Comgest Global Investors S.A.S. Top Holdings and 13F Report (2025) About Comgest Global Investors S.A.S.Investment ActivityComgest Global Investors S.A.S. has $6.10 billion in total holdings as of December 31, 2024.Comgest Global Investors S.A.S. owns shares of 60 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 2.74% of the portfolio was purchased this quarter.About 13.78% of the portfolio was sold this quarter.This quarter, Comgest Global Investors S.A.S. has purchased 63 new stocks and bought additional shares in 19 stocks.Comgest Global Investors S.A.S. sold shares of 31 stocks and completely divested from 5 stocks this quarter.Largest Holdings Microsoft $649,985,456Eli Lilly and Company $460,211,588Taiwan Semiconductor Manufacturing $428,913,127Accenture $428,573,093Visa $358,178,877 Largest New Holdings this Quarter Netflix $3,634,803 HoldingMastercard $3,071,483 Holding Largest Purchases this Quarter IDEXX Laboratories 145,203 shares (about $60.03M)Zoetis 147,154 shares (about $23.98M)Eli Lilly and Company 21,887 shares (about $16.90M)Amazon.com 60,753 shares (about $13.33M)Microsoft 23,133 shares (about $9.75M) Largest Sales this Quarter Accenture 1,020,068 shares (about $358.85M)LINDE PLC 594,489 shares (about $248.89M)Intuit 101,138 shares (about $63.57M)Costco Wholesale 46,576 shares (about $42.68M)Mettler-Toledo International 15,978 shares (about $19.55M) 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 PortfolioSectorMSFTMicrosoft$649,985,456$9,750,560 ▲1.5%1,542,07710.6%Computer and TechnologyLLYEli Lilly and Company$460,211,588$16,896,764 ▲3.8%596,1297.5%MedicalTSMTaiwan Semiconductor Manufacturing$428,913,127$3,913,264 ▲0.9%2,171,8227.0%Computer and TechnologyACNAccenture$428,573,093$358,849,722 ▼-45.6%1,218,2647.0%Computer and TechnologyVVisa$358,178,877$6,812,558 ▼-1.9%1,133,3345.9%Business ServicesLINDE PLC$325,942,550$248,894,710 ▼-43.3%778,5195.3%SHSJNJJohnson & Johnson$303,832,592$537,119 ▲0.2%2,100,9035.0%MedicalGOOGLAlphabet$293,871,970$2,987,911 ▼-1.0%1,552,4144.8%Computer and TechnologyINTUIntuit$281,884,136$63,565,233 ▼-18.4%448,5034.6%Computer and TechnologyAMZNAmazon.com$271,420,313$13,328,601 ▲5.2%1,237,1594.4%Retail/WholesaleSPGIS&P Global$268,973,054$3,736,221 ▲1.4%540,0744.4%Business ServicesICLRICON Public$245,937,822$8,995,091 ▼-3.5%1,172,7524.0%MedicalZTSZoetis$204,845,046$23,975,801 ▲13.3%1,257,2583.4%MedicalADIAnalog Devices$200,058,710$3,128,049 ▲1.6%941,6303.3%Computer and TechnologyVRSKVerisk Analytics$187,517,977$5,370,610 ▼-2.8%680,8193.1%Business ServicesCOSTCostco Wholesale$178,250,250$42,676,192 ▼-19.3%194,5392.9%Retail/WholesaleORCLOracle$105,469,789$1,859,536 ▼-1.7%632,9201.7%Computer and TechnologyCPRTCopart$92,920,206$1,848,819 ▲2.0%1,619,1011.5%Business ServicesIDXXIDEXX Laboratories$79,178,308$60,032,728 ▲313.6%191,5111.3%MedicalAAPLApple$69,269,177$8,211,773 ▼-10.6%276,6121.1%Computer and TechnologyMELIMercadoLibre$66,233,838$8,575,319 ▼-11.5%38,9511.1%Retail/WholesaleMETAMeta Platforms$45,030,403$7,506,238 ▼-14.3%76,9080.7%Computer and TechnologyVMCVulcan Materials$44,837,504$2,188,513 ▼-4.7%174,3090.7%ConstructionAVYAvery Dennison$44,218,070$637,926 ▼-1.4%236,2960.7%Industrial ProductsSCIService Co. International$42,550,286$6,018,428 ▼-12.4%533,0780.7%Consumer StaplesGLOBGlobant$40,823,424$4,721,314 ▼-10.4%190,3900.7%Computer and TechnologyJBHTJ.B. Hunt Transport Services$39,325,184$2,386,168 ▲6.5%230,4300.6%TransportationFMXFomento Económico Mexicano$38,800,235$6,885,878 ▼-15.1%453,8570.6%Consumer StaplesOTISOtis Worldwide$31,310,237$5,562,620 ▼-15.1%338,0870.5%ConstructionINFYInfosys$29,010,177$1,995,509 ▼-6.4%1,323,4570.5%Computer and TechnologyCTASCintas$28,378,426$1,925,475 ▲7.3%155,3280.5%Business ServicesHDBHDFC Bank$27,501,884$138,959 ▼-0.5%430,6590.5%FinanceSYKStryker$24,725,354$8,099,685 ▲48.7%68,6720.4%MedicalNYTNew York Times$22,943,328$1,105,438 ▼-4.6%440,7940.4%Consumer StaplesSPOTSpotify Technology$14,286,186$6,545,170 ▼-31.4%31,9330.2%Business ServicesKASPI KZ JSC$12,017,089$774,349 ▼-6.1%126,8830.2%SPONSORED ADSRYAAYRyanair$11,784,077$1,091,755 ▼-8.5%270,3390.2%TransportationYUMCYum China$9,973,309$2,317,266 ▲30.3%207,0440.2%Retail/WholesaleMPWRMonolithic Power Systems$9,507,436$3,738,952 ▼-28.2%16,0680.2%Computer and TechnologyFERGUSON ENTERPRISES INC$9,447,242$1,296,742 ▲15.9%54,4290.2%COMMON STOCK NEWISRGIntuitive Surgical$8,038,184$2,560,736 ▼-24.2%15,4000.1%MedicalBDXBecton, Dickinson and Company$7,875,111$5,321,689 ▲208.4%34,7120.1%MedicalFASTFastenal$6,823,252$561,258 ▲9.0%94,8860.1%Retail/WholesaleSTVNStevanato Group$6,053,698$2,309,958 ▼-27.6%277,8200.1%MedicalCTSHCognizant Technology Solutions$5,957,366$5,555,487 ▼-48.3%77,4690.1%Computer and TechnologyASMLASML$4,687,9930.0%6,7640.1%Computer and TechnologyWMTWalmart$4,288,643$594,322 ▼-12.2%47,4670.1%Retail/WholesalePDDPDD$4,140,309$1,011,509 ▲32.3%42,6880.1%Retail/WholesaleNVONovo Nordisk A/S$4,034,1660.0%46,8980.1%MedicalNFLXNetflix$3,634,803$3,634,803 ▲New Holding4,0780.1%Consumer DiscretionaryMAMastercard$3,071,483$3,071,483 ▲New Holding5,8330.1%Business ServicesMDTMedtronic$2,929,5990.0%36,6750.0%MedicalALCAlcon$2,732,1000.0%32,1840.0%MedicalVIPSVipshop$2,702,675$384,164 ▼-12.4%200,6440.0%Computer and TechnologyRELXRelx$2,510,999$591,823 ▲30.8%55,2840.0%Computer and TechnologyCSCOCisco Systems$2,167,1940.0%36,6080.0%Computer and TechnologyRACEFerrari$1,805,9950.0%4,2510.0%Auto/Tires/TrucksMTDMettler-Toledo International$967,931$19,551,961 ▼-95.3%7910.0%MedicalTMOThermo Fisher Scientific$757,4550.0%1,4560.0%MedicalKVUEKenvue$725,8150.0%33,9960.0%Consumer StaplesEQIXEquinix$0$2,602,531 ▼-100.0%00.0%FinanceBMRNBioMarin Pharmaceutical$0$713,233 ▼-100.0%00.0%MedicalPAYCPaycom Software$0$407,597 ▼-100.0%00.0%Computer and TechnologyERJEmbraer$0$403,147 ▼-100.0%00.0%AerospaceNUNU$0$179,143 ▼-100.0%00.0%FinanceShowing largest 100 holdings. 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