CIK: 0001574947
Total reported value
$4.6B
Reporting period: 2026-03-31 · Number of holdings: 52
COMGEST GLOBAL INVESTORS S.A.S. disclosed 52 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $4.6B and a quarterly turnover rate of 33.6%.
Browse other institutions with $1B to $10B AUMBrowse other institutions starting with "C"
Comgest Global Investors S.a.s.'s disclosed holdings carry a Herfindahl concentration index of 0.048 — mathematically equivalent to about 21 equally-sized positions, well below its 52 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 1.23), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Add AON
+144.8% $112.3M
Trim MSFT
-17.7% -$185.4M
Trim CPRT
-92.1% -$113.0M
Trim LLY
-37.5% -$104.6M
Add SPOT
+133.2% $50.7M
Add MSI
+543.6% $55.6M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 9.44% | +0.13% | -25.51% | |
| 2 | JNJ | Johnson & Johnson | Stock-Healthcare | 7.16% | +1.06% | -18.73% | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 7.10% | -0.90% | -21.05% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 6.88% | -2.04% | -17.72% | |
| 5 | V | Visa Inc-class A Shares | Stock-Financials | 6.32% | -0.05% | -5.87% | |
| 6 | LIN | Linde plc | Stock-Materials | 5.60% | +0.89% | -16.42% | |
| 7 | AMZN | Amazon.com INC | Stock-Consumer Disc | 5.31% | -0.35% | -15.00% | |
| 8 | SPGI | S&p Global INC | Stock-Financials | 5.00% | +0.77% | +18.65% | |
| 9 | INTU | Intuit INC | Stock-Tech | 4.48% | -0.74% | +7.41% | |
| 10 | AON | Aon plc | Stock-Financials | 4.42% | +2.80% | +144.82% | |
| 11 | VRSK | Verisk Analytics INC | Stock-Industrials | 3.29% | +0.52% | +14.48% | |
| 12 | ZTS | Zoetis INC | Stock-Healthcare | 2.80% | -0.32% | -21.90% | |
| 13 | IDXX | Idexx Laboratories INC | Stock-Healthcare | 2.70% | +0.20% | +6.41% | |
| 14 | CTAS | Cintas CORP | Stock-Industrials | 2.66% | +1.12% | +56.60% | |
| 15 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.62% | -1.39% | -37.50% | |
| 16 | MELI | Mercadolibre INC | Stock-Consumer Disc | 2.54% | +1.15% | +73.60% | |
| 17 | AXP | American Express Co | Stock-Financials | 2.35% | — | +21.77% | |
| 18 | SPOT | Spotify Technology S.A. | Stock-Comm Services | 2.27% | +1.32% | +133.24% | |
| 19 | ORCL | Oracle CORP | Stock-Tech | 2.20% | -0.54% | -12.75% | |
| 20 | UBER | Uber Technologies INC | Stock-Industrials | 1.71% | +0.42% | +22.44% | |
| 21 | NFLX | Netflix INC | Stock-Comm Services | 1.64% | +0.90% | +75.69% | |
| 22 | MSI | Motorola Solutions INC | Stock-Tech | 1.41% | +1.25% | +543.58% | |
| 23 | NVDA | Nvidia CORP | Stock-Tech | 1.36% | +0.14% | -2.68% | |
| 24 | AAPL | Apple INC | Stock-Tech | 1.11% | -0.05% | -16.20% | |
| 25 | ADI | Analog Devices INC | Stock-Tech | 0.96% | -1.18% | -68.83% | |
| 26 | SYK | Stryker CORP | Stock-Healthcare | 0.75% | — | -11.82% | |
| 27 | SCI | Service CORP International | Stock-Consumer Disc | 0.75% | +0.05% | -18.29% | |
| 28 | VMC | Vulcan Materials Co | Stock-Materials | 0.71% | -0.11% | -25.98% | |
| 29 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.60% | -1.19% | -76.43% | |
| 30 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.60% | -0.05% | -13.72% | |
| 31 | MMYT | MakeMyTrip Limited | Stock-Other | 0.40% | -0.31% | +1.43% | |
| 32 | MA | Mastercard INC - A | Stock-Financials | 0.38% | -0.07% | -20.57% | |
