Institutional
COMGEST GLOBAL INVESTORS S.A.S.
CIK 0001574947
$4.55B
Reported AUM
55
Positions
Q2 2026
Period
2026-07-24
Filed
Editorial summary
Summary for COMGEST GLOBAL INVESTORS S.A.S. · Q2 2026 is not yet generated. It will appear here after the next nightly run.
Portfolio · Q2 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $403.55 | 7.71% | 61.05% | 241.53% | $482.6M | 10.62% | — | HELD |
| 2 | GOOGL | ALPHABET INC | $333.62 | -0.92% | 76.18% | 131.67% | $373.6M | 8.22% | — | HELD |
| 3 | JNJ | JOHNSON & JOHNSON | $255.84 | -3.65% | 56.99% | 69.37% | $327.5M | 7.21% | — | HELD |
| 4 | V | VISA INC | $366.40 | -0.63% | 8.37% | 65.12% | $316.5M | 6.96% | — | HELD |
| 5 | AMZN | AMAZON COM INC | $235.66 | 3.98% | 5.54% | 30.60% | $304.4M | 6.70% | — | HELD |
| 6 | AON | AON PLC | $366.57 | -2.81% | 6.99% | 35.98% | $272.1M | 5.99% | — | HELD |
| 7 | LIN | LINDE PLC | $508.64 | -0.49% | 11.29% | 71.60% | $266.3M | 5.86% | — | HELD |
| 8 | MSFT | MICROSOFT CORP | $451.14 | 15.52% | -13.24% | 55.41% | $246.5M | 5.42% | — | HELD |
| 9 | SPGI | S&P GLOBAL INC | $415.00 | -1.11% | -18.03% | 4.03% | $179.2M | 3.94% | — | HELD |
| 10 | CTAS | CINTAS CORP | $206.79 | -4.50% | -5.17% | 119.77% | $178.4M | 3.92% | — | HELD |
| 11 | NVDA | NVIDIA CORPORATION | $195.05 | 2.66% | 9.52% | 751.61% | $138.9M | 3.06% | — | HELD |
| 12 | IDXX | IDEXX LABS INC | $558.80 | -1.93% | 4.88% | -16.63% | $138.2M | 3.04% | — | HELD |
| 13 | LLY | ELI LILLY & CO | $1155.56 | -4.50% | 54.61% | 373.33% | $132.0M | 2.90% | — | HELD |
| 14 | AXP | AMERICAN EXPRESS CO | $337.52 | 1.82% | 13.86% | 112.26% | $128.8M | 2.83% | — | HELD |
| 15 | VRSK | VERISK ANALYTICS INC | $200.35 | -6.01% | -24.12% | 4.82% | $110.0M | 2.42% | — | HELD |
| 16 | MELI | MERCADOLIBRE INC | $1885.73 | 1.20% | -22.48% | -1.37% | $98.9M | 2.18% | — | HELD |
| 17 | MSI | MOTOROLA SOLUTIONS INC | $430.82 | -0.78% | -2.15% | 83.56% | $98.5M | 2.17% | — | HELD |
| 18 | SPOT | SPOTIFY TECHNOLOGY S A | $522.71 | -0.25% | -16.45% | 123.61% | $83.4M | 1.84% | — | HELD |
| 19 | UBER | UBER TECHNOLOGIES INC | $70.37 | -1.17% | -20.38% | 76.79% | $75.3M | 1.66% | — | HELD |
| 20 | NFLX | NETFLIX INC. | $73.19 | -0.60% | -36.45% | 29.36% | $65.6M | 1.44% | — | HELD |
| 21 | AAPL | APPLE INC | $333.60 | -1.36% | 67.77% | 128.17% | $58.5M | 1.29% | — | HELD |
| 22 | AVGO | BROADCOM INC | $388.15 | 4.81% | 34.78% | 753.17% | $54.5M | 1.20% | — | HELD |
| 23 | ISRG | INTUITIVE SURGICAL INC | $352.97 | -0.04% | -26.91% | 0.54% | $50.2M | 1.10% | — | HELD |
| 24 | ADI | ANALOG DEVICES INC | $366.67 | 3.76% | 65.33% | 140.57% | $46.0M | 1.01% | — | HELD |
| 25 | ORCL | ORACLE CORP | $127.51 | 8.30% | -51.28% | 41.31% | $30.7M | 0.67% | — | HELD |
| 26 | VMC | VULCAN MATLS CO | $271.24 | -4.47% | 0.12% | 52.67% | $28.9M | 0.64% | — | HELD |
