Comgest Global Investors S.A.S. Top Holdings and 13F Report (2024) About Comgest Global Investors S.A.S.Investment ActivityComgest Global Investors S.A.S. has $6.98 billion in total holdings as of September 30, 2024.Comgest Global Investors S.A.S. owns shares of 63 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 4.68% of the portfolio was purchased this quarter.About 12.54% of the portfolio was sold this quarter.This quarter, Comgest Global Investors S.A.S. has purchased 66 new stocks and bought additional shares in 29 stocks.Comgest Global Investors S.A.S. sold shares of 26 stocks and completely divested from 4 stocks this quarter.Largest Holdings Accenture $791,205,595LINDE PLC $654,732,595Microsoft $653,601,603Eli Lilly and Company $508,743,957Taiwan Semiconductor Manufacturing $373,739,056 Largest New Holdings this Quarter FERGUSON ENTERPRISES INC $9,324,450 Holding Largest Purchases this Quarter Copart 1,390,146 shares (about $72.84M)Zoetis 197,240 shares (about $38.54M)Cintas 106,613 shares (about $21.95M)Microsoft 47,236 shares (about $20.33M)HDFC Bank 289,781 shares (about $18.13M) Largest Sales this Quarter LINDE PLC 621,890 shares (about $296.55M)Eli Lilly and Company 138,561 shares (about $122.76M)Mettler-Toledo International 61,098 shares (about $91.63M)Accenture 160,610 shares (about $56.77M)Analog Devices 174,116 shares (about $40.08M) Sector Allocation Over TimeMap of 500 Largest Holdings ofComgest Global Investors S.A.S. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorACNAccenture$791,205,595$56,772,423 ▼-6.7%2,238,33211.3%Computer and TechnologyLINDE PLC$654,732,595$296,554,465 ▼-31.2%1,373,0089.4%SHSMSFTMicrosoft$653,601,603$20,325,651 ▲3.2%1,518,9449.4%Computer and TechnologyLLYEli Lilly and Company$508,743,957$122,756,732 ▼-19.4%574,2427.3%MedicalTSMTaiwan Semiconductor Manufacturing$373,739,056$16,788,158 ▲4.7%2,152,0075.4%Computer and TechnologyICLRICON Public$349,266,965$4,275,173 ▼-1.2%1,215,6455.0%MedicalINTUIntuit$341,327,061$8,566,074 ▲2.6%549,6414.9%Computer and TechnologyJNJJohnson & Johnson$339,870,449$17,702,624 ▲5.5%2,097,1894.9%MedicalVVisa$317,537,006$16,836,838 ▲5.6%1,154,8904.5%Business ServicesSPGIS&P Global$275,137,347$15,000,578 ▲5.8%532,5723.9%Business ServicesGOOGLAlphabet$260,085,638$16,579,693 ▲6.8%1,568,1983.7%Computer and TechnologyAMZNAmazon.com$219,199,730$13,094,154 ▲6.4%1,176,4063.1%Retail/WholesaleZTSZoetis$216,892,120$38,536,751 ▲21.6%1,110,1043.1%MedicalCOSTCostco Wholesale$213,753,270$17,892,633 ▼-7.7%241,1153.1%Retail/WholesaleADIAnalog Devices$213,346,184$40,076,280 ▼-15.8%926,9073.1%Computer and TechnologyVRSKVerisk Analytics$187,657,211$10,211,688 ▼-5.2%700,3182.7%Business ServicesORCLOracle$109,751,062$3,241,008 ▲3.0%644,0791.6%Computer and TechnologyMELIMercadoLibre$90,273,928$15,894,482 ▼-15.0%43,9941.3%Retail/WholesaleCPRTCopart$83,152,826$72,843,650 ▲706.6%1,586,8861.2%Business ServicesAAPLApple$72,091,132$1,975,141 ▼-2.7%309,4041.0%Computer and TechnologyAVYAvery Dennison$52,917,276$1,577,109 ▲3.1%239,7050.8%Industrial ProductsFMXFomento Económico Mexicano$52,750,920$3,269,769 ▼-5.8%534,4030.8%Consumer StaplesMETAMeta Platforms$51,363,896$64,686 ▲0.1%89,7280.7%Computer and TechnologySCIService Co. International$48,027,169$1,497,460 ▲3.2%608,4780.7%Consumer StaplesVMCVulcan Materials$45,782,861$1,436,216 ▲3.2%182,8170.7%ConstructionGLOBGlobant$42,086,719$3,016,285 ▼-6.7%212,4090.6%Computer and TechnologyOTISOtis Worldwide$41,383,919$2,588,522 ▼-5.9%398,1520.6%ConstructionJBHTJ.B. Hunt Transport Services$37,300,484$1,174,774 ▲3.3%216,4480.5%TransportationINFYInfosys$31,500,759$1,291,215 ▼-3.9%1,414,4930.5%Computer and TechnologyCTASCintas$29,809,159$21,949,484 ▲279.3%144,7890.4%Industrial ProductsHDBHDFC Bank$27,078,158$18,128,700 ▲202.6%432,8350.4%FinanceNYTNew York Times$25,721,321$802,038 ▲3.2%462,0320.4%Consumer StaplesMTDMettler-Toledo International$25,148,469$91,628,670 ▼-78.5%16,7690.4%Computer and TechnologyIDXXIDEXX Laboratories$23,395,728$6,240,983 ▲36.4%46,3080.3%MedicalMPWRMonolithic Power Systems$20,696,782$16,163,958 ▼-43.9%22,3870.3%Computer and TechnologySPOTSpotify Technology$17,159,862$12,063,829 ▼-41.3%46,5630.2%Business ServicesSYKStryker$16,681,542$10,241,360 ▲159.0%46,1760.2%MedicalKASPI KZ JSC$14,314,903$1,084,702 ▲8.2%135,0590.2%SPONSORED ADSRYAAYRyanair$13,345,494$6,641,008 ▲99.1%295,3850.2%TransportationCTSHCognizant Technology Solutions$11,554,772$15,497,049 ▼-57.3%149,7120.2%Computer and TechnologyISRGIntuitive Surgical$9,975,729$1,060,652 ▲11.9%20,3060.1%MedicalFERGUSON ENTERPRISES INC$9,324,450$9,324,450 ▲New Holding46,9580.1%COMMON STOCK NEWSTVNStevanato Group$7,676,600$205,800 ▼-2.6%383,8300.1%MedicalYUMCYum China$7,155,389$5,602,964 ▼-43.9%158,9380.1%Retail/WholesaleFASTFastenal$6,219,325$2,624,114 ▲73.0%87,0810.1%Retail/WholesaleASMLASML$5,636,103$104,156 ▲1.9%6,7640.1%Computer and TechnologyNVONovo Nordisk A/S$5,584,145$101,924 ▼-1.8%46,8980.1%MedicalWMTWalmart$4,364,1340.0%54,0450.1%Retail/WholesalePDDPDD$4,348,836$2,481,583 ▲132.9%32,2590.1%Multi-Sector ConglomeratesVIPSVipshop$3,604,750$14,618,220 ▼-80.2%229,1640.1%Computer and TechnologyMDTMedtronic$3,301,8500.0%36,6750.0%MedicalALCAlcon$3,220,6530.0%32,1840.0%MedicalBDXBecton, Dickinson and Company$2,713,581$828,420 ▲43.9%11,2550.0%MedicalEQIXEquinix$2,602,531$1,696,261 ▼-39.5%2,9320.0%FinanceRELXRelx$2,005,3750.0%42,2540.0%Computer and TechnologyRACEFerrari$1,998,438$213,900 ▼-9.7%4,2510.0%Auto/Tires/TrucksCSCOCisco Systems$1,948,2780.0%36,6080.0%Computer and TechnologyTMOThermo Fisher Scientific$900,638$230,727 ▲34.4%1,4560.0%MedicalKVUEKenvue$786,3270.0%33,9960.0%Consumer StaplesBMRNBioMarin Pharmaceutical$713,233$10,025,468 ▼-93.4%10,1470.0%MedicalPAYCPaycom Software$407,5970.0%2,4470.0%Computer and TechnologyERJEmbraer$403,147$784,541 ▼-66.1%11,3980.0%AerospaceNUNU$179,143$68,209 ▼-27.6%13,1240.0%Business ServicesNKENIKE$0$103,323,376 ▼-100.0%00.0%Consumer DiscretionaryWMGWarner Music Group$0$17,038,029 ▼-100.0%00.0%Consumer DiscretionaryFERGFerguson$0$8,815,916 ▼-100.0%00.0%Industrial ProductsNOAHNoah$0$1,617,977 ▼-100.0%00.0%FinanceShowing largest 100 holdings. 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