StockDriftsStockDriftsTop 50 Comgest Global Investors S A S Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 10.62% | 1.01M | $482.6M | -21.09%(-270.09K) | $53.84(+692.92%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 8.22% | 1.05M | $373.6M | -7.65%(-86.59K) | $90.42(+281.25%) | 2026-06-30 | |
| JNJ | JOHNSON & JOHNSON | 7.21% | 1.29M | $327.5M | -4.07%(-54.70K) | $148.00(+75.99%) | 2026-06-30 | |
| V | VISA INC | 6.96% | 922.4K | $316.5M | -3.90%(-37.40K) | $165.02(+119.33%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 6.7% | 1.28M | $304.4M | +9.12%(+106.76K) | $166.75(+57.44%) | 2026-06-30 | |
| AON | AON PLC | 5.99% | 820.3K | $272.1M | +30.47%(+191.57K) | $340.83(+4.40%) | 2026-06-30 | |
| LIN | LINDE PLC | 5.86% | 513.1K | $266.3M | -0.91%(-4.69K) | $354.00(+35.27%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 5.42% | 660.9K | $246.5M | -22.42%(-191.02K) | $148.37(+227.62%) | 2026-06-30 | |
| SPGI | S&P GLOBAL INC | 3.94% | 440.0K | $179.2M | -18.33%(-98.73K) | $433.70(-4.16%) | 2026-06-30 | |
| CTAS | CINTAS CORP | 3.92% | 1.05M | $178.4M | +45.45%(+327.80K) | $176.92(+12.77%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +12.58% | +42.70% | +7.77% | +45.35% |
| Top 20 Holdings Unweighted | +11.92% | +40.21% | +7.21% | +41.65% |
Comgest Global Investors S A S reports $4.55B in US-listed equity holdings across 55 positions in its most recent 13F filing. Its largest disclosed positions are TSM (10.6%), GOOGL (8.2%) and JNJ (7.2%). The top 20 holdings account for 88.38% of reported assets. Its disclosed equity book has returned +42.70% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Comgest Global Investors S A S’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1574947). View Comgest Global Investors S A S’s 13F filings on SEC