COMGEST GLOBAL INVESTORS S.A.S.

Q2 2025 13F-HR Holdings

Location
Paris, I0
Holdings as of
6/30/2025
Date filed
8/7/2025
Form type
13F-HR
Num holdings
64
Total value ($000)
$5,861,025
Net value change ($000)
+258,461 (4.6%)
New positions
3
Sold out positions
1
Turnover %
0.9%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 5/15/2025 Next filing: 11/7/2025 SEC filing

Snapshot: Change Analysis

Compared to Q1 2025
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)
TSM 138,943 38.1%
MSFT 113,906 26.2%
INTU 82,218 29.7%
AMZN 44,912 17.6%
MMYT 41,808 NEW
GOOGL 37,492 13.5%
ORCL 29,443 29.8%
IDXX 27,911 27.1%
MELI 24,810 35.3%
ADI 23,247 17.7%
Top Reduces (Value $000, Stocks/ETFs)
ACN -113,439 -30.4%
LLY -89,005 -24.0%
ICLR -53,191 -25.6%
JNJ -41,870 -11.7%
INFY -19,071 -91.3%
SPGI -16,909 -6.7%
JBHT -14,702 -44.9%
FMX -10,454 -26.0%
AAPL -10,126 -15.5%
ZTS -8,921 -3.9%
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