FLOSSBACH VON STORCH AG Diversified Active

CIK: 0001575677 · Show all filings

Period: Q4 2019 (← Previous) (Next →)

Filing Date: Feb 11, 2020

Total Value ($000): $14,731,059 (98.5% shares, 1.5% debt)

Holdings (109)

PM PHILIP MORRIS INTERNAT. 10.7%
Value ($000) $1,578,414 Shares 18,549,934 Est. Cost $63.50 Unrealized -5.5%
BRK/B BERKSHIRE HATHAWAY B 10.5%
Value ($000) $1,550,489 Shares 6,845,427 Est. Cost $163.24 Unrealized +33.0%
JNJ JOHNSON & JOHNSON 7.8%
Value ($000) $1,153,027 Shares 7,904,484 Est. Cost $103.83 Unrealized +9.9%
GOOGL ALPHABET - CLASS A 7.2%
Value ($000) $1,062,138 Shares 793,001 Est. Cost $44.90 Unrealized +42.6%
MMM 3M 7.0%
Value ($000) $1,027,231 Shares 5,822,643 Est. Cost $117.18 Unrealized -4.6%
BARRICK GOLD 6.5%
Value ($000) $963,101 Shares 51,807,557 Est. Cost $14.78 Unrealized
META FACEBOOK 5.3%
Value ($000) $787,986 Shares 3,839,151 Est. Cost $168.68 Unrealized +14.0%
NEM NEWMONT 3.8%
Value ($000) $556,408 Shares 12,805,700 Est. Cost $27.26 Unrealized +20.0%
BABA ALIBABA GROUP ADR 3.4%
Value ($000) $506,768 Shares 2,389,286 Est. Cost $167.88 Unrealized
AAPL APPLE 2.8%
Value ($000) $412,485 Shares 1,404,683 Est. Cost $44.08 Unrealized +40.7%
PINS PINTEREST 2.8%
Value ($000) $410,508 Shares 22,022,939 Est. Cost $21.59 Unrealized 0.0%
BLACKROCK 2.3%
Value ($000) $340,888 Shares 678,114 Est. Cost $433.93 Unrealized
MSFT MICROSOFT 2.0%
Value ($000) $298,055 Shares 1,890,015 Est. Cost $72.35 Unrealized +92.4%
ABT ABBOTT LABORATORIES 1.9%
Value ($000) $286,889 Shares 3,302,893 Est. Cost $36.11 Unrealized +108.5%
CHKP CHECK POINT SOFTWARE 1.7%
Value ($000) $247,814 Shares 2,233,365 Est. Cost $102.64 Unrealized +9.5%
DHR DANAHER 1.5%
Value ($000) $222,056 Shares 1,446,805 Est. Cost $67.08 Unrealized +83.3%
PYPL PAYPAL 1.5%
Value ($000) $218,692 Shares 2,021,745 Est. Cost $102.44 Unrealized +1.5%
ACTIVISION BLIZZARD 1.3%
Value ($000) $191,709 Shares 3,226,334 Est. Cost $63.11 Unrealized
MDT MEDTRONIC 1.3%
Value ($000) $190,390 Shares 1,678,180 Est. Cost $63.60 Unrealized +45.6%
BKNG BOOKING HOLDINGS 1.3%
Value ($000) $190,216 Shares 92,620 Est. Cost $1871.65 Unrealized +3.2%
FTV FORTIVE 1.1%
Value ($000) $166,000 Shares 2,173,060 Est. Cost $44.51 Unrealized -1.1%
AMZN AMAZON.COM 1.0%
Value ($000) $150,636 Shares 81,520 Est. Cost $73.48 Unrealized +20.4%
CTSH COGNIZANT TECH SOLUTIONS 1.0%
Value ($000) $140,245 Shares 2,261,280 Est. Cost $68.88 Unrealized -18.2%
CSCO CISCO SYSTEMS 0.9%
Value ($000) $137,141 Shares 2,859,486 Est. Cost $38.56 Unrealized 0.0%
V VISA - CLASS A 0.8%
Value ($000) $122,812 Shares 653,602 Est. Cost $94.40 Unrealized +82.8%
