StockDriftsStockDriftsTop 50 Comgest Global Investors S.a.s. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 9.44% | 1.28M | $432.8M | -25.51%(-438.55K) | $53.84(+675.90%) | 2026-03-31 | |
| JNJ | JOHNSON & JOHNSON | 7.16% | 1.34M | $328.6M | -18.73%(-309.70K) | $148.00(+55.95%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 7.1% | 1.13M | $325.5M | -21.05%(-301.73K) | $90.42(+343.58%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 6.88% | 851.9K | $315.4M | -17.72%(-183.50K) | $148.37(+175.96%) | 2026-03-31 | |
| V | VISA INC | 6.32% | 959.8K | $290.1M | -5.87%(-59.90K) | $165.02(+95.44%) | 2026-03-31 | |
| LIN | LINDE PLC | 5.6% | 517.8K | $256.7M | -16.42%(-101.70K) | $354.00(+44.54%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 5.31% | 1.17M | $243.7M | -15.00%(-206.47K) | $161.93(+65.02%) | 2026-03-31 | |
| SPGI | S&P GLOBAL INC | 5% | 538.8K | $229.2M | +18.65%(+84.70K) | $433.70(-6.87%) | 2026-03-31 | |
| INTU | INTUIT | 4.48% | 475.0K | $205.4M | +7.41%(+32.76K) | $330.37(+14.51%) | 2026-03-31 | |
| AON | AON PLC | 4.42% | 628.7K | $202.9M | +144.82%(+371.90K) | $344.77(-8.52%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +21.91% | +81.18% |
| Top 20 Holdings Unweighted | +24.12% | +91.22% |
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