Filed: 8/7/2025ACC: 0001172661-25-002936
📋 What this filing means
COMGEST GLOBAL INVESTORS S.A.S. filed this quarterly 13F‑HR report disclosing 64 equity positions with a total reported market value of $5.86B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
64
Positions
$5.86B
Total AUM (reported)
25.27M
Total Shares
Allocation by class
COM$3.36B57.3%
SHS$621.80M10.6%
SPONSORED ADS$543.46M9.3%
COM CL A$385.23M6.6%
CAP STK CL A$314.26M5.4%
CL A$292.24M5.0%
SHS CLASS A$260.16M4.4%
Portfolio Concentration
Top 3$1.47B25.0%
4–10$2.22B37.8%
11–25$1.80B30.7%
Rest$381.33M6.5%
Top 3 weight
25.0%
Top 10 weight
62.8%
Voting Authority Distribution
Total shares with voting rights: 25.27M
Sole
Full voting authority
21.82M
shares
% of voting shares86.3%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
3.45M
shares
% of voting shares13.7%
Investment Discretion (by position count)
Sole0
Shared0
Other64
Dominant voting typeSole · 86.3% of voting shares
Institutional Holdings64
Rows:
MICROSOFT CORP
DFNDShares1.10M
TypeSH
Market value$548.31M
9.36%
Sole
931.05K
Shared
0.00
None
171.29K
TAIWAN SEMICONDUCTOR MFG LTD
DFNDShares2.22M
TypeSH
Market value$503.91M
8.60%
Sole
1.78M
Shared
0.00
None
448.38K
LINDE PLC
DFNDShares881.21K
TypeSH
Market value$413.45M
7.05%
Sole
719.53K
Shared
0.00
None
161.68K
VISA INC
DFNDShares1.08M
TypeSH
Market value$385.23M
6.57%
Sole
902.88K
Shared
0.00
None
182.12K
INTUIT
DFNDShares455.53K
TypeSH
Market value$358.79M
6.12%
Sole
376.38K
Shared
0.00
None
79.16K
JOHNSON & JOHNSON
DFNDShares2.07M
TypeSH
Market value$316.15M
5.39%
Sole
1.73M
Shared
0.00
None
339.66K
ALPHABET INC
DFNDShares1.78M
TypeSH
Market value$314.26M
5.36%
Sole
1.50M
Shared
0.00
None
287.64K
AMAZON COM INC
DFNDShares1.37M
TypeSH
Market value$299.83M
5.12%
Sole
1.15M
Shared
0.00
None
215.35K
ELI LILLY & CO
DFNDShares361.49K
TypeSH
Market value$281.79M
4.81%
Sole
308.24K
Shared
0.00
None
53.25K
ACCENTURE PLC IRELAND
DFNDShares870.41K
TypeSH
Market value$260.16M
4.44%
Sole
732.12K
Shared
0.00
None
138.29K
S&P GLOBAL INC
DFNDShares447.81K
TypeSH
Market value$236.13M
4.03%
Sole
361.48K
Shared
0.00
None
86.33K
ZOETIS INC
DFNDShares1.42M
TypeSH
Market value$221.09M
3.77%
Sole
1.15M
Shared
0.00
None
263.24K
VERISK ANALYTICS INC
DFNDShares522.99K
TypeSH
Market value$162.91M
2.78%
Sole
427.42K
Shared
0.00
None
95.57K
ICON PLC
DFNDShares1.06M
TypeSH
Market value$154.89M
2.64%
Sole
919.21K
Shared
0.00
None
145.68K
ANALOG DEVICES INC
DFNDShares649.92K
TypeSH
Market value$154.69M
2.64%
Sole
559.97K
Shared
0.00
None
89.95K
COPART INC
DFNDShares2.97M
TypeSH
Market value$145.71M
2.49%
Sole
2.38M
Shared
0.00
None
588.74K
COSTCO WHSL CORP NEW
DFNDShares136.70K
TypeSH
Market value$135.33M
2.31%
Sole
118.35K
Shared
0.00
None
18.35K
IDEXX LABS INC
DFNDShares244.11K
TypeSH
Market value$130.93M
2.23%
Sole
203.11K
Shared
0.00
None
40.99K
ORACLE CORP
DFNDShares585.97K
TypeSH
