13F HOLDINGS REPORT
COMGEST GLOBAL INVESTORS S.A.S.
Quarter ended Q4 2025 · Filed February 12, 2026 · Accession 0001172661-26-000698
Total Value
$5.61B
Positions
55
Other Managers
3
Confidential Omitted
No
Holdings (55)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 1,719,123 | $522.4M | 9.31% |
| 2 | MICROSOFT CORP | MSFT | 1,035,423 | $500.8M | 8.92% |
| 3 | ALPHABET INC | GOOG | 1,433,606 | $448.7M | 8.00% |
| 4 | VISA INC | V | 1,019,690 | $357.6M | 6.37% |
| 5 | JOHNSON & JOHNSON | JNJ | 1,653,933 | $342.3M | 6.10% |
| 6 | AMAZON COM INC | AMZN | 1,376,741 | $317.8M | 5.66% |
| 7 | INTUIT | INTU | 442,234 | $292.9M | 5.22% |
| 8 | LINDE PLC | LIN | 619,478 | $264.1M | 4.71% |
| 9 | S&P GLOBAL INC | SPGI | 454,062 | $237.3M | 4.23% |
| 10 | ELI LILLY & CO | LLY | 209,255 | $224.9M | 4.01% |
| 11 | ZOETIS INC | ZTS | 1,392,688 | $175.2M | 3.12% |
| 12 | VERISK ANALYTICS INC | VRSK | 694,121 | $155.3M | 2.77% |
| 13 | ORACLE CORP | ORCL-PD | 787,749 | $153.5M | 2.74% |
| 14 | IDEXX LABS INC | 45168D104 | 207,077 | $140.1M | 2.50% |
| 15 | COPART INC | CPRT | 3,095,428 | $121.2M | 2.16% |
| 16 | ANALOG DEVICES INC | ADI | 442,208 | $119.9M | 2.14% |
| 17 | AMERICAN EXPRESS CO | AXP | 292,255 | $108.1M | 1.93% |
| 18 | ACCENTURE PLC IRELAND | ACN | 394,242 | $105.8M | 1.89% |
| 19 | COSTCO WHSL CORP NEW | 22160K105 | 116,729 | $100.7M | 1.79% |
| 20 | AON PLC | AON | 256,800 | $90.6M | 1.61% |
| 21 | CINTAS CORP | CTAS | 460,507 | $86.6M | 1.54% |
| 22 | MERCADOLIBRE INC | MELI | 38,779 | $78.1M | 1.39% |
| 23 | UBER TECHNOLOGIES INC | UBER | 888,096 | $72.6M | 1.29% |
| 24 | NVIDIA CORPORATION | NVDA | 366,383 | $68.3M | 1.22% |
| 25 | APPLE INC | AAPL | 238,418 | $64.8M | 1.16% |
| 26 | SPOTIFY TECHNOLOGY S A | SPOT | 92,219 | $53.6M | 0.95% |
| 27 | VULCAN MATLS CO | 929160109 | 162,025 | $46.2M | 0.82% |
| 28 | STRYKER CORPORATION | SYK | 119,236 | $41.9M | 0.75% |
| 29 | NETFLIX INC | NFLX | 445,819 | $41.8M | 0.74% |
| 30 | MAKEMYTRIP LIMITED MAURITIUS | MMYT | 484,093 | $39.8M | 0.71% |
| 31 | SERVICE CORP INTL | 817565104 | 507,372 | $39.6M | 0.71% |
| 32 | META PLATFORMS INC | META | 55,383 | $36.6M | 0.65% |
| 33 | MASTERCARD INCORPORATED | MA | 44,370 | $25.3M | 0.45% |
| 34 | HDFC BANK LTD | HDB | 502,014 | $18.3M | 0.33% |
| 35 | FERGUSON ENTERPRISES INC | FERG | 71,672 | $16.0M | 0.28% |
| 36 | FASTENAL CO | FAST | 271,019 | $10.9M | 0.19% |
| 37 | MSCI INC | MSCI | 18,172 | $10.4M | 0.19% |
| 38 | GLOBANT S A | GLOB | 147,373 | $9.6M | 0.17% |
| 39 | YUM CHINA HLDGS INC | YUMC | 192,820 | $9.2M | 0.16% |
| 40 | MOTOROLA SOLUTIONS INC | MSI | 23,085 | $8.8M | 0.16% |
| 41 | BECTON DICKINSON & CO | BDX | 44,146 | $8.6M | 0.15% |
| 42 | STEVANATO GROUP S P A | STVN | 331,673 | $6.7M | 0.12% |
| 43 | PDD HOLDINGS INC | PDD | 55,752 | $6.3M | 0.11% |
| 44 | KANZHUN LIMITED | BZ | 291,516 | $5.9M | 0.11% |
| 45 | HILTON WORLDWIDE HLDGS INC | HLT | 18,600 | $5.3M | 0.10% |
| 46 | INTUITIVE SURGICAL INC | ISRG | 8,331 | $4.7M | 0.08% |
| 47 | UNITED RENTALS INC | URI | 5,633 | $4.6M | 0.08% |
| 48 | AVERY DENNISON CORP | AVY | 13,039 | $2.4M | 0.04% |
| 49 | WALMART INC | WMT | 20,263 | $2.3M | 0.04% |
| 50 | TENCENT MUSIC ENTMT GROUP | XHLD | 123,581 | $2.2M | 0.04% |
| 51 | DANAHER CORPORATION | 235851102 | 5,963 | $1.4M | 0.02% |
| 52 | HUNT J B TRANS SVCS INC | 445658107 | 5,406 | $1.1M | 0.02% |
| 53 | COGNIZANT TECHNOLOGY SOLUTIO | CTSH | 12,299 | $1.0M | 0.02% |
| 54 | TRIP COM GROUP LTD | TRPCF | 11,137 | $800,862 | 0.01% |
| 55 | MEDTRONIC PLC | MDT | 4,684 | $449,945 | 0.01% |