FLOSSBACH VON STORCH AG Diversified Active

CIK: 0001575677 · Show all filings

Period: Q1 2020 (← Previous) (Next →)

Filing Date: May 11, 2020

Total Value ($000): $14,876,888 (98.6% shares, 1.4% debt)

Holdings (105)

PM PHILIP MORRIS INTERNAT. 9.8%
Value ($000) $1,456,121 Shares 19,957,797 Est. Cost $63.30 Unrealized -4.0%
BRK/B BERKSHIRE HATHAWAY B 7.7%
Value ($000) $1,147,062 Shares 6,273,928 Est. Cost $163.24 Unrealized +30.2%
BARRICK GOLD 7.2%
Value ($000) $1,074,333 Shares 58,642,464 Est. Cost $15.19 Unrealized
MMM 3M 7.1%
Value ($000) $1,060,276 Shares 7,767,020 Est. Cost $114.37 Unrealized -7.4%
JNJ JOHNSON & JOHNSON 7.1%
Value ($000) $1,053,111 Shares 8,031,049 Est. Cost $104.08 Unrealized +15.4%
GOOGL ALPHABET - CLASS A 6.6%
Value ($000) $987,189 Shares 849,597 Est. Cost $46.39 Unrealized +45.0%
META FACEBOOK 6.2%
Value ($000) $916,750 Shares 5,496,105 Est. Cost $176.44 Unrealized +10.2%
BABA ALIBABA GROUP ADR 3.8%
Value ($000) $564,866 Shares 2,904,493 Est. Cost $172.60 Unrealized
AMZN AMAZON.COM 3.5%
Value ($000) $526,614 Shares 270,097 Est. Cost $89.75 Unrealized +7.8%
CHKP CHECK POINT SOFTWARE 3.2%
Value ($000) $478,382 Shares 4,758,123 Est. Cost $105.00 Unrealized +2.0%
NEM NEWMONT 3.2%
Value ($000) $474,882 Shares 10,487,668 Est. Cost $27.26 Unrealized +39.0%
BDX BECTON DICKINSON 2.9%
Value ($000) $430,833 Shares 1,875,063 Est. Cost $222.07 Unrealized +1.3%
ABT ABBOTT LABORATORIES 2.9%
Value ($000) $429,802 Shares 5,446,732 Est. Cost $51.55 Unrealized +46.1%
PINS PINTEREST 2.8%
Value ($000) $412,820 Shares 26,737,064 Est. Cost $21.21 Unrealized -8.2%
MSFT MICROSOFT 2.0%
Value ($000) $304,477 Shares 1,930,612 Est. Cost $74.12 Unrealized +110.9%
ACTIVISION BLIZZARD 1.8%
Value ($000) $275,072 Shares 4,624,620 Est. Cost $62.01 Unrealized
CSCO CISCO SYSTEMS 1.7%
Value ($000) $257,114 Shares 6,540,666 Est. Cost $37.50 Unrealized -2.2%
KO COCA-COLA 1.6%
Value ($000) $240,891 Shares 5,443,869 Est. Cost $43.69 Unrealized +3.0%
FTV FORTIVE 1.2%
Value ($000) $184,075 Shares 3,335,290 Est. Cost $43.86 Unrealized -2.8%
V VISA - CLASS A 1.2%
Value ($000) $180,320 Shares 1,119,166 Est. Cost $130.30 Unrealized +38.7%
MDT MEDTRONIC 1.2%
Value ($000) $179,346 Shares 1,988,759 Est. Cost $67.75 Unrealized +33.1%
EA ELECTRONIC ARTS 1.2%
Value ($000) $175,492 Shares 1,751,941 Est. Cost $104.75 Unrealized -2.3%
DHR DANAHER 1.0%
Value ($000) $152,913 Shares 1,104,786 Est. Cost $67.08 Unrealized +95.7%
ITW ILLINOIS TOOL WORKS 1.0%
