Comgest Global Investors S.A.S.
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 1, 2024), Comgest Global Investors S.A.S. reported 66 stock positions worth $7.3 billion. Its top holding was Linde (LIN) at 12.0% of the portfolio, followed by Accenture Class A (ACN, 10.0%) and Microsoft (MSFT, 9.0%). Compared with Q1 2024, it opened 3 new positions, sold out of 3, added to 24 and reduced 33. The biggest buy was Analog Devices (ADI, shares +1%) and the biggest sale Icon (ICLR, shares −15%).
- Most Recent 13F
- Q2 2026
- Location
- Paris, I0
- CIK
- 0001574947
- Portfolio Value
- $7.3B (Q2 2024)
- SEC Filing
- 0001172661-24-003033 ↗ filed Aug 1, 2024
Holdings Value
Holdings 66 stocks · $7.3B
| LIN Linde PLC | 12.02% | 1,994,898 | $875.4M | Add +0.1% |
| ACN Accenture PLC Class A | 10.00% | 2,398,942 | $727.9M | Add +11.4% |
| MSFT Microsoft Corp. | 9.03% | 1,471,708 | $657.8M | Reduce -1.2% |
| LLY Eli Lilly & Co. | 8.86% | 712,803 | $645.4M | Reduce -4.2% |
| ICLR Icon PLC | 5.30% | 1,230,525 | $385.7M | Reduce -14.6% |
| TSM Taiwan Semiconductor-SP ADR | 4.91% | 2,055,340 | $357.2M | Reduce -2.3% |
| INTU Intuit Inc. | 4.84% | 535,847 | $352.2M | Add +7.8% |
| JNJ Johnson & Johnson | 3.99% | 1,987,954 | $290.6M | Add +6.8% |
| V Visa Inc. Class A | 3.94% | 1,093,654 | $287.1M | Add +13.0% |
| GOOGL Alphabet Inc. Class A | 3.67% | 1,468,230 | $267.4M | Reduce -0.5% |
| ADI Analog Devices Inc. | 3.45% | 1,101,023 | $251.3M | Add +0.8% |
| SPGI S&P Global Inc. | 3.08% | 503,536 | $224.6M | Reduce -0.3% |
| COST Costco Wholesale Corp. | 3.05% | 261,298 | $222.1M | Reduce -2.7% |
| AMZN Amazon.com Inc. | 2.94% | 1,106,132 | $213.8M | Reduce -0.1% |
| VRSK Verisk Analytics Inc. | 2.73% | 738,427 | $199.0M | Reduce -0.6% |
| ZTS Zoetis Inc. | 2.17% | 912,864 | $158.3M | Add +4.3% |
| MTD Mettler-Toledo International | 1.49% | 77,867 | $108.8M | Add +6.8% |
| NKE Nike Inc. Class B | 1.42% | 1,370,882 | $103.3M | Reduce -2.4% |
| ORCL Oracle Corp. | 1.21% | 625,059 | $88.3M | Reduce -2.9% |
| MELI MercadoLibre Inc. | 1.17% | 51,740 | $85.0M | Reduce -26.3% |
| AAPL Apple Inc. | 0.92% | 317,881 | $67.0M | Reduce -4.7% |
| FMX Fomento Economico Mex-SP ADR | 0.84% | 567,528 | $61.1M | Reduce -32.1% |
| AVY Avery Dennison Corp. | 0.70% | 232,561 | $50.8M | Reduce -4.1% |
| META Meta Platforms Inc. Class A | 0.62% | 89,615 | $45.2M | Reduce -29.0% |
| VMC Vulcan Materials Co. | 0.60% | 177,082 | $44.0M | Add +0.1% |
| SCI Service Corp. International | 0.58% | 589,506 | $41.9M | Add +0.1% |
| OTIS Otis Worldwide Corp. | 0.56% | 423,056 | $40.7M | Reduce -13.7% |
| GLOB Globant SA | 0.56% | 227,632 | $40.6M | Add +15.7% |
| JBHT Hunt (jb) Transprt SVCS Inc. | 0.46% | 209,631 | $33.5M | Add +0.1% |
| MPWR Monolithic Power Systems Inc. | 0.45% | 39,871 | $32.8M | Add +21.2% |
| INFY Infosys Ltd.-SP ADR | 0.38% | 1,472,473 | $27.4M | Reduce -11.8% |
| CTAS Cintas Corp. | 0.37% | 38,176 | $26.7M | Add +25.6% |
| SPOT Spotify Technology SA | 0.34% | 79,298 | $24.9M | Reduce -6.9% |
| CTSH Cognizant Tech Solutions-A | 0.33% | 350,503 | $23.8M | Reduce -22.1% |
