FLOSSBACH VON STORCH AG Diversified Active

CIK: 0001575677 · Show all filings

Period: Q4 2020 (← Previous) (Next →)

Filing Date: Feb 9, 2021

Total Value ($000): $24,420,392 (99.7% shares, 0.3% debt)

Holdings (91)

GOOGL ALPHABET - CLASS A 9.6%
Value ($000) $2,352,220 Shares 1,342,101 Est. Cost $57.29 Unrealized +45.7%
MMM 3M 6.4%
Value ($000) $1,561,239 Shares 8,932,083 Est. Cost $113.48 Unrealized +3.6%
META FACEBOOK 5.9%
Value ($000) $1,439,792 Shares 5,270,875 Est. Cost $183.69 Unrealized +48.2%
BRK/B BERKSHIRE HATHAWAY B 5.7%
Value ($000) $1,382,666 Shares 5,963,109 Est. Cost $168.52 Unrealized +30.7%
JNJ JOHNSON & JOHNSON 5.7%
Value ($000) $1,380,067 Shares 8,769,013 Est. Cost $105.91 Unrealized +20.4%
BARRICK GOLD 5.0%
Value ($000) $1,224,436 Shares 53,750,469 Est. Cost $16.16 Unrealized
MSFT MICROSOFT 4.7%
Value ($000) $1,140,698 Shares 5,128,575 Est. Cost $144.28 Unrealized +42.8%
PINS PINTEREST 4.6%
Value ($000) $1,122,201 Shares 17,028,853 Est. Cost $21.21 Unrealized +182.8%
AMZN AMAZON.COM 3.8%
Value ($000) $920,887 Shares 282,747 Est. Cost $100.90 Unrealized +58.2%
NEM NEWMONT 3.5%
Value ($000) $849,980 Shares 14,192,359 Est. Cost $33.22 Unrealized +57.6%
PM PHILIP MORRIS INTERNAT. 3.4%
Value ($000) $820,705 Shares 9,913,099 Est. Cost $63.30 Unrealized -4.7%
BDX BECTON DICKINSON 3.3%
Value ($000) $796,105 Shares 3,181,619 Est. Cost $220.47 Unrealized -2.7%
CHKP CHECK POINT SOFTWARE 2.9%
Value ($000) $704,667 Shares 5,301,839 Est. Cost $105.10 Unrealized +16.3%
PG PROCTER & GAMBLE 2.5%
Value ($000) $606,464 Shares 4,358,663 Est. Cost $106.70 Unrealized +15.4%
PEP PEPSICO 2.4%
Value ($000) $577,160 Shares 3,891,842 Est. Cost $116.72 Unrealized +3.9%
ACTIVISION BLIZZARD 2.2%
Value ($000) $539,607 Shares 5,811,602 Est. Cost $65.66 Unrealized
EA ELECTRONIC ARTS 2.1%
Value ($000) $515,338 Shares 3,588,702 Est. Cost $112.20 Unrealized +11.8%
ABT ABBOTT LABORATORIES 2.1%
Value ($000) $500,753 Shares 4,573,505 Est. Cost $53.30 Unrealized +86.2%
V VISA - CLASS A 2.0%
Value ($000) $486,341 Shares 2,223,475 Est. Cost $158.26 Unrealized +24.6%
BLACKROCK 1.9%
Value ($000) $455,818 Shares 631,730 Est. Cost $643.81 Unrealized
ITW ILLINOIS TOOL WORKS 1.8%
Value ($000) $447,020 Shares 2,192,565 Est. Cost $149.78 Unrealized +20.8%
MA MASTERCARD 1.7%
Value ($000) $417,097 Shares 1,168,534 Est. Cost $243.33 Unrealized +32.9%
PYPL PAYPAL 1.4%
Value ($000) $345,232 Shares 1,474,092 Est. Cost $104.46 Unrealized +97.9%
CRM SALESFORCE.COM 1.3%
Value ($000) $318,697 Shares 1,432,152 Est. Cost $220.59 Unrealized +8.9%
ROP ROPER TECHNOLOGIES 1.2%
Value ($000) $285,761 Shares 662,881 Est. Cost $367.88 Unrealized +8.3%
MDT MEDTRONIC 1.1%
Value ($000) $263,507 Shares 2,249,504 Est. Cost $69.52 Unrealized +36.8%
PANW PALO ALTO NETWORKS 1.0%
Value ($000) $249,618 Shares 702,379 Est. Cost $34.87 Unrealized +34.0%
HD HOME DEPOT 1.0%
Value ($000) $237,525 Shares 894,230 Est. Cost $240.49 Unrealized +0.8%
FTV FORTIVE 0.9%
