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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 101 项
建仓 8
增持 45
减持 47
清仓 1
方向
标的
Δ市值
现股数(环比)
增持
GOOGL
ALPHABET - CLASS A
+$481.5M
6,812,930
+2%
减持
JNJ
JOHNSON & JOHNSON
-$413.5M
2,995,174
-53%
增持
MELI
MERCADOLIBRE
+$397.8M
181,719
+1669%
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
AAPL
APPLE
+$233.0M
3,393,476
+10%
增持
ROP
ROPER TECHNOLOGIES
+$226.4M
896,161
+130%
增持
—
LINDE
+$171.2M
721,959
+97%
减持
SHW
SHERWIN-WILLIAMS
-$163.2M
409,454
-54%
增持
TSM
TAIWAN SEMICONDUCTOR ADR
+$140.0M
757,970
+140%
减持
TMO
THERMO FISHER SCIENTIFIC
+$114.7M
2,516,098
-8%
减持
NKE
NIKE
-$112.3M
9,866,461
-12%
减持
APH
AMPHENOL
+$108.5M
8,807,348
-11%
增持
—
ACCENTURE
-$98.2M
2,521,263
+5%
增持
ICE
INTERCONTINENTAL EXCHANGE
-$67.6M
4,567,933
+0%
减持
MSFT
MICROSOFT
+$65.4M
3,409,081
-0%
减持
IDXX
IDEXX LABORATORIES
-$58.7M
110,534
-54%
减持
FTV
FORTIVE
-$57.3M
11,646,149
-3%
减持
PEP
PEPSICO
-$50.8M
5,878,893
-11%
增持
BRK/B
BERKSHIRE HATHAWAY B
+$50.5M
2,787,941
+0%
增持
SCHW
CHARLES SCHWAB
+$49.6M
10,631,352
+0%
增持
LULU
LULULEMON ATHLETICA
-$46.1M
1,930,831
+18%
增持
AVGO
BROADCOM
+$45.5M
353,013
+37%
减持
MCO
MOODY'S
-$44.5M
101,816
-45%
减持
AMAT
APPLIED MATERIALS
+$42.4M
2,408,464
-2%
增持
CPRT
COPART
+$40.9M
2,147,849
+89%
减持
BNTX
BIONTECH ADR
-$33.2M
4,230,033
-0%
减持
AME
AMETEK
+$26.3M
3,783,841
-0%
减持
BKNG
BOOKING HOLDINGS
-$25.9M
12,361
-23%
增持
ADI
ANALOG DEVICES
+$25.6M
517,199
+21%
减持
VRSK
VERISK ANALYTICS
-$25.4M
53,863
-57%
增持
SPGI
S&P GLOBAL
-$24.0M
731,305
+2%
增持
NVDA
NVIDIA
+$23.6M
416,326
+22%
减持
PG
PROCTER & GAMBLE
-$23.2M
3,096,726
-1%
减持
BLK
BLACKROCK
-$22.3M
129,157
-22%
增持
V
VISA - CLASS A
-$22.2M
2,172,103
+1%
增持
META
META PLATFORMS
+$20.5M
586,067
+6%
减持
MMM
3M
-$18.9M
656,217
-17%
减持
DIS
WALT DISNEY
-$18.0M
229,321
-36%
增持
RAL
RALLIANT
-$16.5M
4,152,866
+2%
增持
IEX
IDEX
+$16.2M
791,020
+23%
减持
SBUX
STARBUCKS
-$13.9M
128,281
-53%
减持
ADP
AUTOMATIC DATA PROCESSING
-$12.1M
4,872
-89%
增持
ABT
ABBOTT LABORATORIES
+$11.8M
6,609,983
+3%
增持
MCD
MCDONALDS
+$11.7M
344,769
+8%
减持
UNP
UNION PACIFIC
-$11.1M
50,450
-50%
增持
EL
ESTEE LAUDER
+$10.6M
175,000
+195%
增持
—
FERRARI
+$10.6M
83,106
+38%
增持
CRM
SALESFORCE
-$10.3M
924,010
+10%
增持
MKTX
MARKETAXESS
+$8.6M
79,000
+243%
减持
PYPL
