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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 3 of 3  ·  55 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CPRT COPART INC Industrials 203,711.0 $5.7M 0.13% -2.9M -93.4% $28.19 +18.4%
42 APH AMPHENOL CORP Technology 26,162.0 $4.6M 0.10% NEW $176.32 -10.1%
43 BZ KANZHUN LIMITED Industrials 345,375.0 $4.4M 0.10% +54K +18.5% $12.87 +26.8%
44 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 12,155.0 $4.0M 0.09% -6K -34.6% $330.46 -0.2%
45 PDD PDD HOLDINGS INC Consumer Cyclical 41,005.0 $3.1M 0.07% -15K -26.4% $76.28 +14.9%
46 ICICI BANK LIMITED 78,161.0 $2.3M 0.05% NEW $29.03
47 ATAT ATOUR LIFESTYLE HLDGS LTD Consumer Cyclical 69,638.0 $2.2M 0.05% NEW $31.80 +11.8%
48 QCOM QUALCOMM INC Technology 10,606.0 $2.0M 0.04% NEW $184.79 -13.5%
49 BDX BECTON DICKINSON & CO Healthcare 12,291.0 $1.9M 0.04% -32K -72.2% $151.33 +25.4%
50 WMT WALMART INC Consumer Defensive 12,663.0 $1.4M 0.03% -8K -37.5% $113.26 -6.6%
51 TCOM TRIP COM GROUP LTD Consumer Cyclical 19,523.0 $778K 0.02% +8K +75.3% $39.84 +15.3%
52 DHR DANAHER CORP DEL Healthcare 3,457.0 $658K 0.01% -3K -42.0% $190.48 +12.9%
53 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 15,316.0 $593K 0.01% +3K +24.5% $38.73 +63.1%
54 ALLE ALLEGION PLC Industrials 1,820.0 $256K 0.01% NEW $140.49 +14.3%
55 ZTS ZOETIS INC Healthcare 2,996.0 $215K 0.01% -1.4M -99.8% $71.86 +7.5%
Page 3 of 3  ·  55 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%