| NYT New York Times Co. Class A | 0.31% | 447,625 | $22.9M | Add +12.3% |
| RYAAY Ryanair Holdings PLC-SP ADR | 0.24% | 148,395 | $17.3M | Add +15.0% |
| WMG Warner Music Group Corp. Class A | 0.23% | 555,890 | $17.0M | Add +0.1% |
| IDXX Idexx Laboratories Inc. | 0.23% | 33,955 | $16.5M | Add +26.6% |
| KSPI JSC Kaspi.kz ADR filed as KASPI KZ JSC | 0.22% | 124,825 | $16.1M | New |
| VIPS Vipshop Holdings Ltd. - ADR | 0.21% | 1,158,485 | $15.1M | Reduce -26.5% |
| BMRN Biomarin Pharmaceutical Inc. | 0.17% | 152,777 | $12.6M | Reduce -28.1% |
| CPRT Copart Inc. | 0.15% | 196,740 | $10.7M | Add +24.9% |
| HDB HDFC Bank Ltd.-ADR | 0.13% | 143,054 | $9.2M | Reduce -2.5% |
| FERG Ferguson Jersey Ltd. | 0.12% | 45,525 | $8.8M | Add +15.9% |
| YUMC Yum China Holdings Inc. | 0.12% | 283,393 | $8.7M | Reduce -21.9% |
| ISRG Intuitive Surgical Inc. | 0.11% | 18,147 | $8.1M | Add +0.1% |
| STVN Stevanato Group SPA | 0.10% | 394,120 | $7.2M | Add +56.8% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.09% | 47,754 | $6.8M | Reduce -11.7% |
| ASML ASML Holding NV-NY Reg SHS | 0.09% | 6,639 | $6.8M | Reduce -11.7% |
| SYK Stryker Corp. | 0.08% | 17,827 | $6.1M | New |
| EQIX Equinix Inc. | 0.05% | 4,843 | $3.7M | Reduce -46.8% |
| WMT Walmart Inc. | 0.05% | 54,045 | $3.7M | No change |
| FAST Fastenal Co. | 0.04% | 50,339 | $3.2M | Add +52.0% |
| MDT Medtronic PLC | 0.04% | 36,675 | $2.9M | No change |
| ALC Alcon Inc. filed as ALCON AG | 0.04% | 32,184 | $2.9M | Reduce -11.7% |
| RELX Relx PLC - Spon ADR | 0.03% | 42,254 | $1.9M | Add +20.9% |
| RACE Ferrari NV | 0.03% | 4,706 | $1.9M | Reduce -11.7% |
| PDD PDD Holdings Inc. | 0.03% | 13,851 | $1.8M | New |
| BDX Becton Dickinson and Co. | 0.03% | 7,819 | $1.8M | No change |
| CSCO Cisco Systems Inc. | 0.02% | 36,608 | $1.7M | No change |
| NOAH Noah Holdings Ltd.-Spon ADS filed as NOAH HLDGS LTD | 0.02% | 167,666 | $1.6M | Reduce -2.5% |
| EMBJ Embraer SA-Spon ADR | 0.01% | 33,579 | $866K | Reduce -15.9% |
| KVUE Kenvue Inc. | 0.01% | 33,996 | $618K | No change |
| TMO Thermo Fisher Scientific Inc. | 0.01% | 1,083 | $599K | No change |
| PAYC Paycom Software Inc. | 0.00% | 2,447 | $350K | Reduce -93.7% |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 0.00% | 18,121 | $234K | Reduce -6.3% |
Portfolio Sells Q1 2024 → Q2 2024
| ICLR Icon PLC | Reduce -14.6% | 5.30% | −1.44 |
| FMX Fomento Economico Mex-SP ADR | Reduce -32.1% | 0.84% | −0.68 |
| NKE Nike Inc. Class B | Reduce -2.4% | 1.42% | −0.42 |
| MELI MercadoLibre Inc. | Reduce -26.3% | 1.17% | −0.31 |
| META Meta Platforms Inc. Class A | Reduce -29.0% | 0.62% | −0.23 |
| VIPS Vipshop Holdings Ltd. - ADR | Reduce -26.5% | 0.21% | −0.16 |
| CTSH Cognizant Tech Solutions-A | Reduce -22.1% | 0.33% | −0.13 |
| OTIS Otis Worldwide Corp. | Reduce -13.7% | 0.56% | −0.12 |
| PAYC Paycom Software Inc. | Reduce -93.7% | 0.00% | −0.10 |
| BMRN Biomarin Pharmaceutical Inc. | Reduce -28.1% | 0.17% | −0.09 |
| YUMC Yum China Holdings Inc. | Reduce -21.9% | 0.12% | −0.08 |
| AVY Avery Dennison Corp. | Reduce -4.1% | 0.70% | −0.06 |
