Comgest Global Investors S.A.S.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 7, 2025), Comgest Global Investors S.A.S. reported 64 stock positions worth $5.9 billion. Its top holding was Microsoft (MSFT) at 9.4% of the portfolio, followed by Taiwan Semiconductor-SP ADR (TSM, 8.6%) and Linde (LIN, 7.1%). Compared with Q1 2025, it opened 3 new positions, sold out of 1, added to 21 and reduced 32. The biggest buy was Taiwan Semiconductor-SP ADR (TSM, shares +1%) and the biggest sale Accenture Class A (ACN, shares −27%).
- Most Recent 13F
- Q2 2026
- Location
- Paris, I0
- CIK
- 0001574947
- Portfolio Value
- $5.9B (Q2 2025)
- SEC Filing
- 0001172661-25-002936 ↗ filed Aug 7, 2025
Holdings Value
Holdings 64 stocks · $5.9B
| MSFT Microsoft Corp. | 9.36% | 1,102,336 | $548.3M | Reduce -4.7% |
| TSM Taiwan Semiconductor-SP ADR | 8.60% | 2,224,852 | $503.9M | Add +1.2% |
| LIN Linde PLC | 7.05% | 881,209 | $413.4M | Add +4.2% |
| V Visa Inc. Class A | 6.57% | 1,084,999 | $385.2M | Reduce -0.8% |
| INTU Intuit Inc. | 6.12% | 455,534 | $358.8M | Add +1.1% |
| JNJ Johnson & Johnson | 5.39% | 2,069,712 | $316.1M | Reduce -4.1% |
| GOOGL Alphabet Inc. Class A | 5.36% | 1,783,227 | $314.3M | Reduce -0.4% |
| AMZN Amazon.com Inc. | 5.12% | 1,366,660 | $299.8M | Add +2.0% |
| LLY Eli Lilly & Co. | 4.81% | 361,489 | $281.8M | Reduce -19.5% |
| ACN Accenture PLC Class A | 4.44% | 870,410 | $260.2M | Reduce -27.3% |
| SPGI S&P Global Inc. | 4.03% | 447,813 | $236.1M | Reduce -10.1% |
| ZTS Zoetis Inc. | 3.77% | 1,417,728 | $221.1M | Add +1.5% |
| VRSK Verisk Analytics Inc. | 2.78% | 522,990 | $162.9M | Reduce -2.2% |
| ICLR Icon PLC | 2.64% | 1,064,884 | $154.9M | Reduce -10.4% |
| ADI Analog Devices Inc. | 2.64% | 649,917 | $154.7M | Reduce -0.3% |
| CPRT Copart Inc. | 2.49% | 2,969,399 | $145.7M | Add +32.8% |
| COST Costco Wholesale Corp. | 2.31% | 136,702 | $135.3M | Reduce -4.8% |
| IDXX Idexx Laboratories Inc. | 2.23% | 244,109 | $130.9M | Reduce -0.5% |
| ORCL Oracle Corp. | 2.19% | 585,974 | $128.1M | Reduce -17.0% |
| MELI MercadoLibre Inc. | 1.62% | 36,420 | $95.2M | Add +1.0% |
| AAPL Apple Inc. | 0.94% | 269,818 | $55.4M | Reduce -8.5% |
| META Meta Platforms Inc. Class A | 0.93% | 73,483 | $54.2M | Add +0.2% |
| VMC Vulcan Materials Co. | 0.71% | 160,654 | $41.9M | Reduce -15.3% |
| MMYT Makemytrip Ltd. | 0.71% | 426,522 | $41.8M | New |
| SCI Service Corp. International | 0.67% | 485,825 | $39.5M | Reduce -5.7% |
| CTAS Cintas Corp. | 0.65% | 171,035 | $38.1M | Add +0.4% |
| SYK Stryker Corp. | 0.57% | 85,138 | $33.7M | Add +13.0% |
| FMX Fomento Economico Mex-SP ADR | 0.51% | 289,442 | $29.8M | Reduce -29.9% |
| AVY Avery Dennison Corp. | 0.48% | 161,884 | $28.4M | Reduce -21.4% |
| HDB HDFC Bank Ltd.-ADR | 0.38% | 292,861 | $22.5M | Reduce -11.3% |
| JBHT Hunt (jb) Transprt SVCS Inc. | 0.31% | 125,634 | $18.0M | Reduce -43.2% |
