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COMGEST GLOBAL INVESTORS S.A.S.

13F
COMGEST GLOBAL INVESTORS S.A.S.
Last update 2025-05-15 62 Stocks (4 new)
Value $5.60 Bil Turnover 4 %
Countries:

COMGEST GLOBAL INVESTORS S.A.S. Profile

Comgest Global Investors S.A.S. is an investment advisory company based out of Paris, France. The company was established in 1985 and has grown from its inception to now have entities in Paris, Dublin, Hong Kong, Tokyo, Singapore, and Dusseldorf. Comgest Global Investors is currently headed by Arnaud Cosserat who acts as the CIO for the group. The company has grown from its inception to now operate with over 100 employees located around the world. The company operates through two fund platforms: the UCITS IV fund domiciled in Ireland and France. Comgest Global Investors is fully independent with capital entirely held by its employees. The company emaphsizes stability, transparency, ethics, and integrity and operates with a long term perspective that is both conservative and defensive. Comgest Global Investors believes that “superior returns are generated by the stock price appreciation of companies that can sustain above-average earnings growth for an extended period of time.” The company selects its portfolio of companies through a strict qualitative methodology, which includes criteria such as earnings visibility, exceptional business franchises, low cyclicality, high returns on equity, sustainable profit margins and self-financing capabilities. Comgest Global Investors invests most heavily in the information technology sector, which alone makes up approximately three quarters of its total asset allocations, and also invests in the consumer staples, health care, and consumer discretionary sectors, among other sectors to a lesser degree, in order of decreasing allocation. The company’s top holdings includes Infosys LTD and Netease Inc., which respectively make up 21% and 17% of its total holdings. Comgest Global Investors’s top 10 holdings together make up over three quarters of its total holdings and the company has a turnover rate of approximately 15.2%. The company offers a wide variety of strategies including various Comgest Growth funds in specific regional markets and its Comgest Growth World, Comgest Monde, Magellan, and Emerging Markets funds, among many others.
COMGEST GLOBAL INVESTORS S.A.S... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
MSFT
Microsoft Corp
1,157,216
434,407.3
-24.96%
7.750
-2.66%
0.020
+40.32%
+18.28%
3,691,149.9
Software
LIN
Linde PLC
845,893
393,881.6
+8.65%
7.030
+0.56%
0.180
+14.06%
+12.98%
221,217.0
Chemicals
V
Visa Inc
1,093,856
383,352.8
-3.48%
6.840
-0.20%
0.060
+15.20%
+12.56%
692,613.5
Credit Services
ACN
Accenture PLC
1,197,268
373,595.5
-1.72%
6.670
-0.12%
0.190
+8.33%
-12.98%
188,929.9
Software
LLY
Eli Lilly and Co
448,956
370,797.3
-24.69%
6.620
-1.86%
0.050
+7.30%
+1.11%
698,133.1
Drug Manufacturers
TSM
Taiwan Semiconductor Manufacturing Co Ltd
Taiwan Semiconductor Manufacturing Co Ltd
2,198,577
364,963.8
+1.23%
6.510
+0.08%
0.040
+61.75%
+16.23%
1,181,800.4
Semiconductors
JNJ
Johnson & Johnson
2,158,820
358,018.7
+2.76%
6.390
+0.17%
0.090
+4.75%
+9.52%
374,842.2
Drug Manufacturers
GOOGL
Alphabet Inc
1,789,746
276,766.3
+15.29%
4.940
+0.66%
0.010
+20.64%
-7.67%
2,119,960.9
Interactive Media
INTU
Intuit Inc
450,454
276,574.3
+0.44%
4.940
+0.02%
0.160
+43.89%
+24.76%
217,991.5
Software
AMZN
Amazon.com Inc
1,339,850
254,919.9
+8.30%
4.550
+0.35%
0.010
+28.54%
-0.01%
2,328,803.1
Retail - Cyclical

COMGEST GLOBAL INVESTORS S.A.S.'s Historical Top Holdings Breakdowns

COMGEST GLOBAL INVESTORS S.A.S.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
MSFT
Microsoft Corp
2025-03-31
Reduce
Reduce
-2.66%
â—Ź
375.39 ($407.71) 447.2
$496.62
21.81%
Reduce -24.96%
1,157,216
-384,861
LLY
Eli Lilly and Co
2025-03-31
Reduce
Reduce
-1.86%
â—Ź
725.72 ($832.09) 929.72
$777.66
-6.54%
Reduce -24.69%
448,956
-147,173
ADI
Analog Devices Inc
2025-03-31
Reduce
Reduce
-1.01%
â—Ź
201.56 ($216.11) 243.82
$245.15
13.44%
Reduce -30.78%
651,790
-289,840
COST
Costco Wholesale Corp
2025-03-31
Reduce
Reduce
-0.76%
â—Ź
890.62 ($974.97) 1076.86
$985.84
1.11%
Reduce -26.2%
143,573
-50,966
GOOGL
Alphabet Inc
2025-03-31
Add
Add
+0.66%
â—Ź
154.33 ($181.36) 206.38
$174.36
-3.86%
Add 15.29%
1,789,746
237,332
VRSK
Verisk Analytics Inc
2025-03-31
Reduce
Reduce
-0.66%
â—Ź
268.63 ($288.19) 301.33
$302.54
4.98%
Reduce -21.46%
534,737
-146,082
CPRT
Copart Inc
2025-03-31
Add
Add
+0.62%
â—Ź
52.3 ($56.28) 59.83
$48.51
-13.81%
Add 38.13%
2,236,415
617,314
LIN
Linde PLC
2025-03-31
Add
Add
+0.56%
â—Ź
412.91 ($450.21) 468.77
$469.95
4.38%
Add 8.65%
845,893
67,374
ZTS
Zoetis Inc
2025-03-31
Add
Add
+0.41%
â—Ź
156.48 ($166.29) 175.67
$157.80
-5.11%
Add 11.11%
1,396,999
139,741
IDXX
IDEXX Laboratories Inc
2025-03-31
Add
Add
+0.40%
â—Ź
406.29 ($434.21) 469.04
$538.84
24.10%
Add 28.09%
245,301
53,790

COMGEST GLOBAL INVESTORS S.A.S. Total Holding History ($B)

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COMGEST GLOBAL INVESTORS S.A.S.'s Asset Allocation

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COMGEST GLOBAL INVESTORS S.A.S. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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COMGEST GLOBAL INVESTORS S.A.S.'s Hypothetical Growth since 2025-03-31

COMGEST GLOBAL INVESTORS S.A.S.'s Yearly Returns

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