COMGEST GLOBAL INVESTORS S.A.S.

Q1 2026 13F-HR Holdings

Location
Paris, I0
Holdings as of
3/31/2026
Date filed
5/13/2026
Form type
13F-HR
Num holdings
52
Total value ($000)
$4,586,418
Net value change ($000)
-1,024,826 (-18.3%)
New positions
3
Sold out positions
6
Turnover %
2.9%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 2/12/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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 112,312 123.9%
MSI 55,626 628.6%
SPOT 50,748 94.8%
MELI 38,287 49.0%
CTAS 35,368 40.8%
NFLX 33,511 80.2%
BKNG 7,579 NEW
UBER 5,650 7.8%
IBN 1,514 NEW
ATAT 1,297 NEW
Top Reduces (Value $000, Stocks/ETFs)
MSFT -185,393 -37.0%
GOOGL -123,237 -27.5%
CPRT -113,032 -93.3%
ACN -105,775 -100.0%
LLY -104,589 -46.5%
TSM -89,655 -17.2%
INTU -87,569 -29.9%
ADI -76,079 -63.4%
AMZN -74,047 -23.3%
COST -73,242 -72.8%
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