13F HOLDINGS REPORT
COMGEST GLOBAL INVESTORS S.A.S.
Quarter ended Q4 2024 · Filed February 13, 2025 · Accession 0001172661-25-000767
Total Value
$6.10B
Positions
60
Other Managers
5
Confidential Omitted
No
Holdings (60)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 1,542,077 | $650.0M | 10.65% |
| 2 | ELI LILLY & CO | LLY | 596,129 | $460.2M | 7.54% |
| 3 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 2,171,822 | $428.9M | 7.03% |
| 4 | ACCENTURE PLC IRELAND | ACN | 1,218,264 | $428.6M | 7.02% |
| 5 | VISA INC | V | 1,133,334 | $358.2M | 5.87% |
| 6 | LINDE PLC | LIN | 778,519 | $325.9M | 5.34% |
| 7 | JOHNSON & JOHNSON | JNJ | 2,100,903 | $303.8M | 4.98% |
| 8 | ALPHABET INC | GOOG | 1,552,414 | $293.9M | 4.81% |
| 9 | INTUIT | INTU | 448,503 | $281.9M | 4.62% |
| 10 | AMAZON COM INC | AMZN | 1,237,159 | $271.4M | 4.45% |
| 11 | S&P GLOBAL INC | SPGI | 540,074 | $269.0M | 4.41% |
| 12 | ICON PLC | ICLR | 1,172,752 | $245.9M | 4.03% |
| 13 | ZOETIS INC | ZTS | 1,257,258 | $204.8M | 3.36% |
| 14 | ANALOG DEVICES INC | ADI | 941,630 | $200.1M | 3.28% |
| 15 | VERISK ANALYTICS INC | VRSK | 680,819 | $187.5M | 3.07% |
| 16 | COSTCO WHSL CORP NEW | 22160K105 | 194,539 | $178.3M | 2.92% |
| 17 | ORACLE CORP | ORCL-PD | 632,920 | $105.5M | 1.73% |
| 18 | COPART INC | CPRT | 1,619,101 | $92.9M | 1.52% |
| 19 | IDEXX LABS INC | 45168D104 | 191,511 | $79.2M | 1.30% |
| 20 | APPLE INC | AAPL | 276,612 | $69.3M | 1.13% |
| 21 | MERCADOLIBRE INC | MELI | 38,951 | $66.2M | 1.09% |
| 22 | META PLATFORMS INC | META | 76,908 | $45.0M | 0.74% |
| 23 | VULCAN MATLS CO | 929160109 | 174,309 | $44.8M | 0.73% |
| 24 | AVERY DENNISON CORP | AVY | 236,296 | $44.2M | 0.72% |
| 25 | SERVICE CORP INTL | 817565104 | 533,078 | $42.6M | 0.70% |
| 26 | GLOBANT S A | GLOB | 190,390 | $40.8M | 0.67% |
| 27 | HUNT J B TRANS SVCS INC | 445658107 | 230,430 | $39.3M | 0.64% |
| 28 | FOMENTO ECONOMICO MEXICANO S | 344419106 | 453,857 | $38.8M | 0.64% |
| 29 | OTIS WORLDWIDE CORP | OTIS | 338,087 | $31.3M | 0.51% |
| 30 | INFOSYS LTD | INFY | 1,323,457 | $29.0M | 0.48% |
| 31 | CINTAS CORP | CTAS | 155,328 | $28.4M | 0.46% |
| 32 | HDFC BANK LTD | HDB | 430,659 | $27.5M | 0.45% |
| 33 | STRYKER CORPORATION | SYK | 68,672 | $24.7M | 0.41% |
| 34 | NEW YORK TIMES CO | NYT | 440,794 | $22.9M | 0.38% |
| 35 | SPOTIFY TECHNOLOGY S A | SPOT | 31,933 | $14.3M | 0.23% |
| 36 | KASPI KZ JSC | 48581R205 | 126,883 | $12.0M | 0.20% |
| 37 | RYANAIR HOLDINGS PLC | RYAOF | 270,339 | $11.8M | 0.19% |
| 38 | YUM CHINA HLDGS INC | YUMC | 207,044 | $10.0M | 0.16% |
| 39 | MONOLITHIC PWR SYS INC | 609839105 | 16,068 | $9.5M | 0.16% |
| 40 | FERGUSON ENTERPRISES INC | FERG | 54,429 | $9.4M | 0.15% |
| 41 | INTUITIVE SURGICAL INC | ISRG | 15,400 | $8.0M | 0.13% |
| 42 | BECTON DICKINSON & CO | BDX | 34,712 | $7.9M | 0.13% |
| 43 | FASTENAL CO | FAST | 94,886 | $6.8M | 0.11% |
| 44 | STEVANATO GROUP S P A | STVN | 277,820 | $6.1M | 0.10% |
| 45 | COGNIZANT TECHNOLOGY SOLUTIO | CTSH | 77,469 | $6.0M | 0.10% |
| 46 | ASML HOLDING N V | ASMLF | 6,764 | $4.7M | 0.08% |
| 47 | WALMART INC | WMT | 47,467 | $4.3M | 0.07% |
| 48 | PDD HOLDINGS INC | PDD | 42,688 | $4.1M | 0.07% |
| 49 | NOVO-NORDISK A S | NONOF | 46,898 | $4.0M | 0.07% |
| 50 | NETFLIX INC | NFLX | 4,078 | $3.6M | 0.06% |
| 51 | MASTERCARD INCORPORATED | MA | 5,833 | $3.1M | 0.05% |
| 52 | MEDTRONIC PLC | MDT | 36,675 | $2.9M | 0.05% |
| 53 | ALCON AG | ALC | 32,184 | $2.7M | 0.04% |
| 54 | VIPSHOP HLDGS LTD | VIPS | 200,644 | $2.7M | 0.04% |
| 55 | RELX PLC | RLXXF | 55,284 | $2.5M | 0.04% |
| 56 | CISCO SYS INC | CSCO | 36,608 | $2.2M | 0.04% |
| 57 | FERRARI N V | RACE | 4,251 | $1.8M | 0.03% |
| 58 | METTLER TOLEDO INTERNATIONAL | MTD | 791 | $967,931 | 0.02% |
| 59 | THERMO FISHER SCIENTIFIC INC | TMO | 1,456 | $757,455 | 0.01% |
| 60 | KENVUE INC | KVUE | 33,996 | $725,815 | 0.01% |