Comgest Global Investors S.a.s. as of Sept. 30, 2025
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 | 2.1M | 279.29 | |
| Microsoft Corporation (MSFT) | 9.8 | $556M | 1.1M | 517.95 | |
| Linde SHS (LIN) | 7.3 | $414M | 871k | 475.00 | |
| Alphabet Cap Stk Cl A (GOOGL) | 7.0 | $393M | 1.6M | 243.10 | |
| Visa Com Cl A (V) | 6.5 | $365M | 1.1M | 341.38 | |
| Johnson & Johnson (JNJ) | 6.0 | $337M | 1.8M | 185.42 | |
| Amazon (AMZN) | 5.5 | $312M | 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 | 1.5M | 146.32 | |
| Eli Lilly & Co. (LLY) | 3.7 | $208M | 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 | 531k | 281.24 | |
| Copart (CPRT) | 2.5 | $143M | 3.2M | 44.97 | |
| Verisk Analytics (VRSK) | 2.3 | $130M | 515k | 251.51 | |
| Costco Wholesale Corporation (COST) | 2.1 | $118M | 128k | 925.63 | |
| Accenture Plc Ireland Shs Class A (ACN) | 1.9 | $105M | 424k | 246.60 | |
| American Express Company (AXP) | 1.6 | $89M | 269k | 332.16 | |
| MercadoLibre (MELI) | 1.4 | $77M | 33k | 2336.94 | |
| Apple (AAPL) | 1.2 | $70M | 277k | 254.63 | |
| Vulcan Materials Company (VMC) | 0.9 | $52M | 169k | 307.62 | |
| Meta Platforms Cl A (META) | 0.9 | $50M | 68k | 734.38 | |
| NVIDIA Corporation (NVDA) | 0.9 | $48M | 257k | 186.58 | |
| Makemytrip Limited Mauritius SHS (MMYT) | 0.8 | $44M | 468k | 93.60 | |
| Service Corporation International (SCI) | 0.8 | $43M | 516k | 83.22 | |
| Stryker Corporation (SYK) | 0.6 | $37M | 99k | 369.67 | |
| Cintas Corporation (CTAS) | 0.6 | $32M | 156k | 205.26 | |
| Mastercard Incorporated Cl A (MA) | 0.4 | $20M | 35k | 568.81 | |
| Hdfc Bank Sponsored Ads (HDB) | 0.3 | $19M | 542k | 34.16 | |
| Fomento Economico Mexicano S Spon Adr Units (FMX) | 0.3 | $17M | 176k | 98.63 | |
| Ferguson Enterprises Common Stock New (FERG) | 0.3 | $16M | 69k | 224.58 | |
| Uber Technologies (UBER) | 0.3 | $14M | 145k | 97.97 | |
| Netflix (NFLX) | 0.2 | $14M | 12k | 1198.92 | |
| Avery Dennison Corporation (AVY) | 0.2 | $11M | 67k | 162.17 | |
| Fastenal Company (FAST) | 0.2 | $10M | 212k | 49.04 | |
| Yum China Holdings (YUMC) | 0.2 | $9.2M | 215k | 42.92 | |
| Motorola Solutions Com New (MSI) | 0.2 | $8.8M | 19k | 457.29 | |
| Globant S A (GLOB) | 0.1 | $8.4M | 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 | 57k | 132.17 | |
| Becton, Dickinson and (BDX) | 0.1 | $7.4M | 40k | 187.17 | |
| Tencent Music Entmt Group Spon Ads (TME) | 0.1 | $7.1M | 303k | 23.34 | |
| Msci (MSCI) | 0.1 | $6.6M | 12k | 567.41 | |
| J.B. Hunt Transport Services (JBHT) | 0.1 | $5.4M | 40k | 134.17 | |
| Aon Shs Cl A (AON) | 0.1 | $4.7M | 13k | 356.58 | |
| Spotify Technology S A SHS (SPOT) | 0.1 | $3.7M | 5.3k | 698.00 | |
| Intuitive Surgical Com New (ISRG) | 0.1 | $3.7M | 8.2k | 447.23 | |
| Kanzhun Sponsored Ads (BZ) | 0.1 | $3.6M | 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 | 2.9k | 968.09 | |
| Medtronic SHS (MDT) | 0.0 | $2.2M | 23k | 95.24 | |
| Cisco Systems (CSCO) | 0.0 | $2.2M | 32k | 68.42 | |
| Relx Sponsored Adr (RELX) | 0.0 | $1.9M | 40k | 47.76 | |
| Alcon Ord Shs (ALC) | 0.0 | $1.5M | 20k | 74.51 | |
| Infosys Sponsored Adr (INFY) | 0.0 | $996k | 61k | 16.27 | |
| Trip Com Group Ads (TCOM) | 0.0 | $926k | 12k | 75.20 | |
| Cognizant Technology Solutio Cl A (CTSH) | 0.0 | $864k | 13k | 67.07 | |
| Ferrari Nv Ord (RACE) | 0.0 | $831k | 1.7k | 485.22 | |
| Novo-nordisk A S Adr (NVO) | 0.0 | $830k | 15k | 55.49 |
