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Disclosed positions
COMGEST GLOBAL INVESTORS S.A.S.: source evidence dated 2026-07-25T03:59:59.999Z.
- Issuer
- TAIWAN SEMICONDUCTOR MANUFAC
- Ticker
- TSM
- Class
- SPONSORED ADS
- Reported value
- $482,577,799
- Reported amount
- 1,010,486
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0001172661-26-002770Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
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| TAIWAN SEMICONDUCTOR MANUFAC | TSM | SPONSORED ADS | $482,577,799 | 1,010,486 | SH | None |
| ALPHABET INC | GOOGL | CAP STK CL A | $373,552,071 | 1,045,281 | SH | None |
| JOHNSON & JOHNSON | JNJ | COM | $327,501,426 | 1,289,528 | SH | None |
| VISA INC | V | COM CL A | $316,465,187 | 922,397 | SH | None |
| AMAZON COM INC | AMZN | COM | $304,367,807 | 1,277,032 | SH | None |
| AON PLC | AON | SHS CL A | $272,075,356 | 820,270 | SH | None |
| LINDE PLC | LIN | SHS | $266,263,444 | 513,091 | SH | None |
| MICROSOFT CORP | MSFT | COM | $246,530,037 | 660,903 | SH | None |
| S&P GLOBAL INC | SPGI | COM | $179,209,061 | 440,036 | SH | None |
| CINTAS CORP | CTAS | COM | $178,404,906 | 1,048,947 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $138,936,093 | 694,368 | SH | None |
| IDEXX LABS INC | IDXX | COM | $138,223,139 | 262,562 | SH | None |
| ELI LILLY & CO | LLY | COM | $131,970,884 | 110,028 | SH | None |
| AMERICAN EXPRESS CO | AXP | COM | $128,834,351 | 380,885 | SH | None |
| VERISK ANALYTICS INC | VRSK | COM | $110,038,425 | 612,925 | SH | None |
| MERCADOLIBRE INC | MELI | COM | $98,934,074 | 58,286 | SH | None |
| MOTOROLA SOLUTIONS INC | MSI | COM NEW | $98,494,329 | 237,170 | SH | None |
| SPOTIFY TECHNOLOGY S A | SPOT | SHS | $83,413,361 | 181,677 | SH | None |
| UBER TECHNOLOGIES INC | UBER | COM | $75,266,272 | 1,043,047 | SH | None |
| NETFLIX INC. | NFLX | COM | $65,614,815 | 918,975 | SH | None |
| APPLE INC | AAPL | COM | $58,538,685 | 202,304 | SH | None |
| BROADCOM INC | AVGO | COM | $54,474,572 | 144,208 | SH | None |
| INTUITIVE SURGICAL INC | ISRG | COM NEW | $50,186,023 | 126,197 | SH | None |
| ANALOG DEVICES INC | ADI | COM | $46,025,648 | 115,884 | SH | None |
| ORACLE CORP | ORCL | COM | $30,658,993 | 209,205 | SH | None |
| VULCAN MATLS CO | VMC | COM | $28,872,924 | 97,871 | SH | None |
| STRYKER CORPORATION | SYK | COM | $28,247,760 | 89,721 | SH | None |
| MAKEMYTRIP LIMITED MAURITIUS | MMYT | SHS | $25,901,818 | 486,054 | SH | None |
| COSTCO WHOLESALE CORPORATION | COST | COM | $24,455,992 | 26,143 | SH | None |
| META PLATFORMS INC | META | CL A | $24,251,324 | 43,053 | SH | None |
| SERVICE CORP INTL | SCI | COM | $22,684,846 | 298,642 | SH | None |
| NU HLDGS LTD | NU | ORD SHS CL A | $17,972,553 | 1,345,251 | SH | None |
| MASTERCARD INCORPORATED | MA | CL A | $14,097,806 | 27,449 | SH | None |
| FERGUSON ENTERPRISES INC | FERG | COMMON STOCK NEW | $13,957,852 | 58,812 | SH | None |
| FASTENAL CO | FAST | COM | $12,802,204 | 266,546 | SH | None |
| HDFC BANK LTD | HDB | SPONSORED ADS | $10,634,650 | 411,717 | SH | None |
| MSCI INC | MSCI | COM | $9,903,187 | 17,683 | SH | None |
| UNITED RENTALS INC | URI | COM | $7,176,858 | 6,335 | SH | None |
| BOOKING HOLDINGS INC | BKNG | COM | $7,053,670 | 39,574 | SH | None |
| YUM CHINA HLDGS INC | YUMC | COM | $6,677,749 | 163,390 | SH | None |
| COPART INC | CPRT | COM | $5,742,613 | 203,711 | SH | None |
| AMPHENOL CORP | APH | CL A | $4,612,884 | 26,162 | SH | None |
| KANZHUN LIMITED | BZ | SPONSORED ADS | $4,444,976 | 345,375 | SH | None |
| HILTON WORLDWIDE HLDGS INC | HLT | COM | $4,016,741 | 12,155 | SH | None |
| PDD HOLDINGS INC | PDD | SPONSORED ADS | $3,127,861 | 41,005 | SH | None |
| ICICI BANK LIMITED | IBN | ADR | $2,269,014 | 78,161 | SH | None |
| ATOUR LIFESTYLE HLDGS LTD | ATAT | SPONSORED ADS | $2,214,488 | 69,638 | SH | None |
| QUALCOMM INC | QCOM | COM | $1,959,883 | 10,606 | SH | None |
| BECTON DICKINSON & CO | BDX | COM | $1,859,997 | 12,291 | SH | None |
| WALMART INC | WMT | COM | $1,434,211 | 12,663 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.