Comgest Global Investors S.A.S. Top Holdings and 13F Report (2025) About Comgest Global Investors S.A.S.Investment ActivityComgest Global Investors S.A.S. has $5.60 billion in total holdings as of March 31, 2025.Comgest Global Investors S.A.S. owns shares of 62 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 4.46% of the portfolio was purchased this quarter.About 10.07% of the portfolio was sold this quarter.This quarter, Comgest Global Investors S.A.S. has purchased 60 new stocks and bought additional shares in 25 stocks.Comgest Global Investors S.A.S. sold shares of 27 stocks and completely divested from 2 stocks this quarter.Largest Holdings Microsoft $434,407,314LINDE PLC $393,881,617Visa $383,352,774Accenture $373,595,507Eli Lilly and Company $370,797,250 Largest New Holdings this Quarter 67066G104 - NVIDIA $7,416,335 Holding025816109 - American Express $5,946,543 Holding88034P109 - Tencent Music Entertainment Group $3,455,460 Holding89677Q107 - Trip.com Group $467,694 Holding Largest Purchases this Quarter Alphabet 237,332 shares (about $36.70M)Copart 617,314 shares (about $34.93M)LINDE PLC 67,374 shares (about $31.37M)Zoetis 139,741 shares (about $23.01M)IDEXX Laboratories 53,790 shares (about $22.59M) Largest Sales this Quarter Microsoft 384,861 shares (about $144.47M)Eli Lilly and Company 147,173 shares (about $121.55M)Analog Devices 289,840 shares (about $58.45M)Costco Wholesale 50,966 shares (about $48.20M)Verisk Analytics 146,082 shares (about $43.48M) Sector Allocation Over TimeMap of 500 Largest Holdings ofComgest Global Investors S.A.S. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$434,407,314$144,472,971 ▼-25.0%1,157,2167.8%Computer and TechnologyLINDE PLC$393,881,617$31,372,029 ▲8.7%845,8937.0%SHSVVisa$383,352,774$13,835,460 ▼-3.5%1,093,8566.8%Business ServicesACNAccenture$373,595,507$6,551,592 ▼-1.7%1,197,2686.7%Computer and TechnologyLLYEli Lilly and Company$370,797,250$121,551,652 ▼-24.7%448,9566.6%MedicalTSMTaiwan Semiconductor Manufacturing$364,963,782$4,441,330 ▲1.2%2,198,5776.5%Computer and TechnologyJNJJohnson & Johnson$358,018,709$9,604,955 ▲2.8%2,158,8206.4%MedicalGOOGLAlphabet$276,766,321$36,701,020 ▲15.3%1,789,7464.9%Computer and TechnologyINTUIntuit$276,574,251$1,197,894 ▲0.4%450,4544.9%Computer and TechnologyAMZNAmazon.com$254,919,861$19,537,990 ▲8.3%1,339,8504.6%Retail/WholesaleSPGIS&P Global$253,036,341$21,375,259 ▼-7.8%498,0054.5%Business ServicesZTSZoetis$230,015,885$23,008,356 ▲11.1%1,396,9994.1%MedicalICLRICON Public$208,078,159$2,858,287 ▲1.4%1,189,0863.7%MedicalVRSKVerisk Analytics$159,148,426$43,476,925 ▼-21.5%534,7372.8%Business ServicesCOSTCostco Wholesale$135,788,472$48,202,624 ▼-26.2%143,5732.4%Retail/WholesaleADIAnalog Devices$131,446,489$58,452,033 ▼-30.8%651,7902.3%Computer and TechnologyCPRTCopart$126,558,725$34,933,799 ▲38.1%2,236,4152.3%Business ServicesIDXXIDEXX Laboratories$103,014,155$22,589,111 ▲28.1%245,3011.8%MedicalORCLOracle$98,667,692$10,179,147 ▲11.5%705,7271.8%Computer and TechnologyMELIMercadoLibre$70,377,635$5,610,702 ▼-7.4%36,0751.3%Retail/WholesaleAAPLApple$65,484,813$4,040,989 ▲6.6%294,8041.2%Computer and TechnologyVMCVulcan Materials$44,258,876$3,592,587 ▲8.8%189,7080.8%ConstructionMETAMeta Platforms$42,267,937$2,058,758 ▼-4.6%73,3360.8%Computer and TechnologySCIService Co. International$41,302,278$1,450,577 ▼-3.4%514,9910.7%Consumer StaplesFMXFomento Económico Mexicano$40,261,313$4,026,053 ▼-9.1%412,5980.7%Consumer StaplesAVYAvery Dennison$36,642,777$5,410,822 ▼-12.9%205,8930.7%IndustrialsCTASCintas$35,020,873$3,096,309 ▲9.7%170,3930.6%Business ServicesJBHTJ.B. Hunt Transport Services$32,742,962$1,349,156 ▼-4.0%221,3110.6%TransportationSYKStryker$28,039,359$2,476,207 ▲9.7%75,3240.5%MedicalHDBHDFC Bank$21,939,285$6,673,699 ▼-23.3%330,2120.4%FinanceINFYInfosys$20,885,300$3,267,790 ▼-13.5%1,144,4000.4%Computer and TechnologyGLOBGlobant$20,599,587$1,813,123 ▼-8.1%174,9880.4%Computer and TechnologyOTISOtis Worldwide$18,315,214$16,575,365 ▼-47.5%177,4730.3%ConstructionMAMastercard$13,790,151$10,592,967 ▲331.3%25,1590.2%Business ServicesKASPI KZ JSC$11,781,0870.0%126,8830.2%SPONSORED ADSYUMCYum China$10,937,494$158,783 ▲1.5%210,0940.2%Retail/WholesaleFERGUSON ENTERPRISES INC$10,548,582$1,827,423 ▲21.0%65,8340.2%COMMON STOCK NEWBDXBecton, Dickinson and Company$9,694,506$1,743,376 ▲21.9%42,3230.2%MedicalNFLXNetflix$9,673,134$5,870,277 ▲154.4%10,3730.2%Consumer DiscretionarySPOTSpotify Technology$8,656,922$8,907,186 ▼-50.7%15,7390.2%Business ServicesFASTFastenal$8,533,524$1,175,115 ▲16.0%110,0390.2%Retail/WholesaleISRGIntuitive Surgical$8,002,077$374,919 ▲4.9%16,1570.1%MedicalNVDANVIDIA$7,416,335$7,416,335 ▲New Holding68,4290.1%Computer and TechnologySTVNStevanato Group$6,335,734$662,649 ▲11.7%310,2710.1%MedicalAXPAmerican Express$5,946,543$5,946,543 ▲New Holding22,1020.1%FinancePDDPDD$5,052,1250.0%42,6880.1%Retail/WholesaleALCAlcon$3,666,386$611,159 ▲20.0%38,6220.1%MedicalASMLASML$3,543,083$938,947 ▼-20.9%5,3470.1%Computer and TechnologyWMTWalmart$3,508,879$658,250 ▼-15.8%39,9690.1%Retail/WholesaleTMETencent Music Entertainment Group$3,455,460$3,455,460 ▲New Holding239,7960.1%Consumer DiscretionaryMDTMedtronic$3,295,6160.0%36,6750.1%MedicalRELXRelx$2,871,757$84,890 ▲3.0%56,9680.1%Computer and TechnologyVIPSVipshop$2,848,084$298,014 ▼-9.5%181,6380.1%Computer and TechnologyNVONovo Nordisk A/S$2,830,513$426,084 ▼-13.1%40,7620.1%MedicalCSCOCisco Systems$2,259,0800.0%36,6080.0%Computer and TechnologyCTSHCognizant Technology Solutions$1,594,260$4,332,119 ▼-73.1%20,8400.0%Computer and TechnologyNYTNew York Times$1,116,198$20,747,177 ▼-94.9%22,5040.0%Consumer StaplesRACEFerrari$1,047,022$771,895 ▼-42.4%2,4470.0%Auto/Tires/TrucksMTDMettler-Toledo International$934,1000.0%7910.0%MedicalMPWRMonolithic Power Systems$863,010$8,456,106 ▼-90.7%1,4880.0%Computer and TechnologyTMOThermo Fisher Scientific$724,5060.0%1,4560.0%MedicalTCOMTrip.com Group$467,694$467,694 ▲New Holding7,3560.0%Consumer DiscretionaryRYAAYRyanair$0$11,784,077 ▼-100.0%00.0%TransportationKVUEKenvue$0$725,815 ▼-100.0%00.0%Consumer StaplesShowing largest 100 holdings. 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