Comgest Global Investors S.a.s.
Comgest Global Investors S.a.s. reported 55 stocks worth $4.5B in its 13F filing for Q2 2026, filed Jul 24, 2026. Its largest holdings are TSM (10.6%), GOOGL (8.2%) and JNJ (7.2%). Compared with Q1 2026, the fund opened new positions in AVGO, ISRG and NU, added to AMZN, AON and CTAS, trimmed TSM, GOOGL and JNJ and sold out of INTU, GLOB and MDT.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  TSM Taiwan Semiconductor Mfg Ltd | $483M | 10.6% | 1M | −270K (−21%) | 8 of 8 | |
| 2 |  GOOGL Alphabet Inc | $374M | 8.2% | 1M | −87K (−8%) | 8 of 8 | |
| 3 |  JNJ Johnson & Johnson | $328M | 7.2% | 1.3M | −55K (−4%) | 8 of 8 | |
| 4 |  V Visa Inc | $316M | 7.0% | 922K | −37K (−4%) | 8 of 8 | |
| 5 |  AMZN Amazon Com Inc | $304M | 6.7% | 1.3M | +107K (+9%) | 8 of 8 | |
| 6 |  AON Aon PLC | $272M | 6.0% | 820K | +192K (+30%) | 4 of 8 | |
| 7 |  LIN Linde PLC | $266M | 5.9% | 513K | −4,687 (−1%) | 8 of 8 | |
| 8 |  MSFT Microsoft Corp | $247M | 5.4% | 661K | −191K (−22%) | 8 of 8 | |
| 9 |  SPGI S&P Global Inc | $179M | 3.9% | 440K | −99K (−18%) | 8 of 8 | |
| 10 |  CTAS Cintas Corp | $178M | 3.9% | 1M | +328K (+45%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Jul 24, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Comgest Global Investors S.a.s. 13F FAQ
What does Comgest Global Investors S.a.s. own?
Comgest Global Investors S.a.s. reported 55 stocks worth $4.5B in its 13F filing for Q2 2026, filed Jul 24, 2026. The table above lists every position in the filing (the top 10 without an account).
What did Comgest Global Investors S.a.s. buy and sell in Q2 2026?
Compared with Q1 2026: 6 new positions, 14 added to, 33 trimmed and 3 sold out. New positions include AVGO, ISRG and NU. It sold all of INTU, GLOB and MDT.
When will Comgest Global Investors S.a.s. file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Comgest Global Investors S.a.s.'s portfolio worth?
The Q2 2026 filing reports $4.5B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.