Comgest Global Investors S.A.S.
Net seller this quarter
$4.55B
55
-$299M
64.8%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 TSM | $483M | 10.62% | 0.00% | -21.1% | Q4 2014 |
 GOOGL | $374M | 8.22% | 0.01% | -7.7% | Q4 2015 |
 JNJ | $328M | 7.21% | 0.05% | -4.1% | Q4 2014 |
 V | $316M | 6.96% | 0.05% | -3.9% | Q4 2014 |
 AMZN | $304M | 6.70% | 0.01% | +9.1% | Q4 2014 |
 AON | $272M | 5.99% | 0.38% | +30.5% | Q3 2025 |
 LIN | $266M | 5.86% | 0.11% | -0.9% | Q4 2021 |
 MSFT | $247M | 5.42% | 0.01% | -22.4% | Q4 2014 |
 SPGI | $179M | 3.94% | 0.15% | -18.3% | Q2 2016 |
 CTAS | $178M | 3.92% | 0.26% | +45.5% | Q3 2023 |
 NVDA | $139M | 3.06% | 0.00% | +94.8% | Q1 2025 |
 IDXX | $138M | 3.04% | 0.33% | +19.2% | Q4 2021 |
 LLY | $132M | 2.90% | 0.01% | -15.9% | Q3 2015 |
 AXP | $129M | 2.83% | 0.06% | +7.0% | Q1 2025 |
 VRSK | $110M | 2.42% | 0.47% | -22.9% | Q4 2014 |
 MELI | $98.9M | 2.18% | 0.12% | -13.4% | Q1 2020 |
 MSI | $98.5M | 2.17% | 0.14% | +59.6% | Q3 2025 |
 SPOT | $83.4M | 1.84% | 0.09% | -15.5% | Q3 2021 |
 UBER | $75.3M | 1.66% | 0.05% | -4.1% | Q2 2025 |
 NFLX | $65.6M | 1.44% | 0.02% | +17.3% | Q4 2024 |
 AAPL | $58.5M | 1.29% | 0.00% | +1.3% | Q3 2015 |
 AVGO | $54.5M | 1.20% | 0.00% | New | Q2 2026 |
 ISRG | $50.2M | 1.10% | 0.04% | Not reported | Q2 2020 |
 ADI | $46M | 1.01% | 0.02% | -15.9% | Q1 2020 |
 ORCL | $30.7M | 0.67% | 0.01% | -69.6% | Q4 2014 |
 VMC | $28.9M | 0.64% | 0.08% | -18.4% | Q2 2021 |
 SYK | $28.2M | 0.62% | 0.02% | -14.7% | Q2 2024 |
 MMYT | $25.9M | 0.57% | Not reported | -1.0% | Q2 2025 |
 COST | $24.5M | 0.54% | 0.01% | -5.0% | Q4 2014 |
 META | $24.3M | 0.53% | Not reported | -9.9% | Q1 2016 |
 SCI | $22.7M | 0.50% | 0.22% | -28.0% | Q3 2020 |
 NU | $18M | 0.40% | Not reported | Not reported | Q1 2024 |
 MA | $14.1M | 0.31% | 0.00% | -22.1% | Q4 2024 |
 FERG | $14M | 0.31% | 0.03% | -19.4% | Q1 2024 |
 FAST | $12.8M | 0.28% | 0.02% | +16.3% | Q1 2024 |
 HDB | $10.6M | 0.23% | 0.00% | -15.7% | Q1 2020 |
 MSCI | $9.9M | 0.22% | 0.02% | +0.6% | Q3 2025 |
 URI | $7.18M | 0.16% | 0.01% | -9.8% | Q4 2025 |
 BKNG | $7.05M | 0.16% | 0.01% | -12.1% | Q1 2026 |
 YUMC | $6.68M | 0.15% | 0.05% | -3.3% | Q1 2024 |
 CPRT | $5.74M | 0.13% | 0.02% | -17.1% | Q1 2024 |
 APH | $4.61M | 0.10% | 0.00% | New | Q2 2026 |
 BZ | $4.44M | 0.10% | 0.35% | Not reported | Q2 2025 |
 HLT | $4.02M | 0.09% | 0.01% | -23.1% | Q4 2025 |
 PDD | $3.13M | 0.07% | 0.00% | -26.5% | Q2 2024 |
 IBN | $2.27M | 0.05% | Not reported | +33.8% | Q1 2026 |
 ATAT | $2.21M | 0.05% | 0.02% | +97.6% | Q1 2026 |
 QCOM | $1.96M | 0.04% | 0.00% | Not reported | Q4 2014 |
 BDX | $1.86M | 0.04% | 0.00% | -73.2% | Q4 2014 |
