Comgest Global Investors S.A.S. has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists a total of 56 securities held in the firm's portfolio.
The largest position disclosed in the filing is Taiwan Semiconductor Manufacturing Company (TSMC), for which the firm holds 979,407 shares. Other significant holdings include NVIDIA Corporation, with 1,057,156 shares, and Visa Inc. Class A, with 849,576 shares. The portfolio also includes substantial stakes in companies such as Linde PLC, S&P Global Inc., and Eli Lilly & Co.
The filing details a diverse mix of sectors, including technology, healthcare, consumer goods, and financial services. Notable holdings include Alphabet Inc. Class A, Amazon.com Inc., and Microsoft Corporation. The report lists Aladdin PLC, Amphenol Corp., and Analog Devices Inc. as other major positions within the portfolio.
The filing was signed by Janice Olyarchuk, Group Head of Compliance and Risk, on November 9, 2026. The filing identifies Comgest Asset Management International Ltd. and Comgest Asset Management Japan Ltd. as the investment advisers managing the assets listed in the report.