BDX BECTON DICKINSON 0.8%
Value ($000) $117,356 Shares 431,505 Est. Cost $212.42 Unrealized +6.6%
CRM SALESFORCE.COM 0.8%
Value ($000) $114,184 Shares 702,068 Est. Cost $151.22 Unrealized +2.4%
ADBE ADOBE 0.7%
Value ($000) $106,867 Shares 324,027 Est. Cost $272.41 Unrealized +8.0%
0,750 PALO ALTO NETWORKS 01.07.2023 0.7%
Value ($000) $105,339 Shares 95,050,000 Est. Cost $1.06 Unrealized
MA MASTERCARD 0.7%
Value ($000) $98,097 Shares 328,533 Est. Cost $118.38 Unrealized +130.3%
PANW PALO ALTO NETWORKS 0.6%
Value ($000) $88,847 Shares 384,204 Est. Cost $33.89 Unrealized +11.6%
ROP ROPER TECHNOLOGIES 0.6%
Value ($000) $86,822 Shares 245,100 Est. Cost $328.71 Unrealized +1.3%
AEM AGNICO EAGLE MINES 0.5%
Value ($000) $76,230 Shares 1,237,300 Est. Cost $36.85 Unrealized +36.7%
EA ELECTRONIC ARTS 0.5%
Value ($000) $73,419 Shares 682,904 Est. Cost $108.56 Unrealized -11.1%
TJX TJX COMPANIES 0.5%
Value ($000) $67,717 Shares 1,109,031 Est. Cost $37.97 Unrealized +43.8%
HDB HDFC BANK ADR 0.4%
Value ($000) $64,204 Shares 1,013,158 Est. Cost $76.24 Unrealized
1,000 CTRIP.COM 01.07.2020 0.4%
Value ($000) $63,644 Shares 64,200,000 Est. Cost $0.98 Unrealized
SPOT SPOTIFY TECHNOLOGY 0.4%
Value ($000) $58,088 Shares 388,420 Est. Cost $138.02 Unrealized -0.5%
UBER UBER TECHNOLOGIES 0.3%
Value ($000) $51,316 Shares 1,725,500 Est. Cost $34.28 Unrealized -13.5%
VZ VERIZON COMMUNICATIONS 0.3%
Value ($000) $41,391 Shares 674,122 Est. Cost $31.08 Unrealized +37.7%
PEP PEPSICO 0.3%
Value ($000) $37,359 Shares 273,352 Est. Cost $93.60 Unrealized +20.5%
KO COCA-COLA 0.2%
Value ($000) $35,312 Shares 637,976 Est. Cost $33.83 Unrealized +31.6%
UNP UNION PACIFIC 0.2%
Value ($000) $34,149 Shares 188,890 Est. Cost $102.46 Unrealized +45.8%
SYK STRYKER 0.2%
Value ($000) $29,971 Shares 142,759 Est. Cost $165.47 Unrealized +17.4%
TMO THERMO FISHER SCIENTIFIC 0.2%
Value ($000) $29,013 Shares 89,308 Est. Cost $246.96 Unrealized +20.8%
NKE NIKE 0.2%
Value ($000) $26,011 Shares 256,751 Est. Cost $59.41 Unrealized +46.1%
IBM INTL. BUSINESS MACHINES 0.2%
Value ($000) $24,663 Shares 183,995 Est. Cost $101.47 Unrealized -1.5%
PG PROCTER & GAMBLE 0.2%
Value ($000) $23,888 Shares 191,258 Est. Cost $69.49 Unrealized +51.5%
AME AMETEK 0.2%
Value ($000) $23,728 Shares 237,900 Est. Cost $70.35 Unrealized +29.2%
SLB SCHLUMBERGER 0.2%
Value ($000) $22,149 Shares 550,973 Est. Cost $44.17 Unrealized -30.5%
MCD MCDONALDS 0.1%
Value ($000) $18,870 Shares 95,493 Est. Cost $126.24 Unrealized +36.2%
SPGI S&P GLOBAL 0.1%
Value ($000) $17,956 Shares 65,762 Est. Cost $226.99 Unrealized +8.8%
