Comgest Global Investors S.a.s.

Investment Portfolio & 13F Holdings Analysis

About

COMGEST GLOBAL INVESTORS S.A.S. is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 62 holdings worth $5.6 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 62
Total Value: 5602563801
Accession Number: 0001172661-25-002007
Form Type: 13F-HR
CIK: 0001574947
Manager Name: Comgest Global Investors S.a.s.

Data Enrichment

98% identified

61 identified1 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

62 positions • $5,602,563.801K total value

62 positions

Manager:

SEC FilingSEC DataHachi Filing

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MICROSOFT CORP

MSFT|594918104

1157216(-24.9%)

Value:

$434.4B(-33.2%)

LINDE PLC

LIN|G54950103

845893(+8.7%)

Value:

$393.9B(+20.8%)

VISA INC.

V|92826C839

1093856(-3.5%)

Value:

$383.4B(+7.0%)

Accenture plc

ACN|G1151C101

1197268(-1.7%)

Value:

$373.6B(-12.8%)

ELI LILLY & Co

LLY|532457108

448956(-24.7%)

Value:

$370.8B(-19.4%)

TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

TSM|874039100

2198577(+1.2%)

Value:

$365.0B(-14.9%)

JOHNSON & JOHNSON

JNJ|478160104

2158820(+2.8%)

Value:

$358.0B(+17.8%)

Alphabet Inc.

GOOGL|02079K305

1789746(+15.3%)

Value:

$276.8B(-5.8%)

INTUIT INC.

INTU|461202103

450454(+0.4%)

Value:

$276.6B(-1.9%)

AMAZON COM INC

AMZN|023135106

1339850(+8.3%)

Value:

$254.9B(-6.1%)

S&P Global Inc.

SPGI|78409V104

498005(-7.8%)

Value:

$253.0B(-5.9%)

Zoetis Inc.

ZTS|98978V103

1396999(+11.1%)

Value:

$230.0B(+12.3%)

ICON PLC

ICLR|G4705A100

1189086(+1.4%)

Value:

$208.1B(-15.4%)

Verisk Analytics, Inc.

VRSK|92345Y106

534737(-21.4%)

Value:

$159.1B(-15.1%)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

143573(-26.2%)

Value:

$135.8B(-23.8%)

ANALOG DEVICES INC

ADI|032654105

651790(-30.8%)

Value:

$131.4B(-34.3%)

COPART INC

CPRT|217204106

2236415(+38.1%)

Value:

$126.6B(+36.2%)

IDEXX LABORATORIES INC /DE

IDXX|45168D104

245301(+28.1%)

Value:

$103.0B(+30.1%)

ORACLE CORP

ORCL|68389X105

705727(+11.5%)

Value:

$98.7B(-6.4%)

MERCADOLIBRE INC

MELI|58733R102

36075(-7.4%)

Value:

$70.4B(+6.3%)

