Comgest Global Investors S.A.S.
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 6, 2024), Comgest Global Investors S.A.S. reported 63 stock positions worth $7.0 billion. Its top holding was Accenture Class A (ACN) at 11.3% of the portfolio, followed by Linde (LIN, 9.4%) and Microsoft (MSFT, 9.4%). Compared with Q2 2024, it sold out of 3, added to 29 and reduced 27. The biggest buy was Copart (CPRT, shares +707%) and the biggest sale Linde (LIN, shares −31%).
- Most Recent 13F
- Q2 2026
- Location
- Paris, I0
- CIK
- 0001574947
- Portfolio Value
- $7.0B (Q3 2024)
- SEC Filing
- 0001172661-24-004493 ↗ filed Nov 6, 2024
Holdings Value
Holdings 63 stocks · $7.0B
| ACN Accenture PLC Class A | 11.33% | 2,238,332 | $791.2M | Reduce -6.7% |
| LIN Linde PLC | 9.37% | 1,373,008 | $654.7M | Reduce -31.2% |
| MSFT Microsoft Corp. | 9.36% | 1,518,944 | $653.6M | Add +3.2% |
| LLY Eli Lilly & Co. | 7.28% | 574,242 | $508.7M | Reduce -19.4% |
| TSM Taiwan Semiconductor-SP ADR | 5.35% | 2,152,007 | $373.7M | Add +4.7% |
| ICLR Icon PLC | 5.00% | 1,215,645 | $349.3M | Reduce -1.2% |
| INTU Intuit Inc. | 4.89% | 549,641 | $341.3M | Add +2.6% |
| JNJ Johnson & Johnson | 4.87% | 2,097,189 | $339.9M | Add +5.5% |
| V Visa Inc. Class A | 4.55% | 1,154,890 | $317.5M | Add +5.6% |
| SPGI S&P Global Inc. | 3.94% | 532,572 | $275.1M | Add +5.8% |
| GOOGL Alphabet Inc. Class A | 3.72% | 1,568,198 | $260.1M | Add +6.8% |
| AMZN Amazon.com Inc. | 3.14% | 1,176,406 | $219.2M | Add +6.3% |
| ZTS Zoetis Inc. | 3.11% | 1,110,104 | $216.9M | Add +21.6% |
| COST Costco Wholesale Corp. | 3.06% | 241,115 | $213.8M | Reduce -7.7% |
| ADI Analog Devices Inc. | 3.05% | 926,907 | $213.3M | Reduce -15.8% |
| VRSK Verisk Analytics Inc. | 2.69% | 700,318 | $187.7M | Reduce -5.2% |
| ORCL Oracle Corp. | 1.57% | 644,079 | $109.8M | Add +3.0% |
| MELI MercadoLibre Inc. | 1.29% | 43,994 | $90.3M | Reduce -15.0% |
| CPRT Copart Inc. | 1.19% | 1,586,886 | $83.2M | Add +706.6% |
| AAPL Apple Inc. | 1.03% | 309,404 | $72.1M | Reduce -2.7% |
| AVY Avery Dennison Corp. | 0.76% | 239,705 | $52.9M | Add +3.1% |
| FMX Fomento Economico Mex-SP ADR | 0.76% | 534,403 | $52.8M | Reduce -5.8% |
| META Meta Platforms Inc. Class A | 0.74% | 89,728 | $51.4M | Add +0.1% |
| SCI Service Corp. International | 0.69% | 608,478 | $48.0M | Add +3.2% |
| VMC Vulcan Materials Co. | 0.66% | 182,817 | $45.8M | Add +3.2% |
| GLOB Globant SA | 0.60% | 212,409 | $42.1M | Reduce -6.7% |
| OTIS Otis Worldwide Corp. | 0.59% | 398,152 | $41.4M | Reduce -5.9% |
| JBHT Hunt (jb) Transprt SVCS Inc. | 0.53% | 216,448 | $37.3M | Add +3.3% |
| INFY Infosys Ltd.-SP ADR | 0.45% | 1,414,493 | $31.5M | Reduce -3.9% |
| CTAS Cintas Corp. | 0.43% | 144,789 | $29.8M | Reduce -5.2% |
| HDB HDFC Bank Ltd.-ADR | 0.39% | 432,835 | $27.1M | Add +202.6% |
| NYT New York Times Co. Class A | 0.37% | 462,032 | $25.7M | Add +3.2% |
