Comgest Global Investors S.A.S.
Comgest Global Investors S.A.S. reported 55 holdings worth US$4.55B as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 24, 2026
Comgest Global Investors S.A.S. reported 55 holdings worth US$4.55B as of Jun 30, 2026. Largest: Taiwan Semiconductor Manufacturing Co., Ltd., Alphabet Inc (google) Class C and Johnson & Johnson. Filed Jul 24, 2026 (Form 13F).
- Holdings
- 55
- Value as reported
- US$4.55B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Taiwan Semiconductor Manufacturing Co., Ltd. | 1.01M | US$483M | 10.6% |
| Alphabet Inc (google) Class C | 1.05M | US$374M | 8.2% |
| Johnson & Johnson | 1.29M | US$328M | 7.2% |
| Visa Inc. | 922K | US$316M | 7.0% |
| Amazon.com, Inc. | 1.28M | US$304M | 6.7% |
| Microsoft Corp. | 661K | US$247M | 5.4% |
| S&p Global Inc. | 440K | US$179M | 3.9% |
| Cintas Corporation | 1.05M | US$178M | 3.9% |
| Nvidia Corporation | 694K | US$139M | 3.1% |
| Idexx Laboratories, Inc. | 263K | US$138M | 3.0% |
| Eli Lilly And Company | 110K | US$132M | 2.9% |
| American Express Company | 381K | US$129M | 2.8% |
| Verisk Analytics, Inc. | 613K | US$110M | 2.4% |
| Mercadolibre, Inc. | 58,286 | US$98.9M | 2.2% |
| Motorola Solutions, Inc. | 237K | US$98.5M | 2.2% |
| Uber Technologies, Inc. | 1.04M | US$75.3M | 1.7% |
| Netflix, Inc. | 919K | US$65.6M | 1.4% |
| Apple Inc | 202K | US$58.5M | 1.3% |
| Broadcom Inc. | 144K | US$54.5M | 1.2% |
| Intuitive Surgical, Inc. | 126K | US$50.2M | 1.1% |
| Analog Devices, Inc. | 116K | US$46M | 1.0% |
| Oracle Corporation | 209K | US$30.7M | 0.67% |
| Vulcan Materials Company (holding Company) | 97,871 | US$28.9M | 0.64% |
| Stryker Corporation | 89,721 | US$28.2M | 0.62% |
| Costco Wholesale Corporation | 26,143 | US$24.5M | 0.54% |
| Meta Platforms, Inc. | 43,053 | US$24.3M | 0.53% |
| Service Corporation International | 299K | US$22.7M | 0.50% |
| Nu Holdings Ltd. | 1.35M | US$18M | 0.40% |
| Mastercard Incorporated | 27,449 | US$14.1M | 0.31% |
| Ferguson Enterprises Inc. | 58,812 | US$14M | 0.31% |
| Fastenal Company | 267K | US$12.8M | 0.28% |
| Hdfc Bank Limited | 412K | US$10.6M | 0.23% |
| Msci Inc. | 17,683 | US$9.9M | 0.22% |
| United Rentals, Inc. | 6,335 | US$7.18M | 0.16% |
| Booking Holdings Inc. Common Stock | 39,574 | US$7.05M | 0.16% |
| Yum China Holdings, Inc. | 163K | US$6.68M | 0.15% |
| Copart, Inc. | 204K | US$5.74M | 0.13% |
| Amphenol Corporation | 26,162 | US$4.61M | 0.10% |
| Hilton Worldwide Holdings Inc. | 12,155 | US$4.02M | 0.09% |
| Icici Bank Limited | 78,161 | US$2.27M | 0.05% |
| Qualcomm Incorporated | 10,606 | US$1.96M | 0.04% |
| Becton, Dickinson And Company | 12,291 | US$1.86M | 0.04% |
| Walmart Inc. | 12,663 | US$1.43M | 0.03% |
| Trip.com Group Ltd. | 19,523 | US$778K | 0.02% |
| Danaher Corporation | 3,457 | US$658K | 0.01% |
| Cognizant Technology Solutions Corporation | 15,316 | US$593K | 0.01% |
| Zoetis Inc. | 2,996 | US$215K | <0.01% |
| Intuit Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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