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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 112 项
建仓 2
增持 39
减持 59
清仓 12
方向
标的
Δ市值
现股数(环比)
增持
MSFT
MICROSOFT
+$541.1M
6,347,402
+18%
减持
PINS
PINTEREST
-$506.1M
5,148,346
-81%
减持
META
META PLATFORMS
-$504.8M
451,148
-91%
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
MA
MASTERCARD
-$463.9M
513,570
-73%
减持
—
BLACKROCK
-$411.0M
297,668
-65%
减持
ROP
ROPER TECHNOLOGIES
-$357.7M
167,502
-83%
减持
MCO
MOODY'S
-$332.0M
871,935
-59%
减持
CRM
SALESFORCE
-$300.8M
937,040
-75%
增持
AMZN
AMAZON.COM
+$248.0M
9,849,971
+8%
减持
PG
PROCTER & GAMBLE
-$239.1M
3,779,639
-28%
增持
GOOGL
ALPHABET - CLASS A
+$225.2M
14,235,985
+0%
减持
—
BARRICK GOLD
-$188.2M
34,001,348
-29%
增持
AAPL
APPLE
+$174.2M
4,891,766
+0%
减持
VRSK
VERISK ANALYTICS
-$158.8M
1,324,145
-43%
增持
DHR
DANAHER
+$142.2M
3,259,083
+27%
建仓
—
0,125 SNAP 01.03.2028
+$109.8M
155,350,000
减持
TMO
THERMO FISHER SCIENTIFIC
-$100.2M
930,366
-19%
增持
MMM
3M
-$82.5M
9,344,091
+5%
增持
—
BLACK KNIGHT
+$76.8M
5,500,000
+42%
减持
AEM
AGNICO EAGLE MINES
-$71.5M
5,376,281
-19%
增持
FTV
FORTIVE
+$66.6M
10,594,444
+4%
增持
BNTX
BIONTECH ADR
-$65.6M
3,432,334
+5%
增持
SCHW
CHARLES SCHWAB
-$59.9M
16,619,849
+49%
减持
V
VISA - CLASS A
-$57.2M
2,649,710
-16%
减持
ETSY
ETSY
-$45.5M
363,418
-49%
增持
WMT
WALMART
+$32.7M
744,688
+37%
减持
—
SPOTIFY TECHNOLOGY
-$29.9M
41,304
-91%
增持
—
MEDTRONIC
+$26.4M
2,653,298
+10%
增持
ABT
ABBOTT LABORATORIES
-$25.8M
8,230,864
+5%
增持
MTCH
MATCH GROUP
-$24.5M
8,109,835
+0%
减持
SYK
STRYKER
+$21.9M
599,579
-2%
增持
TSM
TAIWAN SEMICONDUCTOR ADR
+$19.8M
422,400
+61%
清仓
ABNB
AIRBNB
-$19.4M
0
-100%
减持
ADBE
ADOBE
+$17.8M
1,884,032
-10%
减持
—
ACTIVISION BLIZZARD
+$17.7M
10,427,584
-9%
减持
INTU
INTUIT
-$12.6M
177,710
-25%
减持
BRK/B
BERKSHIRE HATHAWAY B
-$12.0M
5,816,935
-1%
减持
NFLX
NETFLIX
-$11.9M
75,930
-41%
减持
EL
ESTEE LAUDER
-$10.7M
97,353
-30%
减持
ICE
INTERCONTINENTAL EXCHANGE
+$10.3M
6,698,575
-0%
减持
APH
AMPHENOL
-$10.1M
7,555,776
-8%
增持
DG
DOLLAR GENERAL
-$9.6M
1,187,626
+13%
增持
—
ACCENTURE
+$9.6M
118,496
+30%
减持
PEP
PEPSICO
-$8.2M
822,984
-6%
减持
AME
AMETEK
+$7.3M
2,194,293
-2%
增持
JNJ
JOHNSON & JOHNSON
-$6.9M
6,130,214
+13%
减持
BABA
ALIBABA GROUP ADR
-$6.0M
345,593
-26%
减持
DIS
WALT DISNEY
-$5.2M
786,791
-19%
增持
NKE
NIKE
+$5.0M
854,995
+0%
减持
MSCI
MSCI
+$4.8M
125,618
-11%
减持
NEM
NEWMONT
+$4.5M
13,892,539
-3%
减持
KO
COCA-COLA
-$4.0M
738,468
-6%
减持
UNP
UNION PACIFIC
-$3.8M
73,172
-18%
减持
MELI
MERCADOLIBRE
+$3.8M
11,372
-14%
清仓
—
0,000 UBER TECHNOLOGIES 15.12.2025
