Comgest Global Investors S.A.S.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 13, 2025), Comgest Global Investors S.A.S. reported 60 stock positions worth $6.1 billion. Its top holding was Microsoft (MSFT) at 10.6% of the portfolio, followed by Eli Lilly (LLY, 7.5%) and Taiwan Semiconductor-SP ADR (TSM, 7.0%). Compared with Q3 2024, it opened 2 new positions, sold out of 5, added to 19 and reduced 31. The biggest buy was Taiwan Semiconductor-SP ADR (TSM, shares +1%) and the biggest sale Accenture Class A (ACN, shares −46%).
- Most Recent 13F
- Q2 2026
- Location
- Paris, I0
- CIK
- 0001574947
- Portfolio Value
- $6.1B (Q4 2024)
- SEC Filing
- 0001172661-25-000767 ↗ filed Feb 13, 2025
Holdings Value
Holdings 60 stocks · $6.1B
| MSFT Microsoft Corp. | 10.65% | 1,542,077 | $650.0M | Add +1.5% |
| LLY Eli Lilly & Co. | 7.54% | 596,129 | $460.2M | Add +3.8% |
| TSM Taiwan Semiconductor-SP ADR | 7.03% | 2,171,822 | $428.9M | Add +0.9% |
| ACN Accenture PLC Class A | 7.02% | 1,218,264 | $428.6M | Reduce -45.6% |
| V Visa Inc. Class A | 5.87% | 1,133,334 | $358.2M | Reduce -1.9% |
| LIN Linde PLC | 5.34% | 778,519 | $325.9M | Reduce -43.3% |
| JNJ Johnson & Johnson | 4.98% | 2,100,903 | $303.8M | Add +0.2% |
| GOOGL Alphabet Inc. Class A | 4.81% | 1,552,414 | $293.9M | Reduce -1.0% |
| INTU Intuit Inc. | 4.62% | 448,503 | $281.9M | Reduce -18.4% |
| AMZN Amazon.com Inc. | 4.45% | 1,237,159 | $271.4M | Add +5.2% |
| SPGI S&P Global Inc. | 4.41% | 540,074 | $269.0M | Add +1.4% |
| ICLR Icon PLC | 4.03% | 1,172,752 | $245.9M | Reduce -3.5% |
| ZTS Zoetis Inc. | 3.36% | 1,257,258 | $204.8M | Add +13.3% |
| ADI Analog Devices Inc. | 3.28% | 941,630 | $200.1M | Add +1.6% |
| VRSK Verisk Analytics Inc. | 3.07% | 680,819 | $187.5M | Reduce -2.8% |
| COST Costco Wholesale Corp. | 2.92% | 194,539 | $178.3M | Reduce -19.3% |
| ORCL Oracle Corp. | 1.73% | 632,920 | $105.5M | Reduce -1.7% |
| CPRT Copart Inc. | 1.52% | 1,619,101 | $92.9M | Add +2.0% |
| IDXX Idexx Laboratories Inc. | 1.30% | 191,511 | $79.2M | Add +313.6% |
| AAPL Apple Inc. | 1.13% | 276,612 | $69.3M | Reduce -10.6% |
| MELI MercadoLibre Inc. | 1.09% | 38,951 | $66.2M | Reduce -11.5% |
| META Meta Platforms Inc. Class A | 0.74% | 76,908 | $45.0M | Reduce -14.3% |
| VMC Vulcan Materials Co. | 0.73% | 174,309 | $44.8M | Reduce -4.7% |
| AVY Avery Dennison Corp. | 0.72% | 236,296 | $44.2M | Reduce -1.4% |
| SCI Service Corp. International | 0.70% | 533,078 | $42.6M | Reduce -12.4% |
| GLOB Globant SA | 0.67% | 190,390 | $40.8M | Reduce -10.4% |
| JBHT Hunt (jb) Transprt SVCS Inc. | 0.64% | 230,430 | $39.3M | Add +6.5% |
| FMX Fomento Economico Mex-SP ADR | 0.64% | 453,857 | $38.8M | Reduce -15.1% |
| OTIS Otis Worldwide Corp. | 0.51% | 338,087 | $31.3M | Reduce -15.1% |
