§ 13F · FUND PROFILE
COMGEST GLOBAL INVESTORS S.A.S..
AUM · $4.5B (13F)Positions · 55Turnover · n/a · Q2Filed · Jul 24, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$129M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 24, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 1.01M | $483M | 10.6% | −21% |
| 2 | GOOGL | ALPHABET INC | 1.05M | $374M | 8.2% | −8% |
| 3 | JNJ | JOHNSON & JOHNSON | 1.29M | $328M | 7.2% | −4% |
| 4 | V | VISA INC | 922K | $316M | 7.0% | −4% |
| 5 | AMZN | AMAZON COM INC | 1.28M | $304M | 6.7% | +9% |
| 6 | AON | AON PLC | 820K | $272M | 6.0% | +30% |
| 7 | LIN | LINDE PLC | 513K | $266M | 5.9% | −1% |
| 8 | MSFT | MICROSOFT CORP | 661K | $247M | 5.4% | −22% |
| 9 | SPGI | S&P GLOBAL INC | 440K | $179M | 3.9% | −18% |
| 10 | CTAS | CINTAS CORP | 1.05M | $178M | 3.9% | +45% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE COMGEST SIGNAL
AC read
COMGEST GLOBAL INVESTORS S.A.S. is a Other fund managing $4.5 billion in assets. The fund runs a portfolio of 55 positions.
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