Comgest Global Investors S.A.S. Portfolio Stock Holdings
Comgest Global Investors S.A.S. disclosed 55 stock positions valued at approximately $4.5 billion in its latest SEC 13F filing. The largest holdings include TAIWAN SEMICONDUCTOR MANUFAC, ALPHABET INC, and JOHNSON & JOHNSON. The filing reflects positions held as of June 30, 2026 and was filed on July 24, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 55
- Portfolio Value
- $4.5B
Holdings by Sector
Comgest Global Investors S.A.S. Portfolio Holdings in Q2 2026
55 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 10.62% | 1,010,486 | -270,086 | -21.09% | $482,577,799 |
| ALPHABET INC | GOOGL | Communication Services | 8.22% | 1,045,281 | -86,594 | -7.65% | $373,552,071 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 7.21% | 1,289,528 | -54,703 | -4.07% | $327,501,426 |
| VISA INC | V | Financial Services | 6.96% | 922,397 | -37,396 | -3.90% | $316,465,187 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 6.70% | 1,277,032 | +106,764 | +9.12% | $304,367,807 |
| AON PLC | AON | Financial Services | 5.99% | 820,270 | +191,570 | +30.47% | $272,075,356 |
| LINDE PLC | LIN | Other | 5.86% | 513,091 | -4,687 | -0.91% | $266,263,444 |
| MICROSOFT CORP | MSFT | Technology | 5.42% | 660,903 | -191,024 | -22.42% | $246,530,037 |
| S&P GLOBAL INC | SPGI | Financial Services | 3.94% | 440,036 | -98,730 | -18.33% | $179,209,061 |
| CINTAS CORP | CTAS | Industrials | 3.92% | 1,048,947 | +327,795 | +45.45% | $178,404,906 |
| NVIDIA CORPORATION | NVDA | Technology | 3.06% | 694,368 | +337,821 | +94.75% | $138,936,093 |
| IDEXX LABS INC | IDXX | Healthcare | 3.04% | 262,562 | +42,208 | +19.15% | $138,223,139 |
| ELI LILLY & CO | LLY | Healthcare | 2.90% | 110,028 | -20,758 | -15.87% | $131,970,884 |
| AMERICAN EXPRESS CO | AXP | Financial Services | 2.83% | 380,885 | +25,018 | +7.03% | $128,834,351 |
| VERISK ANALYTICS INC | VRSK | Industrials | 2.42% | 612,925 | -181,674 | -22.86% | $110,038,425 |
| MERCADOLIBRE INC | MELI | Consumer Cyclical | 2.18% | 58,286 | -9,034 | -13.42% | $98,934,074 |
| MOTOROLA SOLUTIONS INC | MSI | Technology | 2.17% | 237,170 | +88,600 | +59.64% | $98,494,329 |
| SPOTIFY TECHNOLOGY S A | SPOT | Other | 1.84% | 181,677 | -33,415 | -15.54% | $83,413,361 |
| UBER TECHNOLOGIES INC | UBER | Technology | 1.66% | 1,043,047 | -44,349 | -4.08% | $75,266,272 |
| NETFLIX INC. | NFLX | Communication Services | 1.44% | 918,975 | +135,708 | +17.33% | $65,614,815 |
| APPLE INC | AAPL | Technology | 1.29% | 202,304 | +2,506 | +1.25% | $58,538,685 |
| BROADCOM INC | AVGO | Technology | 1.20% | 144,208 | +144,208 | +100.00% | $54,474,572 |
| INTUITIVE SURGICAL INC | ISRG | Healthcare | 1.10% | 126,197 | +117,866 | +1414.79% | $50,186,023 |
| ANALOG DEVICES INC | ADI | Technology | 1.01% | 115,884 | -21,942 | -15.92% | $46,025,648 |
