Comgest Global Investors S.a.s.
Latest statistics and disclosures from Comgest Global Investors S.a.s.'s latest quarterly 13F-HR filing:
- Top 5 stock holdings are TSM, MSFT, LIN, GOOGL, V, and represent 41.10% of Comgest Global Investors S.a.s.'s stock portfolio.
- Added to shares of these 10 stocks: AXP (+$77M), NVDA (+$34M), AMZN (+$12M), CPRT (+$9.6M), MSI (+$8.8M), HDB (+$8.5M), MSCI (+$6.6M), UBER (+$5.8M), ZTS (+$5.3M), SYK (+$5.1M).
- Started 3 new stock positions in MSCI, AON, MSI.
- Reduced shares in these 10 stocks: , ACN (-$110M), LLY (-$68M), JNJ (-$47M), GOOGL (-$40M), TSM (-$29M), OTIS (-$17M), ORCL (-$16M), AVY (-$15M), MSFT (-$15M).
- Sold out of its positions in KSPI, MTD, MPWR, OTIS, TMO, VIPS, ICLR.
- Comgest Global Investors S.a.s. was a net seller of stock by $-404M.
- Comgest Global Investors S.a.s. has $5.6B in assets under management (AUM), dropping by -3.70%.
- Central Index Key (CIK): 0001574947
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Portfolio Holdings for Comgest Global Investors S.a.s.
Comgest Global Investors S.a.s. holds 60 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 10.5 | $593M | -4% | 2.1M | 279.29 |
|
| Microsoft Corporation (MSFT) | 9.8 | $556M | -2% | 1.1M | 517.95 |
|
| Linde SHS (LIN) | 7.3 | $414M | 871k | 475.00 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 7.0 | $393M | -9% | 1.6M | 243.10 |
|
| Visa Com Cl A (V) | 6.5 | $365M | 1.1M | 341.38 |
|
|
| Johnson & Johnson (JNJ) | 6.0 | $337M | -12% | 1.8M | 185.42 |
|
| Amazon (AMZN) | 5.5 | $312M | +3% | 1.4M | 219.57 |
|
| Intuit (INTU) | 5.5 | $309M | 453k | 682.91 |
|
|
| S&p Global (SPGI) | 3.9 | $221M | 454k | 486.71 |
|
|
| Zoetis Cl A (ZTS) | 3.8 | $213M | +2% | 1.5M | 146.32 |
|
| Eli Lilly & Co. (LLY) | 3.7 | $208M | -24% | 272k | 763.00 |
|
| Analog Devices (ADI) | 2.8 | $159M | 648k | 245.70 |
|
|
| IDEXX Laboratories (IDXX) | 2.8 | $156M | 244k | 638.89 |
|
|
| Oracle Corporation (ORCL) | 2.6 | $149M | -9% | 531k | 281.24 |
|
| Copart (CPRT) | 2.5 | $143M | +7% | 3.2M | 44.97 |
|
| Verisk Analytics (VRSK) | 2.3 | $130M | 515k | 251.51 |
|
|
| Costco Wholesale Corporation (COST) | 2.1 | $118M | -6% | 128k | 925.63 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 1.9 | $105M | -51% | 424k | 246.60 |
|
| American Express Company (AXP) | 1.6 | $89M | +615% | 269k | 332.16 |
|
| MercadoLibre (MELI) | 1.4 | $77M | -9% | 33k | 2336.94 |
|
| Apple (AAPL) | 1.2 | $70M | +2% | 277k | 254.63 |
|
| Vulcan Materials Company (VMC) | 0.9 | $52M | +4% | 169k | 307.62 |
|
| Meta Platforms Cl A (META) | 0.9 | $50M | -7% | 68k | 734.38 |
|
| NVIDIA Corporation (NVDA) | 0.9 | $48M | +253% | 257k | 186.58 |
|
| Makemytrip Limited Mauritius SHS (MMYT) | 0.8 | $44M | +9% | 468k | 93.60 |
|
| Service Corporation International (SCI) | 0.8 | $43M | +6% | 516k | 83.22 |
|
| Stryker Corporation (SYK) | 0.6 | $37M | +16% | 99k | 369.67 |
|
| Cintas Corporation (CTAS) | 0.6 | $32M | -8% | 156k | 205.26 |
|
| Mastercard Incorporated Cl A (MA) | 0.4 | $20M | +24% | 35k | 568.81 |
|
| Hdfc Bank Sponsored Ads (HDB) | 0.3 | $19M | +84% | 542k | 34.16 |
|
| Fomento Economico Mexicano S Spon Adr Units (FMX) | 0.3 | $17M | -39% | 176k | 98.63 |
