COMGEST GLOBAL INVESTORS S.A.S. - Q4 2022 holdings

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$4.53 Billion is the total value of COMGEST GLOBAL INVESTORS S.A.S.'s 62 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 4.2% .

All
New
Buy
Sell
Exit
Unchanged
 Value Shares↓ Weighting
ACN BuyACCENTURE PLC IRELAND$399,820,515
+106158.4%
1,498,353
+2.5%
8.83%
+6.6%
JNJ BuyJOHNSON & JOHNSON$324,273,049
+134340.4%
1,835,681
+24.3%
7.16%
+34.9%
AMZN BuyAMAZON COM INC$120,504,300
+83529.0%
1,434,575
+12.5%
2.66%
-16.1%
MELI BuyMERCADOLIBRE INC$111,002,993
+108112.2%
131,172
+5.9%
2.45%
+8.6%
ORCL BuyORACLE CORP$47,245,965
+138699.5%
578,003
+3.7%
1.04%
+39.3%
VIPS BuyVIPSHOP HOLDINGS LIMITEDsponsored ads a$43,742,675
+170816.6%
3,206,941
+5.4%
0.97%
+71.6%
AAPL BuyAPPLE INC$31,161,112
+98676.8%
239,830
+5.1%
0.69%
-0.9%
ATHM BuyAUTOHOME INCsp ads rp cl a$30,938,038
+107070.7%
1,011,047
+0.7%
0.68%
+7.6%
GLOB BuyGLOBANT S A$26,030,495
+515559.6%
154,796
+473.7%
0.58%
+418.0%
AVY BuyAVERY DENNISON CORP$21,727,240
+131620.2%
120,040
+18.4%
0.48%
+32.2%
EFX BuyEQUIFAX INC$19,117,055
+122997.6%
98,359
+8.6%
0.42%
+23.4%
OTIS BuyOTIS WORLDWIDE CORP$18,951,725
+137851.1%
242,009
+12.4%
0.42%
+38.4%
JBHT BuyHUNT J B TRANS SVCS INC$18,544,581
+139154.9%
106,358
+24.9%
0.41%
+39.6%
VMC BuyVULCAN MATLS CO$17,734,615
+120560.1%
101,277
+8.7%
0.39%
+21.4%
BMRN BuyBIOMARIN PHARMACEUTICAL INC$14,168,609
+132119.2%
136,908
+8.3%
0.31%
+32.6%
SPOT BuySPOTIFY TECHNOLOGY S A$13,712,115
+92737.6%
173,681
+1.5%
0.30%
-6.8%
RYAAY BuyRYANAIR HOLDINGS PLCsponsored ads$11,918,164
+134007.8%
159,419
+4.8%
0.26%
+34.9%
NYT BuyNEW YORK TIMES COcl a$8,454,532
+122163.7%
260,460
+8.3%
0.19%
+23.0%
PAYC BuyPAYCOM SOFTWARE INC$8,449,741
+101900.7%
27,230
+8.5%
0.19%
+2.7%
IDXX BuyIDEXX LABS INC$7,783,061
+136660.9%
19,078
+9.2%
0.17%
+37.6%
TYL BuyTYLER TECHNOLOGIES INC$4,213,576
+100655.0%
13,069
+8.6%
0.09%
+1.1%
NOAH BuyNOAH HLDGS LTDspon ads cl a$4,082,406
+131974.0%
263,381
+12.5%
0.09%
+32.4%
TMO BuyTHERMO FISHER SCIENTIFIC INC$2,589,344
+117437.2%
4,702
+8.2%
0.06%
+18.8%
WMG BuyWARNER MUSIC GROUP CORP$2,484,844
+165335.7%
70,955
+9.6%
0.06%
+66.7%
ZTS NewZOETIS INCcl a$2,151,354–14,680
+100.0%
0.05%–
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/A filed 2023-05-15
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
INFOSYS LTD36Q3 202325.0%
FOMENTO ECONOMICO MEXICANO S36Q3 20239.8%
MICROSOFT CORP36Q3 20238.4%
TAIWAN SEMICONDUCTOR MFG LTD36Q3 20236.3%
VISA INC36Q3 20235.8%
JOHNSON & JOHNSON36Q3 20237.2%
BECTON DICKINSON & CO36Q3 20235.7%
INTUIT36Q3 20236.0%
ORACLE CORP36Q3 20234.9%
ECOLAB INC36Q3 20234.0%

View COMGEST GLOBAL INVESTORS S.A.S.'s complete holdings history.

Latest significant ownerships (13-D/G)
COMGEST GLOBAL INVESTORS S.A.S. Q4 2022 significant holdings filed using form 13D/G when ownership exceeds 5% of a company's total stock issue.
FiledShares Percentage
Autohome Inc.February 14, 20221,448,5461.1%
Yandex N.V.February 10, 20168,604,0123.2%

View COMGEST GLOBAL INVESTORS S.A.S.'s complete significant-ownership history.

Latest filings
TypeFiled
13F-HR2024-05-07
13F-HR2024-02-12
13F-HR2023-11-07
13F-HR2023-07-24
13F-HR/A2023-05-15
13F-HR/A2023-05-15
13F-HR/A2023-05-15
13F-HR/A2023-05-15
13F-HR2023-05-15
13F-HR2023-02-13

View COMGEST GLOBAL INVESTORS S.A.S.'s complete filings history.

All filings

View complete filings history.

Compare quarters

Issues

The following issues were detected while analyzing the report:

  • The reported has been restated
  • The reported has been amended

Export COMGEST GLOBAL INVESTORS S.A.S.'s holdings

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