| 27 | SYK | STRYKER CORPORATION | $348.04 | -1.20% | -7.56% | 31.42% | $28.2M | 0.62% | — | HELD |
| 28 | MMYT | MAKEMYTRIP LIMITED MAURITIUS | $57.08 | -0.12% | -38.36% | 119.09% | $25.9M | 0.57% | — | HELD |
| 29 | COST | COSTCO WHOLESALE CORPORATION | $954.15 | -2.04% | 0.49% | 120.47% | $24.5M | 0.54% | — | HELD |
| 30 | META | META PLATFORMS INC | $539.74 | -7.83% | -21.66% | 55.72% | $24.3M | 0.53% | — | HELD |
| 31 | SCI | SERVICE CORP INTL | $85.29 | -0.46% | — | — | $22.7M | 0.50% | — | HELD |
| 32 | NU | NU HLDGS LTD | $14.49 | 3.21% | — | — | $18.0M | 0.40% | — | HELD |
| 33 | MA | MASTERCARD INCORPORATED | $577.65 | 2.54% | — | — | $14.1M | 0.31% | — | HELD |
| 34 | FERG | FERGUSON ENTERPRISES INC | $226.36 | 0.07% | — | — | $14.0M | 0.31% | — | HELD |
| 35 | FAST | FASTENAL CO | $46.66 | -2.34% | — | — | $12.8M | 0.28% | — | HELD |
| 36 | HDB | HDFC BANK LTD | $24.14 | 0.46% | — | — | $10.6M | 0.23% | — | HELD |
| 37 | MSCI | MSCI INC | $575.74 | -1.23% | — | — | $9.9M | 0.22% | — | HELD |
| 38 | URI | UNITED RENTALS INC | $1068.63 | 1.28% | — | — | $7.2M | 0.16% | — | HELD |
| 39 | BKNG | BOOKING HOLDINGS INC | $193.24 | -4.00% | — | — | $7.1M | 0.16% | — | HELD |
| 40 | YUMC | YUM CHINA HLDGS INC | $46.47 | 1.35% | — | — | $6.7M | 0.15% | — | HELD |
| 41 | CPRT | COPART INC | $29.57 | -4.07% | — | — | $5.7M | 0.13% | — | HELD |
| 42 | APH | AMPHENOL CORP | $159.82 | 6.33% | — | — | $4.6M | 0.10% | — | HELD |
| 43 | BZ | KANZHUN LIMITED | $16.40 | 1.86% | — | — | $4.4M | 0.10% | — | HELD |
| 44 | HLT | HILTON WORLDWIDE HLDGS INC | $322.02 | 0.09% | — | — | $4.0M | 0.09% | — | HELD |
| 45 | PDD | PDD HOLDINGS INC | $87.46 | -0.97% | — | — | $3.1M | 0.07% | — | HELD |
| 46 | IBN | ICICI BANK LIMITED | $30.26 | 1.68% | — | — | $2.3M | 0.05% | — | HELD |
| 47 | ATAT | ATOUR LIFESTYLE HLDGS LTD | $34.24 | -3.09% | — | — | $2.2M | 0.05% | — | HELD |
| 48 | QCOM | QUALCOMM INC | $151.64 | -2.59% | — | — | $2.0M | 0.04% | — | HELD |
| 49 | BDX | BECTON DICKINSON & CO | $165.45 | -1.75% | — | — | $1.9M | 0.04% | — | HELD |
| 50 | WMT | WALMART INC | $111.12 | -2.71% | — | — | $1.4M | 0.03% | — | HELD |
| 51 | TCOM | TRIP COM GROUP LTD | $46.48 | 1.04% | — | — | $778K | 0.02% | — | HELD |
| 52 | DHR | DANAHER CORP DEL | $196.28 | -0.11% | — | — | $658K | 0.01% | — | HELD |
| 53 | CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $53.90 | -3.71% | — | — | $593K | 0.01% | — | HELD |
| 54 | ALLE | ALLEGION PLC | $157.06 | -0.89% | — | — | $256K | 0.01% | — | HELD |
| 55 | ZTS | ZOETIS INC | $76.03 | -2.44% | — | — | $215K | 0.00% | — | HELD |
Source: SEC EDGAR · accession 0001172661-26-002770. 13F discloses long positions only — shorts, foreign equities, and options are excluded.