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 $4.55 billion in total holdings as of June 30, 2026.Comgest Global Investors S.A.S. owns shares of 55 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 9.46% of the portfolio was purchased this quarter.About 17.69% of the portfolio was sold this quarter.This quarter, Comgest Global Investors S.A.S. has purchased 52 new stocks and bought additional shares in 14 stocks.Comgest Global Investors S.A.S. sold shares of 33 stocks and completely divested from 3 stocks this quarter.Largest Holdings Taiwan Semiconductor Manufacturing $482,577,799Alphabet $373,552,071Johnson & Johnson $327,501,426Visa $316,465,187Amazon.com $304,367,807 Largest New Holdings this Quarter 11135F101 - Broadcom $54,474,572 Holding46120E602 - Intuitive Surgical $50,186,023 HoldingG6683N103 - NU $17,972,553 Holding032095101 - Amphenol $4,612,884 Holding747525103 - Qualcomm $1,959,883 Holding Largest Purchases this Quarter NVIDIA 337,821 shares (about $67.59M)AON 191,570 shares (about $63.54M)Cintas 327,795 shares (about $55.75M)Broadcom 144,208 shares (about $54.47M)Intuitive Surgical 126,197 shares (about $50.19M) Largest Sales this Quarter Taiwan Semiconductor Manufacturing 270,086 shares (about $128.98M)Zoetis 1,084,653 shares (about $77.94M)Microsoft 191,024 shares (about $71.26M)Oracle 478,098 shares (about $70.07M)S&P Global 98,730 shares (about $40.21M) 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$482,577,799$128,984,971 â–¼-21.1%1,010,48610.6%TechnologyGOOGLAlphabet$373,552,071$30,946,098 â–¼-7.7%1,045,2818.2%Communication ServicesJNJJohnson & Johnson$327,501,426$13,892,921 â–¼-4.1%1,289,5287.2%HealthcareVVisa$316,465,187$12,830,194 â–¼-3.9%922,3977.0%FinanceAMZNAmazon.com$304,367,807$25,446,132 â–²9.1%1,277,0326.7%Consumer DiscretionaryAONAON$272,075,356$63,541,853 â–²30.5%820,2706.0%FinanceLINDE PLC$266,263,444$2,432,272 â–¼-0.9%513,0915.9%SHSMSFTMicrosoft$246,530,037$71,255,772 â–¼-22.4%660,9035.4%TechnologySPGIS&P Global$179,209,061$40,208,780 â–¼-18.3%440,0363.9%FinanceCTASCintas$178,404,906$55,751,374 â–²45.5%1,048,9473.9%IndustrialsNVDANVIDIA$138,936,093$67,594,604 â–²94.7%694,3683.1%TechnologyIDXXIDEXX Laboratories$138,223,139$22,219,979 â–²19.2%262,5623.0%HealthcareLLYEli Lilly and Company$131,970,884$24,897,768 â–¼-15.9%110,0282.9%HealthcareAXPAmerican Express$128,834,351$8,462,338 â–²7.0%380,8852.8%FinanceVRSKVerisk Analytics$110,038,425$32,615,933 â–¼-22.9%612,9252.4%IndustrialsMELIMercadoLibre$98,934,074$15,334,221 â–¼-13.4%58,2862.2%Consumer DiscretionaryMSIMotorola Solutions$98,494,329$36,794,694 â–²59.6%237,1702.2%TechnologySPOTSpotify Technology$83,413,361$15,341,829 â–¼-15.5%181,6771.8%Communication ServicesUBERUber Technologies$75,266,272$3,200,224 â–¼-4.1%1,043,0471.7%IndustrialsNFLXNetflix$65,614,815$9,689,551 