FLOSSBACH VON STORCH AG Diversified Active

CIK: 0001575677 · Show all filings

Period: Q1 2021 (← Previous) (Next →)

Filing Date: May 4, 2021

Total Value ($000): $28,396,085 (99.8% shares, 0.2% debt)

Holdings (97)

GOOGL ALPHABET - CLASS A 9.6%
Value ($000) $2,726,519 Shares 1,321,936 Est. Cost $57.29 Unrealized +71.0%
MMM 3M 6.6%
Value ($000) $1,871,641 Shares 9,713,725 Est. Cost $114.41 Unrealized +9.3%
BRK/B BERKSHIRE HATHAWAY B 6.0%
Value ($000) $1,710,124 Shares 6,694,032 Est. Cost $176.63 Unrealized +37.5%
META FACEBOOK 5.5%
Value ($000) $1,568,193 Shares 5,324,391 Est. Cost $184.53 Unrealized +44.9%
JNJ JOHNSON & JOHNSON 5.0%
Value ($000) $1,406,708 Shares 8,559,219 Est. Cost $105.91 Unrealized +32.9%
MSFT MICROSOFT 4.7%
Value ($000) $1,335,127 Shares 5,662,836 Est. Cost $151.70 Unrealized +46.9%
PINS PINTEREST 4.0%
Value ($000) $1,138,866 Shares 15,383,840 Est. Cost $21.21 Unrealized +250.6%
BARRICK GOLD 3.9%
Value ($000) $1,120,734 Shares 56,602,627 Est. Cost $16.34 Unrealized
AMZN AMAZON.COM 3.7%
Value ($000) $1,059,428 Shares 342,405 Est. Cost $110.93 Unrealized +42.9%
PEP PEPSICO 3.5%
Value ($000) $994,578 Shares 7,031,307 Est. Cost $117.25 Unrealized +0.6%
NEM NEWMONT 3.4%
Value ($000) $972,175 Shares 16,130,325 Est. Cost $35.39 Unrealized +44.9%
PG PROCTER & GAMBLE 3.4%
Value ($000) $955,233 Shares 7,053,337 Est. Cost $110.13 Unrealized +5.0%
ITW ILLINOIS TOOL WORKS 2.8%
Value ($000) $787,154 Shares 3,553,420 Est. Cost $163.26 Unrealized +13.3%
PM PHILIP MORRIS INTERNAT. 2.7%
Value ($000) $777,205 Shares 8,758,227 Est. Cost $63.30 Unrealized +5.5%
BDX BECTON DICKINSON 2.6%
Value ($000) $752,351 Shares 3,094,184 Est. Cost $220.47 Unrealized +2.3%
BLACKROCK 2.4%
Value ($000) $692,443 Shares 918,408 Est. Cost $678.19 Unrealized
V VISA - CLASS A 2.2%
Value ($000) $633,395 Shares 2,991,521 Est. Cost $169.79 Unrealized +19.7%
ABT ABBOTT LABORATORIES 2.0%
Value ($000) $558,986 Shares 4,664,433 Est. Cost $54.38 Unrealized +99.8%
CRM SALESFORCE.COM 2.0%
Value ($000) $557,704 Shares 2,632,295 Est. Cost $220.30 Unrealized -0.2%
MA MASTERCARD 1.7%
Value ($000) $469,992 Shares 1,320,018 Est. Cost $254.37 Unrealized +33.5%
VRSK VERISK ANALYTICS 1.6%
Value ($000) $463,095 Shares 2,620,947 Est. Cost $177.48 Unrealized -0.0%
MCO MOODY'S 1.5%
Value ($000) $414,879 Shares 1,389,369 Est. Cost $269.15 Unrealized +0.4%
PYPL PAYPAL 1.4%
Value ($000) $410,393 Shares 1,689,972 Est. Cost $123.30 Unrealized +104.3%
FTV FORTIVE 1.4%
Value ($000) $404,524 Shares 5,726,563 Est. Cost $46.76 Unrealized +8.4%
ROP ROPER TECHNOLOGIES 1.4%
Value ($000) $392,485 Shares 973,087 Est. Cost $374.85 Unrealized +4.0%
