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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
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 110 项
建仓 5
增持 47
减持 52
清仓 6
方向
标的
Δ市值
现股数(环比)
减持
GOOGL
ALPHABET - CLASS A
-$634.5M
973,349
-2%
减持
BRK/B
BERKSHIRE HATHAWAY B
-$510.7M
5,922,760
-2%
减持
JNJ
JOHNSON & JOHNSON
-$455.0M
5,626,473
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。
-31%
减持
—
WIX.COM
-$448.3M
382,069
-92%
减持
AAPL
APPLE
-$423.0M
6,101,209
-15%
减持
META
META PLATFORMS
-$389.0M
5,782,279
-3%
减持
PYPL
PAYPAL
-$313.0M
3,587,739
-26%
减持
NEM
NEWMONT
-$299.7M
14,756,797
-1%
减持
MSFT
MICROSOFT
-$289.6M
5,240,629
-1%
增持
—
BARRICK GOLD
-$287.4M
46,542,280
+3%
减持
PEP
PEPSICO
-$238.5M
5,131,520
-21%
减持
PG
PROCTER & GAMBLE
-$221.9M
5,442,212
-17%
增持
SCHW
CHARLES SCHWAB
+$212.1M
9,189,255
+110%
减持
MMM
3M
-$207.9M
8,942,625
-2%
增持
PINS
PINTEREST
-$176.1M
32,826,820
+5%
减持
MA
MASTERCARD
-$173.3M
1,977,539
-11%
增持
—
BLACKROCK
-$161.1M
1,123,528
+2%
减持
MCO
MOODY'S
-$159.9M
2,398,516
-0%
减持
V
VISA - CLASS A
-$155.7M
3,383,064
-9%
减持
ROP
ROPER TECHNOLOGIES
-$149.6M
1,293,104
-7%
增持
TWLO
TWILIO
+$130.1M
3,950,000
+224%
增持
BNTX
BIONTECH ADR
+$129.5M
3,065,150
+60%
减持
APH
AMPHENOL
-$126.7M
10,444,365
-2%
减持
ITW
ILLINOIS TOOL WORKS
-$124.1M
3,798,447
-3%
增持
VRSK
VERISK ANALYTICS
-$118.0M
2,909,759
+0%
增持
ICE
INTERCONTINENTAL EXCHANGE
+$116.4M
6,362,456
+74%
增持
CRM
SALESFORCE
-$95.8M
3,416,143
+10%
增持
MTCH
MATCH GROUP
+$91.2M
6,528,910
+95%
增持
DOCU
DOCUSIGN
+$77.9M
5,814,937
+144%
减持
—
MEDTRONIC
-$71.1M
2,259,488
-8%
增持
AEM
AGNICO EAGLE MINES
-$66.2M
7,808,910
+13%
增持
ETSY
ETSY
-$61.7M
3,891,066
+40%
减持
SYK
STRYKER
-$61.4M
640,217
-9%
减持
UBER
UBER TECHNOLOGIES
-$52.9M
3,446,392
-0%
增持
SNAP
SNAP
+$52.3M
7,225,341
+510%
增持
FTV
FORTIVE
-$49.1M
13,095,007
+5%
增持
ABT
ABBOTT LABORATORIES
-$45.4M
7,296,421
+3%
增持
ADBE
ADOBE
+$44.9M
2,363,497
+31%
增持
TMO
THERMO FISHER SCIENTIFIC
+$43.6M
1,126,650
+17%
增持
AMZN
AMAZON.COM
-$36.3M
12,132,808
+2885%
减持
EMR
EMERSON ELECTRIC
-$31.8M
99,095
-76%
减持
—
SPOTIFY TECHNOLOGY
-$31.4M
485,311
-5%
清仓
—
0,000 ZYNGA 15.12.2026
-$23.7M
0
-100%
增持
DHR
DANAHER
-$23.6M
2,745,462
+12%
减持
SPGI
S&P GLOBAL
-$21.3M
213,631
-6%
增持
NFLX
NETFLIX
-$18.8M
160,202
+28%
减持
UNP
UNION PACIFIC
-$18.3M
142,248
-20%
减持
HD
HOME DEPOT
-$18.3M
68,660
-45%
减持
BDX
BECTON DICKINSON
-$17.5M
222,552
-18%
减持
—
ACTIVISION BLIZZARD
-$17.0M
1,466,848
-10%
减持
DG
DOLLAR GENERAL
+$15.8M
1,139,297
-4%
建仓
—
2,000 JAZZ INVESTMENTS 15.06.2026
