Filed: 5/15/2025ACC: 0001172661-25-002007
📋 What this filing means
COMGEST GLOBAL INVESTORS S.A.S. filed this quarterly 13F‑HR report disclosing 62 equity positions with a total reported market value of $5.60B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
62
Positions
$5.60B
Total AUM (reported)
26.10M
Total Shares
Allocation by class
COM$3.16B56.3%
SHS$613.91M11.0%
SPONSORED ADS$403.74M7.2%
COM CL A$383.35M6.8%
SHS CLASS A$373.60M6.7%
CL A$288.78M5.2%
CAP STK CL A$276.77M4.9%
Portfolio Concentration
Top 3$1.21B21.6%
4–10$2.28B40.6%
11–25$1.75B31.2%
Rest$365.58M6.5%
Top 3 weight
21.6%
Top 10 weight
62.2%
Voting Authority Distribution
Total shares with voting rights: 26.10M
Sole
Full voting authority
22.75M
shares
% of voting shares87.2%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
3.35M
shares
% of voting shares12.8%
Investment Discretion (by position count)
Sole0
Shared0
Other62
Dominant voting typeSole · 87.2% of voting shares
Institutional Holdings62
Rows:
MICROSOFT CORP
DFNDShares1.16M
TypeSH
Market value$434.41M
7.75%
Sole
986.19K
Shared
0.00
None
171.03K
LINDE PLC
DFNDShares845.89K
TypeSH
Market value$393.88M
7.03%
Sole
702.35K
Shared
0.00
None
143.54K
VISA INC
DFNDShares1.09M
TypeSH
Market value$383.35M
6.84%
Sole
912.43K
Shared
0.00
None
181.43K
ACCENTURE PLC IRELAND
DFNDShares1.20M
TypeSH
Market value$373.60M
6.67%
Sole
1.03M
Shared
0.00
None
163.22K
ELI LILLY & CO
DFNDShares448.96K
TypeSH
Market value$370.80M
6.62%
Sole
387.16K
Shared
0.00
None
61.80K
TAIWAN SEMICONDUCTOR MFG LTD
DFNDShares2.20M
TypeSH
Market value$364.96M
6.51%
Sole
1.75M
Shared
0.00
None
448.57K
JOHNSON & JOHNSON
DFNDShares2.16M
TypeSH
Market value$358.02M
6.39%
Sole
1.81M
Shared
0.00
None
346K
ALPHABET INC
DFNDShares1.79M
TypeSH
Market value$276.77M
4.94%
Sole
1.50M
Shared
0.00
None
287.86K
INTUIT
DFNDShares450.45K
TypeSH
Market value$276.57M
4.94%
Sole
370.32K
Shared
0.00
None
80.13K
AMAZON COM INC
DFNDShares1.34M
TypeSH
Market value$254.92M
4.55%
Sole
1.13M
Shared
0.00
None
213.16K
S&P GLOBAL INC
DFNDShares498K
TypeSH
Market value$253.04M
4.52%
Sole
399.75K
Shared
0.00
None
98.25K
ZOETIS INC
DFNDShares1.40M
TypeSH
Market value$230.02M
4.11%
Sole
1.14M
Shared
0.00
None
261.97K
ICON PLC
DFNDShares1.19M
TypeSH
Market value$208.08M
3.71%
Sole
1.04M
Shared
0.00
None
151.55K
VERISK ANALYTICS INC
DFNDShares534.74K
TypeSH
Market value$159.15M
2.84%
Sole
436.20K
Shared
0.00
None
98.53K
COSTCO WHSL CORP NEW
DFNDShares143.57K
TypeSH
Market value$135.79M
2.42%
Sole
124.71K
Shared
0.00
None
18.86K
ANALOG DEVICES INC
DFNDShares651.79K
TypeSH
Market value$131.45M
2.35%
Sole
562.35K
Shared
0.00
None
89.44K
COPART INC
DFNDShares2.24M
TypeSH
Market value$126.56M
2.26%
Sole
1.79M
Shared
0.00
None
446.13K
IDEXX LABS INC
DFNDShares245.30K
TypeSH
Market value$103.01M
1.84%
Sole
203.85K
Shared
0.00
None
41.45K
ORACLE CORP
DFNDShares705.73K
TypeSH
