Institutional
COMGEST GLOBAL INVESTORS S.A.S.
CIK 0001574947
$4.59B
Reported AUM
52
Positions
Q1 2026
Period
2026-05-13
Filed
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%.
Portfolio · Q1 2026
Top holdings
QoQ vs Q4 2025
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $415.17 | -6.69% | 104.85% | 285.24% | $432.8M | 9.44% | −438,551 | −25.5% |
| 2 | JNJ | JOHNSON & JOHNSON | $232.77 | 2.02% | 53.90% | 55.59% | $328.6M | 7.16% | −309,702 | −18.7% |
| 3 | GOOGL | ALPHABET INC | $368.53 | -0.98% | 112.92% | 175.80% | $325.5M | 7.10% | −301,731 | −21.0% |
| 4 | MSFT | MICROSOFT CORP | $416.67 | -2.66% | -10.71% | 52.39% | $315.4M | 6.88% | −183,496 | −17.7% |
| 5 | V | VISA INC | $323.57 | 1.06% | -11.91% | 36.33% | $290.1M | 6.32% | −59,897 | −5.9% |
| 6 | LIN | LINDE PLC | $507.90 | 0.09% | 9.24% | 76.81% | $256.7M | 5.60% | −101,700 | −16.4% |
| 7 | AMZN | AMAZON COM INC | $246.03 | -3.06% | 15.20% | 47.87% | $243.7M | 5.31% | −206,473 | −15.0% |
| 8 | SPGI | S&P GLOBAL INC | $424.44 | 1.03% | -17.59% | 3.23% | $229.2M | 5.00% | +84,704 | +18.7% |
| 9 | INTU | INTUIT | $296.76 | -1.73% | -61.23% | -42.11% | $205.4M | 4.48% | +32,755 | +7.4% |
| 10 | AON | AON PLC | $328.53 | 1.95% | -11.05% | 30.92% | $202.9M | 4.42% | +371,900 | +144.8% |
| 11 | VRSK | VERISK ANALYTICS INC | $181.73 | 0.96% | -42.70% | -1.30% | $150.8M | 3.29% | +100,478 | +14.5% |
| 12 | ZTS | ZOETIS INC | $79.35 | -0.11% | -52.59% | -58.78% | $128.6M | 2.80% | −305,039 | −21.9% |
| 13 | IDXX | IDEXX LABS INC | $562.16 | -0.46% | 7.10% | -17.15% | $123.8M | 2.70% | +13,277 | +6.4% |
| 14 | CTAS | CINTAS CORP | $179.85 | -0.06% | -20.25% | 91.19% | $122.0M | 2.66% | +260,645 | +56.6% |
| 15 | LLY | ELI LILLY & CO | $1131.42 | 0.55% | 48.00% | 387.10% | $120.3M | 2.62% | −78,469 | −37.5% |
| 16 | MELI | MERCADOLIBRE INC | $1607.80 | -1.65% | -35.23% | 2.49% | $116.4M | 2.54% | +28,541 | +73.6% |
| 17 | AXP | AMERICAN EXPRESS CO | $310.66 | -0.60% | 3.78% | 93.56% | $107.6M | 2.35% | +63,612 | +21.8% |
| 18 | SPOT | SPOTIFY TECHNOLOGY S A | $496.95 | 0.68% | -30.23% | 117.32% | $104.3M | 2.27% | +122,873 | +133.2% |
| 19 | ORCL | ORACLE CORP | $213.68 | -9.59% | 24.02% | 162.37% | $101.1M | 2.20% | −100,446 | −12.8% |
| 20 | UBER | UBER TECHNOLOGIES INC | $70.71 | -2.08% | -17.39% | 62.70% | $78.2M | 1.71% | +199,300 | +22.4% |
| 21 | NFLX | NETFLIX INC. | $82.18 | 0.76% | -33.80% | 58.78% | $75.3M | 1.64% | +337,448 | +75.7% |
| 22 | MSI | MOTOROLA SOLUTIONS INC | $410.34 | -0.09% | -0.74% | 93.83% | $64.5M | 1.41% | +125,485 | +543.6% |
| 23 | NVDA | NVIDIA CORPORATION | $205.10 | -6.20% | 44.92% | 955.49% | $62.2M | 1.36% | −9,836 | −2.7% |
| 24 | AAPL | APPLE INC | $307.34 | -1.25% | 51.31% | 116.17% | $50.7M | 1.11% | −38,620 | −16.2% |
| 25 | ADI | ANALOG DEVICES INC | $401.39 | -6.38% | 83.85% | 160.94% | $43.8M | 0.96% | −304,382 | −68.8% |
| 26 | SYK | STRYKER CORPORATION | $305.66 | 1.48% | -19.61% | 18.51% | $34.5M | 0.75% | −14,097 | −11.8% |
| 27 | SCI | SERVICE CORP INTL | $70.36 | 0.97% | -10.59% | 20.37% | $34.2M | 0.75% | −92,800 | −18.3% |
