Q2 2026 13F · SEC CIK 1574947

Comgest Global Investors S.a.s.

Asset managerFiled 2026-07-24 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $4.5B
Reported positions: 55
Top holdings a year, 3 yrs: +13.8%
Average holding period: 8.3 yrs

Comgest Global Investors S.a.s. is an asset manager that reported 55 positions worth $4.5B in its Q2 2026 13F, filed 2026-07-24. Its largest holdings were Taiwan Semiconductor Manufac (TSM, 10.6%), Alphabet Inc (GOOGL, 8.2%), Johnson & Johnson (JNJ, 7.2%). A portfolio copying its top holdings returned 13.8% a year over the last 3 years, against 20.4% for the S&P 500.

Comgest Global Investors S.a.s. holdings largest 50 of 55 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Comgest Global Investors S.a.s. 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
TSMTaiwan Semiconductor Manufac	10.6%	9.4%	1,010,486	-21.1%	$482.6M
GOOGLAlphabet Inc	8.2%	7.1%	1,045,281	-7.7%	$373.6M
JNJJohnson & Johnson	7.2%	7.2%	1,289,528	-4.1%	$327.5M
VVisa Inc	7.0%	6.3%	922,397	-3.9%	$316.5M
AMZNAmazon Com Inc	6.7%	5.3%	1,277,032	+9.1%	$304.4M
AONAon PLC	6.0%	4.4%	820,270	+30.5%	$272.1M
LINLinde PLC	5.9%	5.6%	513,091	-0.9%	$266.3M
MSFTMicrosoft Corp	5.4%	6.9%	660,903	-22.4%	$246.5M
SPGIS&p Global Inc	3.9%	5.0%	440,036	-18.3%	$179.2M
CTASCintas Corp	3.9%	2.7%	1,048,947	+45.5%	$178.4M
NVDANvidia Corporation	3.1%	1.4%	694,368	+94.7%	$138.9M
IDXXIdexx Labs Inc	3.0%	2.7%	262,562	+19.2%	$138.2M
LLYEli Lilly & Co	2.9%	2.6%	110,028	-15.9%	$132.0M
AXPAmerican Express Co	2.8%	2.3%	380,885	+7.0%	$128.8M
VRSKVerisk Analytics Inc	2.4%	3.3%	612,925	-22.9%	$110.0M
MELIMercadolibre Inc	2.2%	2.5%	58,286	-13.4%	$98.9M
MSIMotorola Solutions Inc	2.2%	1.4%	237,170	+59.6%	$98.5M
SPOTSpotify Technology SA	1.8%	2.3%	181,677	-15.5%	$83.4M
UBERUber Technologies Inc	1.7%	1.7%	1,043,047	-4.1%	$75.3M
NFLXNetflix Inc.	1.4%	1.6%	918,975	+17.3%	$65.6M
AAPLApple Inc	1.3%	1.1%	202,304	+1.3%	$58.5M
AVGOBroadcom Inc	1.2%	—	144,208	—	$54.5M
ISRGIntuitive Surgical Inc	1.1%	—	126,197	—	$50.2M
ADIAnalog Devices Inc	1.0%	1.0%	115,884	-15.9%	$46.0M
ORCLOracle Corp	0.7%	2.2%	209,205	-69.6%	$30.7M
VMCVulcan Matls Co	0.6%	0.7%	97,871	-18.4%	$28.9M
SYKStryker Corporation	0.6%	0.8%	89,721	-14.7%	$28.2M
MMYTMakemytrip Limited Mauritius	0.6%	0.4%	486,054	-1.0%	$25.9M
COSTCostco Wholesale Corporation	0.5%	0.6%	26,143	-5.0%	$24.5M
METAMeta Platforms Inc	0.5%	0.6%	43,053	-9.9%	$24.3M
SCIService Corp Intl Com	0.5%	0.7%	298,642	-28.0%	$22.7M
NUNu Hldgs Ltd	0.4%	—	1,345,251	—	$18.0M
MAMastercard Incorporated	0.3%	0.4%	27,449	-22.1%	$14.1M
FERGFerguson Enterprises Inc Common Stock Ne	0.3%	0.4%	58,812	-19.4%	$14.0M
FASTFastenal Co	0.3%	0.2%	266,546	+16.2%	$12.8M
HDBHdfc Bank Ltd	0.2%	0.3%	411,717	-15.7%	$10.6M
MSCIMsci Inc	0.2%	0.2%	17,683	+0.6%	$9.9M
URIUnited Rentals Inc	0.2%	0.1%	6,335	-9.8%	$7.2M
BKNGBooking Holdings Inc	0.2%	0.2%	39,574	+2098.6%	$7.1M
YUMCYum China Hldgs Inc	0.1%	0.2%	163,390	-3.3%	$6.7M
CPRTCopart Inc	0.1%	0.2%	203,711	-17.1%	$5.7M
APHAmphenol Corp	0.1%	—	26,162	—	$4.6M
BZKanzhun Limited	0.1%	0.1%	345,375	+0.0%	$4.4M
HLTHilton Worldwide Hldgs Inc	0.1%	0.1%	12,155	-23.1%	$4.0M
PDDPdd Holdings Inc	0.1%	0.1%	41,005	-26.5%	$3.1M
IBNIcici Bk Ltd	0.1%	0.0%	78,161	+33.8%	$2.3M
ATATAtour Lifestyle Hldgs Ltd	0.0%	0.0%	69,638	+97.6%	$2.2M
QCOMQualcomm Inc	0.0%	—	10,606	—	$2.0M
BDXBecton Dickinson & Co	0.0%	0.2%	12,291	-73.1%	$1.9M
WMTWalmart Inc	0.0%	0.0%	12,663	-28.3%	$1.4M