| INFY Infosys Ltd.-SP ADR | 0.48% | 1,323,457 | $29.0M | Reduce -6.4% |
| CTAS Cintas Corp. | 0.46% | 155,328 | $28.4M | Add +7.3% |
| HDB HDFC Bank Ltd.-ADR | 0.45% | 430,659 | $27.5M | Reduce -0.5% |
| SYK Stryker Corp. | 0.41% | 68,672 | $24.7M | Add +48.7% |
| NYT New York Times Co. Class A | 0.38% | 440,794 | $22.9M | Reduce -4.6% |
| SPOT Spotify Technology SA | 0.23% | 31,933 | $14.3M | Reduce -31.4% |
| KSPI JSC Kaspi.kz ADR filed as KASPI KZ JSC | 0.20% | 126,883 | $12.0M | Reduce -6.0% |
| RYAAY Ryanair Holdings PLC-SP ADR | 0.19% | 270,339 | $11.8M | Reduce -8.5% |
| YUMC Yum China Holdings Inc. | 0.16% | 207,044 | $10.0M | Add +30.3% |
| MPWR Monolithic Power Systems Inc. | 0.16% | 16,068 | $9.5M | Reduce -28.2% |
| FERG Ferguson Enterprises Inc. | 0.15% | 54,429 | $9.4M | Add +15.9% |
| ISRG Intuitive Surgical Inc. | 0.13% | 15,400 | $8.0M | Reduce -24.2% |
| BDX Becton Dickinson and Co. | 0.13% | 34,712 | $7.9M | Add +208.4% |
| FAST Fastenal Co. | 0.11% | 94,886 | $6.8M | Add +9.0% |
| STVN Stevanato Group SPA | 0.10% | 277,820 | $6.1M | Reduce -27.6% |
| CTSH Cognizant Tech Solutions-A | 0.10% | 77,469 | $6.0M | Reduce -48.3% |
| ASML ASML Holding NV-NY Reg SHS | 0.08% | 6,764 | $4.7M | No change |
| WMT Walmart Inc. | 0.07% | 47,467 | $4.3M | Reduce -12.2% |
| PDD PDD Holdings Inc. | 0.07% | 42,688 | $4.1M | Add +32.3% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.07% | 46,898 | $4.0M | No change |
| NFLX Netflix Inc. | 0.06% | 4,078 | $3.6M | New |
| MA Mastercard Inc. Class A | 0.05% | 5,833 | $3.1M | New |
| MDT Medtronic PLC | 0.05% | 36,675 | $2.9M | No change |
| ALC Alcon Inc. filed as ALCON AG | 0.04% | 32,184 | $2.7M | No change |
| VIPS Vipshop Holdings Ltd. - ADR | 0.04% | 200,644 | $2.7M | Reduce -12.4% |
| RELX Relx PLC - Spon ADR | 0.04% | 55,284 | $2.5M | Add +30.8% |
| CSCO Cisco Systems Inc. | 0.04% | 36,608 | $2.2M | No change |
| RACE Ferrari NV | 0.03% | 4,251 | $1.8M | No change |
| MTD Mettler-Toledo International | 0.02% | 791 | $968K | Reduce -95.3% |
| TMO Thermo Fisher Scientific Inc. | 0.01% | 1,456 | $757K | No change |
| KVUE Kenvue Inc. | 0.01% | 33,996 | $726K | No change |
Portfolio Sells Q3 2024 → Q4 2024
| ACN Accenture PLC Class A | Reduce -45.6% | 7.02% | −4.31 |
| LIN Linde PLC | Reduce -43.3% | 5.34% | −4.03 |
| ICLR Icon PLC | Reduce -3.5% | 4.03% | −0.97 |
| MTD Mettler-Toledo International | Reduce -95.3% | 0.02% | −0.34 |
| INTU Intuit Inc. | Reduce -18.4% | 4.62% | −0.27 |
| MELI MercadoLibre Inc. | Reduce -11.5% | 1.09% | −0.21 |
| MPWR Monolithic Power Systems Inc. | Reduce -28.2% | 0.16% | −0.14 |
| COST Costco Wholesale Corp. | Reduce -19.3% | 2.92% | −0.14 |
| FMX Fomento Economico Mex-SP ADR | Reduce -15.1% | 0.64% | −0.12 |
| OTIS Otis Worldwide Corp. | Reduce -15.1% | 0.51% | −0.08 |