-$3.6M
0
-100%
减持
MCD
MCDONALD'S
-$3.5M
56,039
-23%
清仓
DOCU
DOCUSIGN
-$3.5M
0
-100%
减持
NDAQ
NASDAQ
-$3.4M
6,201
-90%
增持
—
EXXON MOBIL
+$3.1M
396,347
+8%
减持
EMR
EMERSON ELECTRIC
-$3.0M
28,989
-50%
增持
CHD
CHURCH & DWIGHT
+$2.9M
245,941
+5%
减持
—
0,000 SPOTIFY 15.03.2026
-$2.8M
4,500,000
-45%
增持
BKNG
BOOKING HOLDINGS
+$2.7M
2,031
+54%
清仓
—
BARRICK GOLD CALL
-$2.7M
0
-100%
减持
—
0,375 CHEESECAKE FACTORY 15.06.2026
-$2.4M
4,900,000
-38%
减持
—
0,250 UPWORK 15.08.2026
-$2.4M
3,850,000
-47%
减持
PYPL
PAYPAL
+$2.4M
1,581,396
-4%
清仓
MKTX
MARKETAXESS
-$2.3M
0
-100%
建仓
—
0,250 HALOZYME THERAPEUTICS 01.03.2027
+$2.3M
2,750,000
减持
ITW
ILLINOIS TOOL WORKS
+$2.3M
496,797
-8%
减持
—
0,000 CABLE ONE 15.03.2026
-$2.2M
5,100,000
-35%
减持
AXP
AMERICAN EXPRESS
-$2.1M
146,232
-18%
减持
—
0,000 WIX.COM 15.08.2025
-$2.0M
5,650,000
-31%
清仓
TWLO
TWILIO
-$1.9M
0
-100%
增持
CTSH
COGNIZANT TECHNOLOGY
+$1.9M
326,413
+4%
减持
ADP
AUTOMATIC DATA PROCESSING
-$1.8M
40,202
-10%
减持
—
0,250 SEA 15.09.2026
-$1.6M
3,200,000
-43%
清仓
—
0,000 FORD MOTOR 15.03.2026
-$1.6M
0
-100%
清仓
NVDA
NVIDIA
-$1.6M
0
-100%
增持
SBUX
STARBUCKS
+$1.6M
25,956
+125%
减持
—
NEWMONT CALL
-$1.6M
285
-54%
增持
SLB
SCHLUMBERGER
-$1.5M
563,917
+3%
清仓
—
WIX.COM
-$1.4M
0
-100%
清仓
—
PINTEREST CALL
-$1.4M
0
-100%
增持
CL
COLGATE-PALMOLIVE
+$1.3M
276,977
+12%
增持
HD
HOME DEPOT
+$1.2M
145,036
+10%
增持
BDX
BECTON DICKINSON
+$1.1M
224,775
+5%
减持
—
0,250 ETSY 15.06.2028
-$1.0M
10,700,000
-7%
增持
SHW
SHERWIN-WILLIAMS
+$935.0K
38,929
+18%
增持
TTWO
TAKE-TWO INTERACTIVE SOFTWARE
+$807.5K
37,528
+6%
减持
EPAM
EPAM SYSTEMS
-$707.2K
7,500
-17%
增持
CSGP
COSTAR GROUP
-$675.3K
104,166
+3%
减持
—
CHECK POINT SOFTWARE
-$673.6K
24,332
-20%
减持
CPRT
COPART
+$653.9K
597,771
-18%
减持
MDLZ
MONDELEZ INTERNATIONAL
+$624.5K
310,755
-2%
增持
NU
NU HOLDINGS
+$531.3K
475,000
+12%
增持
TJX
TJX COMPANIES
+$529.3K
240,646
+5%
增持
EA
ELECTRONIC ARTS
+$481.9K
227,201
+3%
增持
HDB
HDFC BANK ADR
+$475.5K
525,580
+4%
减持
VZ
VERIZON COMMUNICATIONS
-$440.5K
300,993
-2%
增持
ROST
ROSS STORES
-$414.3K
124,658
+6%
增持
—
0,375 AKAMAI TECHNOLOGIES 01.09.2027
+$412.9K
15,200,000
+9%
增持
CPNG
COUPANG
+$394.8K
135,000
+13%
增持
COP
CONOCOPHILLIPS
+$347.4K
66,828
+26%
清仓
IBN
ICICI BANK ADR
-$328.4K
0
-100%
减持
—
0,125 ETSY 01.10.2026
-$266.2K
1,000,000
-9%
减持
SPGI
S&P GLOBAL
+$249.2K
286,116
-3%
减持
NTES
NETEASE ADR
+$223.3K
32,500
-11%
清仓
MKL
MARKEL
-$202.9K
0
-100%
减持
—
GLOBANT
-$125.6K
10,000
-5%
减持
ORCL
ORACLE
-$57.5K
3,120
-27%
减持
GOOG
ALPHABET - CLASS C
-$27.9K
3,400
-21%
