Comgest Global Investors S.A.S.
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 7, 2024), Comgest Global Investors S.A.S. reported 66 stock positions worth $7.2 billion. Its top holding was Linde (LIN) at 12.9% of the portfolio, followed by Accenture Class A (ACN, 10.4%) and Microsoft (MSFT, 8.7%). Compared with Q4 2023, it opened 5 new positions, sold out of 2, added to 25 and reduced 27. The biggest buy was Zoetis (ZTS, shares +51%) and the biggest sale Fomento Economico Mex-SP ADR (FMX, shares −21%).
- Most Recent 13F
- Q2 2026
- Location
- Paris, I0
- CIK
- 0001574947
- Portfolio Value
- $7.2B (Q1 2024)
- SEC Filing
- 0001172661-24-002043 ↗ filed May 7, 2024
Holdings Value
Holdings 66 stocks · $7.2B
| LIN Linde PLC | 12.88% | 1,992,385 | $925.1M | Reduce -3.8% |
| ACN Accenture PLC Class A | 10.40% | 2,154,252 | $746.7M | Add +5.3% |
| MSFT Microsoft Corp. | 8.73% | 1,489,963 | $626.9M | Reduce -1.7% |
| LLY Eli Lilly & Co. | 8.06% | 743,975 | $578.8M | Reduce -10.0% |
| ICLR Icon PLC | 6.74% | 1,441,318 | $484.2M | Reduce -6.6% |
| INTU Intuit Inc. | 4.50% | 497,293 | $323.2M | Reduce -5.1% |
| JNJ Johnson & Johnson | 4.10% | 1,860,821 | $294.4M | Add +2.4% |
| TSM Taiwan Semiconductor-SP ADR | 3.98% | 2,103,019 | $286.1M | Reduce -7.8% |
| V Visa Inc. Class A | 3.76% | 967,755 | $270.1M | Add +2.2% |
| GOOGL Alphabet Inc. Class A | 3.10% | 1,476,255 | $222.8M | Add +0.0% |
| ADI Analog Devices Inc. | 3.01% | 1,091,701 | $215.9M | Reduce -0.4% |
| SPGI S&P Global Inc. | 2.99% | 505,239 | $215.0M | Add +8.3% |
| AMZN Amazon.com Inc. | 2.78% | 1,107,487 | $199.8M | Add +1.2% |
| COST Costco Wholesale Corp. | 2.74% | 268,433 | $196.7M | Reduce -11.3% |
| VRSK Verisk Analytics Inc. | 2.44% | 742,883 | $175.1M | Reduce -0.2% |
| ZTS Zoetis Inc. | 2.06% | 874,799 | $148.0M | Add +51.3% |
| NKE Nike Inc. Class B | 1.84% | 1,405,177 | $132.1M | Add +22.1% |
| FMX Fomento Economico Mex-SP ADR | 1.52% | 835,773 | $108.9M | Reduce -21.1% |
| MELI MercadoLibre Inc. | 1.48% | 70,227 | $106.2M | Reduce -5.1% |
| MTD Mettler-Toledo International | 1.35% | 72,878 | $97.0M | Add +0.5% |
| ORCL Oracle Corp. | 1.13% | 643,812 | $80.9M | Add +6.2% |
| META Meta Platforms Inc. Class A | 0.85% | 126,158 | $61.3M | Add +7.2% |
| AAPL Apple Inc. | 0.80% | 333,608 | $57.2M | Reduce -6.3% |
| AVY Avery Dennison Corp. | 0.75% | 242,604 | $54.2M | Add +6.0% |
| OTIS Otis Worldwide Corp. | 0.68% | 490,251 | $48.7M | Add +4.6% |
| VMC Vulcan Materials Co. | 0.67% | 176,978 | $48.3M | Add +6.2% |
| SCI Service Corp. International | 0.61% | 589,165 | $43.7M | Add +6.4% |
| JBHT Hunt (jb) Transprt SVCS Inc. | 0.58% | 209,509 | $41.7M | Add +6.3% |
| GLOB Globant SA | 0.55% | 196,832 | $39.7M | Add +18.2% |
| CTSH Cognizant Tech Solutions-A | 0.46% | 449,635 | $33.0M | Reduce -2.7% |
| INFY Infosys Ltd.-SP ADR | 0.42% | 1,669,555 | $29.9M | Reduce -3.4% |
| VIPS Vipshop Holdings Ltd. - ADR | 0.36% | 1,576,131 | $26.1M | Reduce -22.2% |
| SPOT Spotify Technology SA | 0.31% | 85,213 | $22.5M | Reduce -6.9% |
| MPWR Monolithic Power Systems Inc. | 0.31% | 32,898 | $22.3M | Add +6.6% |
| CTAS Cintas Corp. | 0.29% | 30,387 | $20.9M | Add +38.9% |