| EQIX Equinix Inc. | Reduce -46.8% | 0.05% | −0.05 |
| INFY Infosys Ltd.-SP ADR | Reduce -11.8% | 0.38% | −0.04 |
| ECL Ecolab Inc. | Sold out | 0.00% | −0.01 |
| ASML ASML Holding NV-NY Reg SHS | Reduce -11.7% | 0.09% | −0.01 |
| GXO Gxo Logistics Inc. | Sold out | 0.00% | −0.01 |
| RACE Ferrari NV | Reduce -11.7% | 0.03% | −0.01 |
| CHD Church & Dwight Co. Inc. | Sold out | 0.00% | −0.01 |
| NOAH Noah Holdings Ltd.-Spon ADS | Reduce -2.5% | 0.02% | −0.01 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -11.7% | 0.09% | −0.00 |
| EMBJ Embraer SA-Spon ADR | Reduce -15.9% | 0.01% | −0.00 |
| ALC Alcon Inc. | Reduce -11.7% | 0.04% | −0.00 |
| NU Nu Holdings Ltd./Cayman Isl-A | Reduce -6.3% | 0.00% | 0.00 |
| HDB HDFC Bank Ltd.-ADR | Reduce -2.5% | 0.13% | +0.01 |
| SPOT Spotify Technology SA | Reduce -6.9% | 0.34% | +0.03 |
| ORCL Oracle Corp. | Reduce -2.9% | 1.21% | +0.09 |
| SPGI S&P Global Inc. | Reduce -0.3% | 3.08% | +0.09 |
| AAPL Apple Inc. | Reduce -4.7% | 0.92% | +0.12 |
| AMZN Amazon.com Inc. | Reduce -0.1% | 2.94% | +0.15 |
| VRSK Verisk Analytics Inc. | Reduce -0.6% | 2.73% | +0.30 |
| MSFT Microsoft Corp. | Reduce -1.2% | 9.03% | +0.31 |
| COST Costco Wholesale Corp. | Reduce -2.7% | 3.05% | +0.31 |
| GOOGL Alphabet Inc. Class A | Reduce -0.5% | 3.67% | +0.57 |
| LLY Eli Lilly & Co. | Reduce -4.2% | 8.86% | +0.80 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -2.3% | 4.91% | +0.92 |
Portfolio Buys Q1 2024 → Q2 2024
| ADI Analog Devices Inc. | Add +0.8% | 3.45% | +0.45 |
| INTU Intuit Inc. | Add +7.8% | 4.84% | +0.34 |
| KSPI JSC Kaspi.kz ADR | New | 0.22% | +0.22 |
| V Visa Inc. Class A | Add +13.0% | 3.94% | +0.18 |
| MTD Mettler-Toledo International | Add +6.8% | 1.49% | +0.14 |
| MPWR Monolithic Power Systems Inc. | Add +21.2% | 0.45% | +0.14 |
| ZTS Zoetis Inc. | Add +4.3% | 2.17% | +0.11 |
| SYK Stryker Corp. | New | 0.08% | +0.08 |
| CTAS Cintas Corp. | Add +25.6% | 0.37% | +0.08 |
| NYT New York Times Co. Class A | Add +12.3% | 0.31% | +0.07 |
| IDXX Idexx Laboratories Inc. | Add +26.6% | 0.23% | +0.03 |
| PDD PDD Holdings Inc. | New | 0.03% | +0.03 |
| CPRT Copart Inc. | Add +24.9% | 0.15% | +0.02 |
| ISRG Intuitive Surgical Inc. | Add +0.1% | 0.11% | +0.01 |
| FAST Fastenal Co. | Add +52.0% | 0.04% | +0.01 |
| RELX Relx PLC - Spon ADR | Add +20.9% | 0.03% | +0.01 |
| GLOB Globant SA | Add +15.7% | 0.56% | +0.00 |
| FERG Ferguson Jersey Ltd. | Add +15.9% | 0.12% | +0.00 |
| STVN Stevanato Group SPA | Add +56.8% | 0.10% | −0.01 |
| WMG Warner Music Group Corp. Class A | Add +0.1% | 0.23% | −0.02 |
| RYAAY Ryanair Holdings PLC-SP ADR | Add +15.0% | 0.24% | −0.02 |
| SCI Service Corp. International | Add +0.1% | 0.58% | −0.03 |
| VMC Vulcan Materials Co. | Add +0.1% | 0.60% | −0.07 |
| JNJ Johnson & Johnson | Add +6.8% | 3.99% | −0.11 |
| JBHT Hunt (jb) Transprt SVCS Inc. | Add +0.1% | 0.46% | −0.12 |
| ACN Accenture PLC Class A | Add +11.4% | 10.00% | −0.40 |
| LIN Linde PLC | Add +0.1% | 12.02% | −0.86 |
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 |