 WMT | $1.43M | 0.03% | 0.00% | -28.3% | Q4 2014 |
| Q1 2026 | |||||
| TSM | $433M | 9.44% | 0.00% | -25.5% | Q4 2014 |
| JNJ | $329M | 7.16% | 0.06% | -18.7% | Q4 2014 |
| GOOGL | $325M | 7.10% | 0.01% | -21.1% | Q4 2015 |
| MSFT | $315M | 6.88% | 0.01% | -17.7% | Q4 2014 |
| V | $290M | 6.32% | 0.05% | -5.9% | Q4 2014 |
| LIN | $257M | 5.60% | 0.11% | -16.4% | Q4 2021 |
| AMZN | $244M | 5.31% | 0.01% | -15.0% | Q4 2014 |
| SPGI | $229M | 5.00% | 0.18% | +18.7% | Q2 2016 |
 INTU | $205M | 4.48% | 0.17% | +7.4% | Q4 2014 |
| AON | $203M | 4.42% | 0.29% | +144.8% | Q3 2025 |
| VRSK | $151M | 3.29% | 0.61% | +14.5% | Q4 2014 |
 ZTS | $129M | 2.80% | 0.26% | -21.9% | Q4 2014 |
| IDXX | $124M | 2.70% | 0.28% | +6.4% | Q4 2021 |
| CTAS | $122M | 2.66% | 0.18% | +56.6% | Q3 2023 |
| LLY | $120M | 2.62% | 0.01% | -37.5% | Q3 2015 |
| MELI | $116M | 2.54% | 0.13% | +73.6% | Q1 2020 |
| AXP | $108M | 2.35% | 0.05% | +21.8% | Q1 2025 |
| SPOT | $104M | 2.27% | 0.10% | +133.2% | Q3 2021 |
| ORCL | $101M | 2.20% | 0.02% | -12.8% | Q4 2014 |
| UBER | $78.2M | 1.71% | 0.05% | +22.4% | Q2 2025 |
| NFLX | $75.3M | 1.64% | 0.02% | +75.7% | Q4 2024 |
| MSI | $64.5M | 1.41% | 0.09% | +543.6% | Q3 2025 |
| NVDA | $62.2M | 1.36% | 0.00% | -2.7% | Q1 2025 |
| AAPL | $50.7M | 1.11% | 0.00% | -16.2% | Q3 2015 |
| ADI | $43.8M | 0.96% | 0.03% | -68.8% | Q1 2020 |
| SYK | $34.5M | 0.75% | 0.03% | -11.8% | Q2 2024 |
| SCI | $34.2M | 0.75% | 0.30% | -18.3% | Q3 2020 |
| VMC | $32.7M | 0.71% | 0.09% | -26.0% | Q2 2021 |
| COST | $27.4M | 0.60% | 0.01% | -76.4% | Q4 2014 |
| META | $27.3M | 0.60% | Not reported | -13.7% | Q1 2016 |
| MMYT | $18.3M | 0.40% | Not reported | +1.4% | Q2 2025 |
| MA | $17.6M | 0.38% | 0.00% | -20.6% | Q4 2024 |
| FERG | $17M | 0.37% | 0.04% | +1.9% | Q1 2024 |
| HDB | $12.2M | 0.26% | 0.00% | -2.7% | Q1 2020 |
| FAST | $10.6M | 0.23% | 0.02% | -15.4% | Q1 2024 |
| MSCI | $9.47M | 0.21% | 0.02% | -3.3% | Q3 2025 |
| YUMC | $8.24M | 0.18% | 0.05% | -12.4% | Q1 2024 |
| CPRT | $8.15M | 0.18% | 0.03% | -92.1% | Q1 2024 |
| BKNG | $7.58M | 0.17% | 0.01% | New | Q1 2026 |
| BDX | $7.2M | 0.16% | 0.02% | +3.7% | Q4 2014 |
| PDD | $5.7M | 0.12% | 0.00% | Not reported | Q2 2024 |
 GLOB | $5.23M | 0.11% | 0.26% | -23.0% | Q3 2017 |
| URI | $5.12M | 0.11% | 0.01% | +24.7% | Q4 2025 |
| HLT | $4.8M | 0.10% | 0.01% | -15.1% | Q4 2025 |
| BZ | $4.62M | 0.10% | 0.35% | +18.5% | Q2 2025 |
| WMT | $2.2M | 0.05% | 0.00% | -12.8% | Q4 2014 |
| IBN | $1.51M | 0.03% | Not reported | New | Q1 2026 |
| ATAT | $1.3M | 0.03% | 0.01% | New | Q1 2026 |
 DHR | $1.13M | 0.02% | 0.00% | -0.2% | Q4 2025 |