| CTSH Cognizant Tech Solutions-A | Reduce -48.3% | 0.10% | −0.07 |
| EQIX Equinix Inc. | Sold out | 0.00% | −0.04 |
| AVY Avery Dennison Corp. | Reduce -1.4% | 0.72% | −0.03 |
| SPOT Spotify Technology SA | Reduce -31.4% | 0.23% | −0.01 |
| ISRG Intuitive Surgical Inc. | Reduce -24.2% | 0.13% | −0.01 |
| STVN Stevanato Group SPA | Reduce -27.6% | 0.10% | −0.01 |
| BMRN Biomarin Pharmaceutical Inc. | Sold out | 0.00% | −0.01 |
| KSPI JSC Kaspi.kz ADR | Reduce -6.0% | 0.20% | −0.01 |
| VIPS Vipshop Holdings Ltd. - ADR | Reduce -12.4% | 0.04% | −0.01 |
| EMBJ Embraer SA-Spon ADR | Sold out | 0.00% | −0.01 |
| PAYC Paycom Software Inc. | Sold out | 0.00% | −0.01 |
| NU Nu Holdings Ltd./Cayman Isl-A | Sold out | 0.00% | −0.00 |
| RYAAY Ryanair Holdings PLC-SP ADR | Reduce -8.5% | 0.19% | +0.00 |
| META Meta Platforms Inc. Class A | Reduce -14.3% | 0.74% | +0.00 |
| NYT New York Times Co. Class A | Reduce -4.6% | 0.38% | +0.01 |
| WMT Walmart Inc. | Reduce -12.2% | 0.07% | +0.01 |
| SCI Service Corp. International | Reduce -12.4% | 0.70% | +0.01 |
| INFY Infosys Ltd.-SP ADR | Reduce -6.4% | 0.48% | +0.02 |
| HDB HDFC Bank Ltd.-ADR | Reduce -0.5% | 0.45% | +0.06 |
| GLOB Globant SA | Reduce -10.4% | 0.67% | +0.07 |
| VMC Vulcan Materials Co. | Reduce -4.7% | 0.73% | +0.08 |
| AAPL Apple Inc. | Reduce -10.6% | 1.13% | +0.10 |
| ORCL Oracle Corp. | Reduce -1.7% | 1.73% | +0.16 |
| VRSK Verisk Analytics Inc. | Reduce -2.8% | 3.07% | +0.39 |
| GOOGL Alphabet Inc. Class A | Reduce -1.0% | 4.81% | +1.09 |
| V Visa Inc. Class A | Reduce -1.9% | 5.87% | +1.32 |
Portfolio Buys Q3 2024 → Q4 2024
| TSM Taiwan Semiconductor-SP ADR | Add +0.9% | 7.03% | +1.68 |
| AMZN Amazon.com Inc. | Add +5.2% | 4.45% | +1.31 |
| MSFT Microsoft Corp. | Add +1.5% | 10.65% | +1.29 |
| IDXX Idexx Laboratories Inc. | Add +313.6% | 1.30% | +0.96 |
| SPGI S&P Global Inc. | Add +1.4% | 4.41% | +0.47 |
| CPRT Copart Inc. | Add +2.0% | 1.52% | +0.33 |
| LLY Eli Lilly & Co. | Add +3.8% | 7.54% | +0.26 |
| ZTS Zoetis Inc. | Add +13.3% | 3.36% | +0.25 |
| ADI Analog Devices Inc. | Add +1.6% | 3.28% | +0.22 |
| SYK Stryker Corp. | Add +48.7% | 0.41% | +0.17 |
| JNJ Johnson & Johnson | Add +0.2% | 4.98% | +0.11 |
| JBHT Hunt (jb) Transprt SVCS Inc. | Add +6.5% | 0.64% | +0.11 |
| BDX Becton Dickinson and Co. | Add +208.4% | 0.13% | +0.09 |
| YUMC Yum China Holdings Inc. | Add +30.3% | 0.16% | +0.06 |
| NFLX Netflix Inc. | New | 0.06% | +0.06 |
| MA Mastercard Inc. Class A | New | 0.05% | +0.05 |
| CTAS Cintas Corp. | Add +7.3% | 0.46% | +0.04 |
| FAST Fastenal Co. | Add +9.0% | 0.11% | +0.02 |
| FERG Ferguson Enterprises Inc. | Add +15.9% | 0.15% | +0.02 |
| RELX Relx PLC - Spon ADR | Add +30.8% | 0.04% | +0.01 |
| PDD PDD Holdings Inc. | Add +32.3% | 0.07% | +0.01 |
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 |