Instrument	Shares		Other Manager	Value
Microsoft Corp(MSFTcusip594918104)	1.2M	QoQ -24.95% (-384.9K) YoY -22.33% (-332.7K)	All Managers (Combined)	$434.4M	QoQ -33.16% (-$215.6M) YoY -30.70% (-$192.4M)
Linde Plc(LINcusipG54950103)	845.9K	QoQ +8.65% (+67.4K) YoY -57.54% (-1.1M)	All Managers (Combined)	$393.9M	QoQ +20.84% (+$67.9M) YoY -57.42% (-$531.2M)
Visa Inc.(Vcusip92826C839)	1.1M	QoQ -3.48% (-39.5K) YoY +13.03% (+126.1K)	All Managers (Combined)	$383.4M	QoQ +7.02% (-$25.2M) YoY +41.93% (+$113.3M)
Accenture Plc(ACNcusipG1151C101)	1.2M	QoQ -1.72% (-21.0K) YoY -44.42% (-957.0K)	All Managers (Combined)	$373.6M	QoQ -12.82% (-$55.0M) YoY -49.96% (-$373.1M)
Eli Lilly & Co(LLYcusip532457108)	449.0K	QoQ -24.68% (-147.2K) YoY -39.65% (-295.0K)	All Managers (Combined)	$370.8M	QoQ -19.42% (-$89.4M) YoY -35.93% (-$208.0M)
Taiwan Semiconductor Manufacturing Co Ltd(TSMcusip874039100)	2.2M	QoQ +1.23% (-26.8K) YoY +4.54% (+95.6K)	All Managers (Combined)	$365.0M	QoQ -14.90% (-$63.9M) YoY +27.55% (+$78.8M)
Johnson & Johnson(JNJcusip478160104)	2.2M	QoQ +2.75% (+57.9K) YoY +16.01% (+298.0K)	All Managers (Combined)	$358.0M	QoQ +17.83% (+$54.2M) YoY +21.62% (+$63.7M)
Alphabet Inc.(GOOGLcusip02079K305)	1.8M	QoQ +15.28% (-237.3K) YoY +21.23% (+313.5K)	All Managers (Combined)	$276.8M	QoQ -5.82% (-$17.1M) YoY +24.21% (+$54.0M)
Intuit Inc.(INTUcusip461202103)	450.5K	QoQ +0.43% (-2.0K) YoY -9.41% (-46.8K)	All Managers (Combined)	$276.6M	QoQ -1.88% (-$5.3M) YoY -14.43% (-$46.7M)
Amazon Com Inc(AMZNcusip023135106)	1.3M	QoQ +8.30% (-102.7K) YoY +20.98% (+232.4K)	All Managers (Combined)	$254.9M	QoQ -6.07% (-$16.5M) YoY +27.60% (+$55.2M)
S&P Global Inc.(SPGIcusip78409V104)	498.0K	QoQ -7.78% (-42.1K) YoY -1.43% (-7.2K)	All Managers (Combined)	$253.0M	QoQ -5.92% (-$15.9M) YoY +17.71% (-$38.1M)
Zoetis Inc.(ZTScusip98978V103)	1.4M	QoQ +11.11% (+139.7K) YoY +59.69% (+522.2K)	All Managers (Combined)	$230.0M	QoQ +12.28% (+$25.2M) YoY +55.39% (+$82.0M)
Icon Plc(ICLRcusipG4705A100)	1.2M	QoQ +1.39% (-16.3K) YoY -17.50% (-252.2K)	All Managers (Combined)	$208.1M	QoQ -15.39% (-$37.9M) YoY -57.02% (-$276.1M)
Verisk Analytics, Inc.(VRSKcusip92345Y106)	534.7K	QoQ -21.45% (-146.1K) YoY -28.01% (-208.1K)	All Managers (Combined)	$159.1M	QoQ -15.12% (-$28.4M) YoY -9.12% (-$16.0M)
Costco Wholesale Corp /New(COSTcusip22160K105)	143.6K	QoQ -26.19% (-51.0K) YoY -46.51% (-124.9K)	All Managers (Combined)	$135.8M	QoQ -23.82% (-$42.5M) YoY -30.95% (-$60.9M)
Analog Devices Inc(ADIcusip032654105)	651.8K	QoQ -30.78% (-289.8K) YoY -40.29% (-439.9K)	All Managers (Combined)	$131.4M	QoQ -34.29% (-$68.6M) YoY -39.12% (-$84.5M)
Copart Inc(CPRTcusip217204106)	2.2M	QoQ +38.12% (+617.3K) YoY +1319.92% (+2.1M)	All Managers (Combined)	$126.6M	QoQ +36.20% (+$33.6M) YoY +1287.32% (+$117.4M)
Idexx Laboratories Inc /De(IDXXcusip45168D104)	245.3K	QoQ +28.08% (+53.8K) YoY +814.44% (+218.5K)	All Managers (Combined)	$103.0M	QoQ +30.10% (+$23.8M) YoY +611.24% (+$88.5M)
Oracle Corp(ORCLcusip68389X105)	705.7K	QoQ +11.50% (-72.8K) YoY +9.61% (+61.9K)	All Managers (Combined)	$98.7M	QoQ -6.44% (-$6.8M) YoY +22.00% (+$17.8M)
Mercadolibre Inc(MELIcusip58733R102)	36.1K	QoQ -7.38% (-2.9K) YoY -48.63% (-34.2K)	All Managers (Combined)	$70.4M	QoQ +6.25% (-$4.1M) YoY -33.71% (-$35.8M)