+$15.5M
13,200,000
清仓
FIS
FIDELITY
-$15.5M
0
-100%
建仓
AXP
AMERICAN EXPRESS
+$14.0M
101,261
增持
—
EXXON MOBIL
+$13.2M
298,935
+99%
增持
NVDA
NVIDIA
+$12.0M
99,000
+800%
减持
MDLZ
MONDELEZ INTERNATIONAL
-$11.9M
389,040
-32%
增持
WMT
WALMART
-$11.8M
747,180
+8%
增持
NKE
NIKE
-$10.4M
696,355
+15%
建仓
—
0,250 ETSY 15.06.2028
+$9.0M
12,400,000
增持
MELI
MERCADOLIBRE
-$9.0M
21,824
+13%
减持
CTSH
COGNIZANT TECHNOLOGY
-$8.9M
290,922
-8%
减持
KO
COCA-COLA
-$8.8M
858,585
-15%
增持
CPRT
COPART
-$8.5M
824,605
+5%
减持
—
0,000 WIX.COM 15.08.2025
-$8.2M
8,950,000
-50%
清仓
—
1,500 JAZZ INVESTMENTS 15.08.2024
-$7.6M
0
-100%
减持
TSM
TAIWAN SEMICONDUCTOR ADR
-$7.0M
250,568
-5%
减持
HDB
HDFC BANK ADR
-$6.8M
548,261
-9%
增持
CHD
CHURCH & DWIGHT
+$6.7M
258,959
+49%
增持
DIS
WALT DISNEY
-$6.6M
582,334
+30%
减持
SLB
SCHLUMBERGER
-$5.8M
709,152
-6%
减持
—
0,000 UBER TECHNOLOGIES 15.12.2025
-$4.7M
11,400,000
-26%
减持
CSGP
COSTAR GROUP
-$4.6M
268,132
-14%
增持
EL
ESTEE LAUDER
-$4.4M
306,477
+1%
减持
—
0,000 SPOTIFY 15.03.2026
-$4.1M
12,400,000
-24%
增持
AME
AMETEK
-$3.9M
2,673,392
+20%
清仓
—
0,250 ZYNGA 01.06.2024
-$3.9M
0
-100%
建仓
—
0,000 SNAP 01.05.2027
+$3.8M
5,300,000
减持
VZ
VERIZON COMMUNICATIONS
-$3.5M
413,769
-14%
减持
EA
ELECTRONIC ARTS
-$3.1M
172,602
-10%
增持
—
ACCENTURE
-$3.0M
71,712
+5%
增持
MCD
MCDONALD'S
+$2.7M
94,004
+13%
增持
MSCI
MSCI
+$2.5M
83,544
+32%
增持
ROST
ROSS STORES
+$2.3M
240,484
+49%
减持
TJX
TJX COMPANIES
-$2.3M
237,963
-7%
增持
SE
SEA ADR
-$2.2M
47,500
+6%
减持
BABA
ALIBABA GROUP ADR
+$2.0M
475,940
-1%
减持
ADP
AUTOMATIC DATA PROCESSING
-$2.0M
79,202
-3%
增持
INTU
INTUIT
-$1.9M
282,727
+23%
减持
SHW
SHERWIN-WILLIAMS
-$1.8M
62,929
-1%
增持
—
0,000 NICE 15.09.2025
+$1.7M
4,450,000
+71%
增持
RBLX
ROBLOX
-$1.5M
209,755
+15%
建仓
—
0,125 ETSY 01.10.2026
+$1.4M
1,250,000
增持
—
0,375 AKAMAI TECHNOLOGIES 01.09.2027
+$1.3M
15,200,000
+27%
增持
—
NEWMONT CALL
+$1.2M
750
+81%
减持
—
0,000 CABLE ONE 15.03.2026
-$1.0M
13,900,000
-2%
减持
—
ALIBABA GROUP CALL
-$1.0M
150
-40%
增持
—
GLOBANT
-$927.0K
13,500
+8%
减持
BKNG
BOOKING HOLDINGS
-$919.0K
519
-33%
减持
NDAQ
NASDAQ
-$915.0K
11,227
-24%
减持
CL
COLGATE-PALMOLIVE
+$703.0K
248,237
-2%
增持
—
CHECK POINT SOFTWARE
-$492.0K
42,408
+4%
减持
ONC
BEIGENE ADR
-$363.0K
3,000
-33%
清仓
MOS
MOSAIC
-$249.0K
0
-100%
增持
COP
CONOCOPHILLIPS
+$248.0K
10,927
+49%
增持
CPNG
COUPANG
-$242.0K
85,000
+13%
清仓
MKL
MARKEL
-$227.0K
0
-100%
增持
NU
NU HOLDINGS
+$163.0K
250,000
+150%
减持
NTES
NETEASE ADR
+$75.0K
45,000
-2%
增持
—
0,375 CHEESECAKE FACTORY 15.06.2026
+$24.0K
9,200,000
+16%
