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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 100 项
建仓 6
增持 37
减持 55
清仓 2
方向
标的
Δ市值
现股数(环比)
减持
—
BARRICK GOLD
-$487.1M
732,106
-98%
减持
NEM
NEWMONT
-$480.2M
1,057,809
-93%
清仓
—
ACTIVISION BLIZZARD
-$415.6M
0
-100%
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
MSFT
MICROSOFT
-$307.7M
3,586,441
-32%
减持
MTCH
MATCH GROUP
-$266.6M
504,956
-93%
增持
SBUX
STARBUCKS
+$257.9M
2,715,405
+8678%
增持
PEP
PEPSICO
+$254.5M
2,727,622
+121%
减持
AEM
AGNICO EAGLE MINES
-$217.4M
732,980
-87%
减持
SCHW
CHARLES SCHWAB
+$214.7M
17,271,428
-3%
减持
NKE
NIKE
-$140.2M
2,344,422
-43%
增持
ABT
ABBOTT LABORATORIES
+$134.1M
9,149,611
+2%
减持
VRSK
VERISK ANALYTICS
-$133.7M
285,990
-67%
减持
APH
AMPHENOL
+$116.3M
7,874,133
-0%
减持
ICE
INTERCONTINENTAL EXCHANGE
+$111.7M
6,343,458
-1%
减持
—
0,125 SNAP 01.03.2028
-$103.5M
5,350,000
-97%
减持
AAPL
APPLE
+$90.7M
4,810,392
-1%
增持
AME
AMETEK
+$81.6M
2,586,030
+11%
增持
TMO
THERMO FISHER SCIENTIFIC
+$79.1M
1,354,742
+7%
增持
—
BLACKROCK
+$58.3M
335,827
+1%
增持
DHR
DANAHER
-$56.6M
4,601,351
+2%
增持
PG
PROCTER & GAMBLE
+$51.7M
4,561,091
+8%
减持
V
VISA - CLASS A
+$40.9M
2,757,408
-6%
减持
CRM
SALESFORCE
+$38.1M
735,106
-4%
增持
BRK/B
BERKSHIRE HATHAWAY B
+$37.4M
5,694,038
+0%
减持
MMM
3M
+$34.0M
5,683,781
-9%
增持
FTV
FORTIVE
+$32.1M
11,107,878
+5%
减持
SPGI
S&P GLOBAL
+$28.2M
508,303
-5%
减持
GOOGL
ALPHABET - CLASS A
+$27.4M
11,294,943
-5%
减持
DG
DOLLAR GENERAL
+$27.1M
1,292,415
-8%
增持
MCD
MCDONALDS
+$23.8M
191,951
+53%
减持
AMAT
APPLIED MATERIALS
-$20.8M
20,798
-88%
增持
—
ACCENTURE
+$19.6M
388,606
+2%
增持
HDB
HDFC BANK ADR
+$16.2M
961,915
+17%
增持
ITW
ILLINOIS TOOL WORKS
+$15.5M
240,222
+17%
减持
MCO
MOODY'S
+$14.9M
324,470
-8%
增持
MDLZ
MONDELEZ INTERNATIONAL
+$13.5M
859,961
+22%
减持
INTU
INTUIT
+$12.9M
149,044
-5%
减持
SYK
STRYKER
+$11.5M
508,225
-1%
增持
NDAQ
NASDAQ
+$10.4M
843,383
+6%
减持
ADBE
ADOBE
-$9.3M
150,172
-23%
减持
CHD
CHURCH & DWIGHT
-$9.1M
156,652
-40%
减持
DIS
WALT DISNEY
-$8.8M
361,737
-29%
建仓
NVDA
NVIDIA
+$8.5M
17,081
增持
AXP
AMERICAN EXPRESS
+$8.2M
209,175
+1%
增持
BKNG
BOOKING HOLDINGS
+$8.1M
8,349
+20%
减持
AMZN
AMAZON.COM
-$8.0M
7,677,935
-17%
减持
MSCI
MSCI
+$7.2M
207,968
-3%
增持
BNTX
BIONTECH ADR
-$7.2M
3,548,660
+1%
