COMGEST GLOBAL INVESTORS S.A.S.

Paris, I0 · CIK 1574947 · 13F filing filed 2026-07-24

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

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FamilyCOMGEST GLOBAL INVESTORS S.A.S. · 2 related pages

$4.5bn reported value -0.9% vs Q1 2026

55positions

64.8%in top 10

6 new 13 added 34 reduced 3 sold out vs Q1 2026

This report includes the holdings of 3 other managers that share the investment decisions:

COMGEST S.A. – reports through this filing
Comgest Asset Management International Ltd – reports through this filing
Comgest Asset Management Japan Ltd. – reports through this filing

Shares in two reports are counted once in each security's totals.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	1,010,486	$482.6m10.62%	10.62%	Reduced -270.1k	-270,086 -21.1%
2	ALPHABET INC CAP STK CL A GOOGL	GOOGL	1,045,281	$373.6m8.22%	8.22%	Reduced -86.6k	-86,594 -7.7%
3	JOHNSON & JOHNSON COM JNJ	JNJ	1,289,528	$327.5m7.21%	7.21%	Reduced -54.7k	-54,703 -4.1%
4	VISA INC COM CL A V	V	922,397	$316.5m6.96%	6.96%	Reduced -37.4k	-37,396 -3.9%
5	AMAZON COM INC COM AMZN	AMZN	1,277,032	$304.4m6.70%	6.70%	Added +106.8k	+106,764 9.1%
6	AON PLC SHS CL A AON	AON	820,270	$272.1m5.99%	5.99%	Added +191.6k	+191,570 30.5%
7	LINDE PLC SHS LIN	LIN	513,091	$266.3m5.86%	5.86%	Reduced -4.7k	-4,687 -0.9%
8	MICROSOFT CORP COM MSFT	MSFT	660,903	$246.5m5.42%	5.42%	Reduced -191.0k	-191,024 -22.4%
9	S&P GLOBAL INC COM SPGI	SPGI	440,036	$179.2m3.94%	3.94%	Reduced -98.7k	-98,730 -18.3%
10	CINTAS CORP COM CTAS	CTAS	1,048,947	$178.4m3.92%	3.92%	Added +327.8k	+327,795 45.5%
11	NVIDIA CORPORATION COM NVDA	NVDA	694,368	$138.9m3.06%	3.06%	Added +337.8k	+337,821 94.8%
12	IDEXX LABS INC COM IDXX	IDXX	262,562	$138.2m3.04%	3.04%	Added +42.2k	+42,208 19.1%
13	ELI LILLY & CO COM LLY	LLY	110,028	$132.0m2.90%	2.90%	Reduced -20.8k	-20,758 -15.9%
14	AMERICAN EXPRESS CO COM AXP	AXP	380,885	$128.8m2.83%	2.83%	Added +25.0k	+25,018 7.0%
15	VERISK ANALYTICS INC COM VRSK	VRSK	612,925	$110.0m2.42%	2.42%	Reduced -181.7k	-181,674 -22.9%
16	MERCADOLIBRE INC COM MELI	MELI	58,286	$98.9m2.18%	2.18%	Reduced -9.0k	-9,034 -13.4%
17	MOTOROLA SOLUTIONS INC COM NEW MSI	MSI	237,170	$98.5m2.17%	2.17%	Added +88.6k	+88,600 59.6%
18	SPOTIFY TECHNOLOGY S A SHS SPOT	SPOT	181,677	$83.4m1.84%	1.84%	Reduced -33.4k	-33,415 -15.5%
19	UBER TECHNOLOGIES INC COM UBER	UBER	1,043,047	$75.3m1.66%	1.66%	Reduced -44.3k	-44,349 -4.1%
20	NETFLIX INC COM NFLX	NFLX	918,975	$65.6m1.44%	1.44%	Added +135.7k	+135,708 17.3%
21	APPLE INC COM AAPL	AAPL	202,304	$58.5m1.29%	1.29%	Added +2.5k	+2,506 1.2%
22	BROADCOM INC COM AVGO	AVGO	144,208	$54.5m1.20%	1.20%	New
23	INTUITIVE SURGICAL INC COM NEW ISRG	ISRG	126,197	$50.2m1.10%	1.10%	New
24	ANALOG DEVICES INC COM ADI	ADI	115,884	$46.0m1.01%	1.01%	Reduced -21.9k	-21,942 -15.9%
