | 02079K305 | $325.5M | 7.10% | 1,131,875 | SH |
| 4 | MICROSOFT CORP | MSFT | 594918104 | $315.4M | 6.88% | 851,927 | SH |
| 5 | VISA INC | V | 92826C839 | $290.1M | 6.32% | 959,793 | SH |
| 6 | LINDE PLC | LIN | G54950103 | $256.7M | 5.60% | 517,778 | SH |
| 7 | AMAZON COM INC | AMZN | 023135106 | $243.7M | 5.31% | 1,170,268 | SH |
| 8 | S&P GLOBAL INC | SPGI | 78409V104 | $229.2M | 5.00% | 538,766 | SH |
| 9 | INTUIT | INTU | 461202103 | $205.4M | 4.48% | 474,989 | SH |
| 10 | AON PLC | AON | G0403H108 | $202.9M | 4.42% | 628,700 | SH |
| 11 | VERISK ANALYTICS INC | VRSK | 92345Y106 | $150.8M | 3.29% | 794,599 | SH |
| 12 | ZOETIS INC | ZTS | 98978V103 | $128.6M | 2.80% | 1,087,649 | SH |
| 13 | IDEXX LABS INC | IDXX | 45168D104 | $123.8M | 2.70% | 220,354 | SH |
| 14 | CINTAS CORP | CTAS | 172908105 | $122.0M | 2.66% | 721,152 | SH |
| 15 | ELI LILLY & CO | LLY | 532457108 | $120.3M | 2.62% | 130,786 | SH |
| 16 | MERCADOLIBRE INC | MELI | 58733R102 | $116.4M | 2.54% | 67,320 | SH |
| 17 | AMERICAN EXPRESS CO | AXP | 025816109 | $107.6M | 2.35% | 355,867 | SH |
| 18 | SPOTIFY TECHNOLOGY S A | SPOT | L8681T102 | $104.3M | 2.27% | 215,092 | SH |
| 19 | ORACLE CORP | ORCL | 68389X105 | $101.1M | 2.20% | 687,303 | SH |
| 20 | UBER TECHNOLOGIES INC | UBER | 90353T100 | $78.2M | 1.71% | 1,087,396 | SH |
| 21 | NETFLIX INC. | NFLX | 64110L106 | $75.3M | 1.64% | 783,267 | SH |
| 22 | MOTOROLA SOLUTIONS INC | MSI | 620076307 | $64.5M | 1.41% | 148,570 | SH |
| 23 | NVIDIA CORPORATION | NVDA | 67066G104 | $62.2M | 1.36% | 356,547 | SH |
| 24 | APPLE INC | AAPL | 037833100 | $50.7M | 1.11% | 199,798 | SH |
| 25 | ANALOG DEVICES INC | ADI | 032654105 | $43.8M | 0.96% | 137,826 | SH |
| 26 | STRYKER CORPORATION | SYK | 863667101 | $34.5M | 0.75% | 105,139 | SH |
| 27 | SERVICE CORP INTL | SCI | 817565104 | $34.2M | 0.75% | 414,572 | SH |
| 28 | VULCAN MATLS CO | VMC | 929160109 | $32.7M | 0.71% | 119,927 | SH |
| 29 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $27.4M | 0.60% | 27,516 | SH |
| 30 | META PLATFORMS INC | META | 30303M102 | $27.3M | 0.60% | 47,783 | SH |
| 31 | MAKEMYTRIP LIMITED MAURITIUS | MMYT | V5633W109 | $18.3M | 0.40% | 491,029 | SH |
| 32 | MASTERCARD INCORPORATED | MA | 57636Q104 | $17.6M | 0.38% | 35,241 | SH |
| 33 | FERGUSON ENTERPRISES INC | FERG | 31488V107 | $17.0M | 0.37% | 72,996 | SH |
| 34 | HDFC BANK LTD | HDB | 40415F101 | $12.2M | 0.26% | 488,345 | SH |
| 35 | FASTENAL CO | FAST | 311900104 | $10.6M | 0.23% | 229,296 | SH |
| 36 | MSCI INC | MSCI | 55354G100 | $9.5M | 0.21% | 17,572 | SH |
| 37 | YUM CHINA HLDGS INC | YUMC | 98850P109 | $8.2M | 0.18% | 168,972 | SH |
| 38 | COPART INC | CPRT | 217204106 | $8.2M | 0.18% | 245,597 | SH |
| 39 | BOOKING HOLDINGS INC | BKNG | 09857L108 | $7.6M | 0.17% | 1,800 | SH |
| 40 | BECTON DICKINSON & CO | BDX | 075887109 | $7.2M | 0.16% | 45,774 | SH |
| 41 | PDD HOLDINGS INC | PDD | 722304102 | $5.7M | 0.12% | 55,752 | SH |
| 42 | GLOBANT S A | GLOB | L44385109 | $5.2M | 0.11% | 113,447 | SH |
| 43 | UNITED RENTALS INC | URI | 911363109 | $5.1M | 0.11% | 7,024 | SH |
| 44 | HILTON WORLDWIDE HLDGS INC | HLT | 43300A203 | $4.8M | 0.10% | 15,800 | SH |
| 45 | KANZHUN LIMITED | BZ | 48553T106 | $4.6M | 0.10% | 345,375 | SH |
| 46 | WALMART INC | WMT | 931142103 | $2.2M | 0.05% | 17,663 | SH |
| 47 | ICICI BANK LIMITED | IBN | 45104G104 | $1.5M | 0.03% | 58,438 | SH |
| 48 | ATOUR LIFESTYLE HLDGS LTD | ATAT | 04965M106 | $1.3M | 0.03% | 35,237 | SH |
| 49 | DANAHER CORP DEL | DHR | 235851102 | $1.1M | 0.02% | 5,950 | SH |
| 50 | COGNIZANT TECHNOLOGY SOLUTIO | CTSH | 192446102 | $1.1M | 0.02% | 17,880 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 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 |