Q3 2025 · 13F-HR
COMGEST GLOBAL INVESTORS S.A.S.holdings as filed
Filed 2025-11-07 · accession 0001172661-25-004640
$5.64B
Reported value
60
Positions
2025-09-30
Period end
The Brief · COMGEST GLOBAL INVESTORS S.A.S. · Q3 2025
AI · grounded in 13F
COMGEST GLOBAL INVESTORS S.A.S. established a new position in TSM worth $592.6M. The fund also initiated new stakes in MSFT for $555.8M and LIN for $413.5M. Additional new positions include GOOGL, V, and JNJ. The fund ended the period with 60 positions and total AUM of $5.6B.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $592.6M | 10.5% | 2,121,630 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $555.8M | 9.85% | 1,073,113 | Common | SOLE |
| G54950103 | LIN | LINDE PLC | $413.5M | 7.33% | 870,459 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $393.1M | 6.96% | 1,616,983 | Common | SOLE |
| 92826C839 | V | VISA INC | $364.9M | 6.46% | 1,068,806 | Common | SOLE |
| 478160104 | JNJ | JOHNSON & JOHNSON | $337.2M | 5.97% | 1,818,700 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $311.9M | 5.53% | 1,420,315 | Common | SOLE |
| 461202103 | INTU | INTUIT | $309.1M | 5.48% | 452,683 | Common | SOLE |
| 78409V104 | SPGI | S&P GLOBAL INC | $221.0M | 3.91% | 453,999 | Common | SOLE |
| 98978V103 | ZTS | ZOETIS INC | $212.7M | 3.77% | 1,453,966 | Common | SOLE |
| 532457108 | LLY | ELI LILLY & CO | $207.8M | 3.68% | 272,406 | Common | SOLE |
| 032654105 | ADI | ANALOG DEVICES INC | $159.2M | 2.82% | 647,932 | Common | SOLE |
| 45168D104 | IDXX | IDEXX LABS INC | $156.0M | 2.76% | 244,222 | Common | SOLE |
| 68389X105 | ORCL | ORACLE CORP | $149.3M | 2.64% | 530,791 | Common | SOLE |
| 217204106 | CPRT | COPART INC | $143.1M | 2.54% | 3,181,919 | Common | SOLE |
| 92345Y106 | VRSK | VERISK ANALYTICS INC | $129.6M | 2.30% | 515,378 | Common | SOLE |
| 22160K105 | COST | COSTCO WHSL CORP NEW | $118.0M | 2.09% | 127,470 | Common | SOLE |
| G1151C101 | ACN | ACCENTURE PLC IRELAND | $104.7M | 1.85% | 424,381 | Common | SOLE |
| 025816109 | AXP | AMERICAN EXPRESS CO | $89.4M | 1.58% | 269,256 | Common | SOLE |
| 58733R102 | MELI | MERCADOLIBRE INC | $77.1M | 1.37% | 32,988 | Common | SOLE |
| 037833100 | AAPL | APPLE INC | $70.4M | 1.25% | 276,640 | Common | SOLE |
| 929160109 | VMC | VULCAN MATLS CO | $51.9M | 0.92% | 168,653 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $49.8M | 0.88% | 67,783 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $48.0M | 0.85% | 257,397 | Common | SOLE |
| V5633W109 | MMYT | MAKEMYTRIP LIMITED MAURITIUS | $43.8M | 0.78% | 468,197 | Common | SOLE |
| 817565104 | SCI | SERVICE CORP INTL | $43.0M | 0.76% | 516,172 | Common | SOLE |
| 863667101 | SYK | STRYKER CORPORATION | $36.6M | 0.65% | 98,944 | Common | SOLE |
