Comgest Global Investors S.a.s.
Comgest Global Investors S.a.s. reported 55 US-listed holdings worth $4.55 billion in its 13F for the quarter ended 30 June 2026, filed 24 July 2026. Its largest: Taiwan Semiconductor Manufacturing Company Limited (10.6%), Alphabet Inc. (8.2%) and Johnson & Johnson (7.2%). Against the quarter before, it opened 6 positions, added to 14, trimmed 33 and sold out of 3.
Reported holdings$4.55B-0.9% on Q1 2026
Positions55+3 on Q1 2026
The largest ten64.8%of its reported holdings
Latest 13FQ2 2026filed 24 July 2026
Added toTrimmed
The 14 largest of its 55 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What it did on the quarter
Opened 6Added 14Held 2Trimmed 33Sold out 3
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Opened 6
- Broadcom Inc. AVGO$54.5 million
- Intuitive Surgical Inc. ISRG$50.2 million
- Nu Holdings Ltd. NU$18.0 million
- Amphenol Corp. APH$4.6 million
- Qualcomm Inc. QCOM$2.0 million
- Allegion plc ALLE$255,692
Added to 14
- NVIDIA Corp. NVDA+337,821 shares · +95%
- Aon plc AON+191,570 shares · +30%
- Cintas Corp. CTAS+327,795 shares · +45%
- Motorola Solutions, Inc. MSI+88,600 shares · +60%
- Amazon.com Inc. AMZN+106,764 shares · +9%
- IDEXX Laboratories Inc. IDXX+42,208 shares · +19%
- Netflix Inc. NFLX+135,708 shares · +17%
- American Express Co. AXP+25,018 shares · +7%
and 6 more in the table below
Trimmed 33
- Taiwan Semiconductor Manufacturing Company Limited TSM-270,086 shares · -21%
- Zoetis Inc. ZTS-1.1 million shares · -100%
- Microsoft Corp. MSFT-191,024 shares · -22%
- Oracle Corp. ORCL-478,098 shares · -70%
- S&P Global Inc. SPGI-98,730 shares · -18%
- Verisk Analytics, Inc. VRSK-181,674 shares · -23%
- Alphabet Inc. GOOGL-86,594 shares · -8%
- Eli Lilly & Co. LLY-20,758 shares · -16%
and 25 more in the table below
Sold out of 3
- Intuit Inc. INTU$205.4 million last quarter
- Globant S A GLOB$5.2 million last quarter
- Medtronic plc MDT$405,869 last quarter
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Taiwan Semiconductor Manufacturing Company Limited TSM | 1,010,486 | $482.6 million | 10.62% | -270,086 |
| Alphabet Inc. GOOGL | 1,045,281 | $373.6 million | 8.22% | -86,594 |
| Johnson & Johnson JNJ | 1,289,528 | $327.5 million | 7.21% | -54,703 |
| Visa Inc. V | 922,397 | $316.5 million | 6.96% | -37,396 |
| Amazon.com Inc. AMZN | 1,277,032 | $304.4 million | 6.70% | +106,764 |
| Aon plc AON | 820,270 | $272.1 million | 5.99% | +191,570 |
| Linde plc LIN | 513,091 | $266.3 million | 5.86% | -4,687 |
| Microsoft Corp. MSFT | 660,903 | $246.5 million | 5.42% | -191,024 |
| S&P Global Inc. SPGI | 440,036 | $179.2 million | 3.94% | -98,730 |
| Cintas Corp. CTAS | 1,048,947 | $178.4 million | 3.92% | +327,795 |
| NVIDIA Corp. NVDA | 694,368 | $138.9 million | 3.06% | +337,821 |
| IDEXX Laboratories Inc. IDXX | 262,562 | $138.2 million | 3.04% | +42,208 |
| Eli Lilly & Co. LLY | 110,028 | $132.0 million | 2.90% | -20,758 |
