Filed: 11/7/2025ACC: 0001172661-25-004640
📋 What this filing means
COMGEST GLOBAL INVESTORS S.A.S. filed this quarterly 13F‑HR report disclosing 60 equity positions with a total reported market value of $5.64B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
60
Positions
$5.64B
Total AUM (reported)
23.45M
Total Shares
Allocation by class
COM$3.34B59.2%
SPONSORED ADS$622.14M11.0%
SHS$463.20M8.2%
CAP STK CL A$393.09M7.0%
COM CL A$364.87M6.5%
CL A$283.16M5.0%
SHS CLASS A$104.65M1.9%
Portfolio Concentration
Top 3$1.56B27.7%
4–10$2.15B38.1%
11–25$1.60B28.3%
Rest$334.44M5.9%
Top 3 weight
27.7%
Top 10 weight
65.8%
Voting Authority Distribution
Total shares with voting rights: 23.45M
Sole
Full voting authority
20.62M
shares
% of voting shares87.9%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
2.83M
shares
% of voting shares12.1%
Investment Discretion (by position count)
Sole0
Shared0
Other60
Dominant voting typeSole · 87.9% of voting shares
Institutional Holdings60
Rows:
TAIWAN SEMICONDUCTOR MFG LTD
DFNDShares2.12M
TypeSH
Market value$592.55M
10.50%
Sole
1.74M
Shared
0.00
None
382.19K
MICROSOFT CORP
DFNDShares1.07M
TypeSH
Market value$555.82M
9.85%
Sole
925.92K
Shared
0.00
None
147.19K
LINDE PLC
DFNDShares870.46K
TypeSH
Market value$413.47M
7.33%
Sole
727.32K
Shared
0.00
None
143.14K
ALPHABET INC
DFNDShares1.62M
TypeSH
Market value$393.09M
6.96%
Sole
1.40M
Shared
0.00
None
215.73K
VISA INC
DFNDShares1.07M
TypeSH
Market value$364.87M
6.46%
Sole
911.73K
Shared
0.00
None
157.08K
JOHNSON & JOHNSON
DFNDShares1.82M
TypeSH
Market value$337.22M
5.97%
Sole
1.56M
Shared
0.00
None
257.94K
AMAZON COM INC
DFNDShares1.42M
TypeSH
Market value$311.86M
5.53%
Sole
1.21M
Shared
0.00
None
208.47K
INTUIT
DFNDShares452.68K
TypeSH
Market value$309.14M
5.48%
Sole
384K
Shared
0.00
None
68.68K
S&P GLOBAL INC
DFNDShares454K
TypeSH
Market value$220.97M
3.91%
Sole
379.98K
Shared
0.00
None
74.02K
ZOETIS INC
DFNDShares1.45M
TypeSH
Market value$212.74M
3.77%
Sole
1.22M
Shared
0.00
None
235.78K
ELI LILLY & CO
DFNDShares272.41K
TypeSH
Market value$207.85M
3.68%
Sole
237.62K
Shared
0.00
None
34.78K
ANALOG DEVICES INC
DFNDShares647.93K
TypeSH
Market value$159.20M
2.82%
Sole
571.47K
Shared
0.00
None
76.46K
IDEXX LABS INC
DFNDShares244.22K
TypeSH
Market value$156.03M
2.76%
Sole
209.10K
Shared
0.00
None
35.12K
ORACLE CORP
DFNDShares530.79K
TypeSH
Market value$149.28M
2.64%
Sole
490.61K
Shared
0.00
None
40.18K
COPART INC
DFNDShares3.18M
TypeSH
Market value$143.09M
2.54%
Sole
2.66M
Shared
0.00
None
526.70K
VERISK ANALYTICS INC
DFNDShares515.38K
TypeSH
Market value$129.62M
2.30%
Sole
432.68K
Shared
0.00
None
82.70K
COSTCO WHSL CORP NEW
DFNDShares127.47K
TypeSH
Market value$117.99M
2.09%
Sole
111.67K
Shared
0.00
None
15.80K
ACCENTURE PLC IRELAND
DFNDShares424.38K
TypeSH
Market value$104.65M
1.85%
Sole
369.70K
Shared
0.00
None
54.68K
AMERICAN EXPRESS CO
DFNDShares269.26K
TypeSH
Market value$89.44M
