13F HOLDINGS REPORT
COMGEST GLOBAL INVESTORS S.A.S.
Quarter ended Q3 2025 · Filed November 7, 2025 · Accession 0001172661-25-004640
Total Value
$5.64B
Positions
60
Other Managers
5
Confidential Omitted
No
Holdings (60)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 2,121,630 | $592.6M | 10.50% |
| 2 | MICROSOFT CORP | MSFT | 1,073,113 | $555.8M | 9.85% |
| 3 | LINDE PLC | LIN | 870,459 | $413.5M | 7.33% |
| 4 | ALPHABET INC | GOOG | 1,616,983 | $393.1M | 6.96% |
| 5 | VISA INC | V | 1,068,806 | $364.9M | 6.46% |
| 6 | JOHNSON & JOHNSON | JNJ | 1,818,700 | $337.2M | 5.97% |
| 7 | AMAZON COM INC | AMZN | 1,420,315 | $311.9M | 5.53% |
| 8 | INTUIT | INTU | 452,683 | $309.1M | 5.48% |
| 9 | S&P GLOBAL INC | SPGI | 453,999 | $221.0M | 3.91% |
| 10 | ZOETIS INC | ZTS | 1,453,966 | $212.7M | 3.77% |
| 11 | ELI LILLY & CO | LLY | 272,406 | $207.8M | 3.68% |
| 12 | ANALOG DEVICES INC | ADI | 647,932 | $159.2M | 2.82% |
| 13 | IDEXX LABS INC | 45168D104 | 244,222 | $156.0M | 2.76% |
| 14 | ORACLE CORP | ORCL-PD | 530,791 | $149.3M | 2.64% |
| 15 | COPART INC | CPRT | 3,181,919 | $143.1M | 2.54% |
| 16 | VERISK ANALYTICS INC | VRSK | 515,378 | $129.6M | 2.30% |
| 17 | COSTCO WHSL CORP NEW | 22160K105 | 127,470 | $118.0M | 2.09% |
| 18 | ACCENTURE PLC IRELAND | ACN | 424,381 | $104.7M | 1.85% |
| 19 | AMERICAN EXPRESS CO | AXP | 269,256 | $89.4M | 1.58% |
| 20 | MERCADOLIBRE INC | MELI | 32,988 | $77.1M | 1.37% |
| 21 | APPLE INC | AAPL | 276,640 | $70.4M | 1.25% |
| 22 | VULCAN MATLS CO | 929160109 | 168,653 | $51.9M | 0.92% |
| 23 | META PLATFORMS INC | META | 67,783 | $49.8M | 0.88% |
| 24 | NVIDIA CORPORATION | NVDA | 257,397 | $48.0M | 0.85% |
| 25 | MAKEMYTRIP LIMITED MAURITIUS | MMYT | 468,197 | $43.8M | 0.78% |
| 26 | SERVICE CORP INTL | 817565104 | 516,172 | $43.0M | 0.76% |
| 27 | STRYKER CORPORATION | SYK | 98,944 | $36.6M | 0.65% |
| 28 | CINTAS CORP | CTAS | 156,085 | $32.0M | 0.57% |
| 29 | MASTERCARD INCORPORATED | MA | 34,766 | $19.8M | 0.35% |
| 30 | HDFC BANK LTD | HDB | 541,683 | $18.5M | 0.33% |
| 31 | FOMENTO ECONOMICO MEXICANO S | 344419106 | 175,517 | $17.3M | 0.31% |
| 32 | FERGUSON ENTERPRISES INC | FERG | 68,883 | $15.5M | 0.27% |
| 33 | UBER TECHNOLOGIES INC | UBER | 144,696 | $14.2M | 0.25% |
| 34 | NETFLIX INC | NFLX | 11,459 | $13.7M | 0.24% |
| 35 | AVERY DENNISON CORP | AVY | 66,674 | $10.8M | 0.19% |
| 36 | FASTENAL CO | FAST | 212,092 | $10.4M | 0.18% |
| 37 | YUM CHINA HLDGS INC | YUMC | 214,614 | $9.2M | 0.16% |
| 38 | MOTOROLA SOLUTIONS INC | MSI | 19,226 | $8.8M | 0.16% |
| 39 | GLOBANT S A | GLOB | 146,366 | $8.4M | 0.15% |
| 40 | STEVANATO GROUP S P A | STVN | 324,284 | $8.4M | 0.15% |
| 41 | PDD HOLDINGS INC | PDD | 56,509 | $7.5M | 0.13% |
| 42 | BECTON DICKINSON & CO | BDX | 39,508 | $7.4M | 0.13% |
| 43 | TENCENT MUSIC ENTMT GROUP | XHLD | 303,088 | $7.1M | 0.13% |
| 44 | MSCI INC | MSCI | 11,672 | $6.6M | 0.12% |
| 45 | HUNT J B TRANS SVCS INC | 445658107 | 40,043 | $5.4M | 0.10% |
| 46 | AON PLC | AON | 13,100 | $4.7M | 0.08% |
| 47 | SPOTIFY TECHNOLOGY S A | SPOT | 5,280 | $3.7M | 0.07% |
| 48 | INTUITIVE SURGICAL INC | ISRG | 8,211 | $3.7M | 0.07% |
| 49 | KANZHUN LIMITED | BZ | 154,837 | $3.6M | 0.06% |
| 50 | WALMART INC | WMT | 31,531 | $3.2M | 0.06% |
| 51 | ASML HOLDING N V | ASMLF | 2,929 | $2.8M | 0.05% |
| 52 | MEDTRONIC PLC | MDT | 23,384 | $2.2M | 0.04% |
| 53 | CISCO SYS INC | CSCO | 31,632 | $2.2M | 0.04% |
| 54 | RELX PLC | RLXXF | 39,893 | $1.9M | 0.03% |
| 55 | ALCON AG | ALC | 20,432 | $1.5M | 0.03% |
| 56 | INFOSYS LTD | INFY | 61,229 | $996,196 | 0.02% |
| 57 | TRIP COM GROUP LTD | TRPCF | 12,309 | $925,637 | 0.02% |
| 58 | COGNIZANT TECHNOLOGY SOLUTIO | CTSH | 12,881 | $863,929 | 0.02% |
| 59 | FERRARI N V | RACE | 1,713 | $831,182 | 0.01% |
| 60 | NOVO-NORDISK A S | NONOF | 14,961 | $830,186 | 0.01% |