Comgest Global Investors S.A.S.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 24, 2026), Comgest Global Investors S.A.S. reported 55 stock positions worth $4.5 billion. Its top holding was Taiwan Semiconductor-SP ADR (TSM) at 10.6% of the portfolio, followed by Alphabet Class A (GOOGL, 8.2%) and Johnson & Johnson (JNJ, 7.2%). Compared with Q1 2026, it opened 6 new positions, sold out of 3, added to 13 and reduced 34. The biggest buy was Nvidia (NVDA, shares +95%) and the biggest sale an exit from Intuit (INTU).
- Most Recent 13F
- Q2 2026
- Location
- Paris, I0
- CIK
- 0001574947
- Portfolio Value
- $4.5B (Q2 2026)
- SEC Filing
- 0001172661-26-002770 ↗ filed Jul 24, 2026
Holdings Value
Holdings 55 stocks · $4.5B
| TSM Taiwan Semiconductor-SP ADR | 10.62% | 1,010,486 | $482.6M | Reduce -21.1% |
| GOOGL Alphabet Inc. Class A | 8.22% | 1,045,281 | $373.6M | Reduce -7.7% |
| JNJ Johnson & Johnson | 7.21% | 1,289,528 | $327.5M | Reduce -4.1% |
| V Visa Inc. Class A | 6.96% | 922,397 | $316.5M | Reduce -3.9% |
| AMZN Amazon.com Inc. | 6.70% | 1,277,032 | $304.4M | Add +9.1% |
| AON Aon PLC Class A | 5.99% | 820,270 | $272.1M | Add +30.5% |
| LIN Linde PLC | 5.86% | 513,091 | $266.3M | Reduce -0.9% |
| MSFT Microsoft Corp. | 5.42% | 660,903 | $246.5M | Reduce -22.4% |
| SPGI S&P Global Inc. | 3.94% | 440,036 | $179.2M | Reduce -18.3% |
| CTAS Cintas Corp. | 3.92% | 1,048,947 | $178.4M | Add +45.5% |
| NVDA Nvidia Corp. | 3.06% | 694,368 | $138.9M | Add +94.8% |
| IDXX Idexx Laboratories Inc. | 3.04% | 262,562 | $138.2M | Add +19.1% |
| LLY Eli Lilly & Co. | 2.90% | 110,028 | $132.0M | Reduce -15.9% |
| AXP American Express Co. | 2.83% | 380,885 | $128.8M | Add +7.0% |
| VRSK Verisk Analytics Inc. | 2.42% | 612,925 | $110.0M | Reduce -22.9% |
| MELI MercadoLibre Inc. | 2.18% | 58,286 | $98.9M | Reduce -13.4% |
| MSI Motorola Solutions Inc. | 2.17% | 237,170 | $98.5M | Add +59.6% |
| SPOT Spotify Technology SA | 1.84% | 181,677 | $83.4M | Reduce -15.5% |
| UBER Uber Technologies Inc. | 1.66% | 1,043,047 | $75.3M | Reduce -4.1% |
| NFLX Netflix Inc. | 1.44% | 918,975 | $65.6M | Add +17.3% |
| AAPL Apple Inc. | 1.29% | 202,304 | $58.5M | Add +1.3% |
| AVGO Broadcom Inc. | 1.20% | 144,208 | $54.5M | New |
| ISRG Intuitive Surgical Inc. | 1.10% | 126,197 | $50.2M | New |
| ADI Analog Devices Inc. | 1.01% | 115,884 | $46.0M | Reduce -15.9% |
| ORCL Oracle Corp. | 0.67% | 209,205 | $30.7M | Reduce -69.6% |
| VMC Vulcan Materials Co. | 0.64% | 97,871 | $28.9M | Reduce -18.4% |
| SYK Stryker Corp. | 0.62% | 89,721 | $28.2M | Reduce -14.7% |
| MMYT Makemytrip Ltd. | 0.57% | 486,054 | $25.9M | Reduce -1.0% |
| COST Costco Wholesale Corp. | 0.54% | 26,143 | $24.5M | Reduce -5.0% |
| META Meta Platforms Inc. Class A | 0.53% | 43,053 | $24.3M | Reduce -9.9% |