| RYAAY Ryanair Holdings PLC-SP ADR | 0.26% | 129,001 | $18.8M | Reduce -18.3% |
| BMRN Biomarin Pharmaceutical Inc. | 0.26% | 212,464 | $18.6M | Add +6.6% |
| WMG Warner Music Group Corp. Class A | 0.26% | 555,561 | $18.3M | Add +6.6% |
| NYT New York Times Co. Class A | 0.24% | 398,672 | $17.2M | Add +3.1% |
| IDXX Idexx Laboratories Inc. | 0.20% | 26,825 | $14.5M | Add +7.2% |
| YUMC Yum China Holdings Inc. | 0.20% | 362,831 | $14.4M | New |
| CPRT Copart Inc. | 0.13% | 157,502 | $9.1M | New |
| FERG Ferguson Jersey Ltd. | 0.12% | 39,294 | $8.6M | New |
| HDB HDFC Bank Ltd.-ADR | 0.11% | 146,783 | $8.2M | Reduce -36.4% |
| STVN Stevanato Group SPA | 0.11% | 251,366 | $8.1M | Add +94.4% |
| PAYC Paycom Software Inc. | 0.11% | 38,866 | $7.7M | Reduce -34.8% |
| EQIX Equinix Inc. | 0.10% | 9,101 | $7.5M | Reduce -1.4% |
| ASML ASML Holding NV-NY Reg SHS | 0.10% | 7,519 | $7.3M | Reduce -11.0% |
| ISRG Intuitive Surgical Inc. | 0.10% | 18,138 | $7.2M | Add +4.5% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.10% | 54,088 | $6.9M | Reduce -11.8% |
| WMT Walmart Inc. | 0.05% | 54,045 | $3.3M | No change |
| MDT Medtronic PLC | 0.04% | 36,675 | $3.2M | No change |
| ALC Alcon Inc. filed as ALCON AG | 0.04% | 36,453 | $3.0M | No change |
| FAST Fastenal Co. | 0.04% | 33,127 | $2.6M | New |
| RACE Ferrari NV | 0.03% | 5,330 | $2.3M | No change |
| NOAH Noah Holdings Ltd.-Spon ADS filed as NOAH HLDGS LTD | 0.03% | 171,939 | $2.0M | No change |
| BDX Becton Dickinson and Co. | 0.03% | 7,819 | $1.9M | No change |
| CSCO Cisco Systems Inc. | 0.03% | 36,608 | $1.8M | No change |
| RELX Relx PLC - Spon ADR | 0.02% | 34,959 | $1.5M | No change |
| EMBJ Embraer SA-Spon ADR | 0.01% | 39,911 | $1.1M | Reduce -19.2% |
| ECL Ecolab Inc. | 0.01% | 4,223 | $975K | Reduce -64.7% |
| KVUE Kenvue Inc. | 0.01% | 33,996 | $730K | No change |
| TMO Thermo Fisher Scientific Inc. | 0.01% | 1,083 | $629K | Reduce -11.2% |
| GXO Gxo Logistics Inc. | 0.01% | 10,493 | $564K | Reduce -94.5% |
| CHD Church & Dwight Co. Inc. | 0.01% | 3,656 | $381K | Reduce -63.1% |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 0.00% | 19,338 | $231K | New |
Portfolio Sells Q4 2023 → Q1 2024
| FMX Fomento Economico Mex-SP ADR | Reduce -21.1% | 1.52% | −0.56 |
| INTU Intuit Inc. | Reduce -5.1% | 4.50% | −0.42 |
| MELI MercadoLibre Inc. | Reduce -5.1% | 1.48% | −0.27 |
| ADI Analog Devices Inc. | Reduce -0.4% | 3.01% | −0.26 |
| COST Costco Wholesale Corp. | Reduce -11.3% | 2.74% | −0.26 |
| AAPL Apple Inc. | Reduce -6.3% | 0.80% | −0.23 |
| VRSK Verisk Analytics Inc. | Reduce -0.2% | 2.44% | −0.23 |
| VIPS Vipshop Holdings Ltd. - ADR | Reduce -22.2% | 0.36% | −0.18 |
| GXO Gxo Logistics Inc. | Reduce -94.5% | 0.01% | −0.17 |
| HDB HDFC Bank Ltd.-ADR | Reduce -36.4% | 0.11% | −0.12 |
| PAYC Paycom Software Inc. | Reduce -34.8% | 0.11% | −0.08 |
| CTSH Cognizant Tech Solutions-A | Reduce -2.7% | 0.46% | −0.06 |
| INFY Infosys Ltd.-SP ADR | Reduce -3.4% | 0.42% | −0.06 |
| RYAAY Ryanair Holdings PLC-SP ADR | Reduce -18.3% | 0.26% | −0.05 |
| ECL Ecolab Inc. | Reduce -64.7% | 0.01% | −0.02 |
