Comgest Global Investors S.A.S.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 13, 2026), Comgest Global Investors S.A.S. reported 52 stock positions worth $4.6 billion. Its top holding was Taiwan Semiconductor-SP ADR (TSM) at 9.4% of the portfolio, followed by Johnson & Johnson (JNJ, 7.2%) and Alphabet Class A (GOOGL, 7.1%). Compared with Q4 2025, it opened 3 new positions, sold out of 6, added to 19 and reduced 28. The biggest buy was Aon Class A (AON, shares +145%) and the biggest sale Microsoft (MSFT, shares −18%).
- Most Recent 13F
- Q2 2026
- Location
- Paris, I0
- CIK
- 0001574947
- Portfolio Value
- $4.6B (Q1 2026)
- SEC Filing
- 0001172661-26-001785 ↗ filed May 13, 2026
Holdings Value
Holdings 52 stocks · $4.6B
| TSM Taiwan Semiconductor-SP ADR | 9.44% | 1,280,572 | $432.8M | Reduce -25.5% |
| JNJ Johnson & Johnson | 7.16% | 1,344,231 | $328.6M | Reduce -18.7% |
| GOOGL Alphabet Inc. Class A | 7.10% | 1,131,875 | $325.5M | Reduce -21.1% |
| MSFT Microsoft Corp. | 6.88% | 851,927 | $315.4M | Reduce -17.7% |
| V Visa Inc. Class A | 6.32% | 959,793 | $290.1M | Reduce -5.9% |
| LIN Linde PLC | 5.60% | 517,778 | $256.7M | Reduce -16.4% |
| AMZN Amazon.com Inc. | 5.31% | 1,170,268 | $243.7M | Reduce -15.0% |
| SPGI S&P Global Inc. | 5.00% | 538,766 | $229.2M | Add +18.6% |
| INTU Intuit Inc. | 4.48% | 474,989 | $205.4M | Add +7.4% |
| AON Aon PLC Class A | 4.42% | 628,700 | $202.9M | Add +144.8% |
| VRSK Verisk Analytics Inc. | 3.29% | 794,599 | $150.8M | Add +14.5% |
| ZTS Zoetis Inc. | 2.80% | 1,087,649 | $128.6M | Reduce -21.9% |
| IDXX Idexx Laboratories Inc. | 2.70% | 220,354 | $123.8M | Add +6.4% |
| CTAS Cintas Corp. | 2.66% | 721,152 | $122.0M | Add +56.6% |
| LLY Eli Lilly & Co. | 2.62% | 130,786 | $120.3M | Reduce -37.5% |
| MELI MercadoLibre Inc. | 2.54% | 67,320 | $116.4M | Add +73.6% |
| AXP American Express Co. | 2.35% | 355,867 | $107.6M | Add +21.8% |
| SPOT Spotify Technology SA | 2.27% | 215,092 | $104.3M | Add +133.2% |
| ORCL Oracle Corp. | 2.20% | 687,303 | $101.1M | Reduce -12.8% |
| UBER Uber Technologies Inc. | 1.71% | 1,087,396 | $78.2M | Add +22.4% |
| NFLX Netflix Inc. | 1.64% | 783,267 | $75.3M | Add +75.7% |
| MSI Motorola Solutions Inc. | 1.41% | 148,570 | $64.5M | Add +543.6% |
| NVDA Nvidia Corp. | 1.36% | 356,547 | $62.2M | Reduce -2.7% |
| AAPL Apple Inc. | 1.11% | 199,798 | $50.7M | Reduce -16.2% |
| ADI Analog Devices Inc. | 0.96% | 137,826 | $43.8M | Reduce -68.8% |
| SYK Stryker Corp. | 0.75% | 105,139 | $34.5M | Reduce -11.8% |
