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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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 111 项
建仓 4
增持 38
减持 67
清仓 2
方向
标的
Δ市值
现股数(环比)
增持
—
ACTIVISION BLIZZARD
+$343.5M
6,157,296
+320%
增持
GOOGL
ALPHABET - CLASS A
-$337.0M
18,653,355
+1816%
减持
ADBE
ADOBE
-$283.6M
2,113,129
-11%
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。
减持
AMZN
AMAZON.COM
-$271.2M
9,003,801
-26%
减持
NEM
NEWMONT
-$269.4M
14,539,437
-1%
减持
PEP
PEPSICO
-$184.8M
4,106,164
-20%
增持
MMM
3M
-$167.2M
8,959,758
+0%
增持
SCHW
CHARLES SCHWAB
+$158.1M
10,278,612
+12%
减持
AAPL
APPLE
-$151.8M
4,937,282
-19%
增持
MTCH
MATCH GROUP
-$142.4M
6,546,656
+0%
增持
MSFT
MICROSOFT
-$117.2M
5,275,866
+1%
增持
META
META PLATFORMS
-$111.5M
6,049,848
+5%
减持
PYPL
PAYPAL
-$111.2M
1,619,788
-55%
建仓
TRUP
TRUPANION
+$103.8M
1,746,884
减持
PG
PROCTER & GAMBLE
-$96.0M
5,438,119
-0%
减持
JNJ
JOHNSON & JOHNSON
-$91.5M
5,553,416
-1%
减持
MA
MASTERCARD
-$84.8M
1,895,942
-4%
减持
V
VISA - CLASS A
-$84.3M
3,275,153
-3%
增持
ABT
ABBOTT LABORATORIES
-$78.6M
7,381,159
+1%
减持
PINS
PINTEREST
+$76.5M
28,868,654
-12%
减持
MCO
MOODY'S
-$72.9M
2,383,492
-1%
减持
ROP
ROPER TECHNOLOGIES
-$64.8M
1,238,743
-4%
增持
CRM
SALESFORCE
-$61.4M
3,493,079
+2%
增持
—
BARRICK GOLD
-$61.1M
49,178,271
+6%
增持
TWLO
TWILIO
-$56.5M
3,971,000
+1%
增持
—
BLACKROCK
-$54.9M
1,143,735
+2%
减持
VRSK
VERISK ANALYTICS
-$53.7M
2,638,661
-9%
减持
AEM
AGNICO EAGLE MINES
-$51.5M
7,241,425
-7%
减持
CPRT
COPART
-$48.4M
387,227
-53%
减持
DHR
DANAHER
-$40.2M
2,538,963
-8%
增持
APH
AMPHENOL
+$37.2M
10,597,404
+1%
减持
BRK/B
BERKSHIRE HATHAWAY B
-$36.6M
5,918,850
-0%
减持
DG
DOLLAR GENERAL
-$29.9M
1,041,055
-9%
减持
FTV
FORTIVE
+$28.1M
12,696,874
-3%
增持
TMO
THERMO FISHER SCIENTIFIC
-$27.1M
1,153,332
+2%
减持
—
MEDTRONIC
-$26.4M
2,184,965
-3%
减持
SNAP
SNAP
-$24.0M
7,213,102
-0%
减持
EL
ESTEE LAUDER
-$23.3M
253,476
-17%
减持
—
WIX.COM
-$22.7M
30,460
-92%
增持
DOCU
DOCUSIGN
-$19.6M
5,873,436
+1%
增持
MSCI
MSCI
+$18.6M
125,814
+51%
增持
DIS
WALT DISNEY
+$18.5M
778,913
+34%
减持
ETSY
ETSY
+$17.2M
3,016,441
-22%
减持
BABA
ALIBABA GROUP ADR
-$16.5M
470,493
-1%
减持
BDX
BECTON DICKINSON
-$10.6M
198,520
-11%
增持
NKE
NIKE
-$10.2M
733,669
+5%
减持
ITW
ILLINOIS TOOL WORKS
-$10.0M
3,776,683
-1%
增持
AME
AMETEK
+$10.0M
2,678,533
+0%
减持
PM
PHILIP MORRIS INTERNAT.