Value ($000) $230,414 Shares 3,253,515 Est. Cost $43.79 Unrealized +14.9%
MCO MOODY'S 0.8%
Value ($000) $198,402 Shares 683,579 Est. Cost $267.92 Unrealized 0.0%
AEM AGNICO EAGLE MINES 0.7%
Value ($000) $180,976 Shares 2,566,671 Est. Cost $42.83 Unrealized +53.1%
DHR DANAHER 0.7%
Value ($000) $174,688 Shares 786,385 Est. Cost $67.08 Unrealized +192.2%
AAPL APPLE 0.7%
Value ($000) $167,850 Shares 1,264,980 Est. Cost $88.61 Unrealized +32.0%
ADBE ADOBE 0.6%
Value ($000) $158,096 Shares 316,117 Est. Cost $283.87 Unrealized +70.2%
KO COCA-COLA 0.5%
Value ($000) $117,499 Shares 2,142,576 Est. Cost $42.00 Unrealized +5.4%
KIRKLAND LAKE GOLD 0.4%
Value ($000) $107,777 Shares 2,611,512 Est. Cost $43.47 Unrealized
VRSK VERISK ANALYTICS 0.4%
Value ($000) $97,152 Shares 468,000 Est. Cost $177.65 Unrealized +5.9%
SPGI S&P GLOBAL 0.3%
Value ($000) $84,375 Shares 256,669 Est. Cost $300.94 Unrealized +7.4%
SYK STRYKER 0.3%
Value ($000) $70,880 Shares 289,260 Est. Cost $181.37 Unrealized +18.3%
NKE NIKE 0.3%
Value ($000) $69,292 Shares 489,797 Est. Cost $75.47 Unrealized +63.2%
BABA ALIBABA GROUP ADR 0.3%
Value ($000) $61,789 Shares 265,498 Est. Cost $192.86 Unrealized
HDB HDFC BANK ADR 0.2%
Value ($000) $55,181 Shares 763,648 Est. Cost $73.47 Unrealized
DG DOLLAR GENERAL 0.2%
Value ($000) $53,200 Shares 252,974 Est. Cost $175.67 Unrealized +12.7%
TMO THERMO FISHER SCIENTIFIC 0.2%
Value ($000) $51,716 Shares 111,031 Est. Cost $276.54 Unrealized +67.3%
AME AMETEK 0.2%
Value ($000) $46,223 Shares 382,199 Est. Cost $76.83 Unrealized +41.7%
EL ESTEE LAUDER 0.1%
Value ($000) $35,875 Shares 134,772 Est. Cost $175.22 Unrealized +27.6%
INTU INTUIT 0.1%
Value ($000) $34,832 Shares 91,700 Est. Cost $265.74 Unrealized +28.1%
VZ VERIZON COMMUNICATIONS 0.1%
Value ($000) $34,741 Shares 591,334 Est. Cost $33.24 Unrealized +32.3%
UNP UNION PACIFIC 0.1%
Value ($000) $31,415 Shares 150,876 Est. Cost $107.58 Unrealized +65.5%
SPOT SPOTIFY TECHNOLOGY 0.1%
Value ($000) $29,943 Shares 95,159 Est. Cost $146.98 Unrealized +92.0%
DIS WALT DISNEY 0.1%
Value ($000) $22,324 Shares 123,217 Est. Cost $116.29 Unrealized +20.6%
CTSH COGNIZANT TECHNOLOGY 0.1%
Value ($000) $21,866 Shares 266,819 Est. Cost $67.66 Unrealized +4.0%
MDLZ MONDELEZ INTERNATIONAL 0.1%
Value ($000) $21,656 Shares 370,374 Est. Cost $46.46 Unrealized +7.9%
0,375 AKAMAI TECHNOLOGIES 01.09.2027 0.1%
Value ($000) $19,830 Shares 17,800,000 Est. Cost $1.15 Unrealized
ROST ROSS STORES 0.1%
Value ($000) $19,603 Shares 159,619 Est. Cost $82.24 Unrealized +20.6%
WMT WALMART 0.1%
Value ($000) $17,988 Shares 124,785 Est. Cost $27.71 Unrealized +63.3%
MCD MCDONALDS 0.1%
Value ($000) $17,933 Shares 83,571 Est. Cost $148.24 Unrealized +30.4%
TJX TJX COMPANIES 0.1%
Value ($000) $17,761 Shares 260,085 Est. Cost $38.35 Unrealized +47.3%
TSM TAIWAN SEMICONDUCTOR ADR 0.1%
Value ($000) $16,847 Shares 154,500 Est. Cost $44.41 Unrealized
COP CONOCOPHILLIPS 0.1%
Value ($000) $15,292 Shares 382,400 Est. Cost $39.86 Unrealized -22.9%
