13F HOLDINGS REPORT
COMGEST GLOBAL INVESTORS S.A.S.
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0001172661-25-002007
Total Value
$5.60B
Positions
62
Other Managers
5
Confidential Omitted
No
Holdings (62)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 1,157,216 | $434.4M | 7.75% |
| 2 | LINDE PLC | LIN | 845,893 | $393.9M | 7.03% |
| 3 | VISA INC | V | 1,093,856 | $383.4M | 6.84% |
| 4 | ACCENTURE PLC IRELAND | ACN | 1,197,268 | $373.6M | 6.67% |
| 5 | ELI LILLY & CO | LLY | 448,956 | $370.8M | 6.62% |
| 6 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 2,198,577 | $365.0M | 6.51% |
| 7 | JOHNSON & JOHNSON | JNJ | 2,158,820 | $358.0M | 6.39% |
| 8 | ALPHABET INC | GOOG | 1,789,746 | $276.8M | 4.94% |
| 9 | INTUIT | INTU | 450,454 | $276.6M | 4.94% |
| 10 | AMAZON COM INC | AMZN | 1,339,850 | $254.9M | 4.55% |
| 11 | S&P GLOBAL INC | SPGI | 498,005 | $253.0M | 4.52% |
| 12 | ZOETIS INC | ZTS | 1,396,999 | $230.0M | 4.11% |
| 13 | ICON PLC | ICLR | 1,189,086 | $208.1M | 3.71% |
| 14 | VERISK ANALYTICS INC | VRSK | 534,737 | $159.1M | 2.84% |
| 15 | COSTCO WHSL CORP NEW | 22160K105 | 143,573 | $135.8M | 2.42% |
| 16 | ANALOG DEVICES INC | ADI | 651,790 | $131.4M | 2.35% |
| 17 | COPART INC | CPRT | 2,236,415 | $126.6M | 2.26% |
| 18 | IDEXX LABS INC | 45168D104 | 245,301 | $103.0M | 1.84% |
| 19 | ORACLE CORP | ORCL-PD | 705,727 | $98.7M | 1.76% |
| 20 | MERCADOLIBRE INC | MELI | 36,075 | $70.4M | 1.26% |
| 21 | APPLE INC | AAPL | 294,804 | $65.5M | 1.17% |
| 22 | VULCAN MATLS CO | 929160109 | 189,708 | $44.3M | 0.79% |
| 23 | META PLATFORMS INC | META | 73,336 | $42.3M | 0.75% |
| 24 | SERVICE CORP INTL | 817565104 | 514,991 | $41.3M | 0.74% |
| 25 | FOMENTO ECONOMICO MEXICANO S | 344419106 | 412,598 | $40.3M | 0.72% |
| 26 | AVERY DENNISON CORP | AVY | 205,893 | $36.6M | 0.65% |
| 27 | CINTAS CORP | CTAS | 170,393 | $35.0M | 0.63% |
| 28 | HUNT J B TRANS SVCS INC | 445658107 | 221,311 | $32.7M | 0.58% |
| 29 | STRYKER CORPORATION | SYK | 75,324 | $28.0M | 0.50% |
| 30 | HDFC BANK LTD | HDB | 330,212 | $21.9M | 0.39% |
| 31 | INFOSYS LTD | INFY | 1,144,400 | $20.9M | 0.37% |
| 32 | GLOBANT S A | GLOB | 174,988 | $20.6M | 0.37% |
| 33 | OTIS WORLDWIDE CORP | OTIS | 177,473 | $18.3M | 0.33% |
| 34 | MASTERCARD INCORPORATED | MA | 25,159 | $13.8M | 0.25% |
| 35 | KASPI KZ JSC | 48581R205 | 126,883 | $11.8M | 0.21% |
| 36 | YUM CHINA HLDGS INC | YUMC | 210,094 | $10.9M | 0.20% |
| 37 | FERGUSON ENTERPRISES INC | FERG | 65,834 | $10.5M | 0.19% |
| 38 | BECTON DICKINSON & CO | BDX | 42,323 | $9.7M | 0.17% |
| 39 | NETFLIX INC | NFLX | 10,373 | $9.7M | 0.17% |
| 40 | SPOTIFY TECHNOLOGY S A | SPOT | 15,739 | $8.7M | 0.15% |
| 41 | FASTENAL CO | FAST | 110,039 | $8.5M | 0.15% |
| 42 | INTUITIVE SURGICAL INC | ISRG | 16,157 | $8.0M | 0.14% |
| 43 | NVIDIA CORPORATION | NVDA | 68,429 | $7.4M | 0.13% |
| 44 | STEVANATO GROUP S P A | STVN | 310,271 | $6.3M | 0.11% |
| 45 | AMERICAN EXPRESS CO | AXP | 22,102 | $5.9M | 0.11% |
| 46 | PDD HOLDINGS INC | PDD | 42,688 | $5.1M | 0.09% |
| 47 | ALCON AG | ALC | 38,622 | $3.7M | 0.07% |
| 48 | ASML HOLDING N V | ASMLF | 5,347 | $3.5M | 0.06% |
| 49 | WALMART INC | WMT | 39,969 | $3.5M | 0.06% |
| 50 | TENCENT MUSIC ENTMT GROUP | XHLD | 239,796 | $3.5M | 0.06% |
| 51 | MEDTRONIC PLC | MDT | 36,675 | $3.3M | 0.06% |
| 52 | RELX PLC | RLXXF | 56,968 | $2.9M | 0.05% |
| 53 | VIPSHOP HLDGS LTD | VIPS | 181,638 | $2.8M | 0.05% |
| 54 | NOVO-NORDISK A S | NONOF | 40,762 | $2.8M | 0.05% |
| 55 | CISCO SYS INC | CSCO | 36,608 | $2.3M | 0.04% |
| 56 | COGNIZANT TECHNOLOGY SOLUTIO | CTSH | 20,840 | $1.6M | 0.03% |
| 57 | NEW YORK TIMES CO | NYT | 22,504 | $1.1M | 0.02% |
| 58 | FERRARI N V | RACE | 2,447 | $1.0M | 0.02% |
| 59 | METTLER TOLEDO INTERNATIONAL | MTD | 791 | $934,100 | 0.02% |
| 60 | MONOLITHIC PWR SYS INC | 609839105 | 1,488 | $863,010 | 0.02% |
| 61 | THERMO FISHER SCIENTIFIC INC | TMO | 1,456 | $724,506 | 0.01% |
| 62 | TRIP COM GROUP LTD | TRPCF | 7,356 | $467,694 | 0.01% |