-$9.8M
60,000
-60%
减持
TSM
TAIWAN SEMICONDUCTOR ADR
-$9.7M
157,500
-37%
增持
—
0,000 SNAP 01.05.2027
+$9.1M
18,600,000
+251%
减持
CSGP
COSTAR GROUP
-$9.1M
101,992
-62%
减持
KO
COCA-COLA
-$8.9M
804,862
-6%
减持
UBER
UBER TECHNOLOGIES
+$8.9M
2,996,392
-13%
减持
NFLX
NETFLIX
+$8.6M
155,518
-3%
减持
UNP
UNION PACIFIC
-$7.8M
115,652
-19%
增持
SYK
STRYKER
+$7.6M
666,351
+4%
增持
EA
ELECTRONIC ARTS
+$7.3M
244,375
+42%
减持
—
SPOTIFY TECHNOLOGY
-$6.8M
449,307
-7%
减持
MDLZ
MONDELEZ INTERNATIONAL
-$5.9M
333,066
-14%
减持
VZ
VERIZON COMMUNICATIONS
-$5.8M
399,787
-3%
减持
SLB
SCHLUMBERGER
-$5.7M
546,295
-23%
建仓
—
0,250 UPWORK 15.08.2026
+$5.7M
7,750,000
减持
CHD
CHURCH & DWIGHT
-$5.6M
256,984
-1%
减持
—
0,000 UBER TECHNOLOGIES 15.12.2025
-$5.6M
4,300,000
-62%
减持
MCD
MCDONALD'S
-$5.5M
76,706
-18%
增持
AXP
AMERICAN EXPRESS
+$4.9M
140,177
+38%
减持
WMT
WALMART
+$4.6M
736,026
-1%
减持
EMR
EMERSON ELECTRIC
-$3.6M
58,385
-41%
减持
MELI
MERCADOLIBRE
-$3.5M
12,600
-42%
增持
ICE
INTERCONTINENTAL EXCHANGE
+$3.2M
6,658,227
+5%
增持
BNTX
BIONTECH ADR
-$3.2M
3,364,564
+10%
增持
—
EXXON MOBIL
+$2.6M
323,366
+8%
增持
CTSH
COGNIZANT TECHNOLOGY
-$2.5M
298,413
+3%
减持
ROST
ROSS STORES
+$2.5M
229,735
-4%
减持
SE
SEA ADR
-$2.3M
15,000
-68%
增持
HD
HOME DEPOT
+$2.3M
76,518
+11%
增持
NVDA
NVIDIA
-$2.0M
107,000
+8%
减持
—
CHECK POINT SOFTWARE
-$1.9M
29,099
-31%
减持
NTES
NETEASE ADR
-$1.4M
36,500
-19%
减持
—
0,375 AKAMAI TECHNOLOGIES 01.09.2027
-$1.2M
14,900,000
-2%
减持
ADP
AUTOMATIC DATA PROCESSING
-$1.0M
68,940
-13%
减持
TJX
TJX COMPANIES
+$1.0M
230,248
-3%
减持
—
FERRARI
-$914.0K
26,100
-18%
建仓
SBUX
STARBUCKS
+$769.0K
9,121
减持
—
ALIBABA GROUP CALL
-$745.0K
120
-20%
增持
RBLX
ROBLOX
+$726.0K
212,593
+1%
增持
—
ACCENTURE
-$660.0K
74,820
+4%
增持
—
0,000 CABLE ONE 15.03.2026
-$653.0K
14,100,000
+1%
增持
NDAQ
NASDAQ
+$637.0K
41,466
+269%
减持
INTU
INTUIT
-$595.0K
279,818
-1%
减持
—
0,250 ETSY 15.06.2028
+$593.0K
12,300,000
-1%
增持
CPNG
COUPANG
+$583.0K
100,000
+18%
减持
EPAM
EPAM SYSTEMS
-$572.0K
9,000
-31%
减持
—
0,000 NICE 15.09.2025
-$538.0K
4,150,000
-7%
减持
—
0,000 SPOTIFY 15.03.2026
-$523.0K
11,700,000
-6%
减持
—
0,375 CHEESECAKE FACTORY 15.06.2026
-$505.0K
8,400,000
-9%
增持
NU
NU HOLDINGS
+$495.0K
325,000
+30%
清仓
ONC
BEIGENE ADR
-$486.0K
0
-100%
减持
HDB
HDFC BANK ADR
-$439.0K
508,261
-7%
减持
—
0,000 FIVERR INTERNATIONAL 01.11.2025
-$405.0K
6,050,000
-10%
减持
—
GLOBANT
-$385.0K
10,500
-22%
增持
SPGI
S&P GLOBAL
+$294.0K
236,776
+11%
清仓
CNC
CENTENE
-$215.0K
0
-100%
减持
—
0,000 FORD MOTOR 15.03.2026
-$174.0K
2,700,000
-7%
减持
—
0,125 ETSY 01.10.2026
+$150.0K
1,175,000
-6%
增持
—
2,000 JAZZ INVESTMENTS 15.06.2026
-$111.0K
14,300,000
+8%
减持
—
PINTEREST CALL
+$111.0K
570
-15%
建仓
HLN
HALEON PLC ADR
+$85.0K
13,885
增持
GOOG
ALPHABET - CLASS C
-$45.0K
3,400
+1900%
减持
—
0,000 WIX.COM 15.08.2025
+$0
8,650,000
-3%
