2026 Q2 Portfolio Activity
In 2026 Q2, COMGEST GLOBAL INVESTORS S.A.S. maintained a portfolio of 58 distinct positions. The most significant new addition was BROADCOM INC, now representing 1.20% of the total fund value. They heavily accumulated shares in NVIDIA CORPORATION, increasing the position by 94.7%. Conversely, COMGEST GLOBAL INVESTORS S.A.S. completely exited their position in INTUIT.
Position History
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Total Positions
58
Quarter
2026 Q2
Top Holding
TSM (10.6%)
Top 10 Concentration
64.8%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 58
COMGEST GLOBAL INVESTORS S.A.S. Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
TSM
TAIWAN SEMICOND...
|
Technology | 10.62% | 9.44% |
#1
Prev: #1
|
6.0 |
—
|
-270,086 | -21.1% |
P
S
|
1,010,486 | $482,577,799 |
$28.78
+1304.4%
|
2014 Q4 | 13F Filing | 2026-06-30 | 2026-07-24 | ||
|
GOOGL
ALPHABET INC
|
Communication Services | 8.22% | 7.10% |
#2
1
Prev: #3
|
5.3 |
—
|
-86,594 | -7.7% |
P
S
|
1,045,281 | $373,552,071 |
$98.19
+280.4%
|
2015 Q4 | 13F Filing | 2026-06-30 | 2026-07-24 | ||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 7.21% | 7.16% |
#3
1
Prev: #2
|
4.4 |
—
|
-54,703 | -4.1% |
P
S
|
1,289,528 | $327,501,426 |
$110.17
+132.7%
|
2014 Q4 | 13F Filing | 2026-06-30 | 2026-07-24 | ||
|
V
VISA INC
|
Financial Services | 6.96% | 6.32% |
#4
1
Prev: #5
|
3.8 |
—
|
-37,396 | -3.9% |
P
S
|
922,397 | $316,465,187 | 2014 Q4 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 6.70% | 5.31% |
#5
2
Prev: #7
|
5.2 |
—
|
106,764 | 9.1% |
P
S
|
1,277,032 | $304,367,807 | 2014 Q4 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
AON
AON PLC
|
Financial Services | 5.99% | 4.42% |
#6
4
Prev: #10
|
4.9 |
—
|
191,570 | 30.5% |
P
S
|
820,270 | $272,075,356 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
LIN
LINDE PLC
|
Basic Materials | 5.86% | 5.60% |
#7
1
Prev: #6
|
2.8 |
—
|
-4,687 | -0.9% |
P
S
|
513,091 | $266,263,444 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 5.42% | 6.88% |
#8
4
Prev: #4
|
2.2 |
—
|
-191,024 | -22.4% |
P
S
|
660,903 | $246,530,037 | 2014 Q4 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
SPGI
S&P GLOBAL INC
|
Financial Services | 3.94% | 5.00% |
#9
1
Prev: #8
|
2.1 |
—
|
-98,730 | -18.3% |
P
S
|
440,036 | $179,209,061 | 2016 Q2 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
CTAS
CINTAS CORP
|
Industrials | 3.92% | 2.66% |
#10
4
Prev: #14
|
4.1 |
—
|
327,795 | 45.5% |
P
S
|
1,048,947 | $178,404,906 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 3.06% | 1.36% |
#11
12
Prev: #23
|
4.2 |
—
|
337,821 | 94.7% |
P
S
|
694,368 | $138,936,093 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
IDXX
IDEXX LABS INC
|
Healthcare | 3.04% | 2.70% |
#12
1
Prev: #13
|
3.2 |
—
|
42,208 | 19.2% |
P
S
|
262,562 | $138,223,139 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
LLY
ELI LILLY & CO
|
Healthcare | 2.90% | 2.62% |
#13
2
Prev: #15
|
1.7 |
—
|
-20,758 | -15.9% |
P
S
|
110,028 | $131,970,884 | 2015 Q3 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
AXP
AMERICAN EXPRES...
|
Financial Services | 2.83% | 2.35% |
#14
3
Prev: #17
|
3.1 |
—
|
25,018 | 7.0% |
P
S
|
380,885 | $128,834,351 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
VRSK
VERISK ANALYTIC...
