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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 111 项
建仓 3
增持 47
减持 56
清仓 5
方向
标的
Δ市值
现股数(环比)
清仓
—
BLACKROCK
-$211.9M
0
-100%
建仓
BLK
BLACKROCK FUNDING
+$202.0M
197,071
增持
IDXX
IDEXX LABORATORIES
+$191.4M
473,336
+5439%
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
DHR
DANAHER
-$167.5M
3,710,738
+1%
减持
BKNG
BOOKING HOLDINGS
-$147.6M
27,302
-59%
减持
AMZN
AMAZON.COM
+$143.8M
6,663,545
-6%
增持
TMO
THERMO FISHER SCIENTIFIC
-$126.9M
1,335,285
+1%
减持
SBUX
STARBUCKS
-$119.6M
4,636,199
-17%
增持
AMAT
APPLIED MATERIALS
+$117.6M
1,600,078
+127%
减持
V
VISA - CLASS A
+$112.4M
2,831,255
-0%
增持
JNJ
JOHNSON & JOHNSON
-$109.2M
6,529,296
+0%
减持
LULU
LULULEMON ATHLETICA
+$108.0M
1,271,320
-9%
清仓
TRUP
TRUPANION
-$99.0M
0
-100%
增持
NKE
NIKE
-$98.1M
8,298,072
+1%
增持
PEP
PEPSICO
-$85.0M
5,112,536
+1%
减持
GOOGL
ALPHABET - CLASS A
+$73.2M
6,355,665
-7%
减持
ICE
INTERCONTINENTAL EXCHANGE
-$63.0M
5,074,730
-0%
减持
APH
AMPHENOL
+$50.7M
12,314,404
-0%
增持
AME
AMETEK
+$47.5M
3,724,352
+3%
减持
SCHW
CHARLES SCHWAB
+$45.8M
10,734,076
-7%
增持
FTV
FORTIVE
-$35.9M
11,903,240
+1%
增持
ODFL
OLD DOMINION FREIGHT LINE
+$31.2M
362,706
+119%
减持
—
MEDTRONIC
-$29.3M
2,071,032
-4%
增持
BRK/B
BERKSHIRE HATHAWAY B
-$27.8M
4,497,659
+0%
增持
ADI
ANALOG DEVICES
+$26.7M
471,859
+48%
增持
MSFT
MICROSOFT
+$24.2M
3,483,360
+4%
减持
BDX
BECTON DICKINSON
-$23.1M
190,637
-31%
增持
UNP
UNION PACIFIC
+$22.8M
200,705
+115%
减持
FAST
FASTENAL
-$21.5M
234,507
-56%
增持
PG
PROCTER & GAMBLE
-$18.3M
4,057,598
+1%
减持
PYPL
PAYPAL
-$18.2M
582,198
-33%
增持
ITW
ILLINOIS TOOL WORKS
+$17.7M
300,760
+35%
减持
ABT
ABBOTT LABORATORIES
-$17.6M
8,672,425
-1%
增持
UBER
UBER TECHNOLOGIES
+$17.6M
1,274,740
+62%
减持
MMM
3M
-$17.2M
939,529
-7%
增持
SHW
SHERWIN-WILLIAMS
-$16.0M
751,803
+6%
增持
BNTX
BIONTECH ADR
-$15.6M
4,406,843
+1%
减持
MSCI
MSCI
-$14.3M
293,972
-10%
减持
AAPL
APPLE
-$13.6M
4,436,956
-8%
减持
AXP
AMERICAN EXPRESS
-$13.2M
99,553
-37%
减持
DG
DOLLAR GENERAL
-$11.9M
1,273,255
-1%
减持
SYK
STRYKER
-$11.1M
394,666
-7%
减持
MCD
MCDONALDS
-$10.8M
517,698
-2%
减持
MA
MASTERCARD
+$10.5M
700,899
-3%
增持
NFLX
NETFLIX
+$9.5M
49,850
+1%
增持
SPGI
S&P GLOBAL
-$9.1M
724,465
+1%
减持
—
ACCENTURE
-$7.7M
1,504,485
-1%
减持
SLB
SCHLUMBERGER
-$6.1M
310,735
-28%
减持
COP
CONOCOPHILLIPS
-$6.0M
223,128
-17%
增持
VRSK
VERISK ANALYTICS
+$5.9M
285,545
+5%
减持
BABA
ALIBABA GROUP ADR
-$5.4M
249,100
-0%
减持
META
META PLATFORMS
+$5.4M
537,268
-1%
增持
EL
ESTEE LAUDER
+$4.6M
189,998
+96%
减持
MELI