| MTD Mettler-Toledo International | 0.36% | 16,769 | $25.1M | Reduce -78.5% |
| IDXX Idexx Laboratories Inc. | 0.34% | 46,308 | $23.4M | Add +36.4% |
| MPWR Monolithic Power Systems Inc. | 0.30% | 22,387 | $20.7M | Reduce -43.9% |
| SPOT Spotify Technology SA | 0.25% | 46,563 | $17.2M | Reduce -41.3% |
| SYK Stryker Corp. | 0.24% | 46,176 | $16.7M | Add +159.0% |
| KSPI JSC Kaspi.kz ADR filed as KASPI KZ JSC | 0.20% | 135,059 | $14.3M | Add +8.2% |
| RYAAY Ryanair Holdings PLC-SP ADR | 0.19% | 295,385 | $13.3M | Add +99.0% |
| CTSH Cognizant Tech Solutions-A | 0.17% | 149,712 | $11.6M | Reduce -57.3% |
| ISRG Intuitive Surgical Inc. | 0.14% | 20,306 | $10.0M | Add +11.9% |
| FERG Ferguson Enterprises Inc. | 0.13% | 46,958 | $9.3M | Add +3.1% |
| STVN Stevanato Group SPA | 0.11% | 383,830 | $7.7M | Reduce -2.6% |
| YUMC Yum China Holdings Inc. | 0.10% | 158,938 | $7.2M | Reduce -43.9% |
| FAST Fastenal Co. | 0.09% | 87,081 | $6.2M | Add +73.0% |
| ASML ASML Holding NV-NY Reg SHS | 0.08% | 6,764 | $5.6M | Add +1.9% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.08% | 46,898 | $5.6M | Reduce -1.8% |
| WMT Walmart Inc. | 0.06% | 54,045 | $4.4M | No change |
| PDD PDD Holdings Inc. | 0.06% | 32,259 | $4.3M | Add +132.9% |
| VIPS Vipshop Holdings Ltd. - ADR | 0.05% | 229,164 | $3.6M | Reduce -80.2% |
| MDT Medtronic PLC | 0.05% | 36,675 | $3.3M | No change |
| ALC Alcon Inc. filed as ALCON AG | 0.05% | 32,184 | $3.2M | No change |
| BDX Becton Dickinson and Co. | 0.04% | 11,255 | $2.7M | Add +43.9% |
| EQIX Equinix Inc. | 0.04% | 2,932 | $2.6M | Reduce -39.5% |
| RELX Relx PLC - Spon ADR | 0.03% | 42,254 | $2.0M | No change |
| RACE Ferrari NV | 0.03% | 4,251 | $2.0M | Reduce -9.7% |
| CSCO Cisco Systems Inc. | 0.03% | 36,608 | $1.9M | No change |
| TMO Thermo Fisher Scientific Inc. | 0.01% | 1,456 | $901K | Add +34.4% |
| KVUE Kenvue Inc. | 0.01% | 33,996 | $786K | No change |
| BMRN Biomarin Pharmaceutical Inc. | 0.01% | 10,147 | $713K | Reduce -93.4% |
| PAYC Paycom Software Inc. | 0.01% | 2,447 | $408K | No change |
| EMBJ Embraer SA-Spon ADR | 0.01% | 11,398 | $403K | Reduce -66.1% |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 0.00% | 13,124 | $179K | Reduce -27.6% |
Portfolio Sells Q2 2024 → Q3 2024
| LIN Linde PLC | Reduce -31.2% | 9.37% | −2.65 |
| LLY Eli Lilly & Co. | Reduce -19.4% | 7.28% | −1.58 |
| NKE Nike Inc. Class B | Sold out | 0.00% | −1.42 |
| MTD Mettler-Toledo International | Reduce -78.5% | 0.36% | −1.13 |
| ADI Analog Devices Inc. | Reduce -15.8% | 3.05% | −0.40 |
| ICLR Icon PLC | Reduce -1.2% | 5.00% | −0.30 |
| WMG Warner Music Group Corp. Class A | Sold out | 0.00% | −0.23 |
| BMRN Biomarin Pharmaceutical Inc. | Reduce -93.4% | 0.01% | −0.16 |
| CTSH Cognizant Tech Solutions-A | Reduce -57.3% | 0.17% | −0.16 |
| VIPS Vipshop Holdings Ltd. - ADR | Reduce -80.2% | 0.05% | −0.16 |
| MPWR Monolithic Power Systems Inc. | Reduce -43.9% | 0.30% | −0.15 |