Market value$128.11M
2.19%
Sole
543.65K
Shared
0.00
None
42.32K
MERCADOLIBRE INC
DFNDShares36.42K
TypeSH
Market value$95.19M
1.62%
Sole
36.42K
Shared
0.00
None
0.00
APPLE INC
DFNDShares269.82K
TypeSH
Market value$55.36M
0.94%
Sole
269.82K
Shared
0.00
None
0.00
META PLATFORMS INC
DFNDShares73.48K
TypeSH
Market value$54.24M
0.93%
Sole
73.48K
Shared
0.00
None
0.00
VULCAN MATLS CO
DFNDShares160.65K
TypeSH
Market value$41.90M
0.71%
Sole
160.65K
Shared
0.00
None
0.00
MAKEMYTRIP LIMITED MAURITIUS
DFNDShares426.52K
TypeSH
Market value$41.81M
0.71%
Sole
426.52K
Shared
0.00
None
0.00
SERVICE CORP INTL
DFNDShares485.82K
TypeSH
Market value$39.55M
0.67%
Sole
485.82K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPDFND | COM | 1.10M | SH | $548.31M 9.36% | 931.05K | 0.00 | 171.29K |
TAIWAN SEMICONDUCTOR MFG LTDDFND | SPONSORED ADS | 2.22M | SH | $503.91M 8.60% | 1.78M | 0.00 | 448.38K |
LINDE PLCDFND | SHS | 881.21K | SH | $413.45M 7.05% | 719.53K | 0.00 | 161.68K |
VISA INCDFND | COM CL A | 1.08M | SH | $385.23M 6.57% | 902.88K | 0.00 | 182.12K |
INTUITDFND | COM | 455.53K | SH | $358.79M 6.12% | 376.38K | 0.00 | 79.16K |
JOHNSON & JOHNSONDFND | COM | 2.07M | SH | $316.15M 5.39% | 1.73M | 0.00 | 339.66K |
ALPHABET INCDFND | CAP STK CL A | 1.78M | SH | $314.26M 5.36% | 1.50M | 0.00 | 287.64K |
AMAZON COM INCDFND | COM | 1.37M | SH | $299.83M 5.12% | 1.15M | 0.00 | 215.35K |
ELI LILLY & CODFND | COM | 361.49K | SH | $281.79M 4.81% | 308.24K | 0.00 | 53.25K |
ACCENTURE PLC IRELANDDFND | SHS CLASS A | 870.41K | SH | $260.16M 4.44% | 732.12K | 0.00 | 138.29K |
S&P GLOBAL INCDFND | COM | 447.81K | SH | $236.13M 4.03% | 361.48K | 0.00 | 86.33K |
ZOETIS INCDFND | CL A | 1.42M | SH | $221.09M 3.77% | 1.15M | 0.00 | 263.24K |
VERISK ANALYTICS INCDFND | COM | 522.99K | SH | $162.91M 2.78% | 427.42K | 0.00 | 95.57K |
ICON PLCDFND | SHS | 1.06M | SH | $154.89M 2.64% | 919.21K | 0.00 | 145.68K |
ANALOG DEVICES INCDFND | COM | 649.92K | SH | $154.69M 2.64% | 559.97K | 0.00 | 89.95K |
COPART INCDFND | COM | 2.97M | SH | $145.71M 2.49% | 2.38M | 0.00 | 588.74K |
COSTCO WHSL CORP NEWDFND | COM | 136.70K | SH | $135.33M 2.31% | 118.35K | 0.00 | 18.35K |
IDEXX LABS INCDFND | COM | 244.11K | SH | $130.93M 2.23% | 203.11K | 0.00 | 40.99K |
ORACLE CORPDFND | COM | 585.97K | SH | $128.11M 2.19% | 543.65K | 0.00 | 42.32K |
MERCADOLIBRE INCDFND | COM | 36.42K | SH | $95.19M 1.62% | 36.42K | 0.00 | 0.00 |
APPLE INCDFND | COM | 269.82K | SH | $55.36M 0.94% | 269.82K | 0.00 | 0.00 |
META PLATFORMS INCDFND | CL A | 73.48K | SH | $54.24M 0.93% | 73.48K | 0.00 | 0.00 |
VULCAN MATLS CODFND | COM | 160.65K | SH | $41.90M 0.71% | 160.65K | 0.00 | 0.00 |
MAKEMYTRIP LIMITED MAURITIUSDFND | SHS | 426.52K | SH | $41.81M 0.71% | 426.52K | 0.00 | 0.00 |
SERVICE CORP INTLDFND | COM | 485.82K | SH | $39.55M 0.67% | 485.82K | 0.00 | 0.00 |
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