EdgeMarket › What Comgest Global Investors S.A.S. reported owning
What Comgest Global Investors S.A.S. reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
4.6BPositions
52Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | 432.8M | 9.4% | 1.3M | 418.95 | +83.3% |
| JNJ JOHNSON & JOHNSON | 328.6M | 7.2% | 1.3M | 270.24 | +51.1% |
| GOOGL Alphabet Inc. | 325.5M | 7.1% | 1.1M | 344.82 | +73.0% |
| MSFT MICROSOFT CORP | 315.4M | 6.9% | 851.9K | 483.24 | -4.4% |
| V VISA INC. | 290.1M | 6.3% | 959.8K | 371.04 | +7.9% |
| LIN LINDE PLC | 256.7M | 5.6% | 517.8K | 487.57 | +1.1% |
| AMZN AMAZON COM INC | 243.7M | 5.3% | 1.2M | 258.63 | +15.6% |
| SPGI S&P Global Inc. | 229.2M | 5.0% | 538.8K | 431.29 | -22.6% |
| INTU INTUIT INC. | 205.4M | 4.5% | 475.0K | 367.00 | -47.5% |
| AON Aon plc | 202.9M | 4.4% | 628.7K | 355.11 | -5.1% |
| VRSK Verisk Analytics, Inc. | 150.8M | 3.3% | 794.6K | 187.50 | -30.8% |
| ZTS Zoetis Inc. | 128.6M | 2.8% | 1.1M | 77.73 | -50.4% |
| IDXX IDEXX LABORATORIES INC /DE | 123.8M | 2.7% | 220.4K | 556.93 | -13.0% |
| CTAS CINTAS CORP | 122.0M | 2.7% | 721.2K | 203.79 | -6.0% |
| LLY ELI LILLY & Co | 120.3M | 2.6% | 130.8K | 1,255.40 | +78.0% |
| MELI MERCADOLIBRE INC | 116.4M | 2.5% | 67.3K | 1,922.73 | -17.7% |
| AXP AMERICAN EXPRESS CO | 107.6M | 2.3% | 355.9K | 336.00 | +8.9% |
| SPOT Spotify Technology S.A. | 104.3M | 2.3% | 215.1K | 533.72 | -24.2% |
| ORCL ORACLE CORP | 101.1M | 2.2% | 687.3K | 146.47 | -37.7% |
| UBER Uber Technologies, Inc | 78.2M | 1.7% | 1.1M | 78.80 | -15.9% |
| NFLX NETFLIX INC | 75.3M | 1.6% | 783.3K | 79.59 | -34.4% |
| MSI Motorola Solutions, Inc. | 64.5M | 1.4% | 148.6K | 480.47 | +4.0% |
| NVDA NVIDIA CORP | 62.2M | 1.4% | 356.5K | 214.72 | +22.4% |
| AAPL Apple Inc. | 50.7M | 1.1% | 199.8K | 309.35 | +36.9% |
| ADI ANALOG DEVICES INC | 43.8M | 1.0% | 137.8K | 373.09 | +52.4% |
| SYK STRYKER CORP | 34.5M | 0.8% | 105.1K | 329.45 | -15.9% |
| SCI SERVICE CORP INTERNATIONAL | 34.2M | 0.7% | 414.6K | 83.29 | +2.9% |
| VMC Vulcan Materials CO | 32.7M | 0.7% | 119.9K | 276.04 | -3.6% |
| COST COSTCO WHOLESALE CORP /NEW | 27.4M | 0.6% | 27.5K | 947.74 | -4.7% |
| META Meta Platforms, Inc. | 27.3M | 0.6% | 47.8K | 549.90 | -26.5% |
| MMYT MakeMyTrip Ltd | 18.3M | 0.4% | 491.0K | 60.46 | -40.9% |
| MA Mastercard Inc | 17.6M | 0.4% | 35.2K | 580.63 | -2.0% |
| FERG Ferguson Enterprises Inc. /DE/ | 17.0M | 0.4% | 73.0K | 242.24 | +5.1% |
| HDB HDFC BANK LTD | 12.2M | 0.3% | 488.3K | 23.60 | -37.0% |
| FAST FASTENAL CO | 10.6M | 0.2% | 229.3K | 51.26 | +3.5% |
| MSCI MSCI Inc. | 9.5M | 0.2% | 17.6K | 563.49 | -1.9% |
| YUMC Yum China Holdings, Inc. | 8.2M | 0.2% | 169.0K | 49.52 | +11.0% |
| CPRT COPART INC | 8.2M | 0.2% | 245.6K | 33.80 | -29.0% |
| BKNG Booking Holdings Inc. | 7.6M | 0.2% | 1.8K | 209.62 | -7.1% |
| BDX BECTON DICKINSON & CO | 7.2M | 0.2% | 45.8K | 192.00 | -3.6% |
| PDD PDD Holdings Inc. | 5.7M | 0.1% | 55.8K | 88.38 | -25.1% |
| GLOB Globant S.A. | 5.2M | 0.1% | 113.4K | 39.62 | -41.4% |
| URI UNITED RENTALS, INC. | 5.1M | 0.1% | 7.0K | 1,098.51 | +21.8% |
| HLT Hilton Worldwide Holdings Inc. | 4.8M | 0.1% | 15.8K | 326.63 | +21.0% |
| BZ Kanzhun Ltd | 4.6M | 0.1% | 345.4K | 15.95 | -27.8% |
| WMT Walmart Inc. | 2.2M | 0.0% | 17.7K | 103.70 | +1.1% |
| IBN ICICI BANK LTD | 1.5M | 0.0% | 58.4K | 29.91 | -9.9% |
| ATAT Atour Lifestyle Holdings Ltd | 1.3M | 0.0% | 35.2K | 34.75 | +2.3% |
| DHR DANAHER CORP /DE/ | 1.1M | 0.0% | 6.0K | 218.85 | +3.5% |
| CTSH COGNIZANT TECHNOLOGY SOLUTIONS CORP | 1.1M | 0.0% | 17.9K | 61.87 | -12.2% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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