â–²17.3%918,9751.4%Communication ServicesAAPLApple$58,538,685$725,136 â–²1.3%202,3041.3%TechnologyAVGOBroadcom$54,474,572$54,474,572 â–²New Holding144,2081.2%TechnologyISRGIntuitive Surgical$50,186,023$50,186,023 â–²New Holding126,1971.1%HealthcareADIAnalog Devices$46,025,648$8,714,704 â–¼-15.9%115,8841.0%TechnologyORCLOracle$30,658,993$70,065,262 â–¼-69.6%209,2050.7%TechnologyVMCVulcan Materials$28,872,924$6,506,741 â–¼-18.4%97,8710.6%MaterialsSYKStryker$28,247,760$4,854,203 â–¼-14.7%89,7210.6%HealthcareMMYTMakeMyTrip$25,901,818$265,118 â–¼-1.0%486,0540.6%Consumer DiscretionaryCOSTCostco Wholesale$24,455,992$1,284,400 â–¼-5.0%26,1430.5%Consumer StaplesMETAMeta Platforms$24,251,324$2,664,362 â–¼-9.9%43,0530.5%Communication ServicesSCIService Corporation International$22,684,846$8,806,043 â–¼-28.0%298,6420.5%Consumer DiscretionaryNUNU$17,972,553$17,972,553 â–²New Holding1,345,2510.4%FinanceMAMastercard$14,097,806$4,001,971 â–¼-22.1%27,4490.3%FinanceFERGUSON ENTERPRISES INC$13,957,852$3,366,289 â–¼-19.4%58,8120.3%COMMON STOCK NEWFASTFastenal$12,802,204$1,789,117 â–²16.2%266,5460.3%IndustrialsHDBHDFC Bank$10,634,650$1,979,301 â–¼-15.7%411,7170.2%FinanceMSCIMSCI$9,903,187$62,164 â–²0.6%17,6830.2%FinanceURIUnited Rentals$7,176,858$780,561 â–¼-9.8%6,3350.2%IndustrialsBKNGBooking$7,053,670$6,732,838 â–²2,098.6%39,5740.2%Consumer DiscretionaryYUMCYum China$6,677,749$228,136 â–¼-3.3%163,3900.1%Consumer DiscretionaryCPRTCopart$5,742,613$1,180,766 â–¼-17.1%203,7110.1%IndustrialsAPHAmphenol$4,612,884$4,612,884 â–²New Holding26,1620.1%TechnologyBZKANZHUN$4,444,9760.0%345,3750.1%IndustrialsHLTHilton Worldwide$4,016,741$1,204,527 â–¼-23.1%12,1550.1%Consumer DiscretionaryPDDPDD$3,127,861$1,124,901 â–¼-26.5%41,0050.1%Consumer DiscretionaryIBNICICI Bank$2,269,014$572,559 â–²33.8%78,1610.0%FinanceATATAtour Lifestyle$2,214,488$1,093,952 â–²97.6%69,6380.0%Consumer DiscretionaryQCOMQualcomm$1,959,883$1,959,883 â–²New Holding10,6060.0%TechnologyBDXBecton, Dickinson and Company$1,859,997$5,066,982 â–¼-73.1%12,2910.0%HealthcareWALMART INC$1,434,211$566,300 â–¼-28.3%12,6630.0%COMTCOMTrip.com Group$777,7960.0%19,5230.0%Consumer DiscretionaryDHRDanaher$658,489$474,866 â–¼-41.9%3,4570.0%HealthcareCTSHCognizant Technology Solutions$593,189$99,304 â–¼-14.3%15,3160.0%TechnologyALLEAllegion$255,692$255,692 â–²New Holding1,8200.0%IndustrialsZTSZoetis$215,293$77,943,324 â–¼-99.7%2,9960.0%HealthcareINTUIntuit$0$205,375,744 â–¼-100.0%00.0%TechnologyGLOBGlobant$0$5,231,041 â–¼-100.0%00.0%TechnologyMDTMedtronic$0$405,869 â–¼-100.0%00.0%HealthcareShowing 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 Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access 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. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
