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☆COMGEST GLOBAL INVESTORS S.A.S.

CIK 0001574947 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.834
AUM ($M)
4,545
Positions
55
Turnover
0.14
Top-10 wt
65%
Herfindahl
0.052
History (qtrs)
6
Excess Return
—

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Quarter
Activity this period
Security type

Holdings · 58 positions · portfolio value $4,545M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆TSM funds › TAIWAN SEMICONDUCTOR MANUFAC TRIM — 10.6% +1.2% 482.6 1,010,486 -270,086 5 —
☆GOOGL funds › ALPHABET INC TRIM — 8.2% +1.1% 373.6 1,045,281 -86,594 5 —
☆JNJ funds › JOHNSON & JOHNSON TRIM — 7.2% +0.0% 327.5 1,289,528 -54,703 5 —
☆V funds › VISA INC TRIM — 7.0% +0.6% 316.5 922,397 -37,396 5 —
☆AMZN funds › AMAZON COM INC ADD — 6.7% +1.4% 304.4 1,277,032 +106,764 5 —
☆AON funds › AON PLC ADD — 6.0% +1.6% 272.1 820,270 +191,570 4 —
☆LIN funds › LINDE PLC TRIM — 5.9% +0.3% 266.3 513,091 -4,687 5 —
☆MSFT funds › MICROSOFT CORP TRIM — 5.4% -1.5% 246.5 660,903 -191,024 5 —
☆SPGI funds › S&P GLOBAL INC TRIM — 3.9% -1.1% 179.2 440,036 -98,730 5 —
☆CTAS funds › CINTAS CORP ADD — 3.9% +1.3% 178.4 1,048,947 +327,795 5 —
☆NVDA funds › NVIDIA CORPORATION ADD — 3.1% +1.7% 138.9 694,368 +337,821 5 —
☆IDXX funds › IDEXX LABS INC ADD — 3.0% +0.3% 138.2 262,562 +42,208 5 —
☆LLY funds › ELI LILLY & CO TRIM — 2.9% +0.3% 132.0 110,028 -20,758 5 —
☆AXP funds › AMERICAN EXPRESS CO ADD — 2.8% +0.5% 128.8 380,885 +25,018 5 —
☆VRSK funds › VERISK ANALYTICS INC TRIM — 2.4% -0.9% 110.0 612,925 -181,674 5 —
☆MELI funds › MERCADOLIBRE INC TRIM — 2.2% -0.4% 98.9 58,286 -9,034 5 —
☆MSI funds › MOTOROLA SOLUTIONS INC ADD — 2.2% +0.8% 98.5 237,170 +88,600 4 —
☆SPOT funds › SPOTIFY TECHNOLOGY S A TRIM — 1.8% -0.4% 83.4 181,677 -33,415 5 —
☆UBER funds › UBER TECHNOLOGIES INC TRIM — 1.7% -0.0% 75.3 1,043,047 -44,349 5 —
☆NFLX funds › NETFLIX INC. ADD — 1.4% -0.2% 65.6 918,975 +135,708 5 —
☆AAPL funds › APPLE INC ADD — 1.3% +0.2% 58.5 202,304 +2,506 5 —
☆AVGO funds › BROADCOM INC NEW — 1.2% +1.2% 54.5 144,208 +144,208 1 —
☆ISRG funds › INTUITIVE SURGICAL INC NEW — 1.1% +1.1% 50.2 126,197 +126,197 1 —
☆ADI funds › ANALOG DEVICES INC TRIM — 1.0% +0.1% 46.0 115,884 -21,942 5 —
☆ORCL funds › ORACLE CORP TRIM — 0.7% -1.5% 30.7 209,205 -478,098 5 —
☆VMC funds › VULCAN MATLS CO TRIM — 0.6% -0.1% 28.9 97,871 -22,056 5 —
☆SYK funds › STRYKER CORPORATION TRIM — 0.6% -0.1% 28.2 89,721 -15,418 5 —
☆MMYT funds › MAKEMYTRIP LIMITED MAURITIUS TRIM — 0.6% +0.2% 25.9 486,054 -4,975 5 —
