Comgest Global Investors S.A.S. Top Holdings and 13F Report (2026) About Comgest Global Investors S.A.S.Investment ActivityComgest Global Investors S.A.S. has $4.59 billion in total holdings as of March 31, 2026.Comgest Global Investors S.A.S. owns shares of 52 different stocks, but just 17 companies or ETFs make up 80% of its holdings.Approximately 10.55% of the portfolio was purchased this quarter.About 23.26% of the portfolio was sold this quarter.This quarter, Comgest Global Investors S.A.S. has purchased 55 new stocks and bought additional shares in 19 stocks.Comgest Global Investors S.A.S. sold shares of 28 stocks and completely divested from 6 stocks this quarter.Largest Holdings Taiwan Semiconductor Manufacturing $432,769,307Johnson & Johnson $328,583,826Alphabet $325,481,975Microsoft $315,357,818Visa $290,087,836 Largest New Holdings this Quarter 09857L108 - Booking $7,578,576 Holding45104G104 - ICICI Bank $1,513,544 Holding04965M106 - Atour Lifestyle $1,297,074 Holding Largest Purchases this Quarter AON 371,900 shares (about $120.04M)Spotify Technology 122,873 shares (about $59.58M)Motorola Solutions 125,485 shares (about $54.46M)MercadoLibre 28,541 shares (about $49.35M)Cintas 260,645 shares (about $44.09M) Largest Sales this Quarter Taiwan Semiconductor Manufacturing 438,551 shares (about $148.21M)Analog Devices 304,382 shares (about $96.84M)Copart 2,849,831 shares (about $94.61M)Costco Wholesale 89,213 shares (about $88.89M)Alphabet 301,731 shares (about $86.77M) Sector Allocation Over TimeMap of 500 Largest Holdings ofComgest Global Investors S.A.S. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorTSMTaiwan Semiconductor Manufacturing$432,769,307$148,208,310 â–¼-25.5%1,280,5729.4%Computer and TechnologyJNJJohnson & Johnson$328,583,826$75,703,557 â–¼-18.7%1,344,2317.2%MedicalGOOGLAlphabet$325,481,975$86,765,766 â–¼-21.0%1,131,8757.1%Computer and TechnologyMSFTMicrosoft$315,357,818$67,924,714 â–¼-17.7%851,9276.9%Computer and TechnologyVVisa$290,087,836$18,103,269 â–¼-5.9%959,7936.3%Business ServicesLINDE PLC$256,693,621$50,418,792 â–¼-16.4%517,7785.6%SHSAMZNAmazon.com$243,731,716$43,002,132 â–¼-15.0%1,170,2685.3%Retail/WholesaleSPGIS&P Global$229,158,730$36,027,999 â–²18.7%538,7665.0%FinanceINTUIntuit$205,375,744$14,162,607 â–²7.4%474,9894.5%Computer and TechnologyAONAON$202,931,786$120,041,882 â–²144.8%628,7004.4%FinanceVRSKVerisk Analytics$150,775,160$19,065,700 â–²14.5%794,5993.3%Business ServicesZTSZoetis$128,570,988$36,058,660 â–¼-21.9%1,087,6492.8%MedicalIDXXIDEXX Laboratories$123,814,709$7,460,214 â–²6.4%220,3542.7%MedicalCTASCintas$121,975,649$44,085,495 â–²56.6%721,1522.7%Business ServicesLLYEli Lilly and Company$120,293,039$72,173,432 â–¼-37.5%130,7862.6%MedicalMELIMercadoLibre$116,397,626$49,347,960 â–²73.6%67,3202.5%Retail/WholesaleAXPAmerican Express$107,642,650$19,241,358 â–²21.8%355,8672.3%FinanceSPOTSpotify Technology$104,300,262$59,582,347 â–²133.2%215,0922.3%Computer