EL ESTEE LAUDER 0.1%
Value ($000) $16,734 Shares 81,020 Est. Cost $165.36 Unrealized +8.4%
XOM EXXON MOBIL 0.1%
Value ($000) $15,016 Shares 215,189 Est. Cost $55.95 Unrealized -6.9%
WMT WALMART 0.1%
Value ($000) $13,479 Shares 113,424 Est. Cost $25.87 Unrealized +40.6%
MDLZ MONDELEZ INTERNATIONAL 0.1%
Value ($000) $12,116 Shares 219,964 Est. Cost $45.85 Unrealized +0.1%
INTU INTUIT 0.1%
Value ($000) $10,556 Shares 40,300 Est. Cost $251.45 Unrealized 0.0%
COP CONOCOPHILLIPS 0.1%
Value ($000) $10,502 Shares 161,500 Est. Cost $50.04 Unrealized -5.8%
ROST ROSS STORES 0.1%
Value ($000) $10,273 Shares 88,240 Est. Cost $79.10 Unrealized +33.9%
EMR EMERSON ELECTRIC 0.1%
Value ($000) $10,073 Shares 132,094 Est. Cost $44.69 Unrealized +40.6%
1,500 JAZZ INVESTMENTS 15.08.2024 0.1%
Value ($000) $9,940 Shares 9,800,000 Est. Cost $0.95 Unrealized
NFLX NETFLIX 0.1%
Value ($000) $9,731 Shares 30,074 Est. Cost $30.90 Unrealized -4.0%
TPR TAPESTRY 0.1%
Value ($000) $9,671 Shares 358,575 Est. Cost $29.92 Unrealized -24.8%
TSM TAIWAN SEMICONDUCTOR ADR 0.1%
Value ($000) $9,616 Shares 165,500 Est. Cost $36.66 Unrealized
CL COLGATE-PALMOLIVE 0.1%
Value ($000) $8,949 Shares 129,993 Est. Cost $56.00 Unrealized +5.6%
ALC ALCON 0.1%
Value ($000) $8,632 Shares 152,500 Est. Cost $57.87 Unrealized -2.4%
0,250 TWITTER 15.06.2024 0.1%
Value ($000) $8,543 Shares 8,800,000 Est. Cost $0.97 Unrealized
KHC KRAFT HEINZ 0.1%
Value ($000) $7,968 Shares 248,005 Est. Cost $24.19 Unrealized -6.5%
LOW LOWE'S COS 0.1%
Value ($000) $7,376 Shares 61,590 Est. Cost $72.51 Unrealized +41.2%
DIS WALT DISNEY 0.1%
Value ($000) $7,376 Shares 51,000 Est. Cost $102.22 Unrealized +32.8%
2,250 VISHAY INTERTECHNOLOGY 15.06.2025 0.0%
Value ($000) $6,257 Shares 6,200,000 Est. Cost $0.94 Unrealized
ADP AUTOMATIC DATA PROCESSING 0.0%
Value ($000) $6,039 Shares 35,419 Est. Cost $141.14 Unrealized +2.8%
MO ALTRIA GROUP 0.0%
Value ($000) $5,938 Shares 118,980 Est. Cost $32.75 Unrealized -12.1%
WFC WELLS FARGO 0.0%
Value ($000) $5,811 Shares 108,020 Est. Cost $39.71 Unrealized +12.6%
0,125 AKAMAI TECHNOLOGIES 01.05.2025 0.0%
Value ($000) $5,206 Shares 4,700,000 Est. Cost $1.07 Unrealized
OXY OCCIDENTAL PETROLEUM 0.0%
Value ($000) $5,151 Shares 125,000 Est. Cost $53.06 Unrealized -32.2%
FIS FIDELITY NATIONAL INFO SERVICE 0.0%
Value ($000) $5,109 Shares 36,730 Est. Cost $118.11 Unrealized +0.4%
1,625 ON SEMICONDUCTOR 15.10.2023 0.0%
Value ($000) $4,984 Shares 3,600,000 Est. Cost $1.21 Unrealized
NEWMONT GOLDCORP CALL 0.0%
Value ($000) $4,736 Shares 1,090 Est. Cost Unrealized