| SPOT Spotify Technology SA | Reduce -41.3% | 0.25% | −0.10 |
| FMX Fomento Economico Mex-SP ADR | Reduce -5.8% | 0.76% | −0.08 |
| VRSK Verisk Analytics Inc. | Reduce -5.2% | 2.69% | −0.05 |
| NOAH Noah Holdings Ltd.-Spon ADS | Sold out | 0.00% | −0.02 |
| YUMC Yum China Holdings Inc. | Reduce -43.9% | 0.10% | −0.02 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -1.8% | 0.08% | −0.01 |
| EQIX Equinix Inc. | Reduce -39.5% | 0.04% | −0.01 |
| EMBJ Embraer SA-Spon ADR | Reduce -66.1% | 0.01% | −0.01 |
| NU Nu Holdings Ltd./Cayman Isl-A | Reduce -27.6% | 0.00% | −0.00 |
| RACE Ferrari NV | Reduce -9.7% | 0.03% | +0.00 |
| COST Costco Wholesale Corp. | Reduce -7.7% | 3.06% | +0.01 |
| STVN Stevanato Group SPA | Reduce -2.6% | 0.11% | +0.01 |
| OTIS Otis Worldwide Corp. | Reduce -5.9% | 0.59% | +0.03 |
| GLOB Globant SA | Reduce -6.7% | 0.60% | +0.05 |
| CTAS Cintas Corp. | Reduce -5.2% | 0.43% | +0.06 |
| INFY Infosys Ltd.-SP ADR | Reduce -3.9% | 0.45% | +0.07 |
| AAPL Apple Inc. | Reduce -2.7% | 1.03% | +0.11 |
| MELI MercadoLibre Inc. | Reduce -15.0% | 1.29% | +0.12 |
| ACN Accenture PLC Class A | Reduce -6.7% | 11.33% | +1.33 |
Portfolio Buys Q2 2024 → Q3 2024
| CPRT Copart Inc. | Add +706.6% | 1.19% | +1.04 |
| ZTS Zoetis Inc. | Add +21.6% | 3.11% | +0.93 |
| JNJ Johnson & Johnson | Add +5.5% | 4.87% | +0.88 |
| SPGI S&P Global Inc. | Add +5.8% | 3.94% | +0.85 |
| V Visa Inc. Class A | Add +5.6% | 4.55% | +0.60 |
| TSM Taiwan Semiconductor-SP ADR | Add +4.7% | 5.35% | +0.44 |
| ORCL Oracle Corp. | Add +3.0% | 1.57% | +0.36 |
| MSFT Microsoft Corp. | Add +3.2% | 9.36% | +0.32 |
| HDB HDFC Bank Ltd.-ADR | Add +202.6% | 0.39% | +0.26 |
| AMZN Amazon.com Inc. | Add +6.3% | 3.14% | +0.20 |
| SYK Stryker Corp. | Add +159.0% | 0.24% | +0.16 |
| META Meta Platforms Inc. Class A | Add +0.1% | 0.74% | +0.11 |
| SCI Service Corp. International | Add +3.2% | 0.69% | +0.11 |
| IDXX Idexx Laboratories Inc. | Add +36.4% | 0.34% | +0.11 |
| JBHT Hunt (jb) Transprt SVCS Inc. | Add +3.3% | 0.53% | +0.07 |
| AVY Avery Dennison Corp. | Add +3.1% | 0.76% | +0.06 |
| NYT New York Times Co. Class A | Add +3.2% | 0.37% | +0.05 |
| GOOGL Alphabet Inc. Class A | Add +6.8% | 3.72% | +0.05 |
| VMC Vulcan Materials Co. | Add +3.2% | 0.66% | +0.05 |
| INTU Intuit Inc. | Add +2.6% | 4.89% | +0.05 |
| FAST Fastenal Co. | Add +73.0% | 0.09% | +0.05 |
| PDD PDD Holdings Inc. | Add +132.9% | 0.06% | +0.04 |
| ISRG Intuitive Surgical Inc. | Add +11.9% | 0.14% | +0.03 |
| BDX Becton Dickinson and Co. | Add +43.9% | 0.04% | +0.01 |
| FERG Ferguson Enterprises Inc. | Add +3.1% | 0.13% | +0.01 |
| TMO Thermo Fisher Scientific Inc. | Add +34.4% | 0.01% | +0.00 |
| ASML ASML Holding NV-NY Reg SHS | Add +1.9% | 0.08% | −0.01 |
| KSPI JSC Kaspi.kz ADR | Add +8.2% | 0.20% | −0.02 |
| RYAAY Ryanair Holdings PLC-SP ADR | Add +99.0% | 0.19% | −0.05 |
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 |