COMGEST GLOBAL INVESTORS S.A.S.

Q3 2026 13F-HR Holdings

Location
Paris, I0
Holdings as of
9/30/2026
Date filed
11/9/2026
Form type
13F-HR
Num holdings
56
Total value ($000)
$4,327,633
Net value change ($000)
-217,798 (-4.8%)
New positions
6
Sold out positions
5
Turnover %
8.5%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 7/24/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
ANET 154,287 NEW
AVGO 144,185 264.7%
IBKR 113,463 NEW
NVDA 102,497 73.8%
ISRG 31,325 62.4%
SPOT 19,431 23.3%
MELI 15,892 16.1%
AMZN 12,153 4.0%
CTAS 11,448 6.4%
MSI 9,920 10.1%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -165,498 -67.1%
AON -144,636 -53.2%
VRSK -106,425 -96.7%
JNJ -87,963 -26.9%
NFLX -65,615 -100.0%
UBER -62,609 -83.2%
SPGI -36,397 -20.3%
TSM -35,782 -7.4%
GOOGL -24,466 -6.5%
AXP -20,910 -16.2%
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