 CTSH | $1.1M | 0.02% | 0.00% | +45.4% | Q1 2017 |
| Q4 2025 | |||||
| TSM | $522M | 9.31% | 0.01% | -19.0% | Q4 2014 |
| MSFT | $501M | 8.92% | 0.01% | -3.5% | Q4 2014 |
| GOOGL | $449M | 8.00% | 0.01% | -11.3% | Q4 2015 |
| V | $358M | 6.37% | 0.05% | -4.6% | Q4 2014 |
| JNJ | $342M | 6.10% | 0.07% | -9.1% | Q4 2014 |
| AMZN | $318M | 5.66% | 0.01% | -3.1% | Q4 2014 |
| INTU | $293M | 5.22% | 0.16% | -2.3% | Q4 2014 |
| LIN | $264M | 4.71% | 0.13% | -28.8% | Q4 2021 |
| SPGI | $237M | 4.23% | 0.15% | 0.0% | Q2 2016 |
| LLY | $225M | 4.01% | 0.02% | -23.2% | Q3 2015 |
| ZTS | $175M | 3.12% | 0.33% | -4.2% | Q4 2014 |
| VRSK | $155M | 2.77% | 0.50% | +34.7% | Q4 2014 |
| ORCL | $154M | 2.74% | 0.03% | +48.4% | Q4 2014 |
| IDXX | $140M | 2.50% | 0.26% | -15.2% | Q4 2021 |
| CPRT | $121M | 2.16% | 0.32% | -2.7% | Q1 2024 |
| ADI | $120M | 2.14% | 0.09% | -31.8% | Q1 2020 |
| AXP | $108M | 1.93% | 0.04% | +8.5% | Q1 2025 |
 ACN | $106M | 1.89% | 0.06% | -7.1% | Q4 2018 |
| COST | $101M | 1.79% | 0.03% | -8.4% | Q4 2014 |
| AON | $90.6M | 1.61% | 0.12% | +1860.3% | Q3 2025 |
| CTAS | $86.6M | 1.54% | 0.12% | +195.0% | Q3 2023 |
| MELI | $78.1M | 1.39% | 0.08% | +17.6% | Q1 2020 |
| UBER | $72.6M | 1.29% | 0.04% | +513.8% | Q2 2025 |
| NVDA | $68.3M | 1.22% | 0.00% | +42.3% | Q1 2025 |
| AAPL | $64.8M | 1.16% | 0.00% | -13.8% | Q3 2015 |
| SPOT | $53.6M | 0.95% | 0.04% | +1646.6% | Q3 2021 |
| VMC | $46.2M | 0.82% | 0.12% | -3.9% | Q2 2021 |
| SYK | $41.9M | 0.75% | 0.03% | +20.5% | Q2 2024 |
| NFLX | $41.8M | 0.74% | 0.01% | +289.1% | Q4 2024 |
| MMYT | $39.8M | 0.71% | Not reported | +3.4% | Q2 2025 |
| SCI | $39.6M | 0.71% | 0.36% | -1.7% | Q3 2020 |
| META | $36.6M | 0.65% | Not reported | -18.3% | Q1 2016 |
| MA | $25.3M | 0.45% | 0.00% | +27.6% | Q4 2024 |
| HDB | $18.3M | 0.33% | 0.00% | -7.3% | Q1 2020 |
| FERG | $16M | 0.28% | 0.04% | +4.1% | Q1 2024 |
| FAST | $10.9M | 0.19% | 0.02% | +27.8% | Q1 2024 |
| MSCI | $10.4M | 0.19% | 0.02% | +55.7% | Q3 2025 |
| GLOB | $9.63M | 0.17% | 0.34% | +0.7% | Q3 2017 |
| YUMC | $9.21M | 0.16% | 0.05% | -10.2% | Q1 2024 |
| MSI | $8.85M | 0.16% | 0.01% | +20.1% | Q3 2025 |
| BDX | $8.57M | 0.15% | 0.02% | +11.7% | Q4 2014 |
 STVN | $6.67M | 0.12% | 0.11% | +2.3% | Q3 2023 |
| PDD | $6.32M | 0.11% | 0.00% | -1.3% | Q2 2024 |
| BZ | $5.94M | 0.11% | 0.29% | +88.3% | Q2 2025 |
| HLT | $5.34M | 0.10% | 0.01% | New | Q4 2025 |
| ISRG | $4.72M | 0.08% | 0.00% | +1.5% | Q2 2020 |
| URI | $4.56M | 0.08% | 0.01% | New | Q4 2025 |
 AVY | $2.37M | 0.04% | 0.02% | -80.4% | Q2 2018 |
| WMT | $2.26M | 0.04% | 0.00% | -35.7% | Q4 2014 |
 TME | $2.17M | 0.04% | 0.00% | -59.2% | Q1 2025 |
