COMGEST GLOBAL INVESTORS S.A.S.

Q1 2025 13F-HR Holdings

Location
Paris, I0
Holdings as of
3/31/2025
Date filed
5/15/2025
Form type
13F-HR
Num holdings
62
Total value ($000)
$5,602,564
Net value change ($000)
-501,279 (-8.2%)
New positions
4
Sold out positions
2
Turnover %
0.5%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 2/13/2025 Next filing: 8/7/2025 SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
LIN 67,939 20.8%
JNJ 54,186 17.8%
CPRT 33,639 36.2%
V 25,174 7.0%
ZTS 25,171 12.3%
IDXX 23,836 30.1%
MA 10,719 349.0%
NVDA 7,416 NEW
CTAS 6,643 23.4%
NFLX 6,038 166.1%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -215,578 -33.2%
LLY -89,415 -19.4%
ADI -68,613 -34.3%
TSM -63,949 -14.9%
ACN -54,977 -12.8%
COST -42,462 -23.8%
ICLR -37,860 -15.4%
VRSK -28,370 -15.1%
NYT -21,827 -95.1%
GLOB -20,223 -49.5%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type