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FLOSSBACH VON STORCH AG 13F 持仓明细(2026-03-31) · 小隐寺数据中心
FLOSSBACH VON STORCH AG
报告期 2026-03-31 · CIK 0001575677
持仓数
109
前50大市值合计
$20.71B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 106 项
建仓 17
增持 48
减持 34
清仓 7
方向
标的
Δ市值
现股数(环比)
减持
BDX
BECTON DICKINSON
-$447.7M
598,077
-75%
增持
AAPL
APPLE
+$390.1M
8,261,790
+9%
减持
UBER
UBER TECHNOLOGIES
-$369.0M
4,840,355
-62%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
BRK/B
BERKSHIRE HATHAWAY B
+$346.0M
7,217,800
+9%
增持
PINS
PINTEREST
-$304.5M
27,165,549
+7%
增持
PM
PHILIP MORRIS INTERNAT.
+$301.1M
7,527,390
+72%
减持
MSFT
MICROSOFT
+$216.7M
5,338,784
-5%
增持
JNJ
JOHNSON & JOHNSON
+$190.9M
9,185,109
+7%
增持
PEP
PEPSICO
+$166.6M
6,996,662
+0%
增持
MA
MASTERCARD
+$161.4M
2,354,624
+20%
增持
APH
AMPHENOL
+$159.2M
9,565,569
+3%
增持
ABT
ABBOTT LABORATORIES
+$155.8M
5,992,812
+3%
减持
ITW
ILLINOIS TOOL WORKS
+$154.3M
4,072,116
-1%
减持
PG
PROCTER & GAMBLE
+$144.2M
7,129,965
-2%
增持
FTV
FORTIVE
+$142.0M
11,035,750
+11%
增持
DHR
DANAHER
+$142.0M
1,458,362
+31%
增持
NEM
NEWMONT
+$140.7M
17,186,588
+1%
增持
ROP
ROPER TECHNOLOGIES
+$126.6M
1,152,177
+17%
增持
ETSY
ETSY
+$117.9M
2,618,168
+20%
建仓
MTCH
MATCH GROUP
+$103.6M
783,490
增持
DG
DOLLAR GENERAL
+$100.4M
1,187,333
+40%
增持
—
WIX.COM
-$89.8M
4,013,697
+9%
增持
TMO
THERMO FISHER SCIENTIFIC
+$81.2M
805,531
+1%
增持
SCHW
CHARLES SCHWAB
+$80.6M
4,063,739
+13%
减持
—
BLACKROCK
+$75.0M
1,084,583
-1%
增持
PYPL
PAYPAL
-$74.0M
1,820,720
+14%
减持
GOOGL
ALPHABET - CLASS A
+$70.9M
1,029,670
-5%
减持
VRSK
VERISK ANALYTICS
+$62.5M
2,895,016
-3%
减持
ICE
INTERCONTINENTAL EXCHANGE
+$59.7M
2,730,350
-0%
增持
MCO
MOODY'S
+$56.0M
1,538,802
+0%
建仓
SNAP
SNAP
+$51.1M
1,086,230
增持
AME
AMETEK
+$50.0M
2,055,686
+1%
增持
V
VISA - CLASS A
+$47.3M
3,798,597
+9%
减持
—
ACTIVISION BLIZZARD
-$43.5M
1,881,484
-14%
减持
—
BARRICK GOLD
+$43.1M
54,974,819
-1%
增持
SYK
STRYKER
+$42.9M
824,342
+22%
建仓
—
0,000 ZYNGA 15.12.2026
+$41.1M
44,500,000
增持
INTU
INTUIT
+$38.7M
215,693
+16%
增持
—
MEDTRONIC
-$35.2M
2,652,290
+7%
减持
—
SPOTIFY TECHNOLOGY
-$25.8M
547,694
-20%
增持
EL
ESTEE LAUDER
+$20.5M
235,386
+6%
建仓
DOCU
DOCUSIGN
+$19.8M
130,000
减持
META
META PLATFORMS
-$18.1M
4,412,299
-0%
增持
CRM
SALESFORCE.COM
-$16.6M
2,915,489
+4%
建仓
—
0,000 UBER TECHNOLOGIES 15.12.2025
+$15.2M
15,400,000
减持
MMM
3M
-$14.8M
8,977,561
-2%
建仓
CPRT
COPART
+$13.8M
91,000
增持
SPGI
S&P GLOBAL
+$13.7M
290,866
+0%
增持
ADBE