Value ($000) $148,871 Shares 1,047,500 Est. Cost $147.58 Unrealized 0.0%
PYPL PAYPAL 0.9%
Value ($000) $135,582 Shares 1,416,150 Est. Cost $102.44 Unrealized +7.5%
PANW PALO ALTO NETWORKS 0.7%
Value ($000) $106,237 Shares 647,942 Est. Cost $34.30 Unrealized +1.8%
ADBE ADOBE 0.7%
Value ($000) $102,116 Shares 320,876 Est. Cost $272.41 Unrealized +25.6%
MA MASTERCARD 0.7%
Value ($000) $98,274 Shares 406,829 Est. Cost $150.99 Unrealized +90.6%
AEM AGNICO EAGLE MINES 0.6%
Value ($000) $93,407 Shares 2,347,500 Est. Cost $41.09 Unrealized +11.5%
0,750 PALO ALTO NETWORKS 01.07.2023 0.6%
Value ($000) $91,621 Shares 95,050,000 Est. Cost $1.06 Unrealized
AAPL APPLE 0.6%
Value ($000) $90,080 Shares 354,241 Est. Cost $44.08 Unrealized +61.2%
ROP ROPER TECHNOLOGIES 0.6%
Value ($000) $87,089 Shares 279,300 Est. Cost $330.36 Unrealized +3.6%
1,000 CTRIP.COM 01.07.2020 0.4%
Value ($000) $62,753 Shares 64,200,000 Est. Cost $0.98 Unrealized
BLACKROCK 0.4%
Value ($000) $60,077 Shares 136,549 Est. Cost $433.93 Unrealized
SPOT SPOTIFY TECHNOLOGY 0.3%
Value ($000) $49,762 Shares 409,768 Est. Cost $138.20 Unrealized +2.4%
TMO THERMO FISHER SCIENTIFIC 0.3%
Value ($000) $47,373 Shares 167,043 Est. Cost $276.54 Unrealized +12.3%
PEP PEPSICO 0.3%
Value ($000) $47,212 Shares 393,106 Est. Cost $99.44 Unrealized +13.4%
BKNG BOOKING HOLDINGS 0.3%
Value ($000) $47,003 Shares 34,938 Est. Cost $1871.65 Unrealized -7.8%
HDB HDFC BANK ADR 0.3%
Value ($000) $41,035 Shares 1,066,958 Est. Cost $74.34 Unrealized
CRM SALESFORCE.COM 0.3%
Value ($000) $38,655 Shares 268,476 Est. Cost $151.22 Unrealized +12.0%
SPGI S&P GLOBAL 0.2%
Value ($000) $37,181 Shares 151,728 Est. Cost $246.36 Unrealized +6.0%
DIS WALT DISNEY 0.2%
Value ($000) $31,125 Shares 322,200 Est. Cost $120.15 Unrealized +2.8%
CTSH COGNIZANT TECHNOLOGY 0.2%
Value ($000) $29,479 Shares 634,370 Est. Cost $68.88 Unrealized -20.9%
UNP UNION PACIFIC 0.2%
Value ($000) $26,980 Shares 191,290 Est. Cost $102.99 Unrealized +40.8%
SYK STRYKER 0.2%
Value ($000) $26,525 Shares 159,320 Est. Cost $167.33 Unrealized +9.6%
VZ VERIZON COMMUNICATIONS 0.2%
Value ($000) $25,837 Shares 480,872 Est. Cost $31.08 Unrealized +32.0%
NKE NIKE 0.2%
Value ($000) $25,086 Shares 303,186 Est. Cost $63.47 Unrealized +35.3%
PG PROCTER & GAMBLE 0.2%
Value ($000) $24,811 Shares 225,557 Est. Cost $74.71 Unrealized +39.0%
UBER UBER TECHNOLOGIES 0.2%
Value ($000) $24,712 Shares 885,083 Est. Cost $34.28 Unrealized -4.0%
MCD MCDONALDS 0.2%
Value ($000) $22,555 Shares 136,405 Est. Cost $139.92 Unrealized +22.8%
