COMGEST GLOBAL INVESTORS S.A.S.

Q2 2026 13F-HR Holdings

Location
Paris, I0
Holdings as of
6/30/2026
Date filed
7/24/2026
Form type
13F-HR
Num holdings
55
Total value ($000)
$4,545,431
Net value change ($000)
-40,987 (-0.9%)
New positions
6
Sold out positions
3
Turnover %
7.5%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 5/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
NVDA 76,754 123.4%
AON 69,143 34.1%
AMZN 60,636 24.9%
CTAS 56,429 46.3%
AVGO 54,475 NEW
ISRG 50,186 NEW
TSM 49,809 11.5%
GOOGL 48,070 14.8%
MSI 34,019 52.8%
V 26,377 9.1%
Top Reduces (Value $000, Stocks/ETFs)
INTU -205,376 -100.0%
ZTS -128,356 -99.8%
ORCL -70,450 -69.7%
MSFT -68,828 -21.8%
SPGI -49,950 -21.8%
VRSK -40,737 -27.0%
SPOT -20,887 -20.0%
MELI -17,464 -15.0%
SCI -11,521 -33.7%
NFLX -9,696 -12.9%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type