| PAGS Pagseguro Digital Ltd. Class A | Sold out | 0.00% | −0.01 |
| CHD Church & Dwight Co. Inc. | Reduce -63.1% | 0.01% | −0.01 |
| EL Estee Lauder Companies Class A | Sold out | 0.00% | −0.01 |
| EQIX Equinix Inc. | Reduce -1.4% | 0.10% | −0.01 |
| TMO Thermo Fisher Scientific Inc. | Reduce -11.2% | 0.01% | −0.00 |
| EMBJ Embraer SA-Spon ADR | Reduce -19.2% | 0.01% | +0.00 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -11.8% | 0.10% | +0.00 |
| ASML ASML Holding NV-NY Reg SHS | Reduce -11.0% | 0.10% | +0.01 |
| SPOT Spotify Technology SA | Reduce -6.9% | 0.31% | +0.05 |
| LIN Linde PLC | Reduce -3.8% | 12.88% | +0.11 |
| MSFT Microsoft Corp. | Reduce -1.7% | 8.73% | +0.18 |
| ICLR Icon PLC | Reduce -6.6% | 6.74% | +0.18 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -7.8% | 3.98% | +0.42 |
| LLY Eli Lilly & Co. | Reduce -10.0% | 8.06% | +0.83 |
Portfolio Buys Q4 2023 → Q1 2024
| ZTS Zoetis Inc. | Add +51.3% | 2.06% | +0.35 |
| AMZN Amazon.com Inc. | Add +1.2% | 2.78% | +0.29 |
| META Meta Platforms Inc. Class A | Add +7.2% | 0.85% | +0.23 |
| YUMC Yum China Holdings Inc. | New | 0.20% | +0.20 |
| ORCL Oracle Corp. | Add +6.2% | 1.13% | +0.17 |
| CPRT Copart Inc. | New | 0.13% | +0.13 |
| FERG Ferguson Jersey Ltd. | New | 0.12% | +0.12 |
| VMC Vulcan Materials Co. | Add +6.2% | 0.67% | +0.10 |
| CTAS Cintas Corp. | Add +38.9% | 0.29% | +0.09 |
| V Visa Inc. Class A | Add +2.2% | 3.76% | +0.06 |
| AVY Avery Dennison Corp. | Add +6.0% | 0.75% | +0.06 |
| STVN Stevanato Group SPA | Add +94.4% | 0.11% | +0.06 |
| OTIS Otis Worldwide Corp. | Add +4.6% | 0.68% | +0.05 |
| SCI Service Corp. International | Add +6.4% | 0.61% | +0.04 |
| FAST Fastenal Co. | New | 0.04% | +0.04 |
| MTD Mettler-Toledo International | Add +0.5% | 1.35% | +0.03 |
| MPWR Monolithic Power Systems Inc. | Add +6.6% | 0.31% | +0.02 |
| ISRG Intuitive Surgical Inc. | Add +4.5% | 0.10% | +0.01 |
| GOOGL Alphabet Inc. Class A | Add +0.0% | 3.10% | +0.01 |
| NU Nu Holdings Ltd./Cayman Isl-A | New | 0.00% | +0.00 |
| IDXX Idexx Laboratories Inc. | Add +7.2% | 0.20% | −0.01 |
| JBHT Hunt (jb) Transprt SVCS Inc. | Add +6.3% | 0.58% | −0.01 |
| WMG Warner Music Group Corp. Class A | Add +6.6% | 0.26% | −0.02 |
| BMRN Biomarin Pharmaceutical Inc. | Add +6.6% | 0.26% | −0.03 |
| NKE Nike Inc. Class B | Add +22.1% | 1.84% | −0.04 |
| GLOB Globant SA | Add +18.2% | 0.55% | −0.04 |
| NYT New York Times Co. Class A | Add +3.1% | 0.24% | −0.04 |
| SPGI S&P Global Inc. | Add +8.3% | 2.99% | −0.09 |
| JNJ Johnson & Johnson | Add +2.4% | 4.10% | −0.17 |
| ACN Accenture PLC Class A | Add +5.3% | 10.40% | −0.38 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 55 | $4.5B | TSM, GOOGL, JNJ, V, AMZN |
| Q1 2026 | 52 | $4.6B | TSM, JNJ, GOOGL, MSFT, V |
| Q4 2025 | 55 | $5.6B | TSM, MSFT, GOOGL, V, JNJ |
| Q3 2025 | 60 | $5.6B | TSM, MSFT, LIN, GOOGL, V |
| Q2 2025 | 64 | $5.9B | MSFT, TSM, LIN, V, INTU |
| Q1 2025 | 62 | $5.6B | MSFT, LIN, V, ACN, LLY |
| Q4 2024 | 60 | $6.1B | MSFT, LLY, TSM, ACN, V |
| Q3 2024 | 63 | $7.0B | ACN, LIN, MSFT, LLY, TSM |
| Q2 2024 | 66 | $7.3B | LIN, ACN, MSFT, LLY, ICLR |
| Q1 2024 | 66 | $7.2B | LIN, ACN, MSFT, LLY, ICLR |