Comgest Global Investors S.A.S.
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$4.59B
Q ending 2026-03-31
Prior quarter
$5.61B
Q ending 2025-12-31
Change
-18.3% QoQ · -18.1% YoY
Positions
52
reported holdings
Largest positions
All 52 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Taiwan Semiconductor Manufac | TSM | Shares | $432.8M | 1.3M |
| Johnson & Johnson | JNJ | Shares | $328.6M | 1.3M |
| Alphabet Inc | GOOGL | Shares | $325.5M | 1.1M |
| Microsoft Corp | MSFT | Shares | $315.4M | 852K |
| Visa Inc | V | Shares | $290.1M | 960K |
| Linde Plc | Shares | $256.7M | 518K | |
| Amazon Com Inc | AMZN | Shares | $243.7M | 1.2M |
| S&P Global Inc | SPGI | Shares | $229.2M | 539K |
| Intuit | INTU | Shares | $205.4M | 475K |
| Aon Plc | Shares | $202.9M | 629K | |
| Verisk Analytics Inc | VRSK | Shares | $150.8M | 795K |
| Zoetis Inc | ZTS | Shares | $128.6M | 1.1M |
| Idexx Labs Inc | IDXX | Shares | $123.8M | 220K |
| Cintas Corp | CTAS | Shares | $122.0M | 721K |
| Eli Lilly & Co | LLY | Shares | $120.3M | 131K |
| Mercadolibre Inc | MELI | Shares | $116.4M | 67K |
| American Express Co | AXP | Shares | $107.6M | 356K |
| Spotify Technology S A | Shares | $104.3M | 215K | |
| Oracle Corp | ORCL | Shares | $101.1M | 687K |
| Uber Technologies Inc | UBER | Shares | $78.2M | 1.1M |
| Netflix Inc. | NFLX | Shares | $75.3M | 783K |
| Motorola Solutions Inc | MSI | Shares | $64.5M | 149K |
| Nvidia Corporation | NVDA | Shares | $62.2M | 357K |
| Apple Inc | AAPL | Shares | $50.7M | 200K |
| Analog Devices Inc | ADI | Shares | $43.8M | 138K |
| Stryker Corporation | SYK | Shares | $34.5M | 105K |
| Service Corp Intl | SCI | Shares | $34.2M | 415K |
| Vulcan Matls Co | VMC | Shares | $32.7M | 120K |
| Costco Wholesale Corporation | COST | Shares | $27.4M | 28K |
| Meta Platforms Inc | META | Shares | $27.3M | 48K |
| Makemytrip Limited Mauritius | Shares | $18.3M | 491K | |
| Mastercard Incorporated | MA | Shares | $17.6M | 35K |
| Ferguson Enterprises Inc | FERG | Shares | $17.0M | 73K |
| Hdfc Bank Ltd | HDB | Shares | $12.2M | 488K |
| Fastenal Co | FAST | Shares | $10.6M | 229K |
| Msci Inc | MSCI | Shares | $9.5M | 18K |
| Yum China Hldgs Inc | YUMC | Shares | $8.2M | 169K |
| Copart Inc | CPRT | Shares | $8.2M | 246K |
| Booking Holdings Inc | BKNG | Shares | $7.6M | 2K |
| Becton Dickinson & Co | BDX | Shares | $7.2M | 46K |
| Pdd Holdings Inc | PDD | Shares | $5.7M | 56K |
| Globant S A | Shares | $5.2M | 113K | |
| United Rentals Inc | URI | Shares | $5.1M | 7K |
| Hilton Worldwide Hldgs Inc | HLT | Shares | $4.8M | 16K |
| Kanzhun Limited | BZ | Shares | $4.6M | 345K |
| Walmart Inc | WMT | Shares | $2.2M | 18K |
| Icici Bank Limited | IBN | Shares | $1.5M | 58K |
| Atour Lifestyle Hldgs Ltd | ATAT | Shares | $1.3M | 35K |
| Danaher Corp Del | DHR | Shares | $1.1M | 6K |
| Cognizant Technology Solutio | CTSH | Shares | $1.1M | 18K |
| Trip Com Group Ltd | TCOM | Shares | $972K | 20K |
| Medtronic Plc | Shares | $406K | 5K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.