1.58%
Sole
228.67K
Shared
0.00
None
40.59K
MERCADOLIBRE INC
DFNDShares32.99K
TypeSH
Market value$77.09M
1.37%
Sole
32.99K
Shared
0.00
None
0.00
APPLE INC
DFNDShares276.64K
TypeSH
Market value$70.44M
1.25%
Sole
276.64K
Shared
0.00
None
0.00
VULCAN MATLS CO
DFNDShares168.65K
TypeSH
Market value$51.88M
0.92%
Sole
168.65K
Shared
0.00
None
0.00
META PLATFORMS INC
DFNDShares67.78K
TypeSH
Market value$49.78M
0.88%
Sole
67.78K
Shared
0.00
None
0.00
NVIDIA CORPORATION
DFNDShares257.40K
TypeSH
Market value$48.03M
0.85%
Sole
224.38K
Shared
0.00
None
33.02K
MAKEMYTRIP LIMITED MAURITIUS
DFNDShares468.20K
TypeSH
Market value$43.82M
0.78%
Sole
468.20K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TAIWAN SEMICONDUCTOR MFG LTDDFND | SPONSORED ADS | 2.12M | SH | $592.55M 10.50% | 1.74M | 0.00 | 382.19K |
MICROSOFT CORPDFND | COM | 1.07M | SH | $555.82M 9.85% | 925.92K | 0.00 | 147.19K |
LINDE PLCDFND | SHS | 870.46K | SH | $413.47M 7.33% | 727.32K | 0.00 | 143.14K |
ALPHABET INCDFND | CAP STK CL A | 1.62M | SH | $393.09M 6.96% | 1.40M | 0.00 | 215.73K |
VISA INCDFND | COM CL A | 1.07M | SH | $364.87M 6.46% | 911.73K | 0.00 | 157.08K |
JOHNSON & JOHNSONDFND | COM | 1.82M | SH | $337.22M 5.97% | 1.56M | 0.00 | 257.94K |
AMAZON COM INCDFND | COM | 1.42M | SH | $311.86M 5.53% | 1.21M | 0.00 | 208.47K |
INTUITDFND | COM | 452.68K | SH | $309.14M 5.48% | 384K | 0.00 | 68.68K |
S&P GLOBAL INCDFND | COM | 454K | SH | $220.97M 3.91% | 379.98K | 0.00 | 74.02K |
ZOETIS INCDFND | CL A | 1.45M | SH | $212.74M 3.77% | 1.22M | 0.00 | 235.78K |
ELI LILLY & CODFND | COM | 272.41K | SH | $207.85M 3.68% | 237.62K | 0.00 | 34.78K |
ANALOG DEVICES INCDFND | COM | 647.93K | SH | $159.20M 2.82% | 571.47K | 0.00 | 76.46K |
IDEXX LABS INCDFND | COM | 244.22K | SH | $156.03M 2.76% | 209.10K | 0.00 | 35.12K |
ORACLE CORPDFND | COM | 530.79K | SH | $149.28M 2.64% | 490.61K | 0.00 | 40.18K |
COPART INCDFND | COM | 3.18M | SH | $143.09M 2.54% | 2.66M | 0.00 | 526.70K |
VERISK ANALYTICS INCDFND | COM | 515.38K | SH | $129.62M 2.30% | 432.68K | 0.00 | 82.70K |
COSTCO WHSL CORP NEWDFND | COM | 127.47K | SH | $117.99M 2.09% | 111.67K | 0.00 | 15.80K |
ACCENTURE PLC IRELANDDFND | SHS CLASS A | 424.38K | SH | $104.65M 1.85% | 369.70K | 0.00 | 54.68K |
AMERICAN EXPRESS CODFND | COM | 269.26K | SH | $89.44M 1.58% | 228.67K | 0.00 | 40.59K |
MERCADOLIBRE INCDFND | COM | 32.99K | SH | $77.09M 1.37% | 32.99K | 0.00 | 0.00 |
APPLE INCDFND | COM | 276.64K | SH | $70.44M 1.25% | 276.64K | 0.00 | 0.00 |
VULCAN MATLS CODFND | COM | 168.65K | SH | $51.88M 0.92% | 168.65K | 0.00 | 0.00 |
META PLATFORMS INCDFND | CL A | 67.78K | SH | $49.78M 0.88% | 67.78K | 0.00 | 0.00 |
NVIDIA CORPORATIONDFND | COM | 257.40K | SH | $48.03M 0.85% | 224.38K | 0.00 | 33.02K |
MAKEMYTRIP LIMITED MAURITIUSDFND | SHS | 468.20K | SH | $43.82M 0.78% | 468.20K | 0.00 | 0.00 |
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