| ORACLE CORP | ORCL | Technology | 0.67% | 209,205 | -478,098 | -69.56% | $30,658,993 |
| VULCAN MATLS CO | VMC | Basic Materials | 0.64% | 97,871 | -22,056 | -18.39% | $28,872,924 |
| STRYKER CORPORATION | SYK | Healthcare | 0.62% | 89,721 | -15,418 | -14.66% | $28,247,760 |
| MAKEMYTRIP LIMITED MAURITIUS | MMYT | Other | 0.57% | 486,054 | -4,975 | -1.01% | $25,901,818 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.54% | 26,143 | -1,373 | -4.99% | $24,455,992 |
| META PLATFORMS INC | META | Communication Services | 0.53% | 43,053 | -4,730 | -9.90% | $24,251,324 |
| SERVICE CORP INTL | SCI | Consumer Cyclical | 0.50% | 298,642 | -115,930 | -27.96% | $22,684,846 |
| NU HLDGS LTD | G6683N103 | Other | 0.40% | 1,345,251 | +1,345,251 | +100.00% | $17,972,553 |
| MASTERCARD INCORPORATED | MA | Financial Services | 0.31% | 27,449 | -7,792 | -22.11% | $14,097,806 |
| FERGUSON ENTERPRISES INC | FERG | Industrials | 0.31% | 58,812 | -14,184 | -19.43% | $13,957,852 |
| FASTENAL CO | FAST | Industrials | 0.28% | 266,546 | +37,250 | +16.25% | $12,802,204 |
| HDFC BANK LTD | HDB | Financial Services | 0.23% | 411,717 | -76,628 | -15.69% | $10,634,650 |
| MSCI INC | MSCI | Financial Services | 0.22% | 17,683 | +111 | +0.63% | $9,903,187 |
| UNITED RENTALS INC | URI | Industrials | 0.16% | 6,335 | -689 | -9.81% | $7,176,858 |
| BOOKING HOLDINGS INC | BKNG | Consumer Cyclical | 0.16% | 39,574 | +37,774 | +2098.56% | $7,053,670 |
| YUM CHINA HLDGS INC | YUMC | Consumer Cyclical | 0.15% | 163,390 | -5,582 | -3.30% | $6,677,749 |
| COPART INC | CPRT | Industrials | 0.13% | 203,711 | -41,886 | -17.05% | $5,742,613 |
| AMPHENOL CORP | APH | Technology | 0.10% | 26,162 | +26,162 | +100.00% | $4,612,884 |
| KANZHUN LIMITED | BZ | Communication Services | 0.10% | 345,375 | - | - | $4,444,976 |
| HILTON WORLDWIDE HLDGS INC | HLT | Consumer Cyclical | 0.09% | 12,155 | -3,645 | -23.07% | $4,016,741 |
| PDD HOLDINGS INC | PDD | Consumer Cyclical | 0.07% | 41,005 | -14,747 | -26.45% | $3,127,861 |
| ICICI BANK LIMITED | IBN | Financial Services | 0.05% | 78,161 | +19,723 | +33.75% | $2,269,014 |
| ATOUR LIFESTYLE HLDGS LTD | ATAT | Consumer Cyclical | 0.05% | 69,638 | +34,401 | +97.63% | $2,214,488 |
| QUALCOMM INC | QCOM | Technology | 0.04% | 10,606 | +10,606 | +100.00% | $1,959,883 |
| BECTON DICKINSON & CO | BDX | Healthcare | 0.04% | 12,291 | -33,483 | -73.15% | $1,859,997 |
| WALMART INC | WMT | Consumer Defensive | 0.03% | 12,663 | -5,000 | -28.31% | $1,434,211 |
| TRIP COM GROUP LTD | TCOM | Consumer Cyclical | 0.02% | 19,523 | - | - | $777,796 |
| DANAHER CORP DEL | DHR | Healthcare | 0.01% | 3,457 | -2,493 | -41.90% | $658,489 |
| COGNIZANT TECHNOLOGY SOLUTIO | CTSH | Technology | 0.01% | 15,316 | -2,564 | -14.34% | $593,189 |
| ALLEGION PLC | G0176J109 | Other | 0.01% | 1,820 | +1,820 | +100.00% | $255,692 |
| ZOETIS INC | ZTS | Healthcare | 0.00% | 2,996 | -1,084,653 | -99.72% | $215,293 |