| SCI Service Corp. International | 0.75% | 414,572 | $34.2M | Reduce -18.3% |
| VMC Vulcan Materials Co. | 0.71% | 119,927 | $32.7M | Reduce -26.0% |
| COST Costco Wholesale Corp. | 0.60% | 27,516 | $27.4M | Reduce -76.4% |
| META Meta Platforms Inc. Class A | 0.60% | 47,783 | $27.3M | Reduce -13.7% |
| MMYT Makemytrip Ltd. | 0.40% | 491,029 | $18.3M | Add +1.4% |
| MA Mastercard Inc. Class A | 0.38% | 35,241 | $17.6M | Reduce -20.6% |
| FERG Ferguson Enterprises Inc. | 0.37% | 72,996 | $17.0M | Add +1.9% |
| HDB HDFC Bank Ltd.-ADR | 0.26% | 488,345 | $12.2M | Reduce -2.7% |
| FAST Fastenal Co. | 0.23% | 229,296 | $10.6M | Reduce -15.4% |
| MSCI MSCI Inc. | 0.21% | 17,572 | $9.5M | Reduce -3.3% |
| YUMC Yum China Holdings Inc. | 0.18% | 168,972 | $8.2M | Reduce -12.4% |
| CPRT Copart Inc. | 0.18% | 245,597 | $8.2M | Reduce -92.1% |
| BKNG Booking Holdings Inc. | 0.17% | 1,800 | $7.6M | New |
| BDX Becton Dickinson and Co. | 0.16% | 45,774 | $7.2M | Add +3.7% |
| PDD PDD Holdings Inc. | 0.12% | 55,752 | $5.7M | No change |
| GLOB Globant SA | 0.11% | 113,447 | $5.2M | Reduce -23.0% |
| URI United Rentals Inc. | 0.11% | 7,024 | $5.1M | Add +24.7% |
| HLT Hilton Worldwide Holdings Inc. | 0.10% | 15,800 | $4.8M | Reduce -15.1% |
| BZ Kanzhun Ltd. - ADR | 0.10% | 345,375 | $4.6M | Add +18.5% |
| WMT Walmart Inc. | 0.05% | 17,663 | $2.2M | Reduce -12.8% |
| IBN Icici Bank Ltd.-Spon ADR | 0.03% | 58,438 | $1.5M | New |
| ATAT Atour Lifestyle Holdings-ADR | 0.03% | 35,237 | $1.3M | New |
| DHR Danaher Corp. | 0.02% | 5,950 | $1.1M | Reduce -0.2% |
| CTSH Cognizant Tech Solutions-A | 0.02% | 17,880 | $1.1M | Add +45.4% |
| TCOM Trip.com Group Ltd.-ADR | 0.02% | 19,523 | $972K | Add +75.3% |
| MDT Medtronic PLC | 0.01% | 4,684 | $406K | No change |
Portfolio Sells Q4 2025 → Q1 2026
| MSFT Microsoft Corp. | Reduce -17.7% | 6.88% | −2.05 |
| CPRT Copart Inc. | Reduce -92.1% | 0.18% | −1.98 |
| ACN Accenture PLC Class A | Sold out | 0.00% | −1.89 |
| LLY Eli Lilly & Co. | Reduce -37.5% | 2.62% | −1.38 |
| COST Costco Wholesale Corp. | Reduce -76.4% | 0.60% | −1.20 |
| ADI Analog Devices Inc. | Reduce -68.8% | 0.96% | −1.18 |
| GOOGL Alphabet Inc. Class A | Reduce -21.1% | 7.10% | −0.90 |
| ORCL Oracle Corp. | Reduce -12.8% | 2.20% | −0.53 |
| AMZN Amazon.com Inc. | Reduce -15.0% | 5.31% | −0.35 |
| ZTS Zoetis Inc. | Reduce -21.9% | 2.80% | −0.32 |
| STVN Stevanato Group SPA | Sold out | 0.00% | −0.12 |
| VMC Vulcan Materials Co. | Reduce -26.0% | 0.71% | −0.11 |
| ISRG Intuitive Surgical Inc. | Sold out | 0.00% | −0.08 |
| MA Mastercard Inc. Class A | Reduce -20.6% | 0.38% | −0.07 |