| 172908105 | CTAS | CINTAS CORP | $32.0M | 0.57% | 156,085 | Common | SOLE |
| 57636Q104 | MA | MASTERCARD INCORPORATED | $19.8M | 0.35% | 34,766 | Common | SOLE |
| 40415F101 | HDB | HDFC BANK LTD | $18.5M | 0.33% | 541,683 | Common | SOLE |
| 344419106 | FMX | FOMENTO ECONOMICO MEXICANO S | $17.3M | 0.31% | 175,517 | Common | SOLE |
| 31488V107 | FERG | FERGUSON ENTERPRISES INC | $15.5M | 0.27% | 68,883 | Common | SOLE |
| 90353T100 | UBER | UBER TECHNOLOGIES INC | $14.2M | 0.25% | 144,696 | Common | SOLE |
| 64110L106 | NFLX | NETFLIX INC | $13.7M | 0.24% | 11,459 | Common | SOLE |
| 053611109 | AVY | AVERY DENNISON CORP | $10.8M | 0.19% | 66,674 | Common | SOLE |
| 311900104 | FAST | FASTENAL CO | $10.4M | 0.18% | 212,092 | Common | SOLE |
| 98850P109 | YUMC | YUM CHINA HLDGS INC | $9.2M | 0.16% | 214,614 | Common | SOLE |
| 620076307 | MSI | MOTOROLA SOLUTIONS INC | $8.8M | 0.16% | 19,226 | Common | SOLE |
| L44385109 | GLOB | GLOBANT S A | $8.4M | 0.15% | 146,366 | Common | SOLE |
| T9224W109 | STVN | STEVANATO GROUP S P A | $8.4M | 0.15% | 324,284 | Common | SOLE |
| 722304102 | PDD | PDD HOLDINGS INC | $7.5M | 0.13% | 56,509 | Common | SOLE |
| 075887109 | BDX | BECTON DICKINSON & CO | $7.4M | 0.13% | 39,508 | Common | SOLE |
| 88034P109 | TME | TENCENT MUSIC ENTMT GROUP | $7.1M | 0.13% | 303,088 | Common | SOLE |
| 55354G100 | MSCI | MSCI INC | $6.6M | 0.12% | 11,672 | Common | SOLE |
| 445658107 | JBHT | HUNT J B TRANS SVCS INC | $5.4M | 0.10% | 40,043 | Common | SOLE |
| G0403H108 | AON | AON PLC | $4.7M | 0.08% | 13,100 | Common | SOLE |
| L8681T102 | SPOT | SPOTIFY TECHNOLOGY S A | $3.7M | 0.07% | 5,280 | Common | SOLE |
| 46120E602 | ISRG | INTUITIVE SURGICAL INC | $3.7M | 0.07% | 8,211 | Common | SOLE |
| 48553T106 | BZ | KANZHUN LIMITED | $3.6M | 0.06% | 154,837 | Common | SOLE |
| 931142103 | WMT | WALMART INC | $3.2M | 0.06% | 31,531 | Common | SOLE |
| N07059210 | ASML | ASML HOLDING N V | $2.8M | 0.05% | 2,929 | Common | SOLE |
| G5960L103 | MDT | MEDTRONIC PLC | $2.2M | 0.04% | 23,384 | Common | SOLE |
| 17275R102 | CSCO | CISCO SYS INC | $2.2M | 0.04% | 31,632 | Common | SOLE |
| 759530108 | RELX | RELX PLC | $1.9M | 0.03% | 39,893 | Common | SOLE |
| H01301128 | ALC | ALCON AG | $1.5M | 0.03% | 20,432 | Common | SOLE |
| 456788108 | INFY | INFOSYS LTD | $996,196 | 0.02% | 61,229 | Common | SOLE |
| 89677Q107 | TCOM | TRIP COM GROUP LTD | $925,637 | 0.02% | 12,309 | Common | SOLE |
| 192446102 | CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $863,929 | 0.02% | 12,881 | Common | SOLE |
| N3167Y103 | RACE | FERRARI N V | $831,182 | 0.01% | 1,713 | Common | SOLE |
| 670100205 | NVO | NOVO-NORDISK A S | $830,186 | 0.01% | 14,961 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.