DG DOLLAR GENERAL 0.1%
Value ($000) $21,168 Shares 140,175 Est. Cost $142.31 Unrealized 0.0%
TJX TJX COMPANIES 0.1%
Value ($000) $18,744 Shares 392,048 Est. Cost $37.97 Unrealized +40.5%
AME AMETEK 0.1%
Value ($000) $17,579 Shares 244,086 Est. Cost $70.76 Unrealized +22.5%
EL ESTEE LAUDER 0.1%
Value ($000) $17,570 Shares 110,269 Est. Cost $168.85 Unrealized +5.7%
INTU INTUIT 0.1%
Value ($000) $15,111 Shares 65,700 Est. Cost $255.10 Unrealized +2.3%
WMT WALMART 0.1%
Value ($000) $14,596 Shares 128,466 Est. Cost $26.98 Unrealized +31.1%
MDLZ MONDELEZ INTERNATIONAL 0.1%
Value ($000) $12,686 Shares 253,314 Est. Cost $45.96 Unrealized +1.6%
CL COLGATE-PALMOLIVE 0.1%
Value ($000) $11,000 Shares 165,767 Est. Cost $57.19 Unrealized +7.6%
0,250 TWITTER 15.06.2024 0.1%
Value ($000) $10,384 Shares 11,600,000 Est. Cost $0.95 Unrealized
1,500 JAZZ INVESTMENTS 15.08.2024 0.1%
Value ($000) $9,810 Shares 11,200,000 Est. Cost $0.94 Unrealized
XOM EXXON MOBIL 0.1%
Value ($000) $8,593 Shares 226,319 Est. Cost $55.27 Unrealized -23.8%
ROST ROSS STORES 0.1%
Value ($000) $7,899 Shares 90,819 Est. Cost $79.71 Unrealized +26.4%
ALC ALCON 0.1%
Value ($000) $7,826 Shares 152,500 Est. Cost $57.87 Unrealized -2.1%
0,875 FORTIVE 15.02.2022 0.1%
Value ($000) $7,736 Shares 8,300,000 Est. Cost $0.93 Unrealized
LOW LOWE'S COS 0.0%
Value ($000) $6,673 Shares 77,552 Est. Cost $77.81 Unrealized +26.3%
TSM TAIWAN SEMICONDUCTOR ADR 0.0%
Value ($000) $6,452 Shares 135,000 Est. Cost $36.66 Unrealized
EMR EMERSON ELECTRIC 0.0%
Value ($000) $6,294 Shares 132,094 Est. Cost $44.69 Unrealized +29.3%
CHECK POINT SOFTWARE CALL 0.0%
Value ($000) $6,183 Shares 615 Est. Cost Unrealized
COP CONOCOPHILLIPS 0.0%
Value ($000) $5,806 Shares 188,500 Est. Cost $48.74 Unrealized -15.9%
2,250 VISHAY INTERTECHNOLOGY 15.06.2025 0.0%
Value ($000) $5,578 Shares 6,200,000 Est. Cost $0.94 Unrealized
0,250 WORKDAY 01.10.2022 0.0%
Value ($000) $5,513 Shares 4,950,000 Est. Cost $1.21 Unrealized
MO ALTRIA GROUP 0.0%
Value ($000) $5,237 Shares 135,430 Est. Cost $32.12 Unrealized -14.2%
0,125 AKAMAI TECHNOLOGIES 01.05.2025 0.0%
Value ($000) $5,222 Shares 4,700,000 Est. Cost $1.07 Unrealized
1,625 ON SEMICONDUCTOR 15.10.2023 0.0%
Value ($000) $4,943 Shares 4,900,000 Est. Cost $1.16 Unrealized
ADP AUTOMATIC DATA PROCESSING 0.0%
Value ($000) $4,826 Shares 35,307 Est. Cost $141.14 Unrealized +0.6%
IBM INTL. BUSINESS MACHINES 0.0%
Value ($000) $4,295 Shares 38,720 Est. Cost $101.47 Unrealized -3.1%
SLB SCHLUMBERGER 0.0%