Market value$98.67M
1.76%
Sole
665.90K
Shared
0.00
None
39.83K
MERCADOLIBRE INC
DFNDShares36.08K
TypeSH
Market value$70.38M
1.26%
Sole
36.08K
Shared
0.00
None
0.00
APPLE INC
DFNDShares294.80K
TypeSH
Market value$65.48M
1.17%
Sole
294.80K
Shared
0.00
None
0.00
VULCAN MATLS CO
DFNDShares189.71K
TypeSH
Market value$44.26M
0.79%
Sole
189.71K
Shared
0.00
None
0.00
META PLATFORMS INC
DFNDShares73.34K
TypeSH
Market value$42.27M
0.75%
Sole
73.34K
Shared
0.00
None
0.00
SERVICE CORP INTL
DFNDShares514.99K
TypeSH
Market value$41.30M
0.74%
Sole
514.99K
Shared
0.00
None
0.00
FOMENTO ECONOMICO MEXICANO S
DFNDShares412.60K
TypeSH
Market value$40.26M
0.72%
Sole
412.60K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPDFND | COM | 1.16M | SH | $434.41M 7.75% | 986.19K | 0.00 | 171.03K |
LINDE PLCDFND | SHS | 845.89K | SH | $393.88M 7.03% | 702.35K | 0.00 | 143.54K |
VISA INCDFND | COM CL A | 1.09M | SH | $383.35M 6.84% | 912.43K | 0.00 | 181.43K |
ACCENTURE PLC IRELANDDFND | SHS CLASS A | 1.20M | SH | $373.60M 6.67% | 1.03M | 0.00 | 163.22K |
ELI LILLY & CODFND | COM | 448.96K | SH | $370.80M 6.62% | 387.16K | 0.00 | 61.80K |
TAIWAN SEMICONDUCTOR MFG LTDDFND | SPONSORED ADS | 2.20M | SH | $364.96M 6.51% | 1.75M | 0.00 | 448.57K |
JOHNSON & JOHNSONDFND | COM | 2.16M | SH | $358.02M 6.39% | 1.81M | 0.00 | 346K |
ALPHABET INCDFND | CAP STK CL A | 1.79M | SH | $276.77M 4.94% | 1.50M | 0.00 | 287.86K |
INTUITDFND | COM | 450.45K | SH | $276.57M 4.94% | 370.32K | 0.00 | 80.13K |
AMAZON COM INCDFND | COM | 1.34M | SH | $254.92M 4.55% | 1.13M | 0.00 | 213.16K |
S&P GLOBAL INCDFND | COM | 498K | SH | $253.04M 4.52% | 399.75K | 0.00 | 98.25K |
ZOETIS INCDFND | CL A | 1.40M | SH | $230.02M 4.11% | 1.14M | 0.00 | 261.97K |
ICON PLCDFND | SHS | 1.19M | SH | $208.08M 3.71% | 1.04M | 0.00 | 151.55K |
VERISK ANALYTICS INCDFND | COM | 534.74K | SH | $159.15M 2.84% | 436.20K | 0.00 | 98.53K |
COSTCO WHSL CORP NEWDFND | COM | 143.57K | SH | $135.79M 2.42% | 124.71K | 0.00 | 18.86K |
ANALOG DEVICES INCDFND | COM | 651.79K | SH | $131.45M 2.35% | 562.35K | 0.00 | 89.44K |
COPART INCDFND | COM | 2.24M | SH | $126.56M 2.26% | 1.79M | 0.00 | 446.13K |
IDEXX LABS INCDFND | COM | 245.30K | SH | $103.01M 1.84% | 203.85K | 0.00 | 41.45K |
ORACLE CORPDFND | COM | 705.73K | SH | $98.67M 1.76% | 665.90K | 0.00 | 39.83K |
MERCADOLIBRE INCDFND | COM | 36.08K | SH | $70.38M 1.26% | 36.08K | 0.00 | 0.00 |
APPLE INCDFND | COM | 294.80K | SH | $65.48M 1.17% | 294.80K | 0.00 | 0.00 |
VULCAN MATLS CODFND | COM | 189.71K | SH | $44.26M 0.79% | 189.71K | 0.00 | 0.00 |
META PLATFORMS INCDFND | CL A | 73.34K | SH | $42.27M 0.75% | 73.34K | 0.00 | 0.00 |
SERVICE CORP INTLDFND | COM | 514.99K | SH | $41.30M 0.74% | 514.99K | 0.00 | 0.00 |
FOMENTO ECONOMICO MEXICANO SDFND | SPON ADR UNITS | 412.60K | SH | $40.26M 0.72% | 412.60K | 0.00 | 0.00 |
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