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

$4.59Billion– No. of Holdings #52

COMGEST GLOBAL INVESTORS S.A.S. Performance:
2026 Q1: -7.71%YTD: -7.71%2025: 10.24%
Performance for 2026 Q1 is -7.71%, and YTD is -7.71%, and 2025 is 10.24%.

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

On 2026-05-13, the fund reported it's updated stock portfolio. In the 13F Holdings report, COMGEST GLOBAL INVESTORS S.A.S. reported an equity portfolio of $4.6 Billions as of 31 Mar, 2026.

The top stock holdings of COMGEST GLOBAL INVESTORS S.A.S. are TSM, JNJ, GOOG. The fund has invested 9.4% of it's portfolio in TAIWAN SEMICONDUCTOR MANUFAC and 7.2% of portfolio in JOHNSON & JOHNSON.

The fund managers got completely rid off ACCENTURE PLC IRELAND (ACN), STEVANATO GROUP S P A (STVN) and INTUITIVE SURGICAL INC (ISRG) stocks. They significantly reduced their stock positions in COPART INC (CPRT), COSTCO WHOLESALE CORPORATION (COST) and ANALOG DEVICES INC (ADI). COMGEST GLOBAL INVESTORS S.A.S. opened new stock positions in BOOKING HOLDINGS INC (BKNG), ICICI BANK LIMITED (IBN) and ATOUR LIFESTYLE HLDGS LTD (ATAT). The fund showed a lot of confidence in some stocks as they added substantially to MOTOROLA SOLUTIONS INC (MSI), AON PLC (AON) and SPOTIFY TECHNOLOGY S A (SPOT).
COMGEST GLOBAL INVESTORS S.A.S. Equity Portfolio Value
Last Reported on: 13 May, 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 -7.71% in the last quarter. In trailing 12 months, it's portfolio return was 4.86%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
booking holdings inc7,578,580
icici bank limited1,513,540
atour lifestyle hldgs ltd1,297,070
New stocks bought by COMGEST GLOBAL INVESTORS S.A.S.

Additions

Ticker% Inc.
motorola solutions inc543
aon plc144
spotify technology s a133
netflix inc.75.69
trip com group ltd75.3
mercadolibre inc73.6
cintas corp56.6
cognizant technology solutio45.38
Additions to existing portfolio by COMGEST GLOBAL INVESTORS S.A.S.

Reductions

Ticker% Reduced
copart inc-92.07
costco wholesale corporation-76.43
analog devices inc-68.83
eli lilly & co-37.5
vulcan matls co-25.98
taiwan semiconductor manufac-25.51
globant s a-23.02
zoetis inc-21.9
COMGEST GLOBAL INVESTORS S.A.S. reduced stake in above stock

Sold off

Ticker$ Sold
accenture plc ireland-105,775,000
stevanato group s p a-6,673,260
tencent music entmt group-2,166,380
avery dennison corp-2,371,530
intuitive surgical inc-4,718,340
hunt j b trans svcs inc-1,050,600
COMGEST GLOBAL INVESTORS S.A.S. got rid off the above stocks

Sector Distribution

COMGEST GLOBAL INVESTORS S.A.S. has about 20.1% of it's holdings in Technology sector.

  • Technology
  • Financial Services
  • Healthcare
  • Others
  • Communication Services
  • Consumer Cyclical
  • Industrials
  • Basic Materials
Sector%
Technology20.1
Financial Services18.7
Healthcare16.2
Others13.2
Communication Services9.3
Consumer Cyclical9
Industrials6.5
Basic Materials6.3

Market Cap. Distribution

COMGEST GLOBAL INVESTORS S.A.S. has about 86.9% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • LARGE-CAP
  • UNALLOCATED
Category%
MEGA-CAP51.3
LARGE-CAP35.6
UNALLOCATED13.2

Stocks belong to which Index?

About 81.7% 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 50081.7
Others18.3
Top 5 Winners (%)%
JNJ
johnson & johnson
16.4 %
LIN
linde plc
14.9 %
FAST
fastenal co
14.4 %
ADI
analog devices inc
11.3 %
WMT
walmart inc
10.8 %
Top 5 Winners ($)$
JNJ
johnson & johnson
56.2 M
TSM
taiwan semiconductor manufac
51.1 M
LIN
linde plc
39.4 M
ADI
analog devices inc
13.6 M
COST
costco wholesale corporation
9.7 M
Top 5 Losers (%)%
MMYT
makemytrip limited mauritius
-54.4 %
INTU
intuit
-33.9 %
BZ
kanzhun limited
-32.5 %
HDB
hdfc bank ltd
-31.5 %
GLOB
globant s a
-26.1 %
Top 5 Losers ($)$
MSFT
microsoft corp
-107.1 M
INTU
intuit
-105.5 M
SPGI
s&p global inc
-48.3 M
V
visa inc
-48.0 M
ORCL
oracle corp
-35.3 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 52 stocks in it's portfolio. About 61.7% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. JNJ was the most profitable stock for COMGEST GLOBAL INVESTORS S.A.S. last quarter.

Last Reported on: 13 May, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions