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The Analysis of COMGEST GLOBAL INVESTORS S.A.S.'s Holdings & P&L

Currently, COMGEST GLOBAL INVESTORS S.A.S. holds 52 types of securities in its portfolio with a total value $4.6B. In the most recent quarter, they have increased their positions in N/A (+371.9K shares, valued at $120.0M), SPOT (+122.9K shares, valued at $59.6M), MSI (+125.5K shares, valued at $54.5M); decreased their positions in TSM (-438.6K shares, valued at $148.2M), ADI (-304.4K shares, valued at $96.8M), CPRT (-2.8M shares, valued at $94.6M); initiated new positions in BKNG (+1.8K shares, valued at $7.6M), IBN (+58.4K shares, valued at $1.5M), ATAT (+35.2K shares, valued at $1.3M).

1M P&L

+14.0M+0.31%

3M P&L

+48.8M+1.09%

HY P&L

-75.9M-1.65%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Semiconductors710.7M

15.2%

2Software - Infrastructure654.3M

14.0%

3Drug Manufacturers - General567.2M

12.1%

Top Industries by Stock Count

1Internet Content & Information4 stocks

8.2%

2Internet Retail3 stocks

6.1%

3Credit Services3 stocks

6.1%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

TSM TAIWAN SEMICONDUCTOR MANUFAC1.3M shares-25.51%2026-03-312026-05-13

JNJ JOHNSON & JOHNSON1.3M shares-18.73%2026-03-312026-05-13

ALPHABET INC ALPHABET INC1.1M shares-21.05%2026-03-312026-05-13

MSFT MICROSOFT CORP851.9K shares-17.72%2026-03-312026-05-13

V VISA INC959.8K shares-5.87%2026-03-312026-05-13

LINDE PLC LINDE PLC517.8K shares-16.42%2026-03-312026-05-13

AMZN AMAZON COM INC1.2M shares-15.00%2026-03-312026-05-13

SPGI S&P GLOBAL INC538.8K shares18.65%2026-03-312026-05-13

Sponsored

INTU INTUIT475.0K shares7.41%2026-03-312026-05-13

AON PLC AON PLC628.7K shares144.82%2026-03-312026-05-13

VRSK VERISK ANALYTICS INC794.6K shares14.48%2026-03-312026-05-13

ZTS ZOETIS INC1.1M shares-21.90%2026-03-312026-05-13

IDXX IDEXX LABS INC220.4K shares6.41%2026-03-312026-05-13

CTAS CINTAS CORP721.2K shares56.60%2026-03-312026-05-13

LLY ELI LILLY & CO130.8K shares-37.50%2026-03-312026-05-13

MELI MERCADOLIBRE INC67.3K shares73.60%2026-03-312026-05-13

Sponsored

AXP AMERICAN EXPRESS CO355.9K shares21.77%2026-03-312026-05-13

SPOT SPOTIFY TECHNOLOGY S A215.1K shares133.24%2026-03-312026-05-13

ORCL ORACLE CORP687.3K shares-12.75%2026-03-312026-05-13

UBER UBER TECHNOLOGIES INC1.1M shares22.44%2026-03-312026-05-13

NFLX NETFLIX INC.783.3K shares75.69%2026-03-312026-05-13

MSI MOTOROLA SOLUTIONS INC148.6K shares543.58%2026-03-312026-05-13

NVDA NVIDIA CORPORATION356.5K shares-2.68%2026-03-312026-05-13

AAPL APPLE INC199.8K shares-16.20%2026-03-312026-05-13

Sponsored

ADI ANALOG DEVICES INC137.8K shares-68.83%2026-03-312026-05-13

SYK STRYKER CORPORATION105.1K shares-11.82%2026-03-312026-05-13

SCI SERVICE CORP INTL414.6K shares-18.29%2026-03-312026-05-13

VMC VULCAN MATLS CO119.9K shares-25.98%2026-03-312026-05-13

COST COSTCO WHOLESALE CORPORATION27.5K shares-76.43%2026-03-312026-05-13

META META PLATFORMS INC47.8K shares-13.72%2026-03-312026-05-13

MMYT MAKEMYTRIP LIMITED MAURITIUS491.0K shares1.43%2026-03-312026-05-13

MA MASTERCARD INCORPORATED35.2K shares-20.57%2026-03-312026-05-13

Sponsored

FERGUSON ENTERPRISES INC FERGUSON ENTERPRISES INC73.0K shares1.85%2026-03-312026-05-13

HDB HDFC BANK LTD488.3K shares-2.72%2026-03-312026-05-13

FAST FASTENAL CO229.3K shares-15.39%2026-03-312026-05-13

