Comgest Global Investors S.A.S. Portfolio Stock Holdings
According to the SEC 13F filed on July 24, 2026, Comgest Global Investors S.A.S. disclosed 55 stock positions valued at approximately $4.55B as of quarter-end June 30, 2026. The largest holdings include TAIWAN SEMICONDUCTOR MANUFAC, ALPHABET INC, and JOHNSON & JOHNSON.
- Report Period
- June 30, 2026
- No. of Stocks
- 55
- Portfolio Value
- $4.55B
Holdings by Sector
Comgest Global Investors S.A.S. Portfolio Holdings in Q2 2026
| 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 |
Showing 30 of 55 holdings in the latest reporting period.