| HDB HDFC Bank Ltd.-ADR | Reduce -2.7% | 0.26% | −0.06 |
| GLOB Globant SA | Reduce -23.0% | 0.11% | −0.06 |
| META Meta Platforms Inc. Class A | Reduce -13.7% | 0.60% | −0.06 |
| AAPL Apple Inc. | Reduce -16.2% | 1.11% | −0.05 |
| V Visa Inc. Class A | Reduce -5.9% | 6.32% | −0.05 |
| AVY Avery Dennison Corp. | Sold out | 0.00% | −0.04 |
| TME Tencent Music Entertainm-ADR | Sold out | 0.00% | −0.04 |
| JBHT Hunt (jb) Transprt SVCS Inc. | Sold out | 0.00% | −0.02 |
| DHR Danaher Corp. | Reduce -0.2% | 0.02% | +0.00 |
| SYK Stryker Corp. | Reduce -11.8% | 0.75% | +0.01 |
| WMT Walmart Inc. | Reduce -12.8% | 0.05% | +0.01 |
| HLT Hilton Worldwide Holdings Inc. | Reduce -15.1% | 0.10% | +0.01 |
| YUMC Yum China Holdings Inc. | Reduce -12.4% | 0.18% | +0.02 |
| MSCI MSCI Inc. | Reduce -3.3% | 0.21% | +0.02 |
| FAST Fastenal Co. | Reduce -15.4% | 0.23% | +0.04 |
| SCI Service Corp. International | Reduce -18.3% | 0.75% | +0.04 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -25.5% | 9.44% | +0.13 |
| NVDA Nvidia Corp. | Reduce -2.7% | 1.36% | +0.14 |
| LIN Linde PLC | Reduce -16.4% | 5.60% | +0.89 |
| JNJ Johnson & Johnson | Reduce -18.7% | 7.16% | +1.06 |
Portfolio Buys Q4 2025 → Q1 2026
| AON Aon PLC Class A | Add +144.8% | 4.42% | +2.81 |
| SPOT Spotify Technology SA | Add +133.2% | 2.27% | +1.32 |
| MSI Motorola Solutions Inc. | Add +543.6% | 1.41% | +1.25 |
| MELI MercadoLibre Inc. | Add +73.6% | 2.54% | +1.15 |
| CTAS Cintas Corp. | Add +56.6% | 2.66% | +1.12 |
| NFLX Netflix Inc. | Add +75.7% | 1.64% | +0.90 |
| SPGI S&P Global Inc. | Add +18.6% | 5.00% | +0.77 |
| VRSK Verisk Analytics Inc. | Add +14.5% | 3.29% | +0.52 |
| AXP American Express Co. | Add +21.8% | 2.35% | +0.42 |
| UBER Uber Technologies Inc. | Add +22.4% | 1.71% | +0.41 |
| IDXX Idexx Laboratories Inc. | Add +6.4% | 2.70% | +0.20 |
| BKNG Booking Holdings Inc. | New | 0.17% | +0.17 |
| FERG Ferguson Enterprises Inc. | Add +1.9% | 0.37% | +0.09 |
| IBN Icici Bank Ltd.-Spon ADR | New | 0.03% | +0.03 |
| URI United Rentals Inc. | Add +24.7% | 0.11% | +0.03 |
| ATAT Atour Lifestyle Holdings-ADR | New | 0.03% | +0.03 |
| TCOM Trip.com Group Ltd.-ADR | Add +75.3% | 0.02% | +0.01 |
| CTSH Cognizant Tech Solutions-A | Add +45.4% | 0.02% | +0.01 |
| BDX Becton Dickinson and Co. | Add +3.7% | 0.16% | +0.00 |
| BZ Kanzhun Ltd. - ADR | Add +18.5% | 0.10% | −0.01 |
| MMYT Makemytrip Ltd. | Add +1.4% | 0.40% | −0.31 |
| INTU Intuit Inc. | Add +7.4% | 4.48% | −0.74 |
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 |