Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
COMGEST GLOBAL INVESTORS S.A.S. (CIK 1574947) reported $4.55B across 55 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: TSM ($482.6M, 10.62%), GOOGL ($373.6M, 8.22%), JNJ ($327.5M, 7.21%), V ($316.5M, 6.96%), AMZN ($304.4M, 6.70%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $482.6M | 10.62% | 1.0M | Trimmed |
| 2 | GOOGL | ALPHABET INC | $373.6M | 8.22% | 1.0M | Trimmed |
| 3 | JNJ | JOHNSON & JOHNSON | $327.5M | 7.21% | 1.3M | Trimmed |
| 4 | V | VISA INC | $316.5M | 6.96% | 922,397 | Trimmed |
| 5 | AMZN | AMAZON COM INC | $304.4M | 6.70% | 1.3M | Added |
| 6 | AON | AON PLC | $272.1M | 5.99% | 820,270 | Added |
| 7 | LIN | LINDE PLC | $266.3M | 5.86% | 513,091 | Trimmed |
| 8 | MSFT | MICROSOFT CORP | $246.5M | 5.42% | 660,903 | Trimmed |
| 9 | SPGI | S&P GLOBAL INC | $179.2M | 3.94% | 440,036 | Trimmed |
| 10 | CTAS | CINTAS CORP | $178.4M | 3.92% | 1.0M | Added |
| 11 | NVDA | NVIDIA CORPORATION | $138.9M | 3.06% | 694,368 | Added |
| 12 | IDXX | IDEXX LABS INC | $138.2M | 3.04% | 262,562 | Added |
| 13 | LLY | ELI LILLY & CO | $132.0M | 2.90% | 110,028 | Trimmed |
| 14 | AXP | AMERICAN EXPRESS CO | $128.8M | 2.83% | 380,885 | Added |
| 15 | VRSK | VERISK ANALYTICS INC | $110.0M | 2.42% | 612,925 | Trimmed |
| 16 | MELI | MERCADOLIBRE INC | $98.9M | 2.18% | 58,286 | Trimmed |
| 17 | MSI | MOTOROLA SOLUTIONS INC | $98.5M | 2.17% | 237,170 | Added |
| 18 | SPOT | SPOTIFY TECHNOLOGY S A | $83.4M | 1.84% | 181,677 | Trimmed |
| 19 | UBER | UBER TECHNOLOGIES INC | $75.3M | 1.66% | 1.0M | Trimmed |
| 20 | NFLX | NETFLIX INC. | $65.6M | 1.44% | 918,975 | Added |
| 21 | AAPL | APPLE INC | $58.5M | 1.29% | 202,304 | Added |
| 22 | AVGO | BROADCOM INC | $54.5M | 1.20% | 144,208 | New |
| 23 | ISRG | INTUITIVE SURGICAL INC | $50.2M | 1.10% | 126,197 | New |
| 24 | ADI | ANALOG DEVICES INC | $46.0M | 1.01% | 115,884 | Trimmed |
| 25 | ORCL | ORACLE CORP | $30.7M | 0.67% | 209,205 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30