|
| Ferguson Enterprises Common Stock New (FERG) | 0.3 | $16M | +8% | 69k | 224.58 |
|
| Uber Technologies (UBER) | 0.3 | $14M | +69% | 145k | 97.97 |
|
| Netflix (NFLX) | 0.2 | $14M | +10% | 12k | 1198.92 |
|
| Avery Dennison Corporation (AVY) | 0.2 | $11M | -58% | 67k | 162.17 |
|
| Fastenal Company (FAST) | 0.2 | $10M | 212k | 49.04 |
|
|
| Yum China Holdings (YUMC) | 0.2 | $9.2M | +5% | 215k | 42.92 |
|
| Motorola Solutions Com New (MSI) | 0.2 | $8.8M | NEW | 19k | 457.29 |
|
| Globant S A (GLOB) | 0.1 | $8.4M | -16% | 146k | 57.38 |
|
| Stevanato Group S P A Ord Shs (STVN) | 0.1 | $8.4M | 324k | 25.75 |
|
|
| Pdd Holdings Sponsored Ads (PDD) | 0.1 | $7.5M | +10% | 57k | 132.17 |
|
| Becton, Dickinson and (BDX) | 0.1 | $7.4M | -5% | 40k | 187.17 |
|
| Tencent Music Entmt Group Spon Ads (TME) | 0.1 | $7.1M | 303k | 23.34 |
|
|
| Msci (MSCI) | 0.1 | $6.6M | NEW | 12k | 567.41 |
|
| J.B. Hunt Transport Services (JBHT) | 0.1 | $5.4M | -68% | 40k | 134.17 |
|
| Aon Shs Cl A (AON) | 0.1 | $4.7M | NEW | 13k | 356.58 |
|
| Spotify Technology S A SHS (SPOT) | 0.1 | $3.7M | -52% | 5.3k | 698.00 |
|
| Intuitive Surgical Com New (ISRG) | 0.1 | $3.7M | -43% | 8.2k | 447.23 |
|
| Kanzhun Sponsored Ads (BZ) | 0.1 | $3.6M | +209% | 155k | 23.36 |
|
| Wal-Mart Stores (WMT) | 0.1 | $3.2M | 32k | 103.06 |
|
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $2.8M | -45% | 2.9k | 968.09 |
|
| Medtronic SHS (MDT) | 0.0 | $2.2M | -36% | 23k | 95.24 |
|
| Cisco Systems (CSCO) | 0.0 | $2.2M | -13% | 32k | 68.42 |
|
| Relx Sponsored Adr (RELX) | 0.0 | $1.9M | -29% | 40k | 47.76 |
|
| Alcon Ord Shs (ALC) | 0.0 | $1.5M | -47% | 20k | 74.51 |
|
| Infosys Sponsored Adr (INFY) | 0.0 | $996k | -37% | 61k | 16.27 |
|
| Trip Com Group Ads (TCOM) | 0.0 | $926k | 12k | 75.20 |
|
|
| Cognizant Technology Solutio Cl A (CTSH) | 0.0 | $864k | -18% | 13k | 67.07 |
|
| Ferrari Nv Ord (RACE) | 0.0 | $831k | -29% | 1.7k | 485.22 |
|
| Novo-nordisk A S Adr (NVO) | 0.0 | $830k | -63% | 15k | 55.49 |
|
Past Filings by Comgest Global Investors S.a.s.
SEC 13F filings are viewable for Comgest Global Investors S.a.s. going back to 2014
- Comgest Global Investors S.a.s. 2025 Q3 filed Nov. 7, 2025
- Comgest Global Investors S.a.s. 2025 Q2 filed Aug. 7, 2025
- Comgest Global Investors S.a.s. 2025 Q1 filed May 15, 2025
- Comgest Global Investors S.a.s. 2024 Q4 filed Feb. 13, 2025
- Comgest Global Investors S.a.s. 2024 Q3 filed Nov. 6, 2024
- Comgest Global Investors S.a.s. 2024 Q2 filed Aug. 1, 2024
- Comgest Global Investors S.a.s. 2024 Q1 filed May 7, 2024
- Comgest Global Investors S.a.s. 2023 Q4 filed Feb. 12, 2024
- Comgest Global Investors S.a.s. 2023 Q3 filed Nov. 7, 2023
- Comgest Global Investors S.a.s. 2023 Q2 filed July 24, 2023
- Comgest Global Investors S.a.s. 2023 Q1 filed May 15, 2023
- Comgest Global Investors S.a.s. 2022 Q4 restated filed May 15, 2023
- Comgest Global Investors S.a.s. 2022 Q1 restated filed May 15, 2023
- Comgest Global Investors S.a.s. 2022 Q2 restated filed May 15, 2023
- Comgest Global Investors S.a.s. 2022 Q3 restated filed May 15, 2023
- Comgest Global Investors S.a.s. 2022 Q4 filed Feb. 13, 2023