MERCADOLIBRE
-$4.2M
9,853
-4%
减持
—
0,375 AKAMAI TECHNOLOGIES 01.09.2027
-$4.2M
900,000
-82%
减持
DIS
WALT DISNEY
+$3.7M
387,283
-5%
减持
WMT
WALMART
-$3.7M
1,109,748
-14%
增持
KO
COCA-COLA
-$3.6M
1,110,669
+10%
减持
TJX
TJX COMPANIES
-$3.6M
113,124
-23%
增持
CL
COLGATE-PALMOLIVE
-$3.4M
270,595
+0%
减持
ROST
ROSS STORES
-$3.3M
67,794
-25%
增持
—
EXXON MOBIL
-$3.0M
610,136
+4%
增持
EA
ELECTRONIC ARTS
+$3.0M
80,502
+31%
减持
INTU
INTUIT
-$3.0M
37,600
-12%
减持
NU
NU HOLDINGS
-$2.8M
550,000
-12%
减持
CRM
SALESFORCE
-$2.7M
692,443
-19%
减持
—
0,250 ETSY 15.06.2028
-$2.6M
3,000,000
-52%
增持
MDLZ
MONDELEZ INTERNATIONAL
-$2.6M
193,884
+1%
增持
—
LINDE
-$2.5M
368,941
+12%
增持
HDB
HDFC BANK ADR
+$2.5M
1,033,520
+2%
清仓
CSGP
COSTAR GROUP
-$2.3M
0
-100%
减持
ADP
AUTOMATIC DATA PROCESSING
-$2.2M
70,692
-15%
减持
—
0,125 ETSY 01.10.2026
-$2.0M
2,300,000
-47%
增持
—
1,125 AKAMAI TECHNOLOGIES 15.02.2029
+$1.9M
3,000,000
+200%
减持
—
0,000 SNAP 01.05.2027
-$1.9M
2,100,000
-51%
增持
ORLY
O'REILLY AUTOMOTIVE
+$1.8M
12,295
+11%
减持
—
0,000 FORD MOTOR 15.03.2026
-$1.5M
2,300,000
-39%
减持
—
2,000 JAZZ INVESTMENTS 15.06.2026
-$1.5M
2,200,000
-41%
增持
MTCH
MATCH GROUP
-$1.4M
734,395
+9%
增持
—
FERRARI
+$1.4M
41,491
+19%
清仓
—
0,250 UPWORK 15.08.2026
-$1.4M
0
-100%
减持
HD
HOME DEPOT
-$1.4M
70,578
-1%
建仓
—
0,875 UBER TECHNOLOGIES 01.12.2028
+$1.3M
1,200,000
增持
ROP
ROPER TECHNOLOGIES
-$1.2M
270,705
+6%
减持
ABNB
AIRBNB
-$1.2M
17,675
-37%
清仓
EPAM
EPAM SYSTEMS
-$1.2M
0
-100%
增持
VZ
VERIZON COMMUNICATIONS
+$1.1M
310,705
+24%
增持
SAIA
SAIA
+$1.1M
21,921
+7%
减持
NDAQ
NASDAQ
+$1.0M
1,117,101
-4%
减持
TSM
TAIWAN SEMICONDUCTOR ADR
+$999.8K
229,323
-10%
减持
NVDA
NVIDIA
-$836.1K
272,320
-12%
减持
CPRT
COPART
+$831.4K
575,196
-6%
增持
MKTX
MARKETAXESS
+$787.1K
16,290
+44%
增持
MCO
MOODY'S
+$694.7K
201,558
+1%
减持
BX
BLACKSTONE
-$663.3K
45,000
-18%
增持
BRK/A
BERKSHIRE HATHAWAY A
+$650.1K
4
+33%
减持
—
0,250 HALOZYME THERAPEUTICS 01.03.2027
-$568.1K
1,400,000
-26%
增持
—
GLOBANT
+$483.0K
17,500
+6%
增持
ADBE
ADOBE
-$380.0K
71,136
+15%
减持
NTES
NETEASE ADR
-$319.8K
20,000
-11%
增持
IBN
ICICI BANK ADR
+$299.9K
140,000
+8%
减持
—
MAKEMYTRIP
+$282.1K
17,000
-3%
减持
—
0,125 SNAP 01.03.2028
-$257.9K
3,300,000
-11%
建仓
FISV
FISERV
+$213.6K
1,040
增持
FMX
FEMSA ADR
-$198.7K
22,500
+5%
减持
CHD
CHURCH & DWIGHT
-$102.4K
151,999
-1%
增持
kspi us equity
KASPI.KZ
+$95.8K
15,000
+20%
增持
CPNG
COUPANG
-$81.5K
175,000
+9%
减持
GOOG
ALPHABET - CLASS C
-$14.0K
2,189
-15%
减持
—
SMURFIT WESTROCK
+$5.2K
456,209
-7%
增持
ORCL
ORACLE
+$1.9K
1,770
+3%