PAYPAL
-$8.3M
255,634
-25%
增持
MSCI
MSCI
+$7.9M
226,772
+8%
减持
AMZN
AMAZON.COM
-$7.4M
6,803,957
-1%
增持
HDB
HDFC BANK ADR
-$7.1M
1,982,810
+103%
减持
BABA
ALIBABA GROUP ADR
+$6.8M
155,000
-16%
增持
SYK
STRYKER
-$6.3M
275,422
+1%
减持
MA
MASTERCARD
-$5.7M
590,809
-3%
减持
BDX
BECTON DICKINSON
-$5.4M
165,320
-22%
减持
NDAQ
NASDAQ
-$5.2M
1,126,905
-4%
建仓
—
TRANE TECHNOLOGIES
+$5.1M
12,000
减持
CL
COLGATE-PALMOLIVE
-$4.6M
301,906
-4%
增持
NFLX
NETFLIX
-$4.4M
57,741
+5%
增持
DG
DOLLAR GENERAL
-$4.0M
1,046,937
+7%
增持
ROST
ROSS STORES
+$3.9M
116,042
+7%
减持
—
MEDTRONIC
+$3.6M
1,265,609
-6%
增持
KO
COCA-COLA
-$3.4M
869,928
+1%
增持
—
SPOTIFY TECHNOLOGY
+$3.1M
10,091
+97%
减持
CHD
CHURCH & DWIGHT
-$3.1M
127,863
-14%
减持
ITW
ILLINOIS TOOL WORKS
+$2.8M
263,592
-1%
减持
INTU
INTUIT
-$2.6M
13,840
-10%
增持
WMT
WALMART
+$2.4M
412,285
+1%
减持
DHR
DANAHER
-$2.3M
4,201,663
-1%
减持
FAST
FASTENAL
-$2.1M
130,667
-35%
增持
—
MAKEMYTRIP
+$1.6M
37,500
+97%
增持
AXP
AMERICAN EXPRESS
+$1.6M
79,387
+2%
增持
ODFL
OLD DOMINION FREIGHT LINE
+$1.6M
134,325
+26%
增持
ORLY
O'REILLY AUTOMOTIVE
+$1.3M
68,918
+2%
清仓
—
2,000 JAZZ INVESTMENTS 15.06.2026
-$1.2M
0
-100%
减持
—
SMURFIT WESTROCK
-$1.2M
206,260
-9%
增持
ADBE
ADOBE
-$1.1M
51,714
+3%
增持
TCOM
TRIP.COM GROUP ADR
+$1.0M
45,000
+13%
建仓
IBM
INTL BUSINESS MACHINES
+$989.0K
3,505
减持
—
1,125 AKAMAI TECHNOLOGIES 15.02.2029
-$973.0K
1,700,000
-37%
建仓
EA
ELECTRONIC ARTS
+$892.5K
4,425
建仓
—
CHECK POINT SOFTWARE
+$831.2K
4,017
建仓
FTNT
FORTINET
+$820.0K
9,753
减持
HD
HOME DEPOT
+$817.1K
43,755
-5%
减持
—
0,250 ETSY 15.06.2028
-$642.9K
1,400,000
-36%
减持
—
0,125 SNAP 01.03.2028
-$599.1K
300,000
-70%
建仓
PDD
PINDUODUO ADR
+$561.1K
4,245
增持
COP
CONOCOPHILLIPS
+$554.5K
97,856
+1%
建仓
INFY
INFOSYS ADR
+$550.0K
33,807
增持
—
0,250 HALOZYME THERAPEUTICS 01.03.2027
+$513.9K
1,750,000
+17%
减持
SLB
SCHLUMBERGER
-$449.4K
45,731
-24%
减持
UBER
UBER TECHNOLOGIES
+$444.6K
722,612
-4%
减持
—
0,875 UBER TECHNOLOGIES 01.12.2028
-$419.4K
200,000
-60%
减持
YUMC
YUM CHINA HOLDINGS
-$255.0K
80,000
-3%
增持
MDLZ
MONDELEZ INTERNATIONAL
+$250.1K
38,625
+20%
建仓
ORCL
ORACLE
+$236.2K
840
增持
GOOG
ALPHABET - CLASS C
+$192.5K
2,239
+13%
减持
—
1,000 HALOZYME THERAPEUTICS 15.08.2028
-$176.3K
200,000
-50%
减持
—
EXXON MOBIL
+$65.0K
321,523
-4%
减持
TJX
TJX COMPANIES
+$12.0K
112,462
-15%