What Comgest Global Investors S.a.s. bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +10.4% /yr; S&P 500 +20.1%
3 years: +13.8% /yr; S&P 500 +20.4%
5 years: +9.6% /yr; S&P 500 +14.9%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$4.5B	55
Q1 2026	$4.6B	52
Q4 2025	$5.6B	55
Q3 2025	$5.6B	60
Q2 2025	$5.9B	64
Q1 2025	$5.6B	62
Q4 2024	$6.1B	60
Q3 2024	$7.0B	63
Q2 2024	$7.3B	66
Q1 2024	$7.2B	66
Q4 2023	$6.7B	63
Q3 2023	$5.8B	65

Questions about Comgest Global Investors S.a.s.'s portfolio

What stocks does Comgest Global Investors S.a.s. own?

Comgest Global Investors S.a.s.'s latest 13F, for Q2 2026 and filed Jul 24, 2026, lists 55 positions worth $4.5B. The largest are Taiwan Semiconductor Manufac (TSM) at 10.6%, Alphabet Inc (GOOGL) at 8.2%, Johnson & Johnson (JNJ) at 7.2%, Visa Inc (V) at 7.0% and Amazon Com Inc (AMZN) at 6.7%.

What did Comgest Global Investors S.a.s. buy last quarter?

In Q2 2026, Comgest Global Investors S.a.s. added Booking Holdings Inc (BKNG) (+2098.6% shares), Atour Lifestyle Hldgs Ltd (ATAT) (+97.6% shares) and Nvidia Corporation (NVDA) (+94.7% shares), compared with its Q1 2026 filing.

What did Comgest Global Investors S.a.s. sell last quarter?

In Q2 2026, Comgest Global Investors S.a.s. cut from its top 50 Intuit (INTU), cut from its top 50 Zoetis Inc (ZTS), cut from its top 50 Globant S A (GLOB), cut from its top 50 Danaher Corp Del (DHR), cut from its top 50 Cognizant Technology Solutio (CTSH), Becton Dickinson & Co (BDX) (-73.1% shares), Oracle Corp (ORCL) (-69.6% shares) and Walmart Inc (WMT) (-28.3% shares), compared with its Q1 2026 filing.

How has Comgest Global Investors S.a.s.'s portfolio performed?

A portfolio copying Comgest Global Investors S.a.s.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +13.8% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +10.4% against +20.1%. Over 5 years: +9.6% a year against +14.9%.

When is Comgest Global Investors S.a.s.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Comgest Global Investors S.a.s.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.