account_balance
Investment manager · 13F filer · SEC CIK 1574947
Comgest Global Investors S.A.S.
Reported value$4.33Bas of Sep 30, 2026
Positions56 6 new, 5 sold out
Top 10 weight62.5%TSM alone is 10%
FiledNov 940 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
TSMTaiwan Semiconductor Manufacturing Co Ltd
10.3%Trimmed −3%
GOOGLAlphabet Inc.
8.1%Trimmed −3%
AMZNAmazon.com Inc
7.3%
VVisa Inc.
7.1%Trimmed −8%
LINLinde PLC
6.1%Added +9%
NVDANVIDIA Corp
5.6%Added +52%
JNJJohnson & Johnson
5.5%Trimmed −30%
AVGOBroadcom Inc.
4.6%Added +292%
CTASCintas Corp
4.4%Trimmed −7%
ANETArista Networks, Inc.
3.6%New
SPGIS&P Global Inc.
3.3%Trimmed −18%
AONAon PLC
2.9%Trimmed −44%
TSMTaiwan Semiconductor Manufacturing Co Ltd
10.3%Trimmed −3%
GOOGLAlphabet Inc.
8.1%Trimmed −3%
AMZNAmazon.com Inc
7.3%
VVisa Inc.
7.1%Trimmed −8%
LINLinde PLC
6.1%Added +9%
NVDANVIDIA Corp
5.6%
JNJJohnson & Johnson
5.5%
AVGOBroadcom Inc.
4.6%
CTASCintas Corp
4.4%
ANET3.6%SPGIAON2.9%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
TSM Taiwan Semiconductor Manufacturing Co Ltd 10.3% Trimmed −3%GOOGL Alphabet Inc. 8.1% Trimmed −3%AMZN Amazon.com Inc 7.3% HeldV Visa Inc. 7.1% Trimmed −8%LIN Linde PLC 6.1% Added +9%NVDA NVIDIA Corp 5.6% Added +52%JNJ Johnson & Johnson 5.5% Trimmed −30%AVGO Broadcom Inc. 4.6% Added +292%CTAS Cintas Corp 4.4% Trimmed −7%ANET Arista Networks, Inc. 3.6% NewSPGI S&P Global Inc. 3.3% Trimmed −18%AON Aon PLC 2.9% Trimmed −44%
What changed
Biggest moves since Jun 30, 2026
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