|
Industrials | 2.42% | 3.29% |
#15
4
Prev: #11
|
1.0 |
—
|
-181,674 | -22.9% |
P
S
|
612,925 | $110,038,425 | 2014 Q4 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
MELI
MERCADOLIBRE IN...
|
Consumer Cyclical | 2.18% | 2.54% |
#16
Prev: #16
|
1.4 |
—
|
-9,034 | -13.4% |
P
S
|
58,286 | $98,934,074 | 2020 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
MSI
MOTOROLA SOLUTI...
|
Technology | 2.17% | 1.41% |
#17
5
Prev: #22
|
3.9 |
—
|
88,600 | 59.6% |
P
S
|
237,170 | $98,494,329 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
SPOT
SPOTIFY TECHNOL...
|
Communication Services | 1.84% | 2.27% |
#18
Prev: #18
|
1.2 |
—
|
-33,415 | -15.5% |
P
S
|
181,677 | $83,413,361 | 2021 Q3 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
UBER
UBER TECHNOLOGI...
|
Technology | 1.66% | 1.71% |
#19
1
Prev: #20
|
1.2 |
—
|
-44,349 | -4.1% |
P
S
|
1,043,047 | $75,266,272 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
NFLX
NETFLIX INC.
|
Communication Services | 1.44% | 1.64% |
#20
1
Prev: #21
|
2.6 |
—
|
135,708 | 17.3% |
P
S
|
918,975 | $65,614,815 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
AAPL
APPLE INC
|
Technology | 1.29% | 1.11% |
#21
3
Prev: #24
|
1.0 |
—
|
2,506 | 1.3% |
P
S
|
202,304 | $58,538,685 | 2015 Q3 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
AVGO
BROADCOM INC
|
Technology | 1.20% | — |
#22
Prev: #—
|
4.0 |
—
|
144,208 | — |
NEW
|
144,208 | $54,474,572 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
ISRG
INTUITIVE SURGI...
|
Healthcare | 1.10% | — |
#23
Prev: #—
|
3.9 |
—
|
126,197 | — |
NEW
|
126,197 | $50,186,023 | 2020 Q2 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
ADI
ANALOG DEVICES ...
|
Technology | 1.01% | 0.96% |
#24
1
Prev: #25
|
0.9 |
—
|
-21,942 | -15.9% |
P
S
|
115,884 | $46,025,648 | 2020 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
ORCL
ORACLE CORP
|
Technology | 0.67% | 2.20% |
#25
6
Prev: #19
|
0.3 |
—
|
-478,098 | -69.6% |
P
S
|
209,205 | $30,658,993 | 2014 Q4 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
VMC
VULCAN MATLS CO
|
Basic Materials | 0.64% | 0.71% |
#26
2
Prev: #28
|
0.8 |
—
|
-22,056 | -18.4% |
P
S
|
97,871 | $28,872,924 | 2021 Q2 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
SYK
STRYKER CORPORA...
|
Healthcare | 0.62% | 0.75% |
#27
1
Prev: #26
|
0.7 |
—
|
-15,418 | -14.7% |
P
S
|
89,721 | $28,247,760 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
MMYT
MAKEMYTRIP LIMI...
|
Consumer Cyclical | 0.57% | 0.40% |
#28
3
Prev: #31
|
0.7 |
—
|
-4,975 | -1.0% |
P
S
|
486,054 | $25,901,818 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
COST
COSTCO WHOLESAL...
|
Consumer Defensive | 0.54% | 0.60% |
#29
Prev: #29
|
0.7 |
—
|
-1,373 | -5.0% |
P
S
|
26,143 | $24,455,992 | 2014 Q4 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
META
META PLATFORMS ...
|
Communication Services | 0.53% | 0.60% |
#30
Prev: #30
|
0.7 |
—
|
-4,730 | -9.9% |
P
S
|
43,053 | $24,251,324 | 2016 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
SCI
SERVICE CORP IN...
|
Consumer Cyclical | 0.50% | 0.75% |
#31
4
Prev: #27
|
0.2 |
—
|
-115,930 | -28.0% |
P
S
|
298,642 | $22,684,846 | 2020 Q3 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
NU
NU HLDGS LTD
|
Financial Services | 0.40% | — |
#32
Prev: #—
|
3.7 |
—
|
1,345,251 | — |
NEW
|
1,345,251 | $17,972,553 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
MA
MASTERCARD INCO...
