COMGEST GLOBAL INVESTORS S.A.S.
CIK 1574947 · Holdings on Jun 30, 2026 · First reported Jul 24, 2026
Top ten holdings
Q2 2026- TSM10.62%
- GOOGL8.22%
- JNJ7.21%
- V6.96%
- AMZN6.70%
- AON5.99%
- LIN5.86%
- MSFT5.42%
- SPGI3.94%
- CTAS3.92%
Share classes counted separately64.84%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- NVDAWeight increased · +1.70 pp1.36% → 3.06%Shares +337.82K (+94.75%)
- AONWeight increased · +1.57 pp4.42% → 5.99%Shares +191.57K (+30.47%)
- ORCLWeight decreased · -1.53 pp2.20% → 0.67%Shares -478.10K (-69.56%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | TSMTAIWAN SEMICONDUCTOR-SP ADRSPONSORED ADS View history and evidence | $482.58M | 10.62% | 1.01M shares | 9.44% → 10.62%+1.18 pp -270.09K (-21.09%) | Reduced | ▾ |
| 02 | GOOGLALPHABET INC-CL ACAP STK CL A View history and evidence | $373.55M | 8.22% | 1.05M shares | 7.10% → 8.22%+1.12 pp -86.59K (-7.65%) | Reduced | ▾ |
| 03 | JNJJOHNSON & JOHNSON View history and evidence | $327.50M | 7.21% | 1.29M shares | 7.16% → 7.21%+0.05 pp -54.70K (-4.07%) | Reduced | ▾ |
| 04 | VVISA INC-CLASS A SHARESCOM CL A View history and evidence | $316.47M | 6.96% | 922.40K shares | 6.32% → 6.96%+0.64 pp -37.40K (-3.90%) | Reduced | ▾ |
| 05 | AMZNAMAZON.COM INC View history and evidence | $304.37M | 6.70% | 1.28M shares | 5.31% → 6.70%+1.39 pp +106.76K (+9.12%) | Added | ▾ |
| 06 | AONAON PLC-CLASS ASHS CL A View history and evidence | $272.08M | 5.99% | 820.27K shares | 4.42% → 5.99%+1.57 pp +191.57K (+30.47%) | Added | ▾ |
| 07 | LINLINDE PLCSHS View history and evidence | $266.26M | 5.86% | 513.09K shares | 5.60% → 5.86%+0.26 pp -4.69K (-0.91%) | Reduced | ▾ |
| 08 | MSFTMICROSOFT CORP View history and evidence | $246.53M | 5.42% | 660.90K shares | 6.88% → 5.42%-1.46 pp -191.02K (-22.42%) | Reduced | ▾ |
| 09 | SPGIS&P GLOBAL INC View history and evidence | $179.21M | 3.94% | 440.04K shares | 5.00% → 3.94%-1.06 pp -98.73K (-18.33%) | Reduced | ▾ |
| 10 | CTASCINTAS CORP View history and evidence | $178.40M | 3.92% | 1.05M shares | 2.66% → 3.92%+1.26 pp +327.80K (+45.45%) | Added | ▾ |
Options overlay 0
No options reported this quarter.
Exited positions 3
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| INTU INTUIT INC | Non-derivative | -474,989 | -$205.38M | SEC filing ↗ | SEC filing ↗ |
| GLOB GLOBANT SA | Non-derivative | -113,447 | -$5.23M | SEC filing ↗ | SEC filing ↗ |
| MDT MEDTRONIC PLC | Non-derivative | -4,684 | -$405.87K | SEC filing ↗ | SEC filing ↗ |
3 / 3 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1574947 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-07-24
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 4545431078
}Research all 55 reported holdings.
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