Value ($000) $4,052 Shares 300,373 Est. Cost $44.17 Unrealized -42.7%
MELI MERCADOLIBRE 0.0%
Value ($000) $3,542 Shares 7,250 Est. Cost $498.56 Unrealized +23.7%
AMGN AMGEN 0.0%
Value ($000) $3,130 Shares 15,440 Est. Cost $163.53 Unrealized +11.4%
WFC WELLS FARGO 0.0%
Value ($000) $3,100 Shares 108,020 Est. Cost $39.71 Unrealized -7.8%
CHD CHURCH & DWIGHT 0.0%
Value ($000) $3,049 Shares 47,500 Est. Cost $61.88 Unrealized +7.0%
QCOM QUALCOMM 0.0%
Value ($000) $2,381 Shares 35,200 Est. Cost $48.96 Unrealized +46.9%
EPAM EPAM SYSTEMS 0.0%
Value ($000) $2,321 Shares 12,500 Est. Cost $215.94 Unrealized 0.0%
TAL TAL EDUCATION ADR 0.0%
Value ($000) $2,264 Shares 42,500 Est. Cost $53.27 Unrealized
BARRICK GOLD CALL 0.0%
Value ($000) $2,235 Shares 1,220 Est. Cost Unrealized
FMX FEMSA ADR 0.0%
Value ($000) $2,178 Shares 36,000 Est. Cost $90.18 Unrealized
FIS FIDELITY NATIONAL INFO SERVICE 0.0%
Value ($000) $2,129 Shares 17,500 Est. Cost $118.11 Unrealized +4.2%
XYZ SQUARE - CLASS A 0.0%
Value ($000) $2,069 Shares 39,492 Est. Cost $68.39 Unrealized 0.0%
SE SEA ADR 0.0%
Value ($000) $1,772 Shares 40,000 Est. Cost $40.22 Unrealized
TPR TAPESTRY 0.0%
Value ($000) $1,513 Shares 116,850 Est. Cost $29.92 Unrealized -31.6%
OXY OCCIDENTAL PETROLEUM 0.0%
Value ($000) $1,448 Shares 125,000 Est. Cost $53.06 Unrealized -43.3%
BRK/A BERKSHIRE HATHAWAY A 0.0%
Value ($000) $1,360 Shares 5 Est. Cost $211365.03 Unrealized +50.8%
ORCL ORACLE 0.0%
Value ($000) $1,142 Shares 23,631 Est. Cost $42.64 Unrealized +11.4%
INTC INTEL 0.0%
Value ($000) $1,034 Shares 19,112 Est. Cost $49.53 Unrealized +5.7%
STNE STONECO 0.0%
Value ($000) $871 Shares 40,000 Est. Cost $30.34 Unrealized
BAP CREDICORP 0.0%
Value ($000) $644 Shares 4,500 Est. Cost $164.89 Unrealized -1.7%
EBAY EBAY 0.0%
Value ($000) $520 Shares 17,290 Est. Cost $31.45 Unrealized +0.2%
EXPE EXPEDIA GROUP 0.0%
Value ($000) $450 Shares 7,998 Est. Cost $118.80 Unrealized -20.1%
PALO ALTO NETWORKS CALL 0.0%
Value ($000) $328 Shares 20 Est. Cost Unrealized
0,500 SQUARE 15.05.2023 0.0%
Value ($000) $310 Shares 300,000 Est. Cost $1.03 Unrealized
BMY BRISTOL-MYERS SQUIBB 0.0%
Value ($000) $299 Shares 5,360 Est. Cost $36.77 Unrealized +32.1%
DESPEGAR.COM 0.0%
Value ($000) $284 Shares 50,000 Est. Cost $12.31 Unrealized
CHINA MOBILE ADR 0.0%
Value ($000) $220 Shares 5,830 Est. Cost $42.20 Unrealized
GILD GILEAD SCIENCES 0.0%
Value ($000) $219 Shares 2,930 Est. Cost $54.92 Unrealized 0.0%
INFY INFOSYS ADR 0.0%
Value ($000) $121 Shares 14,780 Est. Cost $10.15 Unrealized