Filed: 2/12/2026ACC: 0001172661-26-000698
📋 What this filing means
COMGEST GLOBAL INVESTORS S.A.S. filed this quarterly 13F‑HR report disclosing 55 equity positions with a total reported market value of $5.61B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
55
Positions
$5.61B
Total AUM (reported)
23.72M
Total Shares
Allocation by class
COM$3.42B61.0%
SPONSORED ADS$553.03M9.9%
CAP STK CL A$448.72M8.0%
SHS$357.90M6.4%
COM CL A$357.62M6.4%
CL A$238.14M4.2%
SHS CLASS A$105.78M1.9%
Portfolio Concentration
Top 3$1.47B26.2%
4–10$2.04B36.3%
11–25$1.64B29.2%
Rest$461.57M8.2%
Top 3 weight
26.2%
Top 10 weight
62.5%
Voting Authority Distribution
Total shares with voting rights: 23.72M
Sole
Full voting authority
20.96M
shares
% of voting shares88.4%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
2.76M
shares
% of voting shares11.6%
Investment Discretion (by position count)
Sole0
Shared0
Other55
Dominant voting typeSole · 88.4% of voting shares
Institutional Holdings55
Rows:
TAIWAN SEMICONDUCTOR MFG LTD
DFNDShares1.72M
TypeSH
Market value$522.42M
9.31%
Sole
1.44M
Shared
0.00
None
274.64K
MICROSOFT CORP
DFNDShares1.04M
TypeSH
Market value$500.75M
8.92%
Sole
909.80K
Shared
0.00
None
125.63K
ALPHABET INC
DFNDShares1.43M
TypeSH
Market value$448.72M
8.00%
Sole
1.26M
Shared
0.00
None
172.27K
VISA INC
DFNDShares1.02M
TypeSH
Market value$357.62M
6.37%
Sole
882.45K
Shared
0.00
None
137.24K
JOHNSON & JOHNSON
DFNDShares1.65M
TypeSH
Market value$342.28M
6.10%
Sole
1.46M
Shared
0.00
None
189.85K
AMAZON COM INC
DFNDShares1.38M
TypeSH
Market value$317.78M
5.66%
Sole
1.19M
Shared
0.00
None
185.81K
INTUIT
DFNDShares442.23K
TypeSH
Market value$292.94M
5.22%
Sole
379.98K
Shared
0.00
None
62.26K
LINDE PLC
DFNDShares619.48K
TypeSH
Market value$264.14M
4.71%
Sole
531.63K
Shared
0.00
None
87.84K
S&P GLOBAL INC
DFNDShares454.06K
TypeSH
Market value$237.29M
4.23%
Sole
384.94K
Shared
0.00
None
69.12K
ELI LILLY & CO
DFNDShares209.25K
TypeSH
Market value$224.88M
4.01%
Sole
185.09K
Shared
0.00
None
24.16K
ZOETIS INC
DFNDShares1.39M
TypeSH
Market value$175.23M
3.12%
Sole
1.19M
Shared
0.00
None
205.80K
VERISK ANALYTICS INC
DFNDShares694.12K
TypeSH
Market value$155.27M
2.77%
Sole
572.88K
Shared
0.00
None
121.24K
ORACLE CORP
DFNDShares787.75K
TypeSH
Market value$153.54M
2.74%
Sole
705.93K
Shared
0.00
None
81.82K
IDEXX LABS INC
DFNDShares207.08K
TypeSH
Market value$140.09M
2.50%
Sole
180.26K
Shared
0.00
None
26.82K
COPART INC
DFNDShares3.10M
TypeSH
Market value$121.19M
2.16%
Sole
2.61M
Shared
0.00
None
481.91K
ANALOG DEVICES INC
DFNDShares442.21K
TypeSH
Market value$119.93M
2.14%
Sole
396.57K
Shared
0.00
None
45.64K
AMERICAN EXPRESS CO
DFNDShares292.25K
TypeSH
Market value$108.12M
1.93%
Sole
249.74K
Shared
0.00
None
42.51K
ACCENTURE PLC IRELAND
DFNDShares394.24K
TypeSH
Market value$105.78M
1.89%
Sole
339.70K
Shared
0.00
None
54.54K
COSTCO WHSL CORP NEW
DFNDShares116.73K
TypeSH