| OTIS Otis Worldwide Corp. | 0.28% | 166,709 | $16.5M | Reduce -6.1% |
| GLOB Globant SA | 0.27% | 174,988 | $15.9M | No change |
| MA Mastercard Inc. Class A | 0.27% | 27,909 | $15.7M | Add +10.9% |
| NFLX Netflix Inc. | 0.24% | 10,401 | $13.9M | Add +0.3% |
| FERG Ferguson Enterprises Inc. | 0.24% | 63,774 | $13.9M | Reduce -3.1% |
| AXP American Express Co. | 0.20% | 37,607 | $12.0M | Add +70.2% |
| NVDA Nvidia Corp. | 0.20% | 72,870 | $11.5M | Add +6.5% |
| KSPI JSC Kaspi.kz ADR filed as KASPI KZ JSC | 0.19% | 128,126 | $10.9M | Add +1.0% |
| YUMC Yum China Holdings Inc. | 0.16% | 203,456 | $9.1M | Reduce -3.2% |
| FAST Fastenal Co. | 0.15% | 208,879 | $8.8M | Reduce -5.1% |
| SPOT Spotify Technology SA | 0.14% | 11,034 | $8.5M | Reduce -29.9% |
| UBER Uber Technologies Inc. | 0.14% | 85,396 | $8.0M | New |
| STVN Stevanato Group SPA | 0.14% | 324,284 | $7.9M | Add +4.5% |
| ISRG Intuitive Surgical Inc. | 0.13% | 14,552 | $7.9M | Reduce -9.9% |
| BDX Becton Dickinson and Co. | 0.12% | 41,948 | $7.2M | Reduce -0.9% |
| TME Tencent Music Entertainm-ADR | 0.10% | 303,088 | $5.9M | Add +26.4% |
| PDD PDD Holdings Inc. | 0.09% | 50,947 | $5.3M | Add +19.4% |
| ASML ASML Holding NV-NY Reg SHS | 0.07% | 5,347 | $4.3M | No change |
| ALC Alcon Inc. filed as ALCON AG | 0.06% | 38,622 | $3.4M | No change |
| MDT Medtronic PLC | 0.05% | 36,675 | $3.2M | No change |
| RELX Relx PLC - Spon ADR | 0.05% | 56,968 | $3.1M | No change |
| WMT Walmart Inc. | 0.05% | 31,531 | $3.1M | Reduce -21.1% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.05% | 40,762 | $2.8M | No change |
| CSCO Cisco Systems Inc. | 0.04% | 36,608 | $2.5M | No change |
| INFY Infosys Ltd.-SP ADR | 0.03% | 97,891 | $1.8M | Reduce -91.5% |
| VIPS Vipshop Holdings Ltd. - ADR | 0.03% | 97,801 | $1.5M | Reduce -46.2% |
| CTSH Cognizant Tech Solutions-A | 0.02% | 15,763 | $1.2M | Reduce -24.4% |
| RACE Ferrari NV | 0.02% | 2,447 | $1.2M | No change |
| MTD Mettler-Toledo International | 0.02% | 823 | $967K | Add +4.0% |
| BZ Kanzhun Ltd. - ADR | 0.02% | 50,000 | $892K | New |
| TCOM Trip.com Group Ltd.-ADR | 0.01% | 12,309 | $722K | Add +67.3% |
| TMO Thermo Fisher Scientific Inc. | 0.01% | 1,515 | $614K | Add +4.0% |
| MPWR Monolithic Power Systems Inc. | 0.01% | 816 | $597K | Reduce -45.2% |
Portfolio Sells Q1 2025 → Q2 2025
| ACN Accenture PLC Class A | Reduce -27.3% | 4.44% | −2.23 |
| LLY Eli Lilly & Co. | Reduce -19.5% | 4.81% | −1.81 |
| ICLR Icon PLC | Reduce -10.4% | 2.64% | −1.07 |
| JNJ Johnson & Johnson | Reduce -4.1% | 5.39% | −1.00 |
| SPGI S&P Global Inc. | Reduce -10.1% | 4.03% | −0.49 |
| INFY Infosys Ltd.-SP ADR | Reduce -91.5% | 0.03% | −0.34 |
| JBHT Hunt (jb) Transprt SVCS Inc. | Reduce -43.2% | 0.31% | −0.28 |
| V Visa Inc. Class A | Reduce -0.8% | 6.57% | −0.27 |
| AAPL Apple Inc. | Reduce -8.5% | 0.94% | −0.22 |