☆COST funds › COSTCO WHOLESALE CORPORATION TRIM — 0.5% -0.1% 24.5 26,143 -1,373 5 —
☆META funds › META PLATFORMS INC TRIM — 0.5% -0.1% 24.3 43,053 -4,730 5 —
☆SCI funds › SERVICE CORP INTL TRIM — 0.5% -0.2% 22.7 298,642 -115,930 5 —
☆NU funds › NU HLDGS LTD NEW — 0.4% +0.4% 18.0 1,345,251 +1,345,251 1 —
☆MA funds › MASTERCARD INCORPORATED TRIM — 0.3% -0.1% 14.1 27,449 -7,792 5 —
☆FERG funds › FERGUSON ENTERPRISES INC TRIM — 0.3% -0.1% 14.0 58,812 -14,184 5 —
☆FAST funds › FASTENAL CO ADD — 0.3% +0.0% 12.8 266,546 +37,250 5 —
☆HDB funds › HDFC BANK LTD TRIM — 0.2% -0.0% 10.6 411,717 -76,628 5 —
☆MSCI funds › MSCI INC ADD — 0.2% +0.0% 9.9 17,683 +111 4 —
☆URI funds › UNITED RENTALS INC TRIM — 0.2% +0.0% 7.2 6,335 -689 3 —
☆BKNG funds › BOOKING HOLDINGS INC ADD — 0.2% -0.0% 7.1 39,574 +37,774 2 —
☆YUMC funds › YUM CHINA HLDGS INC TRIM — 0.1% -0.0% 6.7 163,390 -5,582 5 —
☆CPRT funds › COPART INC TRIM — 0.1% -0.1% 5.7 203,711 -41,886 5 —
☆APH funds › AMPHENOL CORP NEW — 0.1% +0.1% 4.6 26,162 +26,162 1 —
☆BZ funds › KANZHUN LIMITED HOLD — 0.1% -0.0% 4.4 345,375 +0 5 —
☆HLT funds › HILTON WORLDWIDE HLDGS INC TRIM — 0.1% -0.0% 4.0 12,155 -3,645 3 —
☆PDD funds › PDD HOLDINGS INC TRIM — 0.1% -0.1% 3.1 41,005 -14,747 5 —
☆IBN funds › ICICI BANK LIMITED ADD — 0.0% +0.0% 2.3 78,161 +19,723 2 —
☆ATAT funds › ATOUR LIFESTYLE HLDGS LTD ADD — 0.0% +0.0% 2.2 69,638 +34,401 2 —
☆QCOM funds › QUALCOMM INC NEW — 0.0% +0.0% 2.0 10,606 +10,606 1 —
☆BDX funds › BECTON DICKINSON & CO TRIM — 0.0% -0.1% 1.9 12,291 -33,483 5 —
☆WMT funds › WALMART INC TRIM — 0.0% -0.0% 1.4 12,663 -5,000 5 —
☆TCOM funds › TRIP COM GROUP LTD HOLD — 0.0% -0.0% 0.8 19,523 +0 5 —
☆DHR funds › DANAHER CORP DEL TRIM — 0.0% -0.0% 0.7 3,457 -2,493 3 —
☆CTSH funds › COGNIZANT TECHNOLOGY SOLUTIO TRIM — 0.0% -0.0% 0.6 15,316 -2,564 5 —
☆ALLE funds › ALLEGION PLC NEW — 0.0% +0.0% 0.3 1,820 +1,820 1 —
☆ZTS funds › ZOETIS INC TRIM — 0.0% -2.8% 0.2 2,996 -1,084,653 5 —
☆INTU funds › INTUIT EXIT — 0.0% -4.5% 0.0 0 -474,989 0 —
☆GLOB funds › GLOBANT S A EXIT — 0.0% -0.1% 0.0 0 -113,447 0 —
☆MDT funds › MEDTRONIC PLC EXIT — 0.0% -0.0% 0.0 0 -4,684 0 —

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 4,545 55 0.14 65% 0.052 0.831 — in
2026Q1 4,586 52 0.14 62% 0.048 0.835 — in
2025Q4 5,611 55 0.09 63% 0.049 0.877 — in
2025Q3 5,644 60 0.10 66% 0.054 0.885 — in
2025Q2 5,861 64 0.09 63% 0.050 0.901 — entered
2025Q1 5,603 62 0.00 62% 0.049 0.000 — out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status