COMGEST GLOBAL INVESTORS S.A.S.
Q2 2026 13F filing
Updated 48 days ago55 disclosed positions worth $4.5B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | T TSMWF TAIWAN SEMICONDUCTOR MANUFAC | $482.6M | 1.01M | 10.62% | Trimmed(-21.1%) |
| 2 | G GOOGN ALPHABET INC | $373.6M | 1.05M | 8.22% | Trimmed(-7.7%) |
| 3 | J JNJ JOHNSON & JOHNSON | $327.5M | 1.29M | 7.21% | Trimmed(-4.1%) |
| 4 | V V VISA INC | $316.5M | 922.4K | 6.96% | Trimmed(-3.9%) |
| 5 | A AMZN AMAZON COM INC | $304.4M | 1.28M | 6.70% | Added(+9.1%) |
| 6 | A AON AON PLC | $272.1M | 820.3K | 5.99% | Added(+30.5%) |
| 7 | L LIN LINDE PLC | $266.3M | 513.1K | 5.86% | Trimmed(-0.9%) |
| 8 | M MSFT MICROSOFT CORP | $246.5M | 660.9K | 5.42% | Trimmed(-22.4%) |
| 9 | S SPGI S&P GLOBAL INC | $179.2M | 440.0K | 3.94% | Trimmed(-18.3%) |
| 10 | C CTAS CINTAS CORP | $178.4M | 1.05M | 3.92% | Added(+45.5%) |
| 11 | N NVDA NVIDIA CORPORATION | $138.9M | 694.4K | 3.06% | Added(+94.8%) |
| 12 | I IDXX IDEXX LABS INC | $138.2M | 262.6K | 3.04% | Added(+19.1%) |
| 13 | L LLY ELI LILLY & CO | $132M | 110.0K | 2.90% | Trimmed(-15.9%) |
| 14 | A AXP AMERICAN EXPRESS CO | $128.8M | 380.9K | 2.83% | Added(+7.0%) |
| 15 | V VRSK VERISK ANALYTICS INC | $110M | 612.9K | 2.42% | Trimmed(-22.9%) |
| 16 | M MELI MERCADOLIBRE INC | $98.9M | 58.3K | 2.18% | Trimmed(-13.4%) |
| 17 | M MSI MOTOROLA SOLUTIONS INC | $98.5M | 237.2K | 2.17% | Added(+59.6%) |
| 18 | S SPOT SPOTIFY TECHNOLOGY S A | $83.4M | 181.7K | 1.84% | Trimmed(-15.5%) |
| 19 | U UBER UBER TECHNOLOGIES INC | $75.3M | 1.04M | 1.66% | Trimmed(-4.1%) |
| 20 | N NFLX NETFLIX INC. | $65.6M | 919.0K | 1.44% | Added(+17.3%) |
| 21 | A AAPL APPLE INC | $58.5M | 202.3K | 1.29% | Added(+1.3%) |
| 22 | A AVGO BROADCOM INC | $54.5M | 144.2K | 1.20% | — |
| 23 | I ISRG INTUITIVE SURGICAL INC | $50.2M | 126.2K | 1.10% | — |
| 24 | A ADI ANALOG DEVICES INC | $46M | 115.9K | 1.01% | Trimmed(-15.9%) |
| 25 | O ORCL-PD ORACLE CORP | $30.7M | 209.2K | 0.67% | Trimmed(-69.6%) |
| 26 | V VMC VULCAN MATLS CO | $28.9M | 97.9K | 0.64% | Trimmed(-18.4%) |
| 27 | S SYK STRYKER CORPORATION | $28.2M | 89.7K | 0.62% | Trimmed(-14.7%) |
| 28 | M MMYT MAKEMYTRIP LIMITED MAURITIUS | $25.9M | 486.1K | 0.57% | Trimmed(-1.0%) |
| 29 | C COST COSTCO WHOLESALE CORPORATION | $24.5M | 26.1K | 0.54% | Trimmed(-5.0%) |
| 30 | M META META PLATFORMS INC | $24.3M | 43.1K | 0.53% | Trimmed(-9.9%) |
| 31 | S SCI SERVICE CORP INTL | $22.7M | 298.6K | 0.50% | Trimmed(-28.0%) |
| 32 | N NU NU HLDGS LTD | $18M | 1.35M | 0.40% | — |
| 33 | M MA MASTERCARD INCORPORATED | $14.1M | 27.4K | 0.31% | Trimmed(-22.1%) |
| 34 | F FERG FERGUSON ENTERPRISES INC | $14M | 58.8K | 0.31% | Trimmed(-19.4%) |
| 35 | F FAST FASTENAL CO | $12.8M | 266.5K | 0.28% | Added(+16.3%) |
| 36 | H HDB HDFC BANK LTD | $10.6M | 411.7K | 0.23% | Trimmed(-15.7%) |
| 37 | M MSCI MSCI INC | $9.9M | 17.7K | 0.22% | Added(+0.6%) |
| 38 | U URI UNITED RENTALS INC | $7.2M | 6.3K | 0.16% | Trimmed(-9.8%) |
| 39 | B BKNG BOOKING HOLDINGS INC | $7.1M | 39.6K | 0.16% | Added(+2098.6%) |
| 40 | Y YUMC YUM CHINA HLDGS INC | $6.7M | 163.4K | 0.15% | Trimmed(-3.3%) |
| 41 | C CPRT COPART INC | $5.7M | 203.7K | 0.13% | Trimmed(-17.1%) |
| 42 | A APH AMPHENOL CORP | $4.6M | 26.2K | 0.10% | — |
| 43 | B BZ KANZHUN LIMITED | $4.4M | 345.4K | 0.10% | Unchanged |
| 44 | H HLT HILTON WORLDWIDE HLDGS INC | $4M | 12.2K | 0.09% | Trimmed(-23.1%) |
| 45 | P PDD PDD HOLDINGS INC | $3.1M | 41.0K | 0.07% | Trimmed(-26.4%) |
| 46 | I IBN ICICI BANK LIMITED | $2.3M | 78.2K | 0.05% | Added(+33.8%) |
| 47 | A ATAT ATOUR LIFESTYLE HLDGS LTD | $2.2M | 69.6K | 0.05% | Added(+97.6%) |
| 48 | Q QCOM QUALCOMM INC | $2M | 10.6K | 0.04% | — |
| 49 | B BDX BECTON DICKINSON & CO | $1.9M | 12.3K | 0.04% | Trimmed(-73.2%) |
| 50 | W WMT WALMART INC | $1.4M | 12.7K | 0.03% | Trimmed(-28.3%) |