COMGEST GLOBAL INVESTORS S.A.S.

Q4 2025 13F-HR Holdings

Location
Paris, I0
Holdings as of
12/31/2025
Date filed
2/12/2026
Form type
13F-HR
Num holdings
55
Total value ($000)
$5,611,244
Net value change ($000)
-33,110 (-0.6%)
New positions
3
Sold out positions
8
Turnover %
0.7%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 11/7/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
AON 85,949 1840.1%
UBER 58,390 411.9%
GOOGL 55,630 14.2%
CTAS 54,570 170.3%
SPOT 49,867 1353.2%
NFLX 28,062 204.3%
VRSK 25,645 19.8%
NVDA 20,305 42.3%
AXP 18,684 20.9%
LLY 17,036 8.2%
Top Reduces (Value $000, Stocks/ETFs)
LIN -149,329 -36.1%
TSM -70,126 -11.8%
MSFT -55,068 -9.9%
ADI -39,270 -24.7%
ZTS -37,516 -17.6%
CPRT -21,905 -15.3%
COST -17,330 -14.7%
FMX -17,311 -100.0%
INTU -16,197 -5.2%
IDXX -15,937 -10.2%
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