COMGEST GLOBAL INVESTORS S.A.S.
CIK 1574947
13F filing for Q2 2026・No. 975
- Holdings
- US$4.55B
- Quarter change
- −US$40.99M
- Entries
- 55
- Net bought (estimate)
- −US$380.29M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 6
- Sold out 3
- Cut 33
- Added 14
- Corporate actions 0
- Unchanged 2
Largest holdings
55 stocks worth US$4.55B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| TSMTSMC ADRSPONSORED ADS | Cut | 1,010,486 | US$482.58M | 10.62% |
| GOOGLAlphabetCAP STK CL A | Cut | 1,045,281 | US$373.55M | 8.22% |
| JNJJOHNSON & JOHNSONCOM | Cut | 1,289,528 | US$327.5M | 7.21% |
| VVISA INCCOM CL A | Cut | 922,397 | US$316.47M | 6.96% |
| AMZNAmazonCOM | Added | 1,277,032 | US$304.37M | 6.70% |
| AONAON PLCSHS CL A | Added | 820,270 | US$272.08M | 5.99% |
| LINLINDE PLCSHS | Cut | 513,091 | US$266.26M | 5.86% |
| MSFTMicrosoftCOM | Cut | 660,903 | US$246.53M | 5.42% |
| SPGIS&P GLOBAL INCCOM | Cut | 440,036 | US$179.21M | 3.94% |
| CTASCINTAS CORPCOM | Added | 1,048,947 | US$178.4M | 3.92% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 24, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.