MSCI MSCI INC17.6K shares-3.30%2026-03-312026-05-13

YUMC YUM CHINA HLDGS INC169.0K shares-12.37%2026-03-312026-05-13

CPRT COPART INC245.6K shares-92.07%2026-03-312026-05-13

BKNG BOOKING HOLDINGS INC1.8K sharesnew addition2026-03-312026-05-13

BDX BECTON DICKINSON & CO45.8K shares3.69%2026-03-312026-05-13

Sponsored

PDD PDD HOLDINGS INC55.8K shares0.00%2026-03-312026-05-13

GLOB GLOBANT S A113.4K shares-23.02%2026-03-312026-05-13

URI UNITED RENTALS INC7.0K shares24.69%2026-03-312026-05-13

HLT HILTON WORLDWIDE HLDGS INC15.8K shares-15.05%2026-03-312026-05-13

BZ KANZHUN LIMITED345.4K shares18.48%2026-03-312026-05-13

WMT WALMART INC17.7K shares-12.83%2026-03-312026-05-13

IBN ICICI BANK LIMITED58.4K sharesnew addition2026-03-312026-05-13

ATAT ATOUR LIFESTYLE HLDGS LTD35.2K sharesnew addition2026-03-312026-05-13

Sponsored

DHR DANAHER CORP DEL6.0K shares-0.22%2026-03-312026-05-13

CTSH COGNIZANT TECHNOLOGY SOLUTIO17.9K shares45.38%2026-03-312026-05-13

TCOM TRIP COM GROUP LTD19.5K shares75.30%2026-03-312026-05-13

MEDTRONIC PLC MEDTRONIC PLC4.7K shares0.00%2026-03-312026-05-13

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-25.51%

Shares1.3M

Event2026-03-31

Filed2026-05-13

JNJ

JOHNSON & JOHNSON

-18.73%

Shares1.3M

Event2026-03-31

Filed2026-05-13

ALPHABET INC

-21.05%

Shares1.1M

Event2026-03-31

Filed2026-05-13

MSFT

MICROSOFT CORP

-17.72%

Shares851.9K

Event2026-03-31

Filed2026-05-13

VISA INC

-5.87%

Shares959.8K

Event2026-03-31

Filed2026-05-13

LINDE PLC

-16.42%

Shares517.8K

Event2026-03-31

Filed2026-05-13

AMZN

AMAZON COM INC

-15.00%

Shares1.2M

Event2026-03-31

Filed2026-05-13

SPGI

S&P GLOBAL INC

18.65%

Shares538.8K

Event2026-03-31

Filed2026-05-13

INTU

INTUIT

7.41%

Shares475.0K

Event2026-03-31

Filed2026-05-13

AON PLC

144.82%

Shares628.7K

Event2026-03-31

Filed2026-05-13

VRSK

VERISK ANALYTICS INC

14.48%

Shares794.6K

Event2026-03-31

Filed2026-05-13

ZTS

ZOETIS INC

-21.90%

Shares1.1M

Event2026-03-31

Filed2026-05-13

IDXX

IDEXX LABS INC

6.41%

Shares220.4K

Event2026-03-31

Filed2026-05-13

CTAS

CINTAS CORP

56.60%

Shares721.2K

Event2026-03-31

Filed2026-05-13

LLY

ELI LILLY & CO

-37.50%

Shares130.8K

Event2026-03-31

Filed2026-05-13

MELI

MERCADOLIBRE INC

73.60%

Shares67.3K

Event2026-03-31

Filed2026-05-13

AXP

AMERICAN EXPRESS CO

21.77%

Shares355.9K

Event2026-03-31

Filed2026-05-13

SPOT

SPOTIFY TECHNOLOGY S A

133.24%

Shares215.1K

Event2026-03-31

Filed2026-05-13

ORCL

ORACLE CORP

-12.75%

Shares687.3K

Event2026-03-31

Filed2026-05-13

UBER

UBER TECHNOLOGIES INC

22.44%

Shares1.1M

Event2026-03-31

Filed2026-05-13

NFLX

NETFLIX INC.

75.69%

Shares783.3K

Event2026-03-31

Filed2026-05-13

MSI

MOTOROLA SOLUTIONS INC

543.58%

Shares148.6K

Event2026-03-31

Filed2026-05-13

NVDA

NVIDIA CORPORATION

-2.68%

Shares356.5K

Event2026-03-31

Filed2026-05-13

AAPL

APPLE INC

-16.20%

Shares199.8K

Event2026-03-31

Filed2026-05-13

ADI

ANALOG DEVICES INC

-68.83%

Shares137.8K

Event2026-03-31

Filed2026-05-13

SYK

STRYKER CORPORATION

-11.82%

Shares105.1K

Event2026-03-31

Filed2026-05-13

SCI

SERVICE CORP INTL

-18.29%

Shares414.6K

Event2026-03-31

Filed2026-05-13

VMC

VULCAN MATLS CO

-25.98%

Shares119.9K

Event2026-03-31

Filed2026-05-13

COST

COSTCO WHOLESALE CORPORATION

-76.43%

Shares27.5K

Event2026-03-31

Filed2026-05-13