Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
COMGEST GLOBAL INVESTORS S.A.S. (CIK 1574947) reported $4.59B across 52 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: TSM ($432.8M, 9.44%), JNJ ($328.6M, 7.16%), GOOGL ($325.5M, 7.10%), MSFT ($315.4M, 6.88%), V ($290.1M, 6.32%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $432.8M | 9.44% | 1.3M | Trimmed |
| 2 | JNJ | JOHNSON & JOHNSON | $328.6M | 7.16% | 1.3M | Trimmed |
| 3 | GOOGL | ALPHABET INC | $325.5M | 7.10% | 1.1M | Trimmed |
| 4 | MSFT | MICROSOFT CORP | $315.4M | 6.88% | 851,927 | Trimmed |
| 5 | V | VISA INC | $290.1M | 6.32% | 959,793 | Trimmed |
| 6 | LIN | LINDE PLC | $256.7M | 5.60% | 517,778 | Trimmed |
| 7 | AMZN | AMAZON COM INC | $243.7M | 5.31% | 1.2M | Trimmed |
| 8 | SPGI | S&P GLOBAL INC | $229.2M | 5.00% | 538,766 | Added |
| 9 | INTU | INTUIT | $205.4M | 4.48% | 474,989 | Added |
| 10 | AON | AON PLC | $202.9M | 4.42% | 628,700 | Added |
| 11 | VRSK | VERISK ANALYTICS INC | $150.8M | 3.29% | 794,599 | Added |
| 12 | ZTS | ZOETIS INC | $128.6M | 2.80% | 1.1M | Trimmed |
| 13 | IDXX | IDEXX LABS INC | $123.8M | 2.70% | 220,354 | Added |
| 14 | CTAS | CINTAS CORP | $122.0M | 2.66% | 721,152 | Added |
| 15 | LLY | ELI LILLY & CO | $120.3M | 2.62% | 130,786 | Trimmed |
| 16 | MELI | MERCADOLIBRE INC | $116.4M | 2.54% | 67,320 | Added |
| 17 | AXP | AMERICAN EXPRESS CO | $107.6M | 2.35% | 355,867 | Added |
| 18 | SPOT | SPOTIFY TECHNOLOGY S A | $104.3M | 2.27% | 215,092 | Added |
| 19 | ORCL | ORACLE CORP | $101.1M | 2.20% | 687,303 | Trimmed |
| 20 | UBER | UBER TECHNOLOGIES INC | $78.2M | 1.71% | 1.1M | Added |
| 21 | NFLX | NETFLIX INC. | $75.3M | 1.64% | 783,267 | Added |
| 22 | MSI | MOTOROLA SOLUTIONS INC | $64.5M | 1.41% | 148,570 | Added |
| 23 | NVDA | NVIDIA CORPORATION | $62.2M | 1.36% | 356,547 | Trimmed |
| 24 | AAPL | APPLE INC | $50.7M | 1.11% | 199,798 | Trimmed |
| 25 | ADI | ANALOG DEVICES INC | $43.8M | 0.96% | 137,826 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31