Comgest Global Investors S.A.S. 13F 持仓 · 2026年Q2
Comgest Global Investors S.A.S. 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 55 只证券，申报市值合计 45.45 亿美元。前几大持仓：TSM（10.62%）、GOOGL（8.22%）、JNJ（7.21%）。本季前 25 大持仓中：新建仓 2 只、增持 9 只、减持 14 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $482.6M | 10.62% | 1.0M | 减持 |
| 2 | GOOGL | ALPHABET INC | $373.6M | 8.22% | 1.0M | 减持 |
| 3 | JNJ | JOHNSON & JOHNSON | $327.5M | 7.21% | 1.3M | 减持 |
| 4 | V | VISA INC | $316.5M | 6.96% | 922,397 | 减持 |
| 5 | AMZN | AMAZON COM INC | $304.4M | 6.70% | 1.3M | 增持 |
| 6 | AON | AON PLC | $272.1M | 5.99% | 820,270 | 增持 |
| 7 | LIN | LINDE PLC | $266.3M | 5.86% | 513,091 | 减持 |
| 8 | MSFT | MICROSOFT CORP | $246.5M | 5.42% | 660,903 | 减持 |
| 9 | SPGI | S&P GLOBAL INC | $179.2M | 3.94% | 440,036 | 减持 |
| 10 | CTAS | CINTAS CORP | $178.4M | 3.92% | 1.0M | 增持 |
| 11 | NVDA | NVIDIA CORPORATION | $138.9M | 3.06% | 694,368 | 增持 |
| 12 | IDXX | IDEXX LABS INC | $138.2M | 3.04% | 262,562 | 增持 |
| 13 | LLY | ELI LILLY & CO | $132.0M | 2.90% | 110,028 | 减持 |
| 14 | AXP | AMERICAN EXPRESS CO | $128.8M | 2.83% | 380,885 | 增持 |
| 15 | VRSK | VERISK ANALYTICS INC | $110.0M | 2.42% | 612,925 | 减持 |
| 16 | MELI | MERCADOLIBRE INC | $98.9M | 2.18% | 58,286 | 减持 |
| 17 | MSI | MOTOROLA SOLUTIONS INC | $98.5M | 2.17% | 237,170 | 增持 |
| 18 | SPOT | SPOTIFY TECHNOLOGY S A | $83.4M | 1.84% | 181,677 | 减持 |
| 19 | UBER | UBER TECHNOLOGIES INC | $75.3M | 1.66% | 1.0M | 减持 |
| 20 | NFLX | NETFLIX INC. | $65.6M | 1.44% | 918,975 | 增持 |
| 21 | AAPL | APPLE INC | $58.5M | 1.29% | 202,304 | 增持 |
| 22 | AVGO | BROADCOM INC | $54.5M | 1.20% | 144,208 | 新建仓 |
| 23 | ISRG | INTUITIVE SURGICAL INC | $50.2M | 1.10% | 126,197 | 新建仓 |
| 24 | ADI | ANALOG DEVICES INC | $46.0M | 1.01% | 115,884 | 减持 |
| 25 | ORCL | ORACLE CORP | $30.7M | 0.67% | 209,205 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR