COMGEST GLOBAL INVESTORS S.A.S.

Q4 2024 13F-HR Holdings

Location
Paris, I0
Holdings as of
12/31/2024
Date filed
2/13/2025
Form type
13F-HR
Num holdings
60
Total value ($000)
$6,103,843
Net value change ($000)
-880,612 (-12.6%)
New positions
2
Sold out positions
5
Turnover %
0.2%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 11/6/2024 Next filing: 5/15/2025 SEC filing

Snapshot: Change Analysis

Compared to Q3 2024
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
IDXX 55,782 238.4%
TSM 55,174 14.8%
AMZN 52,220 23.8%
V 40,642 12.8%
GOOGL 33,786 13.0%
CPRT 9,767 11.7%
SYK 8,043 48.2%
BDX 5,161 190.2%
NFLX 3,635 NEW
MA 3,071 NEW
Top Reduces (Value $000, Stocks/ETFs)
ACN -362,633 -45.8%
LIN -328,790 -50.2%
ICLR -103,329 -29.6%
INTU -59,443 -17.4%
LLY -48,532 -9.5%
JNJ -36,037 -10.6%
COST -35,503 -16.6%
MTD -24,180 -96.2%
MELI -24,040 -26.6%
FMX -13,951 -26.4%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type