and TechnologyORCLOracle$101,109,144$14,776,611 â–¼-12.8%687,3032.2%Computer and TechnologyUBERUber Technologies$78,216,394$14,335,649 â–²22.4%1,087,3961.7%Computer and TechnologyNFLXNetflix$75,311,122$32,445,625 â–²75.7%783,2671.6%Consumer DiscretionaryMSIMotorola Solutions$64,474,923$54,456,726 â–²543.6%148,5701.4%Computer and TechnologyNVDANVIDIA$62,181,797$1,715,398 â–¼-2.7%356,5471.4%Computer and TechnologyAAPLApple$50,706,734$9,801,370 â–¼-16.2%199,7981.1%Computer and TechnologyADIAnalog Devices$43,847,964$96,836,090 â–¼-68.8%137,8261.0%Computer and TechnologySYKStryker$34,547,624$4,632,133 â–¼-11.8%105,1390.8%MedicalSCIService Corporation International$34,206,336$7,656,928 â–¼-18.3%414,5720.7%Consumer StaplesVMCVulcan Materials$32,656,122$11,463,285 â–¼-26.0%119,9270.7%ConstructionCOSTCostco Wholesale$27,417,768$88,894,510 â–¼-76.4%27,5160.6%Retail/WholesaleMETAMeta Platforms$27,338,088$4,348,188 â–¼-13.7%47,7830.6%Computer and TechnologyMMYTMakeMyTrip$18,310,471$258,643 â–²1.4%491,0290.4%Computer and TechnologyMAMastercard$17,608,518$4,561,396 â–¼-20.6%35,2410.4%Business ServicesFERGUSON ENTERPRISES INC$17,027,047$308,836 â–²1.8%72,9960.4%COMMON STOCK NEWHDBHDFC Bank$12,150,024$340,085 â–¼-2.7%488,3450.3%FinanceFASTFastenal$10,639,334$1,935,947 â–¼-15.4%229,2960.2%Retail/WholesaleMSCIMSCI$9,471,484$323,406 â–¼-3.3%17,5720.2%FinanceYUMCYum China$8,242,454$1,163,305 â–¼-12.4%168,9720.2%Retail/WholesaleCPRTCopart$8,153,820$94,614,385 â–¼-92.1%245,5970.2%Business ServicesBKNGBooking$7,578,576$7,578,576 â–²New Holding1,8000.2%Retail/WholesaleBDXBecton, Dickinson and Company$7,197,046$255,970 â–²3.7%45,7740.2%MedicalPDDPDD$5,696,7390.0%55,7520.1%Retail/WholesaleGLOBGlobant$5,231,041$1,564,328 â–¼-23.0%113,4470.1%Computer and TechnologyURIUnited Rentals$5,117,405$1,013,427 â–²24.7%7,0240.1%ConstructionHLTHilton Worldwide$4,804,464$851,424 â–¼-15.1%15,8000.1%Consumer DiscretionaryBZKANZHUN$4,624,571$721,172 â–²18.5%345,3750.1%Computer and TechnologyWALMART INC$2,195,158$323,128 â–¼-12.8%17,6630.0%COMIBNICICI Bank$1,513,544$1,513,544 â–²New Holding58,4380.0%FinanceATATAtour Lifestyle$1,297,074$1,297,074 â–²New Holding35,2370.0%Consumer DiscretionaryDHRDanaher$1,128,120$2,465 â–¼-0.2%5,9500.0%MedicalCTSHCognizant Technology Solutions$1,096,938$342,394 â–²45.4%17,8800.0%Computer and TechnologyTCOMTrip.com Group$972,050$417,539 â–²75.3%19,5230.0%Consumer DiscretionaryMDTMedtronic$405,8690.0%4,6840.0%MedicalACNAccenture$0$105,775,129 â–¼-100.0%00.0%Computer and TechnologySTVNStevanato Group$0$6,673,261 â–¼-100.0%00.0%MedicalISRGIntuitive Surgical$0$4,718,345 â–¼-100.0%00.0%MedicalAVYAvery Dennison$0$2,371,533 â–¼-100.0%00.0%IndustrialsTMETencent Music Entertainment Group$0$2,166,375 â–¼-100.0%00.0%Consumer DiscretionaryJBHTJ.B. Hunt Transport Services$0$1,050,602 â–¼-100.0%00.0%TransportationShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. 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