1,000 TWITTER 15.09.2021 0.0%
Value ($000) $3,708 Shares 3,800,000 Est. Cost $0.98 Unrealized
BARRICK GOLD CALL 0.0%
Value ($000) $3,588 Shares 1,930 Est. Cost Unrealized
CHD CHURCH & DWIGHT 0.0%
Value ($000) $3,587 Shares 50,995 Est. Cost $61.88 Unrealized +6.7%
EXPE EXPEDIA GROUP 0.0%
Value ($000) $3,568 Shares 32,998 Est. Cost $118.80 Unrealized -2.6%
0,250 WORKDAY 01.10.2022 0.0%
Value ($000) $3,522 Shares 2,750,000 Est. Cost $1.28 Unrealized
FMX FEMSA ADR 0.0%
Value ($000) $3,402 Shares 36,000 Est. Cost $90.18 Unrealized
MELI MERCADOLIBRE 0.0%
Value ($000) $3,146 Shares 5,500 Est. Cost $460.98 Unrealized +20.1%
QCOM QUALCOMM 0.0%
Value ($000) $3,106 Shares 35,200 Est. Cost $48.96 Unrealized +48.8%
1,500 WESTERN DIGITAL 01.02.2024 0.0%
Value ($000) $2,970 Shares 3,000,000 Est. Cost $0.97 Unrealized
BAP CREDICORP 0.0%
Value ($000) $1,812 Shares 8,500 Est. Cost $164.89 Unrealized +8.6%
SE SEA ADR 0.0%
Value ($000) $1,810 Shares 45,000 Est. Cost $40.22 Unrealized
BRK/A BERKSHIRE HATHAWAY A 0.0%
Value ($000) $1,698 Shares 5 Est. Cost $211365.03 Unrealized +54.1%
ITUB ITAU UNIBANCO ADR 0.0%
Value ($000) $1,601 Shares 175,000 Est. Cost $8.95 Unrealized
STNE STONECO 0.0%
Value ($000) $1,436 Shares 36,000 Est. Cost $31.29 Unrealized
ORCL ORACLE 0.0%
Value ($000) $1,252 Shares 23,631 Est. Cost $42.64 Unrealized +18.3%
AMGN AMGEN 0.0%
Value ($000) $1,082 Shares 4,490 Est. Cost $117.90 Unrealized +55.0%
HTHT HUAZHU GROUP ADR 0.0%
Value ($000) $801 Shares 20,000 Est. Cost $34.12 Unrealized
EBAY EBAY 0.0%
Value ($000) $624 Shares 17,290 Est. Cost $31.45 Unrealized +3.8%
DESPEGAR.COM 0.0%
Value ($000) $573 Shares 42,500 Est. Cost $13.48 Unrealized
UBS UBS GROUP 0.0%
Value ($000) $489 Shares 38,715 Est. Cost $18.86 Unrealized -36.9%
PALO ALTO NETWORKS CALL 0.0%
Value ($000) $463 Shares 20 Est. Cost Unrealized
INTC INTEL 0.0%
Value ($000) $348 Shares 5,810 Est. Cost $43.10 Unrealized +14.3%
BMY BRISTOL-MYERS SQUIBB 0.0%
Value ($000) $344 Shares 5,360 Est. Cost $36.77 Unrealized +22.9%
UNITED TECHNOLOGIES 0.0%
Value ($000) $331 Shares 2,210 Est. Cost $140.88 Unrealized
DISCOVERY COMMUNICATIONS-A 0.0%
Value ($000) $266 Shares 8,110 Est. Cost $27.50 Unrealized
CHINA MOBILE ADR 0.0%
Value ($000) $246 Shares 5,830 Est. Cost $42.20 Unrealized
0,350 BOOKING HOLDINGS 15.06.2020 0.0%
Value ($000) $234 Shares 150,000 Est. Cost $1.42 Unrealized
ALLERGAN 0.0%
Value ($000) $224 Shares 1,170 Est. Cost $191.45 Unrealized
PPL PPL 0.0%
Value ($000) $205 Shares 5,700 Est. Cost $25.91 Unrealized 0.0%
INFY INFOSYS ADR 0.0%
Value ($000) $153 Shares 14,780 Est. Cost $10.15 Unrealized