| Q3 2025 | |||||
| TSM | $593M | 10.50% | 0.01% | -4.6% | Q4 2014 |
| MSFT | $556M | 9.85% | 0.01% | -2.7% | Q4 2014 |
| LIN | $413M | 7.33% | 0.19% | -1.2% | Q4 2021 |
| GOOGL | $393M | 6.96% | 0.01% | -9.3% | Q4 2015 |
| V | $365M | 6.46% | 0.06% | -1.5% | Q4 2014 |
| JNJ | $337M | 5.97% | 0.08% | -12.1% | Q4 2014 |
| AMZN | $312M | 5.53% | 0.01% | +3.9% | Q4 2014 |
| INTU | $309M | 5.48% | 0.16% | -0.6% | Q4 2014 |
| SPGI | $221M | 3.91% | 0.15% | +1.4% | Q2 2016 |
| ZTS | $213M | 3.77% | 0.33% | +2.6% | Q4 2014 |
| LLY | $208M | 3.68% | 0.03% | -24.6% | Q3 2015 |
| ADI | $159M | 2.82% | 0.13% | -0.3% | Q1 2020 |
| IDXX | $156M | 2.76% | 0.31% | +0.1% | Q4 2021 |
| ORCL | $149M | 2.64% | 0.02% | -9.4% | Q4 2014 |
| CPRT | $143M | 2.54% | 0.33% | +7.2% | Q1 2024 |
| VRSK | $130M | 2.30% | 0.37% | -1.5% | Q4 2014 |
| COST | $118M | 2.09% | 0.03% | -6.8% | Q4 2014 |
| ACN | $105M | 1.85% | 0.07% | -51.2% | Q4 2018 |
| AXP | $89.4M | 1.58% | 0.04% | +616.0% | Q1 2025 |
| MELI | $77.1M | 1.37% | 0.07% | -9.4% | Q1 2020 |
| AAPL | $70.4M | 1.25% | 0.00% | +2.5% | Q3 2015 |
| VMC | $51.9M | 0.92% | 0.13% | +5.0% | Q2 2021 |
| META | $49.8M | 0.88% | Not reported | -7.8% | Q1 2016 |
| NVDA | $48M | 0.85% | 0.00% | +253.2% | Q1 2025 |
| MMYT | $43.8M | 0.78% | Not reported | +9.8% | Q2 2025 |
| SCI | $43M | 0.76% | 0.37% | +6.3% | Q3 2020 |
| SYK | $36.6M | 0.65% | 0.03% | +16.2% | Q2 2024 |
| CTAS | $32M | 0.57% | 0.04% | -8.7% | Q3 2023 |
| MA | $19.8M | 0.35% | 0.00% | +24.6% | Q4 2024 |
| HDB | $18.5M | 0.33% | 0.00% | -7.5% | Q1 2020 |
 FMX | $17.3M | 0.31% | Not reported | -39.4% | Q4 2014 |
| FERG | $15.5M | 0.27% | 0.04% | +8.0% | Q1 2024 |
| UBER | $14.2M | 0.25% | 0.01% | +69.4% | Q2 2025 |
| NFLX | $13.7M | 0.24% | 0.00% | +10.2% | Q4 2024 |
| AVY | $10.8M | 0.19% | 0.09% | -58.8% | Q2 2018 |
| FAST | $10.4M | 0.18% | 0.02% | +1.5% | Q1 2024 |
| YUMC | $9.21M | 0.16% | 0.06% | +5.5% | Q1 2024 |
| MSI | $8.79M | 0.16% | 0.01% | New | Q3 2025 |
| GLOB | $8.4M | 0.15% | 0.33% | -16.4% | Q3 2017 |
| STVN | $8.35M | 0.15% | 0.11% | Not reported | Q3 2023 |
| PDD | $7.47M | 0.13% | 0.00% | +10.9% | Q2 2024 |
| BDX | $7.39M | 0.13% | 0.01% | -5.8% | Q4 2014 |
| TME | $7.07M | 0.13% | 0.01% | Not reported | Q1 2025 |
| MSCI | $6.62M | 0.12% | 0.02% | New | Q3 2025 |
 JBHT | $5.37M | 0.10% | 0.04% | -68.1% | Q4 2014 |
| AON | $4.67M | 0.08% | 0.01% | New | Q3 2025 |
| SPOT | $3.69M | 0.07% | 0.00% | -52.2% | Q3 2021 |
| ISRG | $3.67M | 0.07% | 0.00% | -43.6% | Q2 2020 |
| BZ | $3.62M | 0.06% | 0.15% | +209.7% | Q2 2025 |
| WMT | $3.25M | 0.06% | 0.00% | Not reported | Q4 2014 |