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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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 112 项
建仓 5
增持 36
减持 66
清仓 5
方向
标的
Δ市值
现股数(环比)
减持
ITW
ILLINOIS TOOL WORKS
-$563.6M
538,422
-86%
减持
GOOGL
ALPHABET - CLASS A
-$532.7M
14,184,103
-24%
减持
PEP
PEPSICO
-$512.1M
875,898
-79%
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
—
ACTIVISION BLIZZARD
+$417.1M
11,427,722
+86%
减持
DOCU
DOCUSIGN
-$310.5M
63,375
-99%
减持
TWLO
TWILIO
-$272.7M
38,000
-99%
增持
AMZN
AMAZON.COM
-$248.0M
9,159,466
+2%
建仓
—
BLACK KNIGHT
+$239.8M
3,882,631
减持
BRK/B
BERKSHIRE HATHAWAY B
+$227.6M
5,853,324
-1%
减持
META
META PLATFORMS
-$220.4M
4,989,467
-18%
减持
ETSY
ETSY
-$216.0M
717,901
-76%
增持
SCHW
CHARLES SCHWAB
+$191.7M
11,174,838
+9%
增持
ABT
ABBOTT LABORATORIES
+$145.1M
7,826,518
+6%
减持
ADBE
ADOBE
+$126.7M
2,104,429
-0%
减持
PG
PROCTER & GAMBLE
+$114.5M
5,285,664
-3%
减持
MA
MASTERCARD
+$111.5M
1,870,855
-1%
增持
ICE
INTERCONTINENTAL EXCHANGE
+$86.7M
6,708,771
+1%
减持
FTV
FORTIVE
-$84.6M
10,204,698
-20%
减持
APH
AMPHENOL
-$82.0M
8,242,371
-22%
清仓
UBER
UBER TECHNOLOGIES
-$79.4M
0
-100%
减持
MMM
3M
+$74.6M
8,877,800
-1%
减持
V
VISA - CLASS A
+$72.7M
3,150,566
-4%
清仓
SNAP
SNAP
-$70.8M
0
-100%
减持
NEM
NEWMONT
+$65.4M
14,332,073
-1%
增持
MSFT
MICROSOFT
+$60.1M
5,374,222
+2%
减持
—
BARRICK GOLD
+$57.3M
47,706,259
-3%
增持
TMO
THERMO FISHER SCIENTIFIC
+$51.5M
1,155,686
+0%
减持
JNJ
JOHNSON & JOHNSON
+$49.9M
5,418,210
-2%
减持
AAPL
APPLE
-$49.9M
4,867,531
-1%
减持
AEM
AGNICO EAGLE MINES
+$39.8M
6,646,834
-8%
减持
BNTX
BIONTECH ADR
+$39.3M
3,282,723
-2%
增持
NKE
NIKE
+$38.8M
852,978
+16%
减持
VRSK
VERISK ANALYTICS
-$37.1M
2,340,062
-11%
增持
TRUP
TRUPANION
+$33.1M
2,880,000
+65%
减持
PINS
PINTEREST
-$26.2M
26,625,045
-8%
增持
SPGI
S&P GLOBAL
+$26.1M
293,769
+24%
增持
DHR
DANAHER
+$23.5M
2,559,151
+1%
增持
MTCH
MATCH GROUP
+$23.2M
8,093,912
+24%
增持
PYPL
PAYPAL
-$21.7M
1,652,231
+2%
增持
HD
HOME DEPOT
+$20.5M
131,709
+72%
减持
EL
ESTEE LAUDER
-$20.0M
139,868
-45%
减持
MCO
MOODY'S
+$19.4M
2,149,332
-10%
建仓
ABNB
AIRBNB
+$19.4M
226,386
减持
—
BLACKROCK
-$19.2M
861,054
-25%
减持
WMT
WALMART
-$18.4M
543,563
-26%
减持
INTU
INTUIT
-$16.6M
235,864
-16%
增持
CRM
SALESFORCE
-$14.5M
3,680,420
+5%
减持
SYK
STRYKER
+$14.3M
610,613
-8%
减持
ROP
ROPER TECHNOLOGIES
-$14.0M
998,649
-19%
增持
MSCI
MSCI
+$12.4M
140,751
+12%
增持
—
EXXON MOBIL
+$12.2M
366,393
+13%
减持
NVDA
NVIDIA
-$11.4M
11,000
-90%
增持
—
MEDTRONIC
+$11.0M
2,412,272
+10%
增持
DIS
WALT DISNEY
+$10.5M
967,047
+24%
增持
BDX
BECTON DICKINSON
+$10.4M
214,660
+8%
增持
DG
DOLLAR GENERAL
+$9.8M
1,053,836
+1%
增持
TSM
TAIWAN SEMICONDUCTOR ADR
+$8.7M
262,000
+66%
减持
AME
AMETEK
+$7.8M
2,230,217
-17%
清仓
RBLX
ROBLOX
-$7.6M
0
-100%
减持
—
0,000 SNAP 01.05.2027
-$7.5M
7,700,000
-59%
增持
AXP
AMERICAN EXPRESS
+$7.3M
177,512
+27%
减持
ROST
ROSS STORES
-$5.7M
117,552
-49%
增持
COP
CONOCOPHILLIPS
+$5.2M
53,242
+387%
减持
SHW
SHERWIN-WILLIAMS
-$5.1M
32,929
-48%
增持
—
ACCENTURE
+$5.1M
91,111
+22%
清仓
PM
PHILIP MORRIS INTERNAT.
