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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 110 项
建仓 5
增持 55
减持 42
清仓 8
方向
标的
Δ市值
现股数(环比)
建仓
LULU
LULULEMON ATHLETICA
+$311.3M
1,042,093
增持
—
ACCENTURE
+$284.0M
1,356,701
+268%
增持
SHW
SHERWIN-WILLIAMS
+$220.2M
792,605
+1589%
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
SCHW
CHARLES SCHWAB
-$194.0M
11,400,695
-20%
减持
AAPL
APPLE
+$187.4M
5,903,329
-4%
增持
GGG
GRACO
+$157.3M
3,389,513
+184%
减持
BRK/B
BERKSHIRE HATHAWAY B
-$145.5M
5,181,436
-3%
建仓
—
LINDE
+$137.1M
312,336
增持
FTV
FORTIVE
-$125.4M
11,188,997
+1%
减持
GOOGL
ALPHABET - CLASS A
-$119.7M
7,800,972
-24%
增持
AMZN
AMAZON.COM
+$111.8M
6,854,006
+2%
减持
ABT
ABBOTT LABORATORIES
-$94.7M
8,466,834
-1%
增持
META
META PLATFORMS
+$85.7M
373,109
+77%
增持
MA
MASTERCARD
+$78.1M
700,557
+46%
减持
MSFT
MICROSOFT
+$70.6M
3,337,591
-1%
减持
TMO
THERMO FISHER SCIENTIFIC
-$47.4M
1,321,988
-1%
减持
DHR
DANAHER
-$47.2M
4,069,079
-4%
减持
MDLZ
MONDELEZ INTERNATIONAL
-$43.2M
266,018
-69%
减持
DG
DOLLAR GENERAL
-$41.3M
998,406
-10%
增持
BKNG
BOOKING HOLDINGS
+$38.3M
35,824
+25%
减持
—
MEDTRONIC
-$36.3M
2,206,774
-8%
增持
AMAT
APPLIED MATERIALS
+$34.7M
200,752
+226%
增持
BNTX
BIONTECH ADR
+$31.9M
4,379,483
+26%
增持
JNJ
JOHNSON & JOHNSON
-$30.1M
6,331,659
+5%
清仓
ETSY
ETSY
-$26.8M
0
-100%
增持
SPGI
S&P GLOBAL
+$26.7M
698,215
+4%
增持
MCD
MCDONALDS
+$26.5M
326,455
+62%
增持
V
VISA - CLASS A
-$26.3M
2,869,618
+3%
建仓
ADI
ANALOG DEVICES
+$25.0M
109,373
增持
NKE
NIKE
-$24.8M
3,427,406
+14%
增持
NVDA
NVIDIA
+$22.9M
306,431
+1747%
增持
ORLY
O'REILLY AUTOMOTIVE
+$21.4M
23,738
+632%
增持
APH
AMPHENOL
+$19.6M
13,692,044
+75%
减持
ADBE
ADOBE
-$17.4M
109,557
-29%
增持
PG
PROCTER & GAMBLE
+$17.4M
4,614,857
+1%
增持
VRSK
VERISK ANALYTICS
+$17.4M
316,623
+10%
清仓
CTSH
COGNIZANT TECHNOLOGY
-$16.0M
0
-100%
增持
AME
AMETEK
-$15.8M
2,838,537
+6%
增持
SBUX
STARBUCKS
-$15.5M
6,389,176
+14%
增持
MCO
MOODY'S
+$13.1M
292,625
+4%
减持
SYK
STRYKER
-$12.1M
398,496
-3%
减持
PYPL
PAYPAL
-$10.9M
1,075,890
-2%
增持
NFLX
NETFLIX
+$10.2M
48,013
+31%
增持
BDX
BECTON DICKINSON
+$10.1M
287,410
+25%
增持
PEP
PEPSICO
-$10.1M
4,777,487
+5%
减持
FAST
FASTENAL
-$9.9M
217,043
-29%
增持
UBER
UBER TECHNOLOGIES
+$9.7M
154,796
+652%
增持
—
EXXON MOBIL
+$9.5M
657,342
+15%
增持
—
FERRARI
+$9.0M
30,826
+276%
增持
—
BLACKROCK
-$8.9M
304,260
+2%
增持
KO
COCA-COLA
+$8.6M
930,106
+12%
减持
ICE
INTERCONTINENTAL EXCHANGE
-$8.6M
6,087,171
-1%
减持
MMM
3M
-$8.5M
1,319,600
-2%
减持
TSM
TAIWAN SEMICONDUCTOR ADR
+$7.8M
