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Portfolio (Quarterly) Guide ↗

COMGEST GLOBAL INVESTORS S.A.S.

· CIK 0001574947
13F Portfolio $4.5B AUM 55 positions Filed Jul 24, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 8 New 15 Added 31 Reduced 8 Exited
Page 2 of 2  ·  31 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 FAST FASTENAL CO Industrials 266,546.0 $12.8M 0.28% -4K -1.6% $48.03 +4.7%
22 HDB HDFC BANK LTD Financial Services 411,717.0 $10.6M 0.23% -90K -18.0% $25.83 -8.5%
23 MSCI MSCI INC Financial Services 17,683.0 $9.9M 0.22% -489.0 -2.7% $560.04 +0.7%
24 YUMC YUM CHINA HLDGS INC Consumer Cyclical 163,390.0 $6.7M 0.15% -29K -15.3% $40.87 +18.8%
25 CPRT COPART INC Industrials 203,711.0 $5.7M 0.13% -2.9M -93.4% $28.19 +18.2%
26 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 12,155.0 $4.0M 0.09% -6K -34.6% $330.46 -0.3%
27 PDD PDD HOLDINGS INC Consumer Cyclical 41,005.0 $3.1M 0.07% -15K -26.4% $76.28 +15.0%
28 BDX BECTON DICKINSON & CO Healthcare 12,291.0 $1.9M 0.04% -32K -72.2% $151.33 +25.4%
29 WMT WALMART INC Consumer Defensive 12,663.0 $1.4M 0.03% -8K -37.5% $113.26 -7.0%
30 DHR DANAHER CORP DEL Healthcare 3,457.0 $658K 0.01% -3K -42.0% $190.48 +13.4%
31 ZTS ZOETIS INC Healthcare 2,996.0 $215K 0.01% -1.4M -99.8% $71.86 +7.6%
Page 2 of 2  ·  31 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 27.3%
Financial Services 20.9%
Healthcare 14.9%
Communication Services 12.0%
Consumer Cyclical 10.5%
Industrials 7.3%
Basic Materials 6.5%
Consumer Defensive 0.6%