-$5.0M
0
-100%
减持
ADP
AUTOMATIC DATA PROCESSING
-$4.9M
44,811
-35%
减持
HDB
HDFC BANK ADR
+$4.9M
505,261
-1%
减持
KO
COCA-COLA
+$4.7M
782,632
-3%
减持
—
0,000 CABLE ONE 15.03.2026
-$4.6M
7,900,000
-44%
减持
UNP
UNION PACIFIC
-$4.0M
89,607
-23%
减持
BABA
ALIBABA GROUP ADR
+$3.6M
468,593
-0%
减持
—
SPOTIFY TECHNOLOGY
-$3.4M
448,394
-0%
增持
CPRT
COPART
+$3.1M
727,615
+88%
减持
VZ
VERIZON COMMUNICATIONS
-$3.0M
308,278
-23%
减持
MDLZ
MONDELEZ INTERNATIONAL
+$2.8M
315,699
-5%
减持
—
0,000 SPOTIFY 15.03.2026
-$2.7M
8,200,000
-30%
建仓
MKTX
MARKETAXESS
+$2.3M
8,400
增持
BKNG
BOOKING HOLDINGS
+$1.8M
1,319
+154%
减持
NFLX
NETFLIX
+$1.5M
129,211
-17%
减持
MCD
MCDONALD'S
+$1.5M
72,795
-5%
增持
NDAQ
NASDAQ
+$1.4M
61,127
+47%
减持
EA
ELECTRONIC ARTS
-$1.4M
220,040
-10%
增持
—
0,000 NICE 15.09.2025
+$1.3M
5,450,000
+31%
减持
EMR
EMERSON ELECTRIC
+$1.2M
57,513
-1%
减持
—
WIX.COM
-$963.2K
18,480
-39%
增持
CTSH
COGNIZANT TECHNOLOGY
+$887.7K
315,243
+6%
减持
—
0,000 FORD MOTOR 15.03.2026
-$873.4K
1,700,000
-37%
清仓
SE
SEA ADR
-$841.0K
0
-100%
增持
MELI
MERCADOLIBRE
+$803.8K
13,275
+5%
减持
CSGP
COSTAR GROUP
+$743.2K
101,542
-0%
减持
—
FERRARI
-$617.7K
20,000
-23%
增持
—
CHECK POINT SOFTWARE
+$576.8K
30,412
+5%
减持
—
2,000 JAZZ INVESTMENTS 15.06.2026
+$545.2K
13,350,000
-7%
减持
CHD
CHURCH & DWIGHT
+$471.4K
233,599
-9%
减持
—
0,250 SEA 15.09.2026
-$441.2K
5,600,000
-15%
增持
SBUX
STARBUCKS
+$373.3K
11,515
+26%
减持
—
0,375 AKAMAI TECHNOLOGIES 01.09.2027
-$355.4K
14,000,000
-6%
减持
—
0,000 WIX.COM 15.08.2025
-$347.6K
8,150,000
-6%
建仓
IBN
ICICI BANK ADR
+$328.4K
15,000
减持
—
0,250 ETSY 15.06.2028
+$302.0K
11,500,000
-7%
增持
NU
NU HOLDINGS
+$299.8K
425,000
+31%
减持
—
0,250 UPWORK 15.08.2026
-$265.0K
7,250,000
-6%
建仓
MKL
MARKEL
+$202.9K
154
减持
—
NEWMONT CALL
-$202.0K
625
-17%
减持
—
0,000 FIVERR INTERNATIONAL 01.11.2025
-$185.3K
5,650,000
-7%
减持
—
0,125 ETSY 01.10.2026
+$126.9K
1,100,000
-6%
减持
—
BARRICK GOLD CALL
-$122.6K
1,580
-14%
增持
CPNG
COUPANG
+$98.2K
120,000
+20%
减持
—
ALIBABA GROUP CALL
-$79.1K
100
-17%
减持
—
0,375 CHEESECAKE FACTORY 15.06.2026
-$76.4K
7,900,000
-6%
增持
GOOG
ALPHABET - CLASS C
+$54.5K
4,300
+26%
