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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
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 112 项
建仓 8
增持 46
减持 50
清仓 8
方向
标的
Δ市值
现股数(环比)
减持
PM
PHILIP MORRIS INTERNAT.
-$701.0M
150,000
-98%
增持
ADBE
ADOBE
+$513.3M
1,800,423
+233%
建仓
BNTX
BIONTECH ADR
+$327.5M
1,920,089
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
AEM
AGNICO EAGLE MINES
+$313.3M
6,916,401
+233%
清仓
—
KIRKLAND LAKE GOLD
-$284.4M
0
-100%
增持
MTCH
MATCH GROUP
+$260.1M
3,345,283
+327%
增持
DHR
DANAHER
+$239.8M
2,453,197
+68%
增持
DOCU
DOCUSIGN
+$236.0M
2,387,867
+1737%
增持
MMM
3M
-$229.5M
9,169,543
+2%
减持
GOOGL
ALPHABET - CLASS A
-$227.3M
990,763
-4%
增持
ETSY
ETSY
-$226.7M
2,788,570
+7%
增持
PYPL
PAYPAL
+$220.2M
4,872,654
+168%
增持
PINS
PINTEREST
-$215.3M
31,376,971
+16%
增持
MCO
MOODY'S
+$211.2M
2,407,258
+56%
减持
AAPL
APPLE
-$209.9M
7,199,818
-13%
减持
BABA
ALIBABA GROUP ADR
-$206.5M
478,556
-78%
建仓
TWLO
TWILIO
+$200.9M
1,219,000
减持
ITW
ILLINOIS TOOL WORKS
-$188.6M
3,898,526
-4%
增持
META
META PLATFORMS
-$162.6M
5,942,769
+35%
减持
PG
PROCTER & GAMBLE
-$161.9M
6,573,395
-8%
增持
—
WIX.COM
-$160.0M
4,531,581
+13%
减持
MSFT
MICROSOFT
-$159.9M
5,305,029
-1%
增持
—
BLACKROCK
-$147.6M
1,106,287
+2%
减持
PEP
PEPSICO
-$121.6M
6,534,598
-7%
减持
JNJ
JOHNSON & JOHNSON
-$117.5M
8,202,682
-11%
减持
NEM
NEWMONT
+$114.4M
14,855,560
-14%
增持
ICE
INTERCONTINENTAL EXCHANGE
+$108.5M
3,647,388
+34%
增持
ROP
ROPER TECHNOLOGIES
+$93.2M
1,397,519
+21%
增持
CPRT
COPART
+$84.3M
781,744
+759%
增持
CRM
SALESFORCE
-$81.3M
3,106,817
+7%
增持
FTV
FORTIVE
-$80.7M
12,492,886
+13%
减持
UBER
UBER TECHNOLOGIES
-$79.6M
3,458,591
-29%
减持
BDX
BECTON DICKINSON
-$78.0M
272,090
-55%
减持
—
BARRICK GOLD
+$66.2M
45,281,914
-18%
减持
—
SPOTIFY TECHNOLOGY
-$51.3M
509,266
-7%
减持
MA
MASTERCARD
-$48.9M
2,230,674
-5%
减持
AMZN
AMAZON.COM
-$48.6M
406,433
-1%
减持
HD
HOME DEPOT
-$47.3M
123,954
-39%
减持
SPGI
S&P GLOBAL
-$43.9M
227,585
-22%
增持
VRSK
VERISK ANALYTICS
-$40.5M
2,896,578
+0%
增持
EMR
EMERSON ELECTRIC
+$38.6M
404,826
+3399%
增持
APH
AMPHENOL
-$37.5M
10,604,790
+11%
减持
KO
COCA-COLA
-$33.3M
1,013,571
-38%
建仓
MSCI
MSCI
+$31.9M
63,415
减持
SYK
STRYKER
-$31.7M
705,959
-14%
增持
TMO
THERMO FISHER SCIENTIFIC
+$31.0M
962,525
+19%
减持
BRK/B
BERKSHIRE HATHAWAY B
-$30.4M
6,029,184
-16%
增持
INTU
INTUIT
-$27.9M
230,494
+7%
增持
SCHW
CHARLES SCHWAB
+$26.7M
4,370,172
+8%
减持
—
0,000 ZYNGA 15.12.2026
-$17.3M
23,300,000
-48%
减持
DG
DOLLAR GENERAL
-$16.2M
1,184,898
-0%
减持
TSM
TAIWAN SEMICONDUCTOR ADR
-$15.9M
263,951
-27%
建仓
—
0,000 SPOTIFY 15.03.2026