314,286
-9%
减持
WMT
WALMART
+$7.7M
1,979,603
-6%
增持
BABA
ALIBABA GROUP ADR
+$7.1M
245,243
+69%
减持
ROP
ROPER TECHNOLOGIES
-$7.1M
84,846
-13%
减持
HDB
HDFC BANK ADR
+$5.9M
994,645
-4%
增持
MSCI
MSCI
+$5.7M
303,893
+21%
减持
MTCH
MATCH GROUP
-$5.1M
671,995
-4%
减持
EA
ELECTRONIC ARTS
-$5.0M
62,354
-40%
增持
NDAQ
NASDAQ
+$4.9M
1,149,970
+13%
减持
SLB
SCHLUMBERGER
-$4.9M
488,492
-4%
减持
TRUP
TRUPANION
+$4.8M
2,866,300
-0%
增持
—
0,375 AKAMAI TECHNOLOGIES 01.09.2027
+$4.1M
7,500,000
+150%
减持
HD
HOME DEPOT
-$4.0M
82,648
-2%
建仓
CDNS
CADENCE DESIGN SYSTEMS
+$3.7M
12,089
增持
MELI
MERCADOLIBRE
+$3.6M
10,818
+16%
减持
EL
ESTEE LAUDER
-$3.5M
68,863
-2%
清仓
AEM
AGNICO EAGLE MINES
-$3.4M
0
-100%
增持
CRM
SALESFORCE
-$2.8M
834,183
+16%
增持
ITW
ILLINOIS TOOL WORKS
-$2.8M
277,438
+9%
增持
TJX
TJX COMPANIES
+$2.7M
155,721
+9%
增持
DIS
WALT DISNEY
-$2.6M
396,198
+15%
增持
COP
CONOCOPHILLIPS
+$2.6M
287,303
+21%
清仓
—
BARRICK GOLD CALL
-$2.5M
0
-100%
增持
CL
COLGATE-PALMOLIVE
+$2.3M
298,470
+1%
减持
—
0,000 FORD MOTOR 15.03.2026
-$2.0M
3,200,000
-37%
减持
—
2,000 JAZZ INVESTMENTS 15.06.2026
-$1.9M
6,150,000
-22%
建仓
FMX
FEMSA ADR
+$1.9M
17,500
增持
NU
NU HOLDINGS
+$1.2M
650,000
+8%
减持
YUMC
YUM CHINA HOLDINGS
-$1.2M
90,000
-10%
清仓
NEM
NEWMONT
-$1.1M
0
-100%
增持
—
0,125 ETSY 01.10.2026
+$1.0M
6,200,000
+29%
清仓
—
BARRICK GOLD
-$998.4K
0
-100%
减持
VZ
VERIZON COMMUNICATIONS
-$987.3K
266,818
-7%
增持
ABNB
AIRBNB
+$978.5K
18,628
+66%
减持
—
0,375 CHEESECAKE FACTORY 15.06.2026
-$942.0K
2,800,000
-28%
增持
CSGP
COSTAR GROUP
+$874.4K
29,363
+118%
减持
EPAM
EPAM SYSTEMS
-$848.5K
6,500
-13%
增持
UNP
UNION PACIFIC
+$700.0K
70,485
+14%
增持
IBN
ICICI BANK ADR
+$564.1K
125,000
+9%
减持
AXP
AMERICAN EXPRESS
+$480.3K
203,879
-1%
减持
—
1,000 HALOZYME THERAPEUTICS 15.08.2028
-$460.8K
1,800,000
-29%
减持
NTES
NETEASE ADR
-$455.9K
25,000
-9%
增持
MKTX
MARKETAXESS
+$369.5K
11,300
+31%
减持
—
0,000 FIVERR INTERNATIONAL 01.11.2025
-$333.8K
5,150,000
-9%
清仓
JPM
JPMORGAN CHASE
-$322.7K
0
-100%
减持
—
0,250 UPWORK 15.08.2026
-$313.6K
3,450,000
-10%
减持
—
0,250 HALOZYME THERAPEUTICS 01.03.2027
-$283.9K
2,350,000
-18%
减持
CPNG
COUPANG
+$264.5K
140,000
-7%
增持
CPRT
COPART
-$261.0K
462,249
+6%
清仓
AMGN
AMGEN
-$214.9K
0
-100%
增持
SAIA
SAIA
+$171.9K
5,142
+33%
减持
INTU
INTUIT
+$148.0K
53,887
-1%
增持
ROST
ROSS STORES
+$127.2K
96,306
+2%
减持
—
MAKEMYTRIP
+$74.0K
22,000
-12%
增持
CHD
CHURCH & DWIGHT
-$48.7K
246,197
+0%
增持
IDXX
IDEXX LABORATORIES
-$23.9K
3,330
+9%
增持
ODFL
OLD DOMINION FREIGHT LINE
+$6.6K
90,553
+24%
