Filed: 5/13/2026ACC: 0001172661-26-001785
๐ What this filing means
COMGEST GLOBAL INVESTORS S.A.S. filed this quarterly 13FโHR report disclosing 52 equity positions with a total reported market value of $4.59B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
52
Positions
$4.59B
Total AUM (reported)
19.10M
Total Shares
Allocation by class
COM$2.67B58.3%
SPONSORED ADS$456.54M10.0%
SHS$379.71M8.3%
CAP STK CL A$325.48M7.1%
COM CL A$290.09M6.3%
SHS CL A$202.93M4.4%
CL A$174.61M3.8%
Portfolio Concentration
Top 3$1.09B23.7%
4โ10$1.74B38.0%
11โ25$1.45B31.6%
Rest$306.63M6.7%
Top 3 weight
23.7%
Top 10 weight
61.7%
Voting Authority Distribution
Total shares with voting rights: 19.10M
Sole
Full voting authority
16.99M
shares
% of voting shares89.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
2.11M
shares
% of voting shares11.0%
Investment Discretion (by position count)
Sole0
Shared0
Other52
Dominant voting typeSole ยท 89.0% of voting shares
Institutional Holdings52
Rows:
TAIWAN SEMICONDUCTOR MANUFAC
DFNDShares1.28M
TypeSH
Market value$432.77M
9.44%
Sole
1.08M
Shared
0.00
None
197.36K
JOHNSON & JOHNSON
DFNDShares1.34M
TypeSH
Market value$328.58M
7.16%
Sole
1.21M
Shared
0.00
None
136.71K
ALPHABET INC
DFNDShares1.13M
TypeSH
Market value$325.48M
7.10%
Sole
1.01M
Shared
0.00
None
119.41K
MICROSOFT CORP
DFNDShares851.93K
TypeSH
Market value$315.36M
6.88%
Sole
748.15K
Shared
0.00
None
103.77K
VISA INC
DFNDShares959.79K
TypeSH
Market value$290.09M
6.32%
Sole
837.77K
Shared
0.00
None
122.02K
LINDE PLC
DFNDShares517.78K
TypeSH
Market value$256.69M
5.60%
Sole
447.75K
Shared
0.00
None
70.02K
AMAZON COM INC
DFNDShares1.17M
TypeSH
Market value$243.73M
5.31%
Sole
1.02M
Shared
0.00
None
147.28K
S&P GLOBAL INC
DFNDShares538.77K
TypeSH
Market value$229.16M
5.00%
Sole
463.11K
Shared
0.00
None
75.66K
INTUIT
DFNDShares474.99K
TypeSH
Market value$205.38M
4.48%
Sole
408.32K
Shared
0.00
None
66.67K
AON PLC
DFNDShares628.70K
TypeSH
Market value$202.93M
4.42%
Sole
522.80K
Shared
0.00
None
105.90K
VERISK ANALYTICS INC
DFNDShares794.60K
TypeSH
Market value$150.78M
3.29%
Sole
664.16K
Shared
0.00
None
130.44K
ZOETIS INC
DFNDShares1.09M
TypeSH
Market value$128.57M
2.80%
Sole
927.42K
Shared
0.00
None
160.22K
IDEXX LABS INC
DFNDShares220.35K
TypeSH
Market value$123.81M
2.70%
Sole
194.46K
Shared
0.00
None
25.90K
CINTAS CORP
DFNDShares721.15K
TypeSH
Market value$121.98M
2.66%
Sole
622.90K
Shared
0.00
None
98.25K
ELI LILLY & CO
DFNDShares130.79K
TypeSH
Market value$120.29M
2.62%
Sole
113.14K
Shared
0.00
None
17.64K
MERCADOLIBRE INC
DFNDShares67.32K
TypeSH
Market value$116.40M
2.54%
Sole
60.31K
Shared
0.00
None
7K
AMERICAN EXPRESS CO
DFNDShares355.87K
TypeSH
Market value$107.64M
2.35%
Sole
301.47K
Shared
0.00
None
54.40K
SPOTIFY TECHNOLOGY S A
DFNDShares215.09K
TypeSH
Market value$104.30M
2.27%
Sole
179.19K
Shared
0.00
None
35.90K
ORACLE CORP
DFNDShares687.30K
TypeSH
Market value$101.11M
2.20%
Sole
616.18K
Shared
0.00
None
71.12K
UBER TECHNOLOGIES INC
DFNDShares1.09M
TypeSH
Market value$78.22M
1.71%
Sole
914.10K
Shared
0.00
None
173.30K
NETFLIX INC.