| American Express Co. AXP | 380,885 | $128.8 million | 2.83% | +25,018 |
| Verisk Analytics, Inc. VRSK | 612,925 | $110.0 million | 2.42% | -181,674 |
| MercadoLibre, Inc. MELI | 58,286 | $98.9 million | 2.18% | -9,034 |
| Motorola Solutions, Inc. MSI | 237,170 | $98.5 million | 2.17% | +88,600 |
| Spotify Technology S.A. SPOT | 181,677 | $83.4 million | 1.84% | -33,415 |
| Uber Technologies, Inc. UBER | 1,043,047 | $75.3 million | 1.66% | -44,349 |
| Netflix Inc. NFLX | 918,975 | $65.6 million | 1.44% | +135,708 |
| Apple Inc. AAPL | 202,304 | $58.5 million | 1.29% | +2,506 |
| Broadcom Inc. AVGO | 144,208 | $54.5 million | 1.20% | new |
| Intuitive Surgical Inc. ISRG | 126,197 | $50.2 million | 1.10% | new |
| Analog Devices Inc. ADI | 115,884 | $46.0 million | 1.01% | -21,942 |
| Oracle Corp. ORCL | 209,205 | $30.7 million | 0.67% | -478,098 |
| Vulcan Materials Co. VMC | 97,871 | $28.9 million | 0.64% | -22,056 |
| Stryker Corp. SYK | 89,721 | $28.2 million | 0.62% | -15,418 |
| Makemytrip Limited Mauritius MMYT | 486,054 | $25.9 million | 0.57% | -4,975 |
| Costco Wholesale Corp. COST | 26,143 | $24.5 million | 0.54% | -1,373 |
| Meta Platforms, Inc. META | 43,053 | $24.3 million | 0.53% | -4,730 |
| Service Corp. International SCI | 298,642 | $22.7 million | 0.50% | -115,930 |
| Nu Holdings Ltd. NU | 1,345,251 | $18.0 million | 0.40% | new |
| Mastercard Inc. MA | 27,449 | $14.1 million | 0.31% | -7,792 |
| Ferguson Enterprises Inc. FERG | 58,812 | $14.0 million | 0.31% | -14,184 |
| Fastenal Co. FAST | 266,546 | $12.8 million | 0.28% | +37,250 |
| HDFC Bank Limited HDB | 411,717 | $10.6 million | 0.23% | -76,628 |
| MSCI Inc. MSCI | 17,683 | $9.9 million | 0.22% | +111 |
| United Rentals, Inc. URI | 6,335 | $7.2 million | 0.16% | -689 |
| Booking Holdings Inc. BKNG | 39,574 | $7.1 million | 0.16% | +37,774 |
| Yum China Hldgs Inc. YUMC | 163,390 | $6.7 million | 0.15% | -5,582 |
| Copart Inc. CPRT | 203,711 | $5.7 million | 0.13% | -41,886 |
| Amphenol Corp. APH | 26,162 | $4.6 million | 0.10% | new |
| Kanzhun Limited BZ | 345,375 | $4.4 million | 0.10% | no change |
| Hilton Worldwide Holdings Inc. HLT | 12,155 | $4.0 million | 0.09% | -3,645 |
| PDD Holdings Inc. PDD | 41,005 | $3.1 million | 0.07% | -14,747 |
| Icici Bank ADR IBN | 78,161 | $2.3 million | 0.05% | +19,723 |
| Atour Lifestyle Hldgs Ltd ATAT | 69,638 | $2.2 million | 0.05% | +34,401 |
| Qualcomm Inc. QCOM | 10,606 | $2.0 million | 0.04% | new |
| Becton Dickinson & Co. BDX | 12,291 | $1.9 million | 0.04% | -33,483 |
| Walmart Inc. WMT | 12,663 | $1.4 million | 0.03% | -5,000 |
| Trip.com Group Limited TCOM | 19,523 | $777,796 | 0.02% | no change |
| Danaher Corp. DHR | 3,457 | $658,489 | 0.01% | -2,493 |
| Cognizant Technology Solutions Corp. CTSH | 15,316 | $593,189 | 0.01% | -2,564 |
| Allegion plc ALLE | 1,820 | $255,692 | 0.01% | new |
| Zoetis Inc. ZTS | 2,996 | $215,293 | 0.00% | -1,084,653 |
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.