| 28 | VMC | VULCAN MATLS CO | $281.38 | -0.59% | 7.03% | 62.69% | $32.7M | 0.71% | −42,098 | −26.0% |
| 29 | COST | COSTCO WHOLESALE CORPORATION | $971.87 | -0.05% | -3.70% | 138.72% | $27.4M | 0.60% | −89,213 | −76.4% |
| 30 | META | META PLATFORMS INC | $593.00 | -5.51% | -14.74% | 67.74% | $27.3M | 0.60% | −7,600 | −13.7% |
| 31 | MMYT | MAKEMYTRIP LIMITED MAURITIUS | $44.09 | -2.39% | — | — | $18.3M | 0.40% | +6,936 | +1.4% |
| 32 | MA | MASTERCARD INCORPORATED | $491.08 | 1.93% | — | — | $17.6M | 0.38% | −9,129 | −20.6% |
| 33 | FERG | FERGUSON ENTERPRISES INC | $229.58 | -0.44% | — | — | $17.0M | 0.37% | +1,324 | +1.8% |
| 34 | HDB | HDFC BANK LTD | $23.41 | -2.58% | — | — | $12.2M | 0.26% | −13,669 | −2.7% |
| 35 | FAST | FASTENAL CO | $46.79 | -0.78% | — | — | $10.6M | 0.23% | −41,723 | −15.4% |
| 36 | MSCI | MSCI INC | $615.46 | -0.55% | — | — | $9.5M | 0.21% | −600 | −3.3% |
| 37 | YUMC | YUM CHINA HLDGS INC | $42.88 | -0.01% | — | — | $8.2M | 0.18% | −23,848 | −12.4% |
| 38 | CPRT | COPART INC | $30.96 | 0.62% | — | — | $8.2M | 0.18% | −2,849,831 | −92.1% |
| 39 | BKNG | BOOKING HOLDINGS INC | $165.84 | -0.99% | — | — | $7.6M | 0.17% | +1,800 | NEW |
| 40 | BDX | BECTON DICKINSON & CO | $151.16 | 1.07% | — | — | $7.2M | 0.16% | +1,628 | +3.7% |
| 41 | PDD | PDD HOLDINGS INC | $85.07 | -0.94% | — | — | $5.7M | 0.12% | — | HELD |
| 42 | GLOB | GLOBANT S A | $38.57 | 0.70% | — | — | $5.2M | 0.11% | −33,926 | −23.0% |
| 43 | URI | UNITED RENTALS INC | $1067.77 | -1.55% | — | — | $5.1M | 0.11% | +1,391 | +24.7% |
| 44 | HLT | HILTON WORLDWIDE HLDGS INC | $342.05 | -0.31% | — | — | $4.8M | 0.10% | −2,800 | −15.1% |
| 45 | BZ | KANZHUN LIMITED | $14.08 | 0.36% | — | — | $4.6M | 0.10% | +53,859 | +18.5% |
| 46 | WMT | WALMART INC | $118.88 | 0.97% | — | — | $2.2M | 0.05% | −2,600 | −12.8% |
| 47 | IBN | ICICI BANK LIMITED | $25.95 | -0.54% | — | — | $1.5M | 0.03% | +58,438 | NEW |
| 48 | ATAT | ATOUR LIFESTYLE HLDGS LTD | $33.37 | -0.16% | — | — | $1.3M | 0.03% | +35,237 | NEW |
| 49 | DHR | DANAHER CORP DEL | $184.30 | -1.25% | — | — | $1.1M | 0.02% | −13 | −0.2% |
| 50 | CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $53.21 | -0.36% | — | — | $1.1M | 0.02% | +5,581 | +45.4% |
| 51 | TCOM | TRIP COM GROUP LTD | $47.69 | -0.77% | — | — | $972K | 0.02% | +8,386 | +75.3% |
| 52 | MDT | MEDTRONIC PLC | $81.67 | -0.32% | — | — | $406K | 0.01% | — | HELD |
| 53 | ACN | ACCENTURE PLC IRELAND | $178.25 | -0.34% | — | — | — | — | −394,242 | EXITED |
| 54 | STVN | STEVANATO GROUP S P A | $18.46 | -0.27% | — | — | — | — | −331,673 | EXITED |
| 55 | ISRG | INTUITIVE SURGICAL INC | $422.06 | 0.77% | — | — | — | — | −8,331 | EXITED |
| 56 | AVY | AVERY DENNISON CORP | $155.18 | 1.26% | — | — | — | — | −13,039 | EXITED |
| 57 | TME | TENCENT MUSIC ENTMT GROUP | $9.10 | 0.28% | — | — | — | — | −123,581 | EXITED |
| 58 | JBHT | HUNT J B TRANS SVCS INC | $284.95 | 0.58% | — | — | — | — | −5,406 | EXITED |
Source: SEC EDGAR · accession 0001172661-26-001785. 13F discloses long positions only — shorts, foreign equities, and options are excluded.