XOM EXXON MOBIL 0.1%
Value ($000) $13,804 Shares 334,879 Est. Cost $46.15 Unrealized -34.2%
CL COLGATE-PALMOLIVE 0.1%
Value ($000) $13,765 Shares 160,976 Est. Cost $59.18 Unrealized +24.1%
UBER UBER TECHNOLOGIES 0.1%
Value ($000) $13,674 Shares 268,118 Est. Cost $35.52 Unrealized +26.2%
MELI MERCADOLIBRE 0.1%
Value ($000) $12,564 Shares 7,500 Est. Cost $518.11 Unrealized +172.2%
0,250 PROOFPOINT 15.08.2024 0.0%
Value ($000) $11,519 Shares 10,300,000 Est. Cost $1.01 Unrealized
1,500 JAZZ INVESTMENTS 15.08.2024 0.0%
Value ($000) $10,990 Shares 10,200,000 Est. Cost $0.94 Unrealized
ADP AUTOMATIC DATA PROCESSING 0.0%
Value ($000) $10,327 Shares 58,607 Est. Cost $134.39 Unrealized +9.7%
CHD CHURCH & DWIGHT 0.0%
Value ($000) $9,760 Shares 111,890 Est. Cost $69.86 Unrealized +19.3%
FIS FIDELITY NATIONAL INFO SERVICE 0.0%
Value ($000) $9,238 Shares 65,305 Est. Cost $121.46 Unrealized +5.0%
MO ALTRIA GROUP 0.0%
Value ($000) $8,795 Shares 214,520 Est. Cost $30.01 Unrealized -11.0%
SE SEA ADR 0.0%
Value ($000) $8,460 Shares 42,500 Est. Cost $73.86 Unrealized
TTWO TAKE-TWO INTERACTIVE SOFTWARE 0.0%
Value ($000) $8,347 Shares 40,171 Est. Cost $131.25 Unrealized +33.2%
0,875 FORTIVE 15.02.2022 0.0%
Value ($000) $7,945 Shares 7,700,000 Est. Cost $0.94 Unrealized
0,750 PALO ALTO NETWORKS 01.07.2023 0.0%
Value ($000) $7,663 Shares 5,400,000 Est. Cost $1.06 Unrealized
XYZ SQUARE - CLASS A 0.0%
Value ($000) $6,952 Shares 31,942 Est. Cost $71.43 Unrealized +173.1%
TAL TAL EDUCATION ADR 0.0%
Value ($000) $6,436 Shares 90,000 Est. Cost $62.29 Unrealized
2,250 VISHAY INTERTECHNOLOGY 15.06.2025 0.0%
Value ($000) $5,431 Shares 5,200,000 Est. Cost $0.94 Unrealized
EPAM EPAM SYSTEMS 0.0%
Value ($000) $5,375 Shares 15,000 Est. Cost $231.79 Unrealized +44.0%
0,125 AKAMAI TECHNOLOGIES 01.05.2025 0.0%
Value ($000) $4,324 Shares 3,500,000 Est. Cost $1.07 Unrealized
STNE STONECO 0.0%
Value ($000) $4,196 Shares 50,000 Est. Cost $34.28 Unrealized
FMX FEMSA ADR 0.0%
Value ($000) $3,410 Shares 45,000 Est. Cost $86.84 Unrealized
BKNG BOOKING HOLDINGS 0.0%
Value ($000) $3,212 Shares 1,442 Est. Cost $1872.91 Unrealized +1.4%
VISA - CLASS A CALL 0.0%
Value ($000) $2,800 Shares 128 Est. Cost Unrealized
SLB SCHLUMBERGER 0.0%
Value ($000) $1,725 Shares 79,038 Est. Cost $29.06 Unrealized -41.9%
BEKE KE HOLDINGS 0.0%
Value ($000) $923 Shares 15,000 Est. Cost $61.53 Unrealized
EMR EMERSON ELECTRIC 0.0%
Value ($000) $900 Shares 11,194 Est. Cost $44.69 Unrealized +49.5%
CSCO CISCO SYSTEMS 0.0%
Value ($000) $869 Shares 19,408 Est. Cost $37.50 Unrealized -5.9%
BUD ANHEUSER-BUSCH INBEV ADR 0.0%
Value ($000) $769 Shares 11,000 Est. Cost $60.11 Unrealized
BRK/A BERKSHIRE HATHAWAY A 0.0%
Value ($000) $696 Shares 2 Est. Cost $211365.03 Unrealized +56.5%
ORCL ORACLE 0.0%
Value ($000) $275 Shares 4,250 Est. Cost $42.64 Unrealized +30.2%
GOOG ALPHABET - CLASS C 0.0%
Value ($000) $231 Shares 132 Est. Cost $83.74 Unrealized 0.0%