ADOBE
+$13.3M
541,322
+6%
增持
DIS
WALT DISNEY
+$13.3M
365,286
+43%
减持
AMZN
AMAZON.COM
-$11.9M
411,932
-2%
减持
EA
ELECTRONIC ARTS
-$11.7M
249,066
-21%
增持
CTSH
COGNIZANT TECHNOLOGY
+$8.9M
374,106
+14%
减持
NKE
NIKE
+$8.6M
405,985
-0%
减持
NFLX
NETFLIX
-$8.0M
87,937
-12%
减持
KO
COCA-COLA
+$7.6M
1,623,127
-4%
减持
HD
HOME DEPOT
+$7.3M
203,323
-13%
减持
—
EXXON MOBIL
-$7.2M
184,579
-41%
减持
COP
CONOCOPHILLIPS
-$6.8M
10,321
-91%
建仓
—
0,250 SEA 15.09.2026
+$6.1M
6,600,000
增持
—
ACCENTURE
+$6.0M
57,818
+3%
清仓
FMX
FEMSA ADR
-$5.4M
0
-100%
建仓
—
0,000 FIVERR INTERNATIONAL 01.11.2025
+$5.1M
5,450,000
减持
TSM
TAIWAN SEMICONDUCTOR ADR
-$4.5M
360,590
-16%
增持
HDB
HDFC BANK ADR
+$4.5M
554,977
+28%
建仓
NTES
NETEASE ADR
+$4.3M
42,500
增持
—
0,000 WIX.COM 15.08.2025
+$4.0M
22,100,000
+32%
建仓
—
GLOBANT
+$3.9M
12,500
增持
—
KIRKLAND LAKE GOLD
+$3.9M
6,780,000
+1%
增持
SE
SEA ADR
-$3.5M
45,000
+6%
建仓
—
0,250 ZYNGA 01.06.2024
+$3.5M
3,200,000
减持
MO
ALTRIA GROUP
-$3.3M
163,520
-33%
减持
CSGP
COSTAR GROUP
-$3.3M
423,070
-1%
清仓
—
1,000 QIAGEN 13.11.2024
-$3.2M
0
-100%
增持
BABA
ALIBABA GROUP ADR
+$3.0M
2,176,788
+26%
减持
—
0,000 NICE 15.09.2025
-$2.8M
2,600,000
-49%
减持
MDLZ
MONDELEZ INTERNATIONAL
-$2.8M
581,036
-18%
增持
MCD
MCDONALDS
+$2.7M
87,579
+2%
清仓
STNE
STONECO
-$2.6M
0
-100%
建仓
—
PINTEREST CALL
+$2.4M
670
减持
WMT
WALMART
+$2.3M
667,706
-1%
增持
—
0,375 AKAMAI TECHNOLOGIES 01.09.2027
+$1.9M
14,500,000
+4%
建仓
CPNG
COUPANG
+$1.8M
60,000
减持
UNP
UNION PACIFIC
+$1.8M
226,033
-20%
增持
MELI
MERCADOLIBRE
+$1.7M
14,637
+36%
建仓
ABNB
AIRBNB
+$1.7M
10,000
清仓
BILI
BILIBILI ADR
-$1.5M
0
-100%
建仓
NU
NU HOLDINGS
+$1.4M
150,000
增持
—
NEWMONT CALL
+$1.4M
1,450
+4%
减持
VZ
VERIZON COMMUNICATIONS
-$973.0K
431,290
-0%
减持
EPAM
EPAM SYSTEMS
+$968.0K
14,250
-5%
增持
FIS
FIDELITY NATIONAL INFO SERVICE
+$830.0K
128,000
+19%
增持
—
2,000 JAZZ INVESTMENTS 15.06.2026
+$738.0K
9,950,000
+10%
清仓
TME
TENCENT MUSIC ENTERTAINMENT ADR
-$725.0K
0
-100%
增持
SLB
SCHLUMBERGER
+$682.0K
711,137
+2%
增持
—
BARRICK GOLD CALL
+$590.0K
3,740
+4%
增持
NDAQ
NASDAQ
+$457.0K
25,272
+1%
减持
AEM
AGNICO EAGLE MINES
+$354.0K
2,074,612
-2%
增持
ONC
BEIGENE ADR
-$325.0K
5,500
+10%
清仓
WFC
WELLS FARGO
-$231.0K
0
-100%
清仓
PDD
PINDUODUO ADR
-$227.0K
0
-100%
建仓
MOS
MOSAIC CO/THE
+$214.0K
5,453
建仓
CNC
CENTENE
+$210.0K
2,545
增持
—
0,375 CHEESECAKE FACTORY 15.06.2026
-$153.0K
6,000,000
+3%
减持
BEKE
KE HOLDINGS
+$20.0K
60,000
-8%
减持
—
CHECK POINT SOFTWARE
-$3.0K
159,650
-3%