Market value$100.66M
1.79%
Sole
102.05K
Shared
0.00
None
14.68K
AON PLC
DFNDShares256.80K
TypeSH
Market value$90.62M
1.61%
Sole
209.50K
Shared
0.00
None
47.30K
CINTAS CORP
DFNDShares460.51K
TypeSH
Market value$86.61M
1.54%
Sole
404.87K
Shared
0.00
None
55.64K
MERCADOLIBRE INC
DFNDShares38.78K
TypeSH
Market value$78.11M
1.39%
Sole
37.22K
Shared
0.00
None
1.56K
UBER TECHNOLOGIES INC
DFNDShares888.10K
TypeSH
Market value$72.57M
1.29%
Sole
766.80K
Shared
0.00
None
121.30K
NVIDIA CORPORATION
DFNDShares366.38K
TypeSH
Market value$68.33M
1.22%
Sole
302.87K
Shared
0.00
None
63.52K
APPLE INC
DFNDShares238.42K
TypeSH
Market value$64.82M
1.16%
Sole
238.42K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TAIWAN SEMICONDUCTOR MFG LTDDFND | SPONSORED ADS | 1.72M | SH | $522.42M 9.31% | 1.44M | 0.00 | 274.64K |
MICROSOFT CORPDFND | COM | 1.04M | SH | $500.75M 8.92% | 909.80K | 0.00 | 125.63K |
ALPHABET INCDFND | CAP STK CL A | 1.43M | SH | $448.72M 8.00% | 1.26M | 0.00 | 172.27K |
VISA INCDFND | COM CL A | 1.02M | SH | $357.62M 6.37% | 882.45K | 0.00 | 137.24K |
JOHNSON & JOHNSONDFND | COM | 1.65M | SH | $342.28M 6.10% | 1.46M | 0.00 | 189.85K |
AMAZON COM INCDFND | COM | 1.38M | SH | $317.78M 5.66% | 1.19M | 0.00 | 185.81K |
INTUITDFND | COM | 442.23K | SH | $292.94M 5.22% | 379.98K | 0.00 | 62.26K |
LINDE PLCDFND | SHS | 619.48K | SH | $264.14M 4.71% | 531.63K | 0.00 | 87.84K |
S&P GLOBAL INCDFND | COM | 454.06K | SH | $237.29M 4.23% | 384.94K | 0.00 | 69.12K |
ELI LILLY & CODFND | COM | 209.25K | SH | $224.88M 4.01% | 185.09K | 0.00 | 24.16K |
ZOETIS INCDFND | CL A | 1.39M | SH | $175.23M 3.12% | 1.19M | 0.00 | 205.80K |
VERISK ANALYTICS INCDFND | COM | 694.12K | SH | $155.27M 2.77% | 572.88K | 0.00 | 121.24K |
ORACLE CORPDFND | COM | 787.75K | SH | $153.54M 2.74% | 705.93K | 0.00 | 81.82K |
IDEXX LABS INCDFND | COM | 207.08K | SH | $140.09M 2.50% | 180.26K | 0.00 | 26.82K |
COPART INCDFND | COM | 3.10M | SH | $121.19M 2.16% | 2.61M | 0.00 | 481.91K |
ANALOG DEVICES INCDFND | COM | 442.21K | SH | $119.93M 2.14% | 396.57K | 0.00 | 45.64K |
AMERICAN EXPRESS CODFND | COM | 292.25K | SH | $108.12M 1.93% | 249.74K | 0.00 | 42.51K |
ACCENTURE PLC IRELANDDFND | SHS CLASS A | 394.24K | SH | $105.78M 1.89% | 339.70K | 0.00 | 54.54K |
COSTCO WHSL CORP NEWDFND | COM | 116.73K | SH | $100.66M 1.79% | 102.05K | 0.00 | 14.68K |
AON PLCDFND | SHS CL A | 256.80K | SH | $90.62M 1.61% | 209.50K | 0.00 | 47.30K |
CINTAS CORPDFND | COM | 460.51K | SH | $86.61M 1.54% | 404.87K | 0.00 | 55.64K |
MERCADOLIBRE INCDFND | COM | 38.78K | SH | $78.11M 1.39% | 37.22K | 0.00 | 1.56K |
UBER TECHNOLOGIES INCDFND | COM | 888.10K | SH | $72.57M 1.29% | 766.80K | 0.00 | 121.30K |
NVIDIA CORPORATIONDFND | COM | 366.38K | SH | $68.33M 1.22% | 302.87K | 0.00 | 63.52K |
APPLE INCDFND | COM | 238.42K | SH | $64.82M 1.16% | 238.42K | 0.00 | 0.00 |
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