Comgest Global Investors S.a.s portfolio
Concentrated managerInvestment firmPortfolio as of Jun 30, 2026 (Q2 2026) · filed with the SEC on Jul 24, 2026 · data updated on Nov 5, 2026 · Q2 2026 13F (filing) ↗ · all its 13F filings ↗
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Comgest Global Investors S.a.s reported a $4.5 bn portfolio of 55 positions to the SEC as of the end of Q2 2026. Its largest positions are TSM, GOOGL, JNJ. During the quarter it opened Broadcom and Intuitive Surgical and exited Intuit.
Sections with a free account
What changed this quarter
54 positions with a change (6 new, 12 added to, 33 trimmed, 3 sold). 12 are listed here: those of 0.5 points of the portfolio or more (up to 12).
- Intuit−4.5 ppof portfolioSold out4.5% → —
- Taiwan Semiconductor Manufacturing−21%fewer sharesReduced9.4% → 10.6%
- Zoetis−99.7%fewer sharesReduced2.8% → under 0.1%
- Microsoft−22%fewer sharesReduced6.9% → 5.4%
- Oracle−70%fewer sharesReduced2.2% → 0.7%
- NVIDIA+95%more sharesIncreased1.4% → 3.1%
- Aon+30%more sharesIncreased4.4% → 6.0%
- Cintas+45%more sharesIncreased2.7% → 3.9%
- Broadcom+1.2 ppof portfolioNew— → 1.2%
- Intuitive Surgical+1.1 ppof portfolioNew— → 1.1%
- S&P Global−18%fewer sharesReduced5.0% → 3.9%
- Motorola Solutions+60%more sharesIncreased1.4% → 2.2%
The figure on the right: for positions added to or trimmed, the change in the number of shares (%); for new and sold ones, the points of the portfolio moved (pp). Below, the portfolio weight before → after. Traded weight: what it bought or sold, excluding price effects.
Top holdings
- Taiwan Semiconductor ManufacturingTSM10.6%
- AlphabetGOOGL8.2%
- Johnson & JohnsonJNJ7.2%
- VisaV7.0%
- Amazon.comAMZN6.7%
- AonAON6.0%
- LindeLIN5.9%
- MicrosoftMSFT5.4%
- S&P GlobalSPGI3.9%
- CintasCTAS3.9%
- NVIDIANVDA3.1%
- Idexx LaboratoriesIDXX3.0%
- Eli LillyLLY2.9%
- American ExpressAXP2.8%
- Verisk AnalyticsVRSK2.4%
“Since”: first quarter of the current run, unbroken until today. In the details, prices are the quarter-end prices of the quarters in which it added shares, per the 13F. The manager may have bought at any price within each quarter; the SEC only publishes the value at quarter end.
Portfolio by sector
- ● Information Technology 26%
- ● Financials 21%
- ● Health Care 15%
- ● Communication Services 12%
- ● Consumer Discretionary 10%
- ● Industrials 9%
- ● Materials 6%
- ● Consumer Staples 1%
How its portfolio changed (8 quarters)
Q2 2026: 55
Q2 2026: 65%
Q2 2026: 13.4%
Traded turnover: the weight it bought plus the weight it sold in the quarter, divided by two, excluding price moves. The plain “turnover” in the header does include that effect. With a free account: the full history and sectors over time.
Stakes above 5% (13D/13G)
Companies where this filer reported holding 5% or more of the shares. It is the figure from its latest filing on each one; history since December 2024.
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