DFNDShares783.27K
TypeSH
Market value$75.31M
1.64%
Sole
679.08K
Shared
0.00
None
104.19K
MOTOROLA SOLUTIONS INC
DFNDShares148.57K
TypeSH
Market value$64.47M
1.41%
Sole
129.07K
Shared
0.00
None
19.50K
NVIDIA CORPORATION
DFNDShares356.55K
TypeSH
Market value$62.18M
1.36%
Sole
295.76K
Shared
0.00
None
60.79K
APPLE INC
DFNDShares199.80K
TypeSH
Market value$50.71M
1.11%
Sole
199.80K
Shared
0.00
None
0.00
ANALOG DEVICES INC
DFNDShares137.83K
TypeSH
Market value$43.85M
0.96%
Sole
134.60K
Shared
0.00
None
3.23K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting โ Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TAIWAN SEMICONDUCTOR MANUFACDFND | SPONSORED ADS | 1.28M | SH | $432.77M 9.44% | 1.08M | 0.00 | 197.36K |
JOHNSON & JOHNSONDFND | COM | 1.34M | SH | $328.58M 7.16% | 1.21M | 0.00 | 136.71K |
ALPHABET INCDFND | CAP STK CL A | 1.13M | SH | $325.48M 7.10% | 1.01M | 0.00 | 119.41K |
MICROSOFT CORPDFND | COM | 851.93K | SH | $315.36M 6.88% | 748.15K | 0.00 | 103.77K |
VISA INCDFND | COM CL A | 959.79K | SH | $290.09M 6.32% | 837.77K | 0.00 | 122.02K |
LINDE PLCDFND | SHS | 517.78K | SH | $256.69M 5.60% | 447.75K | 0.00 | 70.02K |
AMAZON COM INCDFND | COM | 1.17M | SH | $243.73M 5.31% | 1.02M | 0.00 | 147.28K |
S&P GLOBAL INCDFND | COM | 538.77K | SH | $229.16M 5.00% | 463.11K | 0.00 | 75.66K |
INTUITDFND | COM | 474.99K | SH | $205.38M 4.48% | 408.32K | 0.00 | 66.67K |
AON PLCDFND | SHS CL A | 628.70K | SH | $202.93M 4.42% | 522.80K | 0.00 | 105.90K |
VERISK ANALYTICS INCDFND | COM | 794.60K | SH | $150.78M 3.29% | 664.16K | 0.00 | 130.44K |
ZOETIS INCDFND | CL A | 1.09M | SH | $128.57M 2.80% | 927.42K | 0.00 | 160.22K |
IDEXX LABS INCDFND | COM | 220.35K | SH | $123.81M 2.70% | 194.46K | 0.00 | 25.90K |
CINTAS CORPDFND | COM | 721.15K | SH | $121.98M 2.66% | 622.90K | 0.00 | 98.25K |
ELI LILLY & CODFND | COM | 130.79K | SH | $120.29M 2.62% | 113.14K | 0.00 | 17.64K |
MERCADOLIBRE INCDFND | COM | 67.32K | SH | $116.40M 2.54% | 60.31K | 0.00 | 7K |
AMERICAN EXPRESS CODFND | COM | 355.87K | SH | $107.64M 2.35% | 301.47K | 0.00 | 54.40K |
SPOTIFY TECHNOLOGY S ADFND | SHS | 215.09K | SH | $104.30M 2.27% | 179.19K | 0.00 | 35.90K |
ORACLE CORPDFND | COM | 687.30K | SH | $101.11M 2.20% | 616.18K | 0.00 | 71.12K |
UBER TECHNOLOGIES INCDFND | COM | 1.09M | SH | $78.22M 1.71% | 914.10K | 0.00 | 173.30K |
NETFLIX INC.DFND | COM | 783.27K | SH | $75.31M 1.64% | 679.08K | 0.00 | 104.19K |
MOTOROLA SOLUTIONS INCDFND | COM NEW | 148.57K | SH | $64.47M 1.41% | 129.07K | 0.00 | 19.50K |
NVIDIA CORPORATIONDFND | COM | 356.55K | SH | $62.18M 1.36% | 295.76K | 0.00 | 60.79K |
APPLE INCDFND | COM | 199.80K | SH | $50.71M 1.11% | 199.80K | 0.00 | 0.00 |
ANALOG DEVICES INCDFND | COM | 137.83K | SH | $43.85M 0.96% | 134.60K | 0.00 | 3.23K |
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