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Latest COMGEST GLOBAL INVESTORS S.A.S. Stock Portfolio

$4.55Billion | No. of Holdings #55

COMGEST GLOBAL INVESTORS S.A.S. Performance

2026 Q2+7.22%
YTD-1.05%
2025+10.24%

About COMGEST GLOBAL INVESTORS S.A.S. and 13F Hedge Fund Stock Holdings

On 2026-07-24, the fund reported it's updated stock portfolio. In the 13F Holdings report, COMGEST GLOBAL INVESTORS S.A.S. reported an equity portfolio of $4.5 Billions as of 30 Jun, 2026. <br><br> The top stock holdings of COMGEST GLOBAL INVESTORS S.A.S. are TSM, GOOG, JNJ. The fund has invested 10.6% of it's portfolio in TAIWAN SEMICONDUCTOR MANUFAC and 8.2% of portfolio in ALPHABET INC. <br><br> The fund managers got completely rid off INTUIT (INTU), GLOBANT S A (GLOB) and MEDTRONIC PLC (MDT) stocks. They significantly reduced their stock positions in ZOETIS INC (ZTS), BECTON DICKINSON & CO (BDX) and ORACLE CORP (ORCL). COMGEST GLOBAL INVESTORS S.A.S. opened new stock positions in BROADCOM INC (AVGO), INTUITIVE SURGICAL INC (ISRG) and NU HLDGS LTD (NU). The fund showed a lot of confidence in some stocks as they added substantially to ATOUR LIFESTYLE HLDGS LTD (ATAT), NVIDIA CORPORATION (NVDA) and MOTOROLA SOLUTIONS INC (MSI).
COMGEST GLOBAL INVESTORS S.A.S. Equity Portfolio Value
Last Reported on: 24 Jul, 2026
$4.55Billion
  as of Jul 24, 2026

COMGEST GLOBAL INVESTORS S.A.S. Annual Return Estimates Vs S&P 500

Our best estimate is that COMGEST GLOBAL INVESTORS S.A.S. made a return of 7.22% in the last quarter. In trailing 12 months, it's portfolio return was 3.54%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
broadcom inc54,474,600
intuitive surgical inc50,186,000
nu hldgs ltd17,972,600
amphenol corp4,612,880
qualcomm inc1,959,880
allegion plc255,692
New stocks bought by COMGEST GLOBAL INVESTORS S.A.S.

Additions

Ticker% Inc.
atour lifestyle hldgs ltd97.63
nvidia corporation94.75
motorola solutions inc59.64
cintas corp45.45
icici bank limited33.75
aon plc30.47
idexx labs inc19.15
netflix inc.17.33
Additions to existing portfolio by COMGEST GLOBAL INVESTORS S.A.S.

Reductions

Ticker% Reduced
zoetis inc-99.72
becton dickinson & co-73.15
oracle corp-69.56
danaher corp del-41.9
walmart inc-28.31
service corp intl-27.96
pdd holdings inc-26.45
hilton worldwide hldgs inc-23.07
COMGEST GLOBAL INVESTORS S.A.S. reduced stake in above stock

Sold off

Ticker$ Sold
intuit-205,376,000
globant s a-5,231,040
medtronic plc-405,869
COMGEST GLOBAL INVESTORS S.A.S. got rid off the above stocks

Sector Distribution

COMGEST GLOBAL INVESTORS S.A.S. has about 20.3% of it's holdings in Financial Services sector.

  • Financial Services
  • Technology
  • Healthcare
  • Others
  • Communication Services
  • Consumer Cyclical
  • Industrials
  • Basic Materials
Sector%
Financial Services20.3
Technology16.6
Healthcare14.9
Others14.2
Communication Services10.2
Consumer Cyclical9.8
Industrials6.9
Basic Materials6.5

Market Cap. Distribution

COMGEST GLOBAL INVESTORS S.A.S. has about 85.8% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • LARGE-CAP
  • UNALLOCATED
Category%
MEGA-CAP55.2
LARGE-CAP30.6
UNALLOCATED14.2

Stocks belong to which Index?

About 81.3% of the stocks held by COMGEST GLOBAL INVESTORS S.A.S. either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
Index%
S&P 50081.3
Others18.7
Top 5 Winners (%)%
URI
united rentals inc
52.8 %
MMYT
makemytrip limited mauritius
42.7 %
TSM
taiwan semiconductor manufac
37.0 %
LLY
eli lilly & co
28.0 %
GOOG
alphabet inc
23.4 %
Top 5 Winners ($)$
TSM
taiwan semiconductor manufac
159.9 M
GOOG
alphabet inc
76.0 M
V
visa inc
38.4 M
AMZN
amazon com inc
36.8 M
LLY
eli lilly & co
33.7 M
Top 5 Losers (%)%
CTSH
cognizant technology solutio
-34.2 %
NFLX
netflix inc.
-24.3 %
PDD
pdd holdings inc
-22.0 %
TCOM
trip com group ltd
-20.0 %
ZTS
zoetis inc
-19.7 %
Top 5 Losers ($)$
ZTS
zoetis inc
-25.3 M
NFLX
netflix inc.
-21.1 M
SPGI
s&p global inc
-8.8 M
IDXX
idexx labs inc
-8.6 M
VRSK
verisk analytics inc
-7.2 M

COMGEST GLOBAL INVESTORS S.A.S. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of COMGEST GLOBAL INVESTORS S.A.S.

COMGEST GLOBAL INVESTORS S.A.S. has 55 stocks in it's portfolio. About 64.8% of the portfolio is in top 10 stocks. ZTS proved to be the most loss making stock for the portfolio. TSM was the most profitable stock for COMGEST GLOBAL INVESTORS S.A.S. last quarter.

$4.55BTotal Value
58.00Positions
24 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of COMGEST GLOBAL INVESTORS S.A.S., last reported on 24 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
ATAT
Atour Lifestyle Hldgs Ltd

Atour Lifestyle Hldgs Ltd

ATAT
COMGEST GLOBAL INVESTORS S.A.S.'s holding in Atour Lifestyle Hldgs Ltd over time
0.05%69,638
$2.21M
0.05%
increased 97.63 percentadded
BZ
Kanzhun Limited

Kanzhun Limited

BZ
COMGEST GLOBAL INVESTORS S.A.S.'s holding in Kanzhun Limited over time
0.1%345,375
$4.44M
0.1%
unchanged 0 percentunchanged
GLOB
Globant S A

Globant S A

GLOB
COMGEST GLOBAL INVESTORS S.A.S.'s holding in Globant S A over time
0%0.00
$0.00
0%
decreased 100 percentsold off