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COMGEST GLOBAL INVESTORS S.A.S. — 13F Holdings & Portfolio

CIK 1574947 · latest 13F-HR filed 2026-07-24

Backtest portfolio

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 and exited 3; 17 existing positions rose in reported value and 26 fell.

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.

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AUM
$4.55B

Long-equity book

Holdings
55

Distinct positions

Period
2026-06-30

Filed 2026-07-24

Q/Q Activity
+6 / −3 / ↑17 / ↓26

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
TSM10.6% · -21%GOOGL8.2% · -8%JNJ7.2% · -4%V7.0% · -4%AMZN6.7% · +9%AON6.0% · +30%LIN5.9% · -1%MSFT5.4% · -22%SPGI3.9% · -18%CTAS3.9% · +46%NVDA3.1% · +95%IDXX3.0% · +19%LLY2.9% · -16%AXP2.8% · +7%VRSK2.4% · -23%MELI2.2% · -13%MSI2.2% · +60%SPOT1.8% · -16%UBER1.7% · -4%NFLX1.4% · +17%AAPL1.3% · +1%AVGO1.2% · newISRG1.1% · newADI1.0% · -16%ORCL0.7% · -70%VMC0.6% · -18%SYK0.6% · -15%MMYT0.6% · -1%COST0.5% · -5%META0.5% · -10%SCI0.5% · -28%NU0.4% · newMA0.3% · -22%FERG0.3% · -19%FAST0.3% · +16%HDB0.2% · -16%MSCI0.2% · +1%URI0.2% · -10%BKNG0.2% · +2099%YUMC0.1% · -3%CPRT0.1% · -17%APH0.1% · newBZ0.1% · 0%HLT0.1% · -23%PDD0.1% · -26%IBN0.1% · +34%ATAT0.0% · +98%QCOM0.0% · newBDX0.0% · -73%WMT0.0% · -28%TCOM0.0% · 0%DHR0.0% · -42%CTSH0.0% · -14%ALLE0.0% · newZTS0.0% · -100%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

4 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 64.8%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

Name Title / Status Ownership Type

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Top Adds (vs prior quarter)

Show all 17 →

Top Trims

Show all 26 →

New Positions

Show all 6 →

Exited Positions

Show all 3 →

COMGEST GLOBAL INVESTORS S.A.S. Holdings (2026-06-30)

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
Filing History
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
Filer Information
Address
17 SQUARE EDOUARD VII
PARIS, I0 75009
Phone
33144941900
Filing Manager
COMGEST GLOBAL INVESTORS S.A.S.
Paris, I0
Signatory
Janice Olyarchuk
Group Head of Compliance and Risk