COMGEST GLOBAL INVESTORS S.A.S.

Q3 2025 13F-HR Holdings

Location
Paris, I0
Holdings as of
9/30/2025
Date filed
11/7/2025
Form type
13F-HR
Num holdings
60
Total value ($000)
$5,644,354
Net value change ($000)
-216,671 (-3.7%)
New positions
3
Sold out positions
7
Turnover %
3.6%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 8/7/2025 Next filing: 2/12/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 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 88,643 17.6%
GOOGL 78,831 25.1%
AXP 77,440 645.5%
NVDA 36,512 317.1%
IDXX 25,106 19.2%
ORCL 21,169 16.5%
JNJ 21,074 6.7%
AAPL 15,082 27.2%
AMZN 12,027 4.0%
VMC 9,979 23.8%
Top Reduces (Value $000, Stocks/ETFs)
ACN -155,505 -59.8%
ICLR -154,887 -100.0%
LLY -73,946 -26.2%
INTU -49,650 -13.8%
VRSK -33,288 -20.4%
V -20,360 -5.3%
MELI -18,097 -19.0%
AVY -17,593 -61.9%
COST -17,337 -12.8%
OTIS -16,508 -100.0%
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