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 $5.86 billion in total holdings as of June 30, 2025.Comgest Global Investors S.A.S. owns shares of 64 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 2.42% of the portfolio was purchased this quarter.About 6.40% of the portfolio was sold this quarter.This quarter, Comgest Global Investors S.A.S. has purchased 62 new stocks and bought additional shares in 22 stocks.Comgest Global Investors S.A.S. sold shares of 31 stocks and completely divested from 1 stock this quarter.Largest Holdings Microsoft $548,312,950Taiwan Semiconductor Manufacturing $503,906,729LINDE PLC $413,445,639Visa $385,228,895Intuit $358,792,244 Largest New Holdings this Quarter V5633W109 - MakeMyTrip $41,807,686 Holding90353T100 - Uber Technologies $7,967,447 Holding48553T106 - KANZHUN $892,000 Holding Largest Purchases this Quarter MakeMyTrip 426,522 shares (about $41.81M)Copart 732,984 shares (about $35.97M)LINDE PLC 35,316 shares (about $16.57M)Uber Technologies 85,396 shares (about $7.97M)Taiwan Semiconductor Manufacturing 26,275 shares (about $5.95M) Largest Sales this Quarter Accenture 326,858 shares (about $97.69M)Eli Lilly and Company 87,467 shares (about $68.18M)Microsoft 54,880 shares (about $27.30M)S&P Global 50,192 shares (about $26.47M)Oracle 119,753 shares (about $26.18M) 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$548,312,950$27,297,861 ▼-4.7%1,102,3369.4%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$503,906,729$5,951,025 ▲1.2%2,224,8528.6%Computer and TechnologyLINDE PLC$413,445,639$16,569,561 ▲4.2%881,2097.1%SHSVVisa$385,228,895$3,144,678 ▼-0.8%1,084,9996.6%Business ServicesINTUIntuit$358,792,244$4,001,160 ▲1.1%455,5346.1%Computer and TechnologyJNJJohnson & Johnson$316,148,508$13,611,247 ▼-4.1%2,069,7125.4%MedicalGOOGLAlphabet$314,258,094$1,148,843 ▼-0.4%1,783,2275.4%Computer and TechnologyAMZNAmazon.com$299,831,537$5,881,846 ▲2.0%1,366,6605.1%Retail/WholesaleLLYEli Lilly and Company$281,791,520$68,183,150 ▼-19.5%361,4894.8%MedicalACNAccenture$260,156,845$97,694,588 ▼-27.3%870,4104.4%Computer and TechnologySPGIS&P Global$236,127,317$26,465,740 ▼-10.1%447,8134.0%FinanceZTSZoetis$221,094,682$3,232,688 ▲1.5%1,417,7283.8%MedicalVRSKVerisk Analytics$162,911,385$3,659,191 ▼-2.2%522,9902.8%Business ServicesICLRIcon$154,887,378$18,065,181 ▼-10.4%1,064,8842.6%MedicalADIAnalog Devices$154,693,244$445,811 ▼-0.3%649,9172.6%Computer and TechnologyCPRTCopart$145,708,409$35,967,525 ▲32.8%2,969,3992.5%Business ServicesCOSTCostco Wholesale$135,326,778$6,801,878 ▼-4.8%136,7022.3%Retail/WholesaleIDXXIDEXX Laboratories$130,925,421$639,317 ▼-0.5%244,1092.2%MedicalORCLOracle$128,111,496$26,181,598 ▼-17.0%585,9742.2%Computer and TechnologyMELIMercadoLibre$95,188,405$901,702 ▲1.0%36,4201.6%Retail/WholesaleAAPLApple$55,358,559$5,126,378 ▼-8.5%269,8180.9%Computer and TechnologyMETAMeta Platforms$54,237,067$108,499 ▲0.2%73,4830.9%Computer and TechnologyVMCVulcan Materials$41,901,776$7,577,864 ▼-15.3%160,6540.7%ConstructionMMYTMakeMyTrip$41,807,686$41,807,686 ▲New Holding426,5220.7%Computer and TechnologySCIService Corporation International$39,546,155$2,374,112 ▼-5.7%485,8250.7%Consumer StaplesCTASCintas$38,118,570$143,083 ▲0.4%171,0350.7%Business ServicesSYKStryker$33,683,147$3,882,713 ▲13.0%85,1380.6%MedicalFMXFomento Economico Mexicano$29,806,737$12,682,605 ▼-29.8%289,4420.5%Consumer StaplesAVYAvery Dennison$28,405,785$7,722,259 ▼-21.4%161,8840.5%IndustrialsHDBHDFC Bank$22,453,653$2,863,701 ▼-11.3%292,8610.4%FinanceJBHTJ.B. Hunt Transport Services$18,041,042$13,739,217 ▼-43.2%125,6340.3%TransportationOTISOtis Worldwide$16,507,525$1,065,851 ▼-6.1%166,7090.3%IndustrialsGLOBGlobant$15,895,9100.0%174,9880.3%Computer and TechnologyMAMastercard$15,683,183$1,545,335 ▲10.9%27,9090.3%Business ServicesNFLXNetflix$13,928,291$37,496 ▲0.3%10,4010.2%Consumer DiscretionaryFERGUSON ENTERPRISES INC$13,886,789$448,565 ▼-3.1%63,7740.2%COMMON STOCK NEWAXPAmerican Express$11,995,881$4,945,785 ▲70.2%37,6070.2%FinanceNVDANVIDIA$11,512,731$701,634 ▲6.5%72,8700.2%Computer and TechnologyKASPI KZ JSC$10,876,616$105,518 ▲1.0%128,1260.2%SPONSORED ADSYUMCYum China$9,096,518$296,785 ▼-3.2%203,4560.2%Retail/WholesaleFASTFastenal$8,772,918$4,151,280 ▲89.8%208,8790.1%Retail/WholesaleSPOTSpotify Technology$8,466,830$3,610,335 ▼-29.9%11,0340.1%Computer and TechnologyUBERUber Technologies$7,967,447$7,967,447 ▲New Holding85,3960.1%Computer and TechnologySTVNStevanato Group$7,922,258$342,338 ▲4.5%324,2840.1%MedicalISRGIntuitive Surgical$7,907,702$872,173 ▼-9.9%14,5520.1%MedicalBDXBecton, Dickinson and Company$7,225,543$64,594 ▼-0.9%41,9480.1%MedicalTMETencent Music Entertainment Group$5,907,185$1,233,561 ▲26.4%303,0880.1%Consumer DiscretionaryPDDPDD$5,332,113$864,387 ▲19.3%50,9470.1%Retail/WholesaleASMLASML$4,285,0320.0%5,3470.1%Computer and TechnologyALCAlcon$3,409,5500.0%38,6220.1%MedicalMDTMedtronic$3,196,9600.0%36,6750.1%MedicalRELXRelx$3,095,6410.0%56,9680.1%Computer and TechnologyWMTWalmart$3,083,101$825,068 ▼-21.1%31,5310.1%Retail/WholesaleNVONovo Nordisk A/S$2,813,3930.0%40,7620.0%MedicalCSCOCisco Systems$2,539,8630.0%36,6080.0%Computer and TechnologyINFYAmerican Noble Gas$1,813,920$19,391,809 ▼-91.4%97,8910.0%Computer and TechnologyVIPSVipshop$1,471,905$1,261,747 ▼-46.2%97,8010.0%Computer and TechnologyCTSHCognizant Technology Solutions$1,229,987$396,158 ▼-24.4%15,7630.0%Computer and TechnologyRACEFerrari$1,200,8410.0%2,4470.0%Auto/Tires/TrucksMTDMettler-Toledo International$966,795$37,591 ▲4.0%8230.0%MedicalBZKANZHUN$892,000$892,000 ▲New Holding50,0000.0%Computer and TechnologyTCOMTrip.com Group$721,800$290,444 ▲67.3%12,3090.0%Consumer DiscretionaryTMOThermo Fisher Scientific$614,272$23,922 ▲4.1%1,5150.0%MedicalMPWRMonolithic Power Systems$596,806$491,487 ▼-45.2%8160.0%Computer and TechnologyNYTNew York Times$0$1,116,198 ▼-100.0%00.0%Consumer StaplesShowing largest 100 holdings. 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