增持
KO
COCA-COLA
+$7.0M
960,848
+8%
减持
ETSY
ETSY
+$6.5M
394,949
-0%
减持
JNJ
JOHNSON & JOHNSON
+$5.8M
6,112,765
-0%
减持
PYPL
PAYPAL
-$5.6M
1,197,674
-12%
增持
—
EXXON MOBIL
-$5.0M
572,343
+8%
减持
SLB
SCHLUMBERGER
-$4.9M
574,318
-4%
增持
NFLX
NETFLIX
+$4.5M
40,614
+1%
减持
BABA
ALIBABA GROUP ADR
-$4.2M
350,393
-3%
减持
EL
ESTEE LAUDER
-$3.7M
173,622
-14%
增持
VZ
VERIZON COMMUNICATIONS
+$3.6M
312,013
+24%
增持
CPRT
COPART
+$3.5M
437,453
+5%
减持
COP
CONOCOPHILLIPS
-$3.3M
232,042
-8%
建仓
FAST
FASTENAL
+$3.3M
50,648
增持
CL
COLGATE-PALMOLIVE
+$3.0M
330,585
+1%
增持
CTSH
COGNIZANT TECHNOLOGY
+$3.0M
216,908
+9%
减持
—
MEDTRONIC
-$2.8M
2,523,835
-6%
减持
—
0,375 AKAMAI TECHNOLOGIES 01.09.2027
-$2.8M
3,000,000
-49%
减持
—
FERRARI
-$2.4M
6,126
-59%
减持
TSM
TAIWAN SEMICONDUCTOR ADR
+$2.2M
272,425
-9%
增持
—
0,000 FORD MOTOR 15.03.2026
+$2.2M
7,500,000
+39%
增持
WMT
WALMART
+$2.1M
816,651
+3%
增持
NU
NU HOLDINGS
+$2.0M
675,000
+35%
减持
TJX
TJX COMPANIES
-$1.9M
190,933
-14%
增持
—
0,125 ETSY 01.10.2026
+$1.9M
4,800,000
+33%
减持
—
2,000 JAZZ INVESTMENTS 15.06.2026
-$1.7M
10,050,000
-13%
建仓
IDXX
IDEXX LABORATORIES
+$1.7M
3,049
减持
ROP
ROPER TECHNOLOGIES
-$1.7M
105,985
-14%
建仓
SAIA
SAIA
+$1.6M
3,735
减持
UNP
UNION PACIFIC
+$1.6M
64,113
-8%
减持
EMR
EMERSON ELECTRIC
-$1.5M
21,542
-41%
增持
BDX
BECTON DICKINSON
+$1.4M
273,335
+8%
增持
EPAM
EPAM SYSTEMS
+$1.4M
11,000
+47%
增持
—
GLOBANT
+$1.2M
15,000
+25%
增持
IBN
ICICI BANK ADR
+$1.1M
115,000
+64%
减持
ROST
ROSS STORES
+$1.0M
105,736
-12%
增持
—
BARRICK GOLD CALL
+$960.4K
1,480
+25%
减持
—
0,375 CHEESECAKE FACTORY 15.06.2026
-$673.0K
3,900,000
-20%
建仓
VLTO
VERALTO
+$581.7K
7,071
减持
META
META PLATFORMS
-$560.6K
190,255
-16%
减持
TTWO
TAKE-TWO INTERACTIVE SOFTWARE
-$543.1K
22,887
-24%
减持
MELI
MERCADOLIBRE
+$505.4K
10,562
-17%
减持
ADP
AUTOMATIC DATA PROCESSING
-$446.3K
46,828
-1%
减持
—
0,250 ETSY 15.06.2028
+$374.2K
10,600,000
-1%
清仓
—
SPOTIFY TECHNOLOGY
-$363.4K
0
-100%
建仓
ABNB
AIRBNB
+$345.1K
2,535
减持
HD
HOME DEPOT
-$336.6K
162,610
-13%
减持
MA
MASTERCARD
+$259.3K
472,361
-7%
增持
YUMC
YUM CHINA HOLDINGS
+$250.6K
65,000
+44%
减持
EA
ELECTRONIC ARTS
-$129.2K
123,042
-13%
减持
PINS
PINTEREST
-$96.2K
214,240
-28%
减持
GOOG
ALPHABET - CLASS C
-$31.5K
3,032
-13%
增持
CPNG
COUPANG
+$6.0K
150,000
+5%