| 33 | FERG | Ferguson Enterprises INC | Stock-Industrials | 0.37% | +0.09% | +1.85% | |
| 34 | HDB | Hdfc Bank Ltd-adr | Stock-Financials | 0.26% | -0.07% | -2.72% | |
| 35 | FAST | Fastenal Co | Stock-Industrials | 0.23% | — | -15.39% | |
| 36 | MSCI | Msci INC | Stock-Financials | 0.21% | +0.02% | -3.30% | |
| 37 | YUMC | Yum China Holdings INC | Stock-Consumer Disc | 0.18% | +0.02% | -12.37% | |
| 38 | CPRT | Copart INC | Stock-Industrials | 0.18% | -1.98% | -92.07% | |
| 39 | BKNG | Booking Holdings INC | Stock-Consumer Disc | 0.17% | +0.17% | NEW | |
| 40 | BDX | Becton Dickinson And Co | Stock-Healthcare | 0.16% | +0.01% | +3.69% | |
| 41 | PDD | Pdd Holdings INC | Stock-Consumer Disc | 0.12% | +0.01% | — | |
| 42 | GLOB | Globant S.A. | Stock-Tech | 0.11% | -0.06% | -23.02% | |
| 43 | URI | United Rentals INC | Stock-Industrials | 0.11% | +0.03% | +24.69% | |
| 44 | HLT | Hilton Worldwide Holdings In | Stock-Consumer Disc | 0.10% | — | -15.05% | |
| 45 | BZ | Kanzhun LTD - Adr | Stock-Other | 0.10% | -0.01% | +18.48% | |
| 46 | WMT | Walmart INC | Stock-Consumer Staples | 0.05% | — | -12.83% | |
| 47 | IBN | Icici Bank Ltd-spon Adr | Stock-Financials | 0.03% | +0.03% | NEW | |
| 48 | ATAT | Atour Lifestyle Holdings-adr | Stock-Other | 0.03% | +0.03% | NEW | |
| 49 | DHR | Danaher CORP | Stock-Healthcare | 0.02% | — | -0.22% | |
| 50 | CTSH | Cognizant Tech Solutions-a | Stock-Tech | 0.02% | — | +45.38% |
Performance for Q3 2026
-0.4%
Performance Last 4 Quarters
+1.5%
Based on 60% of reported portfolio value with available pricing
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 52 | $4.6B | 34 | |
| 2025-12-31 | 55 | $5.6B | 18 | |
| 2025-09-30 | 60 | $5.6B | 34 | |
| 2025-06-30 | 64 | $5.9B | 0 | |
| 2025-03-31 | 62 | $5.6B | 100 | |
| 2024-12-31 | 60 | $6.1B | 0 | |
| 2024-09-30 | 63 | $7.0B | 0 | |
| 2024-06-30 | 66 | $7.3B | 0 | |
| 2024-03-31 | 66 | $7.2B | 0 | |
| 2023-12-31 | 63 | $6.7B | 0 | |
| 2023-09-30 | 65 | $5.8B | 0 | |
| 2023-06-30 | 66 | $6.0B | 0 | |
| 2023-03-31 | 66 | $5.3B | 0 | |
| 2022-12-31 | 62 | $4.5B | 0 | |
| 2022-09-30 | 61 | $4.5B | 0 | |
| 2022-06-30 | 61 | $5.1B | 0 | |
| 2022-03-31 | 62 | $6.4B | 0 | |
| 2021-12-31 | 62 | $7.5B | 0 | |
| 2021-09-30 | 62 | $7.6B | 0 | |
| 2021-06-30 | 67 | $7.4B | 100 | |
| 2021-03-31 | 64 | $6.5B | 22 | |
| 2020-12-31 | 106 | $5.7B | 39 | |
| 2020-09-30 | 101 | $6.7B | 17 | |
| 2020-06-30 | 99 | $6.0B | 25 | |
| 2020-03-31 | 96 | $4.9B | 26 | |
| 2019-12-31 | 91 | $5.5B | 22 | |
| 2019-09-30 | 92 | $4.9B | 25 | |
| 2019-06-30 | 91 | $4.6B | 15 | |
| 2019-03-31 | 92 | $4.6B | 18 | |
| 2018-12-31 | 94 | $4.0B | 22 | |
| 2018-09-30 | 93 | $4.5B | 24 | |
| 2018-06-30 | 99 | $4.5B | 17 | |
| 2018-03-31 | 99 | $4.6B | 22 | |
| 2017-12-31 | 108 | $4.6B | 15 | |
| 2017-09-30 | 100 | $4.3B | 24 | |
| 2017-06-30 | 104 | $4.0B | 14 | |
| 2017-03-31 | 97 | $3.7B | 27 | |
| 2016-12-31 | 96 | $3.1B | 16 | |
| 2016-09-30 | 95 | $3.4B | 21 | |
| 2016-06-30 | 102 | $3.3B | 16 | |
| 2016-03-31 | 89 | $2.9B | 16 | |
| 2015-12-31 | 85 | $3.0B | 30 | |
| 2015-09-30 | 82 | $2.6B | 24 | |
| 2015-06-30 | 78 | $3.0B | 13 | |
| 2015-03-31 | 81 | $3.2B | 24 | |
| 2014-12-31 | 81 | $3.3B | — |
