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Funds (13F)

Comgest Global Investors S.A.S.

Backtest from 13 Feb 2015 to 2 Nov 2026 · weekly · hypothetical

Watch this strategy
Return a year
+13.0%
S&P 500 +13.4%
Last 12 months
+9.0%
S&P 500 +12.1%
Sharpe ratio
0.63
S&P 500 0.71
Biggest drop
−30.3%
S&P 500 −31.8%
$10.0k$20.0k$40.0k 201520172019202120232025 $43.8k$41.9k
StrategyS&P 500 $10,000 in Comgest Global Investors S.A.S. from 13 Feb 2015 against the S&P 500 (total return) over the same dates, marked weekly, log scale. Hypothetical: before taxes and trading costs.

About

Copies Comgest Global Investors S.A.S.'s quarterly 13F holdings in the companies we cover, weighted by reported value: it buys on the first trading day after each 13F is filed (up to 45 days after the quarter) and holds until the next filing. A 13F shows long US-listed positions only, at the quarter's end, so this misses shorts, cash, bonds, non-US holdings and trading within the quarter.

Comgest Global Investors S.A.S.'s 13F holdings →

Key statistics

MeasureStrategyS&P 500
Return a year (compound)+13.0%+13.4%
Total return+319%+338%
Last 12 months+9.0%+12.1%
Last 3 months+2.8%—
Last month+3.9%—
This year so far+6.6%—
Volatility a year18.5%16.5%
Sharpe ratio0.630.71
Biggest drop−30.3%−31.8%
Beta to the S&P 5000.931.00
Alpha a year (t-statistic)+0.8% (0.25)—
Share of weeks up56%—

Sharpe ratio uses returns above the 3-month Treasury bill rate. Alpha is the yearly return left after allowing for the strategy's exposure to the S&P 500 (CAPM); a t-statistic below about 2 means it cannot be told apart from luck.

Insights

CompanyWeightHeld sinceReturn since
TSM10.6%——
GOOGL8.2%——
JNJ7.2%——
V7.0%——
AMZN6.7%——
AON6.0%——
LIN5.9%——
MSFT5.4%——
SPGI3.9%——
CTAS3.9%——
NVDA3.1%——
IDXX3.0%——
LLY2.9%——
AXP2.8%——
VRSK2.4%——
MELI2.2%——
MSI2.2%——
SPOT1.8%——
UBER1.7%——
NFLX1.4%——
AAPL1.3%——
AVGO1.2%——
ISRG1.1%——
ADI1.0%——
ORCL0.7%——
VMC0.6%——
SYK0.6%——
MMYT0.6%——
COST0.5%——
META0.5%——
SCI0.5%——
NU0.4%——
MA0.3%——
FERG0.3%——
FAST0.3%——
HDB0.2%——
MSCI0.2%——
URI0.2%——
BKNG0.2%——
YUMC0.1%——
CPRT0.1%——
APH0.1%——
BZ0.1%——
HLT0.1%——
PDD0.1%——
ATAT0.1%——
QCOM0.0%——
BDX0.0%——
WMT0.0%——
TCOM0.0%——
DHR0.0%——
CTSH0.0%——
ALLE0.0%——
ZTS0.0%——

Weighted by reported value in the latest 13F, held until the next filing.

PeriodReturn a yearS&P 500SharpeS&P 500Biggest dropBetaAlpha (t)
Whole backtest13 Feb 2015 to 2 Nov 2026+13.0%+13.4%0.630.71−30.3%0.93+0.8% (0.25)
2018 onwards5 Jan 2018 to 2 Nov 2026+10.3%+13.9%0.470.66−30.3%0.91−2.1% (−0.75)
Last three years3 Nov 2023 to 2 Nov 2026+14.9%+21.8%0.761.16−15.5%0.83−3.1% (−0.77)
Last year7 Nov 2025 to 2 Nov 2026+11.3%+14.2%0.590.84−11.8%0.78−0.3% (−0.03)
DateCompanyAction
31 Jul 2026QCOMBought
31 Jul 2026NUBought
31 Jul 2026ISRGBought
31 Jul 2026AVGOBought
31 Jul 2026APHBought
31 Jul 2026ALLEBought
15 May 2026BKNGBought
15 May 2026ATATBought
13 Feb 2026URIBought
13 Feb 2026HLTBought
13 Feb 2026DHRBought
14 Nov 2025MSIBought
14 Nov 2025MSCIBought
14 Nov 2025AONBought
8 Aug 2025UBERBought
8 Aug 2025MMYTBought
8 Aug 2025BZBought
16 May 2025TMEBought
16 May 2025TCOMBought
16 May 2025NVDABought
16 May 2025AXPBought
14 Feb 2025NFLXBought
14 Feb 2025MABought
8 Nov 2024ZTSBought
8 Nov 2024YUMCBought

Dated at the rebalance that made the change.

DateCompanyAction
31 Jul 2026MDTSold
31 Jul 2026INTUSold
31 Jul 2026GLOBSold
15 May 2026TMESold
15 May 2026STVNSold
15 May 2026JBHTSold
15 May 2026ISRGSold
15 May 2026AVYSold
15 May 2026ACNSold
13 Feb 2026RACESold
13 Feb 2026NVOSold
13 Feb 2026CSCOSold
13 Feb 2026ASMLSold
13 Feb 2026ALCSold
14 Nov 2025VIPSSold
14 Nov 2025TMOSold
14 Nov 2025OTISSold
14 Nov 2025MTDSold
14 Nov 2025MPWRSold
14 Nov 2025ICLRSold
8 Aug 2025NYTSold
16 May 2025RYAAYSold
16 May 2025KVUESold
14 Feb 2025PAYCSold
14 Feb 2025NUSold

Dated at the rebalance that made the change.

Backtests are hypothetical and use today's listed companies only, which flatters results. Past performance does not predict future returns. This is research, not investment advice. How we backtest