25	ORACLE CORP COM ORCL	ORCL	209,205	$30.7m0.67%	0.67%	Reduced -478.1k	-478,098 -69.6%
26	VULCAN MATLS CO COM VMC	VMC	97,871	$28.9m0.64%	0.64%	Reduced -22.1k	-22,056 -18.4%
27	STRYKER CORPORATION COM SYK	SYK	89,721	$28.2m0.62%	0.62%	Reduced -15.4k	-15,418 -14.7%
28	MAKEMYTRIP LIMITED MAURITIUS SHS MMYT	MMYT	486,054	$25.9m0.57%	0.57%	Reduced -5.0k	-4,975 -1.0%
29	COSTCO WHSL CORP NEW COM COST	COST	26,143	$24.5m0.54%	0.54%	Reduced -1.4k	-1,373 -5.0%
30	META PLATFORMS INC CL A META	META	43,053	$24.3m0.53%	0.53%	Reduced -4.7k	-4,730 -9.9%
31	SERVICE CORP INTL COM SCI	SCI	298,642	$22.7m0.50%	0.50%	Reduced -115.9k	-115,930 -28.0%
32	NU HLDGS LTD ORD SHS CL A NU	NU	1,345,251	$18.0m0.40%	0.40%	New
33	MASTERCARD INCORPORATED CL A MA	MA	27,449	$14.1m0.31%	0.31%	Reduced -7.8k	-7,792 -22.1%
34	FERGUSON ENTERPRISES INC COMMON STOCK NEW FERG	FERG	58,812	$14.0m0.31%	0.31%	Reduced -14.2k	-14,184 -19.4%
35	FASTENAL CO COM FAST	FAST	266,546	$12.8m0.28%	0.28%	Added +37.2k	+37,250 16.2%
36	HDFC BANK LTD SPONSORED ADS HDB	HDB	411,717	$10.6m0.23%	0.23%	Reduced -76.6k	-76,628 -15.7%
37	MSCI INC COM MSCI	MSCI	17,683	$9.9m0.22%	0.22%	Added +111	+111 0.6%
38	UNITED RENTALS INC COM URI	URI	6,335	$7.2m0.16%	0.16%	Reduced -689	-689 -9.8%
39	BOOKING HOLDINGS INC COM BKNG	BKNG	39,574	$7.1m0.16%	0.16%	Reduced -5.4k	-5,426 -12.1%
40	YUM CHINA HLDGS INC COM YUMC	YUMC	163,390	$6.7m0.15%	0.15%	Reduced -5.6k	-5,582 -3.3%
41	COPART INC COM CPRT	CPRT	203,711	$5.7m0.13%	0.13%	Reduced -41.9k	-41,886 -17.1%
42	AMPHENOL CORP CL A APH	APH	26,162	$4.6m0.10%	0.10%	New
43	KANZHUN LIMITED SPONSORED ADS BZ	BZ	345,375	$4.4m0.10%	0.10%	Unchanged
44	HILTON WORLDWIDE HLDGS INC COM HLT	HLT	12,155	$4.0m0.09%	0.09%	Reduced -3.6k	-3,645 -23.1%
45	PDD HOLDINGS INC SPONSORED ADS PDD	PDD	41,005	$3.1m0.07%	0.07%	Reduced -14.7k	-14,747 -26.4%
46	ICICI BANK LIMITED ADR IBN	IBN	78,161	$2.3m0.05%	0.05%	Added +19.7k	+19,723 33.8%
47	ATOUR LIFESTYLE HLDGS LTD SPONSORED ADS ATAT	ATAT	69,638	$2.2m0.05%	0.05%	Added +34.4k	+34,401 97.6%
48	QUALCOMM INC COM QCOM	QCOM	10,606	$2.0m0.04%	0.04%	New
49	BECTON DICKINSON & CO COM BDX	BDX	12,291	$1.9m0.04%	0.04%	Reduced -33.5k	-33,483 -73.2%
50	WALMART INC COM WMT	WMT	12,663	$1.4m0.03%	0.03%	Reduced -5.0k	-5,000 -28.3%
51	TRIP COM GROUP LTD ADS TCOM	TCOM	19,523	$777.8k0.02%	0.02%	Unchanged
52	DANAHER CORPORATION COM DHR	DHR	3,457	$658.5k0.01%	0.01%	Reduced -2.5k	-2,493 -41.9%
53	COGNIZANT TECHNOLOGY SOLUTIO CL A CTSH	CTSH	15,316	$593.2k0.01%	0.01%	Reduced -2.6k	-2,564 -14.3%
54	ALLEGION PLC ORD SHS ALLE	ALLE	1,820	$255.7k0.01%	0.01%	New
55	ZOETIS INC CL A ZTS	ZTS	2,996	$215.3k0.00%	0.00%	Reduced -1.1m	-1,084,653 -99.7%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
INTUIT INTU	INTU	474,989	$205.4m475.0k shares
GLOBANT S A GLOB	GLOB	113,447	$5.2m113.4k shares
MEDTRONIC PLC MDT	MDT	4,684	$405.9k4.7k shares