| SCI Service Corp. International | 0.50% | 298,642 | $22.7M | Reduce -28.0% |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 0.40% | 1,345,251 | $18.0M | New |
| MA Mastercard Inc. Class A | 0.31% | 27,449 | $14.1M | Reduce -22.1% |
| FERG Ferguson Enterprises Inc. | 0.31% | 58,812 | $14.0M | Reduce -19.4% |
| FAST Fastenal Co. | 0.28% | 266,546 | $12.8M | Add +16.3% |
| HDB HDFC Bank Ltd.-ADR | 0.23% | 411,717 | $10.6M | Reduce -15.7% |
| MSCI MSCI Inc. | 0.22% | 17,683 | $9.9M | Add +0.6% |
| URI United Rentals Inc. | 0.16% | 6,335 | $7.2M | Reduce -9.8% |
| BKNG Booking Holdings Inc. | 0.16% | 39,574 | $7.1M | Reduce -12.1% |
| YUMC Yum China Holdings Inc. | 0.15% | 163,390 | $6.7M | Reduce -3.3% |
| CPRT Copart Inc. | 0.13% | 203,711 | $5.7M | Reduce -17.1% |
| APH Amphenol Corp. Class A | 0.10% | 26,162 | $4.6M | New |
| BZ Kanzhun Ltd. - ADR | 0.10% | 345,375 | $4.4M | No change |
| HLT Hilton Worldwide Holdings Inc. | 0.09% | 12,155 | $4.0M | Reduce -23.1% |
| PDD PDD Holdings Inc. | 0.07% | 41,005 | $3.1M | Reduce -26.4% |
| IBN Icici Bank Ltd.-Spon ADR | 0.05% | 78,161 | $2.3M | Add +33.8% |
| ATAT Atour Lifestyle Holdings-ADR | 0.05% | 69,638 | $2.2M | Add +97.6% |
| QCOM Qualcomm Inc. | 0.04% | 10,606 | $2.0M | New |
| BDX Becton Dickinson and Co. | 0.04% | 12,291 | $1.9M | Reduce -73.2% |
| WMT Walmart Inc. | 0.03% | 12,663 | $1.4M | Reduce -28.3% |
| TCOM Trip.com Group Ltd.-ADR | 0.02% | 19,523 | $778K | No change |
| DHR Danaher Corp. | 0.01% | 3,457 | $658K | Reduce -41.9% |
| CTSH Cognizant Tech Solutions-A | 0.01% | 15,316 | $593K | Reduce -14.3% |
| ALLE Allegion PLC | 0.01% | 1,820 | $256K | New |
| ZTS Zoetis Inc. | 0.00% | 2,996 | $215K | Reduce -99.7% |
Portfolio Sells Q1 2026 → Q2 2026
| INTU Intuit Inc. | Sold out | 0.00% | −4.48 |
| ZTS Zoetis Inc. | Reduce -99.7% | 0.00% | −2.80 |
| ORCL Oracle Corp. | Reduce -69.6% | 0.67% | −1.53 |
| MSFT Microsoft Corp. | Reduce -22.4% | 5.42% | −1.45 |
| SPGI S&P Global Inc. | Reduce -18.3% | 3.94% | −1.05 |
| VRSK Verisk Analytics Inc. | Reduce -22.9% | 2.42% | −0.87 |
| SPOT Spotify Technology SA | Reduce -15.5% | 1.84% | −0.44 |
| MELI MercadoLibre Inc. | Reduce -13.4% | 2.18% | −0.36 |
| SCI Service Corp. International | Reduce -28.0% | 0.50% | −0.25 |
| SYK Stryker Corp. | Reduce -14.7% | 0.62% | −0.13 |
| BDX Becton Dickinson and Co. | Reduce -73.2% | 0.04% | −0.12 |
| GLOB Globant SA | Sold out | 0.00% | −0.11 |
| VMC Vulcan Materials Co. | Reduce -18.4% | 0.64% | −0.08 |
| MA Mastercard Inc. Class A | Reduce -22.1% | 0.31% | −0.07 |
| FERG Ferguson Enterprises Inc. | Reduce -19.4% | 0.31% | −0.06 |
| META Meta Platforms Inc. Class A | Reduce -9.9% | 0.53% | −0.06 |
| COST Costco Wholesale Corp. | Reduce -5.0% | 0.54% | −0.06 |
