COMGEST GLOBAL INVESTORS S.A.S.
Holdings as of 2026-06-30, filed 2026-07-24 · recorded 2026-07-26 16:41:02.767 UTC
This is history, not a current position. These holdings describe 2026-06-30, and the report became public 24 days later. The portfolio has changed since.
Aggregates
computed from the positions belowPositions reported
55
Value reported by manager
$4.5B
Sum of our stored positions
$4.5B
should match the line above
Disclosure lag
24 d
quarter end to filing
Top 5 concentration
39.7%
of the positions shown
New positions
0
vs previous quarter
Exited
0
vs previous quarter
Option positions
0
puts and calls
Positions
55 largest shown| Issuer | Class | Value | Shares | Type | CUSIP |
|---|---|---|---|---|---|
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | $482.6M | 1,010,486 | — | 874039100 |
| ALPHABET INC | CAP STK CL A | $373.6M | 1,045,281 | — | 02079K305 |
| JOHNSON & JOHNSON | COM | $327.5M | 1,289,528 | — | 478160104 |
| VISA INC | COM CL A | $316.5M | 922,397 | — | 92826C839 |
| AMAZON COM INC | COM | $304.4M | 1,277,032 | — | 023135106 |
| AON PLC | SHS CL A | $272.1M | 820,270 | — | G0403H108 |
| LINDE PLC | SHS | $266.3M | 513,091 | — | G54950103 |
| MICROSOFT CORP | COM | $246.5M | 660,903 | — | 594918104 |
| S&P GLOBAL INC | COM | $179.2M | 440,036 | — | 78409V104 |
| CINTAS CORP | COM | $178.4M | 1,048,947 | — | 172908105 |
| NVIDIA CORPORATION | COM | $138.9M | 694,368 | — | 67066G104 |
| IDEXX LABS INC | COM | $138.2M | 262,562 | — | 45168D104 |
| ELI LILLY & CO | COM | $132M | 110,028 | — | 532457108 |
| AMERICAN EXPRESS CO | COM | $128.8M | 380,885 | — | 025816109 |
| VERISK ANALYTICS INC | COM | $110M | 612,925 | — | 92345Y106 |
| MERCADOLIBRE INC | COM | $98.9M | 58,286 | — | 58733R102 |
| MOTOROLA SOLUTIONS INC | COM NEW | $98.5M | 237,170 | — | 620076307 |
| SPOTIFY TECHNOLOGY S A | SHS | $83.4M | 181,677 | — | L8681T102 |
| UBER TECHNOLOGIES INC | COM | $75.3M | 1,043,047 | — | 90353T100 |
| NETFLIX INC. | COM | $65.6M | 918,975 | — | 64110L106 |
| APPLE INC | COM | $58.5M | 202,304 | — | 037833100 |
| BROADCOM INC | COM | $54.5M | 144,208 | — | 11135F101 |
| INTUITIVE SURGICAL INC | COM NEW | $50.2M | 126,197 | — | 46120E602 |
| ANALOG DEVICES INC | COM | $46M | 115,884 | — | 032654105 |
| ORACLE CORP | COM | $30.7M | 209,205 | — | 68389X105 |
| VULCAN MATLS CO | COM | $28.9M | 97,871 | — | 929160109 |
| STRYKER CORPORATION | COM | $28.2M | 89,721 | — | 863667101 |
| MAKEMYTRIP LIMITED MAURITIUS | SHS | $25.9M | 486,054 | — | V5633W109 |
| COSTCO WHOLESALE CORPORATION | COM | $24.5M | 26,143 | — | 22160K105 |
| META PLATFORMS INC | CL A | $24.3M | 43,053 | — | 30303M102 |
| SERVICE CORP INTL | COM | $22.7M | 298,642 | — | 817565104 |
| NU HLDGS LTD | ORD SHS CL A | $18M | 1,345,251 | — | G6683N103 |
| MASTERCARD INCORPORATED | CL A | $14.1M | 27,449 | — | 57636Q104 |
| FERGUSON ENTERPRISES INC | COMMON STOCK NEW | $14M | 58,812 | — | 31488V107 |
| FASTENAL CO | COM | $12.8M | 266,546 | — | 311900104 |
| HDFC BANK LTD | SPONSORED ADS | $10.6M | 411,717 | — | 40415F101 |
| MSCI INC | COM | $9.9M | 17,683 | — | 55354G100 |
| UNITED RENTALS INC | COM | $7.2M | 6,335 | — | 911363109 |
| BOOKING HOLDINGS INC | COM | $7.1M | 39,574 | — | 09857L108 |
| YUM CHINA HLDGS INC | COM | $6.7M | 163,390 | — | 98850P109 |
| COPART INC | COM | $5.7M | 203,711 | — | 217204106 |
| AMPHENOL CORP | CL A | $4.6M | 26,162 | — | 032095101 |
| KANZHUN LIMITED | SPONSORED ADS | $4.4M | 345,375 | — | 48553T106 |
| HILTON WORLDWIDE HLDGS INC | COM | $4M | 12,155 | — | 43300A203 |
| PDD HOLDINGS INC | SPONSORED ADS | $3.1M | 41,005 | — | 722304102 |
| ICICI BANK LIMITED | ADR | $2.3M | 78,161 | — | 45104G104 |
| ATOUR LIFESTYLE HLDGS LTD | SPONSORED ADS | $2.2M | 69,638 | — | 04965M106 |
| QUALCOMM INC | COM | $2M | 10,606 | — | 747525103 |
| BECTON DICKINSON & CO | COM | $1.9M | 12,291 | — | 075887109 |
| WALMART INC | COM | $1.4M | 12,663 | — | 931142103 |
| TRIP COM GROUP LTD | ADS | $777.8K | 19,523 | — | 89677Q107 |
| DANAHER CORP DEL | COM | $658.5K | 3,457 | — | 235851102 |
| COGNIZANT TECHNOLOGY SOLUTIO | CL A | $593.2K | 15,316 | — | 192446102 |
| ALLEGION PLC | ORD SHS | $255.7K | 1,820 | — | G0176J109 |
| ZOETIS INC | CL A | $215.3K | 2,996 | — | 98978V103 |
Values are shown exactly as filed. Before 2023 managers reported in thousands of dollars and afterwards in whole dollars; the reporting unit is not always determinable from the document, so nothing is converted automatically.
Source: U.S. Securities and Exchange Commission, Form 13F · as of 2026-07-24