Comgest Global Investors S.a.s.'s most significant position changes for 2026-03-31: Sold out: Accenture plc (ACN); New buy: Booking Holdings INC (BKNG); Sold out: Stevanato Group S.p.A. (STVN); Sold out: Intuitive Surgical INC (ISRG); Sold out: Avery Dennison CORP (AVY).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AON | Aon plc | +2.8% | +144.82% | Add |
| 2 | SPOT | Spotify Technology S.A. | +1.3% | +133.24% | Add |
| 3 | MSI | Motorola Solutions INC | +1.3% | +543.58% | Add |
| 4 | MELI | Mercadolibre INC | +1.2% | +73.60% | Add |
| 5 | CTAS | Cintas CORP | +1.1% | +56.60% | Add |
| 6 | JNJ | Johnson & Johnson | +1.1% | -18.73% | Trim |
| 7 | NFLX | Netflix INC | +0.9% | +75.69% | Add |
| 8 | LIN | Linde plc | +0.9% | -16.42% | Trim |
| 9 | SPGI | S&p Global INC | +0.8% | +18.65% | Add |
| 10 | VRSK | Verisk Analytics INC | +0.5% | +14.48% | Add |
| 11 | UBER | Uber Technologies INC | +0.4% | +22.44% | Add |
| 12 | IDXX | Idexx Laboratories INC | +0.2% | +6.41% | Add |
| 13 | NVDA | Nvidia CORP | +0.1% | -2.68% | Trim |
| 14 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | -25.51% | Trim |
| 15 | FERG | Ferguson Enterprises INC | +0.1% | +1.85% | Add |
| 16 | SCI | Service CORP International | +0.1% | -18.29% | Trim |
| 17 | URI | United Rentals INC | 0% | +24.69% | Add |
| 18 | YUMC | Yum China Holdings INC | 0% | -12.37% | Trim |
| 19 | MSCI | Msci INC | 0% | -3.30% | Trim |
| 20 | BDX | Becton Dickinson And Co | 0% | +3.69% | Add |
| 21 | PDD | Pdd Holdings INC | 0% | — | Unchanged |
| 22 | SYK | Stryker CORP | — | -11.82% | Trim |
| 23 | BZ | Kanzhun LTD - Adr | 0% | +18.48% | Add |
| 24 | V | Visa Inc-class A Shares | -0.1% | -5.87% | Trim |
| 25 | AAPL | Apple INC | -0.1% | -16.20% | Trim |
| 26 | META | Meta Platforms Inc-class A | -0.1% | -13.72% | Trim |
| 27 | GLOB | Globant S.A. | -0.1% | -23.02% | Trim |
| 28 | MA | Mastercard INC - A | -0.1% | -20.57% | Trim |
| 29 | HDB | Hdfc Bank Ltd-adr | -0.1% | -2.72% | Trim |
| 30 | VMC | Vulcan Materials Co | -0.1% | -25.98% | Trim |
| 31 | MMYT | MakeMyTrip Limited | -0.3% | +1.43% | Add |
| 32 | ZTS | Zoetis INC | -0.3% | -21.90% | Trim |
| 33 | AMZN | Amazon.com INC | -0.4% | -15.00% | Trim |
| 34 | ORCL | Oracle CORP | -0.5% | -12.75% | Trim |
| 35 | INTU | Intuit INC | -0.7% | +7.41% | Add |
| 36 | GOOGL | Alphabet Inc-cl A | -0.9% | -21.05% | Trim |
| 37 | ADI | Analog Devices INC | -1.2% | -68.83% | Trim |
| 38 | COST | Costco Wholesale CORP | -1.2% | -76.43% | Trim |
| 39 | LLY | Eli Lilly & Co | -1.4% | -37.50% | Trim |
| 40 | CPRT | Copart INC | -2% | -92.07% | Trim |
| 41 | MSFT | Microsoft CORP | -2% | -17.72% | Trim |
| 42 | ACN | Accenture plc | — | EXIT | Sold out |
| 43 | BKNG | Booking Holdings INC | — | NEW | New buy |
| 44 | STVN | Stevanato Group S.p.A. | — | EXIT | Sold out |
| 45 | ISRG | Intuitive Surgical INC | — | EXIT | Sold out |
| 46 | AVY | Avery Dennison CORP | — | EXIT | Sold out |
| 47 | TME | Tencent Music Entertainm-adr | — | EXIT | Sold out |
| 48 | IBN | Icici Bank Ltd-spon Adr | — | NEW | New buy |
| 49 | ATAT | Atour Lifestyle Holdings-adr | — | NEW | New buy |
