Q1 2026 · 13F-HR
COMGEST GLOBAL INVESTORS S.A.S.holdings as filed
Filed 2026-05-13 · accession 0001172661-26-001785
$4.59B
Reported value
52
Positions
2026-03-31
Period end
The Brief · COMGEST GLOBAL INVESTORS S.A.S. · Q1 2026
AI · grounded in 13F
COMGEST GLOBAL INVESTORS S.A.S. closed its position in ACN, reducing its holdings by $105.78M. The fund significantly increased its stake in MSI by 543.58% and grew its position in AON by 144.82%. Additionally, the fund trimmed holdings in CPRT by 92.07% and LLY by 37.50%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $432.8M | 9.44% | 1,280,572 | Common | SOLE |
| 478160104 | JNJ | JOHNSON & JOHNSON | $328.6M | 7.16% | 1,344,231 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $325.5M | 7.10% | 1,131,875 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $315.4M | 6.88% | 851,927 | Common | SOLE |
| 92826C839 | V | VISA INC | $290.1M | 6.32% | 959,793 | Common | SOLE |
| G54950103 | LIN | LINDE PLC | $256.7M | 5.60% | 517,778 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $243.7M | 5.31% | 1,170,268 | Common | SOLE |
| 78409V104 | SPGI | S&P GLOBAL INC | $229.2M | 5.00% | 538,766 | Common | SOLE |
| 461202103 | INTU | INTUIT | $205.4M | 4.48% | 474,989 | Common | SOLE |
| G0403H108 | AON | AON PLC | $202.9M | 4.42% | 628,700 | Common | SOLE |
| 92345Y106 | VRSK | VERISK ANALYTICS INC | $150.8M | 3.29% | 794,599 | Common | SOLE |
| 98978V103 | ZTS | ZOETIS INC | $128.6M | 2.80% | 1,087,649 | Common | SOLE |
| 45168D104 | IDXX | IDEXX LABS INC | $123.8M | 2.70% | 220,354 | Common | SOLE |
| 172908105 | CTAS | CINTAS CORP | $122.0M | 2.66% | 721,152 | Common | SOLE |
| 532457108 | LLY | ELI LILLY & CO | $120.3M | 2.62% | 130,786 | Common | SOLE |
| 58733R102 | MELI | MERCADOLIBRE INC | $116.4M | 2.54% | 67,320 | Common | SOLE |
| 025816109 | AXP | AMERICAN EXPRESS CO | $107.6M | 2.35% | 355,867 | Common | SOLE |
| L8681T102 | SPOT | SPOTIFY TECHNOLOGY S A | $104.3M | 2.27% | 215,092 | Common | SOLE |
| 68389X105 | ORCL | ORACLE CORP | $101.1M | 2.20% | 687,303 | Common | SOLE |
| 90353T100 | UBER | UBER TECHNOLOGIES INC | $78.2M | 1.71% | 1,087,396 | Common | SOLE |
| 64110L106 | NFLX | NETFLIX INC. | $75.3M | 1.64% | 783,267 | Common | SOLE |
| 620076307 | MSI | MOTOROLA SOLUTIONS INC | $64.5M | 1.41% | 148,570 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $62.2M | 1.36% | 356,547 | Common | SOLE |
| 037833100 | AAPL | APPLE INC | $50.7M | 1.11% | 199,798 | Common | SOLE |
| 032654105 | ADI | ANALOG DEVICES INC | $43.8M | 0.96% | 137,826 | Common | SOLE |
| 863667101 | SYK | STRYKER CORPORATION | $34.5M | 0.75% | 105,139 | Common | SOLE |
| 817565104 | SCI | SERVICE CORP INTL | $34.2M | 0.75% | 414,572 | Common | SOLE |
| 929160109 | VMC | VULCAN MATLS CO | $32.7M | 0.71% | 119,927 | Common | SOLE |
| 22160K105 | COST | COSTCO WHOLESALE CORPORATION | $27.4M | 0.60% | 27,516 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $27.3M | 0.60% | 47,783 | Common | SOLE |
| V5633W109 | MMYT | MAKEMYTRIP LIMITED MAURITIUS | $18.3M | 0.40% | 491,029 | Common | SOLE |
| 57636Q104 | MA | MASTERCARD INCORPORATED | $17.6M | 0.38% | 35,241 | Common | SOLE |
| 31488V107 | FERG | FERGUSON ENTERPRISES INC | $17.0M | 0.37% | 72,996 | Common | SOLE |
| 40415F101 | HDB | HDFC BANK LTD | $12.2M | 0.26% | 488,345 | Common | SOLE |
| 311900104 | FAST | FASTENAL CO | $10.6M | 0.23% | 229,296 | Common | SOLE |
| 55354G100 | MSCI | MSCI INC | $9.5M | 0.21% | 17,572 | Common | SOLE |
| 98850P109 | YUMC | YUM CHINA HLDGS INC | $8.2M | 0.18% | 168,972 | Common | SOLE |
| 217204106 | CPRT | COPART INC | $8.2M | 0.18% | 245,597 | Common | SOLE |
| 09857L108 | BKNG | BOOKING HOLDINGS INC | $7.6M | 0.17% | 1,800 | Common | SOLE |
| 075887109 | BDX | BECTON DICKINSON & CO | $7.2M | 0.16% | 45,774 | Common | SOLE |
| 722304102 | PDD | PDD HOLDINGS INC | $5.7M | 0.12% | 55,752 | Common | SOLE |
| L44385109 | GLOB | GLOBANT S A | $5.2M | 0.11% | 113,447 | Common | SOLE |
| 911363109 | URI | UNITED RENTALS INC | $5.1M | 0.11% | 7,024 | Common | SOLE |
| 43300A203 | HLT | HILTON WORLDWIDE HLDGS INC | $4.8M | 0.10% | 15,800 | Common | SOLE |
| 48553T106 | BZ | KANZHUN LIMITED | $4.6M | 0.10% | 345,375 | Common | SOLE |
| 931142103 | WMT | WALMART INC | $2.2M | 0.05% | 17,663 | Common | SOLE |
| 45104G104 | IBN | ICICI BANK LIMITED | $1.5M | 0.03% | 58,438 | Common | SOLE |
| 04965M106 | ATAT | ATOUR LIFESTYLE HLDGS LTD | $1.3M | 0.03% | 35,237 | Common | SOLE |
| 235851102 | DHR | DANAHER CORP DEL | $1.1M | 0.02% | 5,950 | Common | SOLE |
| 192446102 | CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $1.1M | 0.02% | 17,880 | Common | SOLE |
| 89677Q107 | TCOM | TRIP COM GROUP LTD | $972,050 | 0.02% | 19,523 | Common | SOLE |
| G5960L103 | MDT | MEDTRONIC PLC | $405,869 | 0.01% | 4,684 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.