Q4 2025 · 13F-HR
COMGEST GLOBAL INVESTORS S.A.S.holdings as filed
Filed 2026-02-12 · accession 0001172661-26-000698
$5.61B
Reported value
55
Positions
2025-12-31
Period end
The Brief · COMGEST GLOBAL INVESTORS S.A.S. · Q4 2025
AI · grounded in 13F
COMGEST GLOBAL INVESTORS S.A.S. increased its position in NFLX by 3790.56%. The fund also accumulated shares in AON and SPOT, increasing those holdings by 1860.31% and 1646.57% respectively. Conversely, the fund trimmed its stakes in ADI by 31.75% and LIN by 28.83%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $522.4M | 9.31% | 1,719,123 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $500.8M | 8.92% | 1,035,423 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $448.7M | 8.00% | 1,433,606 | Common | SOLE |
| 92826C839 | V | VISA INC | $357.6M | 6.37% | 1,019,690 | Common | SOLE |
| 478160104 | JNJ | JOHNSON & JOHNSON | $342.3M | 6.10% | 1,653,933 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $317.8M | 5.66% | 1,376,741 | Common | SOLE |
| 461202103 | INTU | INTUIT | $292.9M | 5.22% | 442,234 | Common | SOLE |
| G54950103 | LIN | LINDE PLC | $264.1M | 4.71% | 619,478 | Common | SOLE |
| 78409V104 | SPGI | S&P GLOBAL INC | $237.3M | 4.23% | 454,062 | Common | SOLE |
| 532457108 | LLY | ELI LILLY & CO | $224.9M | 4.01% | 209,255 | Common | SOLE |
| 98978V103 | ZTS | ZOETIS INC | $175.2M | 3.12% | 1,392,688 | Common | SOLE |
| 92345Y106 | VRSK | VERISK ANALYTICS INC | $155.3M | 2.77% | 694,121 | Common | SOLE |
| 68389X105 | ORCL | ORACLE CORP | $153.5M | 2.74% | 787,749 | Common | SOLE |
| 45168D104 | IDXX | IDEXX LABS INC | $140.1M | 2.50% | 207,077 | Common | SOLE |
| 217204106 | CPRT | COPART INC | $121.2M | 2.16% | 3,095,428 | Common | SOLE |
| 032654105 | ADI | ANALOG DEVICES INC | $119.9M | 2.14% | 442,208 | Common | SOLE |
| 025816109 | AXP | AMERICAN EXPRESS CO | $108.1M | 1.93% | 292,255 | Common | SOLE |
| G1151C101 | ACN | ACCENTURE PLC IRELAND | $105.8M | 1.89% | 394,242 | Common | SOLE |
| 22160K105 | COST | COSTCO WHSL CORP NEW | $100.7M | 1.79% | 116,729 | Common | SOLE |
| G0403H108 | AON | AON PLC | $90.6M | 1.61% | 256,800 | Common | SOLE |
| 172908105 | CTAS | CINTAS CORP | $86.6M | 1.54% | 460,507 | Common | SOLE |
| 58733R102 | MELI | MERCADOLIBRE INC | $78.1M | 1.39% | 38,779 | Common | SOLE |
| 90353T100 | UBER | UBER TECHNOLOGIES INC | $72.6M | 1.29% | 888,096 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $68.3M | 1.22% | 366,383 | Common | SOLE |
| 037833100 | AAPL | APPLE INC | $64.8M | 1.16% | 238,418 | Common | SOLE |
| L8681T102 | SPOT | SPOTIFY TECHNOLOGY S A | $53.6M | 0.95% | 92,219 | Common | SOLE |
| 929160109 | VMC | VULCAN MATLS CO | $46.2M | 0.82% | 162,025 | Common | SOLE |
| 863667101 | SYK | STRYKER CORPORATION | $41.9M | 0.75% | 119,236 | Common | SOLE |
| 64110L106 | NFLX | NETFLIX INC | $41.8M | 0.74% | 445,819 | Common | SOLE |
| V5633W109 | MMYT | MAKEMYTRIP LIMITED MAURITIUS | $39.8M | 0.71% | 484,093 | Common | SOLE |
| 817565104 | SCI | SERVICE CORP INTL | $39.6M | 0.71% | 507,372 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $36.6M | 0.65% | 55,383 | Common | SOLE |
| 57636Q104 | MA | MASTERCARD INCORPORATED | $25.3M | 0.45% | 44,370 | Common | SOLE |
| 40415F101 | HDB | HDFC BANK LTD | $18.3M | 0.33% | 502,014 | Common | SOLE |
| 31488V107 | FERG | FERGUSON ENTERPRISES INC | $16.0M | 0.28% | 71,672 | Common | SOLE |
| 311900104 | FAST | FASTENAL CO | $10.9M | 0.19% | 271,019 | Common | SOLE |
| 55354G100 | MSCI | MSCI INC | $10.4M | 0.19% | 18,172 | Common | SOLE |
| L44385109 | GLOB | GLOBANT S A | $9.6M | 0.17% | 147,373 | Common | SOLE |
| 98850P109 | YUMC | YUM CHINA HLDGS INC | $9.2M | 0.16% | 192,820 | Common | SOLE |
| 620076307 | MSI | MOTOROLA SOLUTIONS INC | $8.8M | 0.16% | 23,085 | Common | SOLE |
| 075887109 | BDX | BECTON DICKINSON & CO | $8.6M | 0.15% | 44,146 | Common | SOLE |
| T9224W109 | STVN | STEVANATO GROUP S P A | $6.7M | 0.12% | 331,673 | Common | SOLE |
| 722304102 | PDD | PDD HOLDINGS INC | $6.3M | 0.11% | 55,752 | Common | SOLE |
| 48553T106 | BZ | KANZHUN LIMITED | $5.9M | 0.11% | 291,516 | Common | SOLE |
| 43300A203 | HLT | HILTON WORLDWIDE HLDGS INC | $5.3M | 0.10% | 18,600 | Common | SOLE |
| 46120E602 | ISRG | INTUITIVE SURGICAL INC | $4.7M | 0.08% | 8,331 | Common | SOLE |
| 911363109 | URI | UNITED RENTALS INC | $4.6M | 0.08% | 5,633 | Common | SOLE |
| 053611109 | AVY | AVERY DENNISON CORP | $2.4M | 0.04% | 13,039 | Common | SOLE |
| 931142103 | WMT | WALMART INC | $2.3M | 0.04% | 20,263 | Common | SOLE |
| 88034P109 | TME | TENCENT MUSIC ENTMT GROUP | $2.2M | 0.04% | 123,581 | Common | SOLE |
| 235851102 | DHR | DANAHER CORPORATION | $1.4M | 0.02% | 5,963 | Common | SOLE |
| 445658107 | JBHT | HUNT J B TRANS SVCS INC | $1.1M | 0.02% | 5,406 | Common | SOLE |
| 192446102 | CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $1.0M | 0.02% | 12,299 | Common | SOLE |
| 89677Q107 | TCOM | TRIP COM GROUP LTD | $800,862 | 0.01% | 11,137 | Common | SOLE |
| G5960L103 | MDT | MEDTRONIC PLC | $449,945 | 0.01% | 4,684 | 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.