+$14.0M
16,300,000
增持
NKE
NIKE
+$13.9M
606,250
+49%
减持
—
CHECK POINT SOFTWARE
-$13.0M
40,905
-74%
减持
CSGP
COSTAR GROUP
-$12.7M
311,633
-26%
建仓
—
0,000 CABLE ONE 15.03.2026
+$12.5M
14,200,000
清仓
—
2,000 JAZZ INVESTMENTS 15.06.2026
-$11.3M
0
-100%
增持
SLB
SCHLUMBERGER
+$9.9M
755,397
+6%
减持
EA
ELECTRONIC ARTS
-$8.7M
190,816
-23%
增持
SNAP
SNAP
-$8.5M
1,183,790
+9%
建仓
RBLX
ROBLOX
+$8.4M
181,975
减持
UNP
UNION PACIFIC
-$8.3M
178,192
-21%
清仓
MO
ALTRIA GROUP
-$7.7M
0
-100%
清仓
—
0,875 FORTIVE 15.02.2022
-$7.7M
0
-100%
减持
TJX
TJX COMPANIES
-$7.5M
256,760
-15%
减持
ROST
ROSS STORES
-$6.6M
161,307
-13%
增持
NFLX
NETFLIX
-$6.1M
125,056
+42%
增持
WMT
WALMART
+$6.0M
689,059
+3%
减持
—
ACTIVISION BLIZZARD
+$6.0M
1,637,258
-13%
减持
—
NEWMONT CALL
-$5.7M
415
-71%
减持
EPAM
EPAM SYSTEMS
-$5.7M
13,000
-9%
增持
ABT
ABBOTT LABORATORIES
-$5.3M
7,081,582
+18%
增持
DIS
WALT DISNEY
+$5.0M
448,770
+23%
减持
—
0,000 WIX.COM 15.08.2025
-$4.7M
17,850,000
-19%
减持
CTSH
COGNIZANT TECHNOLOGY
-$4.7M
317,729
-15%
增持
EL
ESTEE LAUDER
-$4.7M
302,871
+29%
增持
AME
AMETEK
-$4.6M
2,235,299
+9%
清仓
SQ
BLOCK
-$3.6M
0
-100%
建仓
—
0,000 FORD MOTOR 15.03.2026
+$3.4M
2,900,000
减持
—
0,375 AKAMAI TECHNOLOGIES 01.09.2027
-$3.3M
12,000,000
-17%
增持
MELI
MERCADOLIBRE
+$3.1M
19,235
+31%
减持
MCD
MCDONALD'S
-$3.0M
82,991
-5%
减持
NDAQ
NASDAQ
-$2.7M
14,747
-42%
减持
—
BARRICK GOLD CALL
-$2.6M
1,830
-51%
减持
MDLZ
MONDELEZ INTERNATIONAL
-$2.5M
574,032
-1%
增持
VZ
VERIZON COMMUNICATIONS
+$2.1M
480,599
+11%
减持
TTWO
TAKE-TWO INTERACTIVE SOFTWARE
-$1.9M
35,240
-14%
增持
—
0,375 CHEESECAKE FACTORY 15.06.2026
+$1.7M
7,900,000
+32%
减持
BKNG
BOOKING HOLDINGS
-$1.7M
778
-47%
清仓
ABNB
AIRBNB
-$1.7M
0
-100%
增持
FIS
FIDELITY
+$1.5M
154,000
+20%
减持
V
VISA - CLASS A
-$1.4M
3,705,817
-2%
增持
SHW
SHERWIN-WILLIAMS
-$1.3M
63,734
+30%
增持
CL
COLGATE-PALMOLIVE
-$1.3M
253,076
+6%
清仓
BEKE
KE HOLDINGS
-$1.2M
0
-100%
减持
—
EXXON MOBIL
+$1.1M
149,879
-19%
增持
—
ACCENTURE
-$1.0M
68,086
+18%
增持
HDB
HDFC BANK ADR
+$797.0K
601,807
+8%
增持
—
0,000 FIVERR INTERNATIONAL 01.11.2025
+$659.0K
6,750,000
+24%
减持
ONC
BEIGENE ADR
-$641.0K
4,500
-18%
减持
NU
NU HOLDINGS
-$635.0K
100,000
-33%
增持
ADP
AUTOMATIC DATA PROCESSING
+$557.0K
81,702
+12%
减持
—
MEDTRONIC
-$523.0K
2,468,286
-7%
增持
CPNG
COUPANG
-$437.0K
75,000
+25%
建仓
MKL
MARKEL
+$227.0K
154
清仓
JPM
JPMORGAN CHASE
-$206.0K
0
-100%
增持
NTES
NETEASE ADR
-$200.0K
46,000
+8%
增持
NVDA
NVIDIA
+$60.0K
11,000
+10%
减持
MOS
MOSAIC
+$35.0K
3,740
-31%
减持
—
1,500 JAZZ INVESTMENTS 15.08.2024
-$18.0K
7,400,000
-3%
减持
COP
CONOCOPHILLIPS
-$12.0K
7,331
-29%