| 50 | JBHT | Hunt (jb) Transprt Svcs INC | — | EXIT | Sold out |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-13 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-02-12 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-11-07 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-08-07 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-05-15 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-02-13 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-11-06 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-08-01 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-05-07 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-02-12 | 13F-HR | View on EDGAR |
| 2023-09-30 | 2023-11-07 | 13F-HR | View on EDGAR |
| 2023-06-30 | 2023-07-24 | 13F-HR | View on EDGAR |
| 2023-03-31 | 2023-05-15 | 13F-HR | View on EDGAR |
| 2022-12-31 | 2023-05-15 | Amendment | View on EDGAR |
| 2022-12-31 | 2023-02-13 | 13F-HR | View on EDGAR |
| 2022-09-30 | 2023-05-15 | Amendment | View on EDGAR |
| 2022-09-30 | 2022-11-10 | 13F-HR | View on EDGAR |
| 2022-06-30 | 2023-05-15 | Amendment | View on EDGAR |
| 2022-06-30 | 2022-07-28 | 13F-HR | View on EDGAR |
| 2022-03-31 | 2023-05-15 | Amendment | View on EDGAR |
| 2022-03-31 | 2022-05-13 | 13F-HR | View on EDGAR |
| 2021-12-31 | 2022-02-14 | 13F-HR | View on EDGAR |
| 2021-09-30 | 2021-11-02 | 13F-HR | View on EDGAR |
| 2021-06-30 | 2021-08-12 | 13F-HR | View on EDGAR |
| 2021-03-31 | 2021-05-14 | 13F-HR | View on EDGAR |
| 2020-12-31 | 2021-02-16 | 13F-HR | View on EDGAR |
| 2020-09-30 | 2020-11-13 | 13F-HR | View on EDGAR |
| 2020-06-30 | 2020-07-31 | 13F-HR | View on EDGAR |
| 2020-03-31 | 2020-05-07 | 13F-HR | View on EDGAR |
| 2019-12-31 | 2020-02-13 | 13F-HR | View on EDGAR |
| 2019-09-30 | 2019-11-05 | 13F-HR | View on EDGAR |
| 2019-06-30 | 2019-08-08 | 13F-HR | View on EDGAR |
| 2019-03-31 | 2019-05-09 | 13F-HR | View on EDGAR |
| 2018-12-31 | 2019-02-12 | 13F-HR | View on EDGAR |
| 2018-09-30 | 2018-11-06 | 13F-HR | View on EDGAR |
| 2018-06-30 | 2018-08-08 | 13F-HR | View on EDGAR |
| 2018-03-31 | 2018-05-14 | 13F-HR | View on EDGAR |
| 2017-12-31 | 2018-02-09 | 13F-HR | View on EDGAR |
| 2017-09-30 | 2017-11-07 | 13F-HR | View on EDGAR |
| 2017-06-30 | 2017-08-09 | 13F-HR | View on EDGAR |
| 2017-03-31 | 2017-05-10 | 13F-HR | View on EDGAR |
| 2016-12-31 | 2017-02-08 | 13F-HR | View on EDGAR |
| 2016-09-30 | 2016-11-10 | 13F-HR | View on EDGAR |
| 2016-06-30 | 2016-07-27 | 13F-HR | View on EDGAR |
| 2016-03-31 | 2016-05-12 | 13F-HR | View on EDGAR |
| 2015-12-31 | 2016-01-29 | 13F-HR | View on EDGAR |
| 2015-09-30 | 2015-11-09 | 13F-HR | View on EDGAR |
| 2015-06-30 | 2015-07-28 | 13F-HR | View on EDGAR |
| 2015-03-31 | 2015-05-12 | 13F-HR | View on EDGAR |
| 2014-12-31 | 2015-02-11 | 13F-HR | View on EDGAR |
Institutions with a similar AUM
CIK 0000723204
Total reported value
$4.6B
1,789 stks
2026-03-31
AUM within 0.1% of this institution
CIK 0001427008
Total reported value
$4.6B
32 stks
2026-03-31
AUM within 0.2% of this institution
CIK 0001517137
Total reported value
$4.6B
26 stks
2026-03-31
AUM within 0.3% of this institution
Institutions with overlapping top holdings
CIK 0001418329
Total reported value
$44.7B
271 stks
2026-06-30
4 of the top 5 holdings overlap, including Alphabet Inc-cl A
CIK 0001694584
Total reported value
$4.1B
1,053 stks
2019-09-30
Stale — no recent filing
4 of the top 5 holdings overlap, including Microsoft CORP
CIK 0000067698
Total reported value
$456.8M
114 stks
2025-06-30
Stale — no recent filing
3 of the top 5 holdings overlap, including Visa Inc-class A Shares