$4.57 Billion is the total value of COMGEST GLOBAL INVESTORS S.A.S.'s 99 reported holdings in Q1 2018. The portfolio turnover from Q4 2017 to Q1 2018 was 4.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CTSH | Buy | COGNIZANT TECHNOLOGY SOLUTIOcl a | $804,913,000 | +29.2% | 9,998,917 | +14.0% | 17.60% | +30.0% |
| BIDU | Buy | BAIDU INCspon adr rep a | $688,693,000 | -4.5% | 3,085,680 | +0.2% | 15.06% | -3.9% |
| INFY | Buy | INFOSYS LTDsponsored adr | $450,899,000 | +10.4% | 25,260,441 | +0.3% | 9.86% | +11.1% |
| MDT | Buy | MEDTRONIC PLC | $130,840,000 | +67.7% | 1,631,020 | +68.8% | 2.86% | +68.8% |
| ECL | Buy | ECOLAB INC | $124,350,000 | +704.4% | 907,200 | +687.5% | 2.72% | +709.2% |
| BDX | Buy | BECTON DICKINSON & CO | $113,930,000 | +4.6% | 525,750 | +3.4% | 2.49% | +5.3% |
| ORCL | Buy | ORACLE CORP | $107,160,000 | +4.4% | 2,342,300 | +7.9% | 2.34% | +5.1% |
| INTU | Buy | INTUIT | $93,449,000 | +34.5% | 539,076 | +22.4% | 2.04% | +35.4% |
| WMT | Buy | WALMART INC | $89,415,000 | -4.3% | 1,005,000 | +6.2% | 1.96% | -3.7% |
| LLY | Buy | LILLY ELI & CO | $74,004,000 | -4.5% | 956,500 | +4.2% | 1.62% | -3.9% |
| CBPO | Buy | CHINA BIOLOGIC PRODS HLDGS I | $51,658,000 | +3.2% | 637,752 | +0.3% | 1.13% | +3.8% |
| ICLR | Buy | ICON PLC | $27,117,000 | +38.6% | 229,533 | +31.6% | 0.59% | +39.5% |
| JNJ | Buy | JOHNSON & JOHNSON | $15,430,000 | -0.6% | 120,400 | +8.4% | 0.34% | 0.0% |
| COST | Buy | COSTCO WHSL CORP NEW | $13,828,000 | +15.8% | 73,383 | +14.3% | 0.30% | +16.6% |
| RYAAY | Buy | RYANAIR HLDGS PLCsponsored adr ne | $7,654,000 | +86.5% | 62,300 | +58.1% | 0.17% | +87.6% |
| EWY | Buy | ISHARES INCmsci sth kor etf | $7,362,000 | +43.5% | 97,577 | +42.5% | 0.16% | +45.0% |
| DESP | Buy | DESPEGAR COM CORP | $6,117,000 | +57.3% | 195,741 | +38.3% | 0.13% | +59.5% |
| BIIB | Buy | BIOGEN INC | $5,203,000 | -9.3% | 19,000 | +5.6% | 0.11% | -8.8% |
| TYL | Buy | TYLER TECHNOLOGIES INC | $5,147,000 | +101.8% | 24,400 | +69.4% | 0.11% | +105.5% |
| CHD | Buy | CHURCH & DWIGHT INC | $4,477,000 | +112.5% | 88,900 | +111.7% | 0.10% | +113.0% |
| ULTA | Buy | ULTA BEAUTY INC | $3,943,000 | +34.6% | 19,300 | +47.3% | 0.09% | +34.4% |
| NVRO | Buy | NEVRO CORP | $3,848,000 | +41.5% | 44,400 | +12.7% | 0.08% | +42.4% |
| BUFF | New | BLUE BUFFALO PET PRODS INC | $3,388,000 | – | 85,095 | +100.0% | 0.07% | – |
| EFX | Buy | EQUIFAX INC | $3,086,000 | +68.8% | 26,200 | +69.0% | 0.07% | +67.5% |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-05-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| INFOSYS LTD | 36 | Q3 2023 | 25.0% |
| FOMENTO ECONOMICO MEXICANO S | 36 | Q3 2023 | 9.8% |
| MICROSOFT CORP | 36 | Q3 2023 | 8.4% |
| TAIWAN SEMICONDUCTOR MFG LTD | 36 | Q3 2023 | 6.3% |
| VISA INC | 36 | Q3 2023 | 5.8% |
| JOHNSON & JOHNSON | 36 | Q3 2023 | 7.2% |
| BECTON DICKINSON & CO | 36 | Q3 2023 | 5.7% |
| INTUIT | 36 | Q3 2023 | 6.0% |
| ORACLE CORP | 36 | Q3 2023 | 4.9% |
| ECOLAB INC | 36 | Q3 2023 | 4.0% |
View COMGEST GLOBAL INVESTORS S.A.S.'s complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| Autohome Inc. | February 14, 2022 | 1,448,546 | 1.1% |
| Yandex N.V. | February 10, 2016 | 8,604,012 | 3.2% |
View COMGEST GLOBAL INVESTORS S.A.S.'s complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-07 |
| 13F-HR | 2024-02-12 |
| 13F-HR | 2023-11-07 |
| 13F-HR | 2023-07-24 |
| 13F-HR/A | 2023-05-15 |
| 13F-HR/A | 2023-05-15 |
| 13F-HR/A | 2023-05-15 |
| 13F-HR/A | 2023-05-15 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-13 |
View COMGEST GLOBAL INVESTORS S.A.S.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.