|
Financial Services | 0.31% | 0.38% |
#33
1
Prev: #32
|
0.1 |
—
|
-7,792 | -22.1% |
P
S
|
27,449 | $14,097,806 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
FERG
FERGUSON ENTERP...
|
Industrials | 0.31% | 0.37% |
#34
1
Prev: #33
|
0.6 |
—
|
-14,184 | -19.4% |
P
S
|
58,812 | $13,957,852 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
FAST
FASTENAL CO
|
Industrials | 0.28% | 0.23% |
#35
Prev: #35
|
2.1 |
—
|
37,250 | 16.2% |
P
S
|
266,546 | $12,802,204 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
HDB
HDFC BANK LTD
|
Financial Services | 0.23% | 0.26% |
#36
2
Prev: #34
|
0.6 |
—
|
-76,628 | -15.7% |
P
S
|
411,717 | $10,634,650 | 2020 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
MSCI
MSCI INC
|
Financial Services | 0.22% | 0.21% |
#37
1
Prev: #36
|
0.6 |
—
|
111 | 0.6% |
P
S
|
17,683 | $9,903,187 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
URI
UNITED RENTALS ...
|
Industrials | 0.16% | 0.11% |
#38
5
Prev: #43
|
0.6 |
—
|
-689 | -9.8% |
P
S
|
6,335 | $7,176,858 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
BKNG
BOOKING HOLDING...
|
Consumer Cyclical | 0.16% | 0.17% |
#39
Prev: #39
|
3.1 |
—
|
37,774 | 2098.6% |
P
S
|
39,574 | $7,053,670 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
YUMC
YUM CHINA HLDGS...
|
Consumer Cyclical | 0.15% | 0.18% |
#40
3
Prev: #37
|
0.6 |
—
|
-5,582 | -3.3% |
P
S
|
163,390 | $6,677,749 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
CPRT
COPART INC
|
Industrials | 0.13% | 0.18% |
#41
3
Prev: #38
|
0.6 |
—
|
-41,886 | -17.1% |
P
S
|
203,711 | $5,742,613 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
APH
AMPHENOL CORP
|
Technology | 0.10% | — |
#42
Prev: #—
|
3.5 |
—
|
26,162 | — |
NEW
|
26,162 | $4,612,884 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
BZ
KANZHUN LIMITED
|
Communication Services | 0.10% | 0.10% |
#43
2
Prev: #45
|
1.0 |
—
|
no change | no change |
P
S
|
345,375 | $4,444,976 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
HLT
HILTON WORLDWID...
|
Consumer Cyclical | 0.09% | 0.10% |
#44
Prev: #44
|
0.0 |
—
|
-3,645 | -23.1% |
P
S
|
12,155 | $4,016,741 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
PDD
PDD HOLDINGS IN...
|
Consumer Cyclical | 0.07% | 0.12% |
#45
4
Prev: #41
|
0.0 |
—
|
-14,747 | -26.5% |
P
S
|
41,005 | $3,127,861 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
IBN
ICICI BANK LIMI...
|
Financial Services | 0.05% | 0.03% |
#46
1
Prev: #47
|
2.5 |
—
|
19,723 | 33.8% |
P
S
|
78,161 | $2,269,014 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
ATAT
ATOUR LIFESTYLE...
|
Consumer Cyclical | 0.05% | 0.03% |
#47
1
Prev: #48
|
3.0 |
—
|
34,401 | 97.6% |
P
S
|
69,638 | $2,214,488 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
QCOM
QUALCOMM INC
|
Technology | 0.04% | — |
#48
Prev: #—
|
3.5 |
—
|
10,606 | — |
NEW
|
10,606 | $1,959,883 | 2014 Q4 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
BDX
BECTON DICKINSO...
|
Healthcare | 0.04% | 0.16% |
#49
9
Prev: #40
|
0.0 |
—
|
-33,483 | -73.1% |
P
S
|
12,291 | $1,859,997 | 2014 Q4 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
WMT
WALMART INC
|
Consumer Defensive | 0.03% | 0.05% |
#50
4
Prev: #46
|
0.0 |
—
|
-5,000 | -28.3% |
P
S
|
12,663 | $1,434,211 | 2014 Q4 | 13F Filing | 2026-06-30 | 2026-07-24 |
Showing 1-50 of 58 holdings