| FMX Fomento Economico Mex-SP ADR | Reduce -29.9% | 0.51% | −0.21 |
| AVY Avery Dennison Corp. | Reduce -21.4% | 0.48% | −0.17 |
| COST Costco Wholesale Corp. | Reduce -4.8% | 2.31% | −0.11 |
| VMC Vulcan Materials Co. | Reduce -15.3% | 0.71% | −0.08 |
| SCI Service Corp. International | Reduce -5.7% | 0.67% | −0.06 |
| VRSK Verisk Analytics Inc. | Reduce -2.2% | 2.78% | −0.06 |
| BDX Becton Dickinson and Co. | Reduce -0.9% | 0.12% | −0.05 |
| OTIS Otis Worldwide Corp. | Reduce -6.1% | 0.28% | −0.05 |
| YUMC Yum China Holdings Inc. | Reduce -3.2% | 0.16% | −0.04 |
| VIPS Vipshop Holdings Ltd. - ADR | Reduce -46.2% | 0.03% | −0.03 |
| NYT New York Times Co. Class A | Sold out | 0.00% | −0.02 |
| SPOT Spotify Technology SA | Reduce -29.9% | 0.14% | −0.01 |
| WMT Walmart Inc. | Reduce -21.1% | 0.05% | −0.01 |
| HDB HDFC Bank Ltd.-ADR | Reduce -11.3% | 0.38% | −0.01 |
| ISRG Intuitive Surgical Inc. | Reduce -9.9% | 0.13% | −0.01 |
| CTSH Cognizant Tech Solutions-A | Reduce -24.4% | 0.02% | −0.01 |
| MPWR Monolithic Power Systems Inc. | Reduce -45.2% | 0.01% | −0.01 |
| FAST Fastenal Co. | Reduce -5.1% | 0.15% | −0.00 |
| FERG Ferguson Enterprises Inc. | Reduce -3.1% | 0.24% | +0.05 |
| ADI Analog Devices Inc. | Reduce -0.3% | 2.64% | +0.29 |
| IDXX Idexx Laboratories Inc. | Reduce -0.5% | 2.23% | +0.40 |
| GOOGL Alphabet Inc. Class A | Reduce -0.4% | 5.36% | +0.42 |
| ORCL Oracle Corp. | Reduce -17.0% | 2.19% | +0.42 |
| MSFT Microsoft Corp. | Reduce -4.7% | 9.36% | +1.60 |
Portfolio Buys Q1 2025 → Q2 2025
| TSM Taiwan Semiconductor-SP ADR | Add +1.2% | 8.60% | +2.08 |
| INTU Intuit Inc. | Add +1.1% | 6.12% | +1.19 |
| MMYT Makemytrip Ltd. | New | 0.71% | +0.71 |
| AMZN Amazon.com Inc. | Add +2.0% | 5.12% | +0.57 |
| MELI MercadoLibre Inc. | Add +1.0% | 1.62% | +0.37 |
| CPRT Copart Inc. | Add +32.8% | 2.49% | +0.23 |
| META Meta Platforms Inc. Class A | Add +0.2% | 0.93% | +0.17 |
| UBER Uber Technologies Inc. | New | 0.14% | +0.14 |
| AXP American Express Co. | Add +70.2% | 0.20% | +0.10 |
| SYK Stryker Corp. | Add +13.0% | 0.57% | +0.07 |
| NFLX Netflix Inc. | Add +0.3% | 0.24% | +0.07 |
| NVDA Nvidia Corp. | Add +6.5% | 0.20% | +0.06 |
| TME Tencent Music Entertainm-ADR | Add +26.4% | 0.10% | +0.04 |
| CTAS Cintas Corp. | Add +0.4% | 0.65% | +0.03 |
| LIN Linde PLC | Add +4.2% | 7.05% | +0.02 |
| STVN Stevanato Group SPA | Add +4.5% | 0.14% | +0.02 |
| MA Mastercard Inc. Class A | Add +10.9% | 0.27% | +0.02 |
| BZ Kanzhun Ltd. - ADR | New | 0.02% | +0.02 |
| TCOM Trip.com Group Ltd.-ADR | Add +67.3% | 0.01% | +0.00 |
| PDD PDD Holdings Inc. | Add +19.4% | 0.09% | +0.00 |
| MTD Mettler-Toledo International | Add +4.0% | 0.02% | −0.00 |
| TMO Thermo Fisher Scientific Inc. | Add +4.0% | 0.01% | −0.00 |
| KSPI JSC Kaspi.kz ADR | Add +1.0% | 0.19% | −0.02 |
| ZTS Zoetis Inc. | Add +1.5% | 3.77% | −0.33 |
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 |