| PDD PDD Holdings Inc. | Reduce -26.4% | 0.07% | −0.06 |
| CPRT Copart Inc. | Reduce -17.1% | 0.13% | −0.05 |
| UBER Uber Technologies Inc. | Reduce -4.1% | 1.66% | −0.05 |
| YUMC Yum China Holdings Inc. | Reduce -3.3% | 0.15% | −0.03 |
| HDB HDFC Bank Ltd.-ADR | Reduce -15.7% | 0.23% | −0.03 |
| HLT Hilton Worldwide Holdings Inc. | Reduce -23.1% | 0.09% | −0.02 |
| WMT Walmart Inc. | Reduce -28.3% | 0.03% | −0.02 |
| CTSH Cognizant Tech Solutions-A | Reduce -14.3% | 0.01% | −0.01 |
| BKNG Booking Holdings Inc. | Reduce -12.1% | 0.16% | −0.01 |
| DHR Danaher Corp. | Reduce -41.9% | 0.01% | −0.01 |
| MDT Medtronic PLC | Sold out | 0.00% | −0.01 |
| JNJ Johnson & Johnson | Reduce -4.1% | 7.21% | +0.04 |
| URI United Rentals Inc. | Reduce -9.8% | 0.16% | +0.05 |
| ADI Analog Devices Inc. | Reduce -15.9% | 1.01% | +0.06 |
| MMYT Makemytrip Ltd. | Reduce -1.0% | 0.57% | +0.17 |
| LIN Linde PLC | Reduce -0.9% | 5.86% | +0.26 |
| LLY Eli Lilly & Co. | Reduce -15.9% | 2.90% | +0.28 |
| V Visa Inc. Class A | Reduce -3.9% | 6.96% | +0.64 |
| GOOGL Alphabet Inc. Class A | Reduce -7.7% | 8.22% | +1.12 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -21.1% | 10.62% | +1.18 |
Portfolio Buys Q1 2026 → Q2 2026
| NVDA Nvidia Corp. | Add +94.8% | 3.06% | +1.70 |
| AON Aon PLC Class A | Add +30.5% | 5.99% | +1.56 |
| AMZN Amazon.com Inc. | Add +9.1% | 6.70% | +1.38 |
| CTAS Cintas Corp. | Add +45.5% | 3.92% | +1.27 |
| AVGO Broadcom Inc. | New | 1.20% | +1.20 |
| ISRG Intuitive Surgical Inc. | New | 1.10% | +1.10 |
| MSI Motorola Solutions Inc. | Add +59.6% | 2.17% | +0.76 |
| AXP American Express Co. | Add +7.0% | 2.83% | +0.49 |
| NU Nu Holdings Ltd./Cayman Isl-A | New | 0.40% | +0.40 |
| IDXX Idexx Laboratories Inc. | Add +19.1% | 3.04% | +0.34 |
| AAPL Apple Inc. | Add +1.3% | 1.29% | +0.18 |
| APH Amphenol Corp. Class A | New | 0.10% | +0.10 |
| FAST Fastenal Co. | Add +16.3% | 0.28% | +0.05 |
| QCOM Qualcomm Inc. | New | 0.04% | +0.04 |
| ATAT Atour Lifestyle Holdings-ADR | Add +97.6% | 0.05% | +0.02 |
| IBN Icici Bank Ltd.-Spon ADR | Add +33.8% | 0.05% | +0.02 |
| MSCI MSCI Inc. | Add +0.6% | 0.22% | +0.01 |
| ALLE Allegion PLC | New | 0.01% | +0.01 |
| NFLX Netflix Inc. | Add +17.3% | 1.44% | −0.20 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 55 | $4.5B | TSM, GOOGL, JNJ, V, AMZN |
| Q1 2026 | 52 | $4.6B | TSM, JNJ, GOOGL, MSFT, V |
| Q4 2025 | 55 | $5.6B | TSM, MSFT, GOOGL, V, JNJ |
| Q3 2025 | 60 | $5.6B | TSM, MSFT, LIN, GOOGL, V |
| Q2 2025 | 64 | $5.9B | MSFT, TSM, LIN, V, INTU |
| Q1 2025 | 62 | $5.6B | MSFT, LIN, V, ACN, LLY |
| Q4 2024 | 60 | $6.1B | MSFT, LLY, TSM, ACN, V |
| Q3 2024 | 63 | $7.0B | ACN, LIN, MSFT, LLY, TSM |
| Q2 2024 | 66 | $7.3B | LIN, ACN, MSFT, LLY, ICLR |
| Q1 2024 | 66 | $7.2B | LIN, ACN, MSFT, LLY, ICLR |