WIX WIX.COM 1.2%
Value ($000) $352,236 Shares 1,261,500 Est. Cost $285.58 Unrealized 0.0%
CHKP CHECK POINT SOFTWARE 1.1%
Value ($000) $324,047 Shares 2,894,050 Est. Cost $105.10 Unrealized +14.6%
HD HOME DEPOT 1.1%
Value ($000) $302,252 Shares 990,180 Est. Cost $240.87 Unrealized +1.5%
MDT MEDTRONIC 1.0%
Value ($000) $294,713 Shares 2,494,823 Est. Cost $72.68 Unrealized +39.9%
DHR DANAHER 0.9%
Value ($000) $257,699 Shares 1,144,920 Est. Cost $108.30 Unrealized +83.5%
AAPL APPLE 0.8%
Value ($000) $231,791 Shares 1,897,596 Est. Cost $100.77 Unrealized +24.1%
AME AMETEK 0.8%
Value ($000) $228,962 Shares 1,792,548 Est. Cost $108.35 Unrealized +7.9%
ADBE ADOBE 0.8%
Value ($000) $222,867 Shares 468,828 Est. Cost $343.66 Unrealized +36.0%
TMO THERMO FISHER SCIENTIFIC 0.6%
Value ($000) $157,697 Shares 345,539 Est. Cost $408.60 Unrealized +15.3%
KIRKLAND LAKE GOLD 0.5%
Value ($000) $149,430 Shares 4,421,000 Est. Cost $39.51 Unrealized
ACTIVISION BLIZZARD 0.5%
Value ($000) $144,842 Shares 1,557,442 Est. Cost $65.66 Unrealized
AEM AGNICO EAGLE MINES 0.4%
Value ($000) $124,798 Shares 2,158,767 Est. Cost $42.83 Unrealized +33.5%
SYK STRYKER 0.4%
Value ($000) $122,248 Shares 501,881 Est. Cost $201.03 Unrealized +13.3%
SPGI S&P GLOBAL 0.4%
Value ($000) $109,014 Shares 308,935 Est. Cost $304.10 Unrealized +5.1%
KO COCA-COLA 0.4%
Value ($000) $99,685 Shares 1,891,191 Est. Cost $42.00 Unrealized +3.3%
BABA ALIBABA GROUP ADR 0.3%
Value ($000) $76,248 Shares 336,295 Est. Cost $199.99 Unrealized
WMT WALMART 0.2%
Value ($000) $65,750 Shares 484,058 Est. Cost $39.29 Unrealized +10.2%
INTU INTUIT 0.2%
Value ($000) $65,350 Shares 170,600 Est. Cost $315.68 Unrealized +18.4%
DG DOLLAR GENERAL 0.2%
Value ($000) $64,606 Shares 318,855 Est. Cost $177.48 Unrealized +3.9%
EA ELECTRONIC ARTS 0.2%
Value ($000) $63,702 Shares 470,574 Est. Cost $112.20 Unrealized +20.3%
NKE NIKE 0.2%
Value ($000) $56,217 Shares 423,035 Est. Cost $75.47 Unrealized +71.7%
EL ESTEE LAUDER 0.2%
Value ($000) $50,204 Shares 172,612 Est. Cost $192.71 Unrealized +32.3%
HDB HDFC BANK ADR 0.2%
Value ($000) $49,575 Shares 638,113 Est. Cost $73.47 Unrealized
UNP UNION PACIFIC 0.1%
Value ($000) $41,758 Shares 189,455 Est. Cost $123.97 Unrealized +51.7%
TSM TAIWAN SEMICONDUCTOR ADR 0.1%
Value ($000) $34,766 Shares 293,930 Est. Cost $79.45 Unrealized
VZ VERIZON COMMUNICATIONS 0.1%
Value ($000) $32,120 Shares 552,369 Est. Cost $33.24 Unrealized +27.1%
MDLZ MONDELEZ INTERNATIONAL 0.1%
Value ($000) $30,714 Shares 524,754 Est. Cost $47.44 Unrealized +4.9%
ICE INTERCONTINENTAL EXCHANGE 0.1%
Value ($000) $26,222 Shares 234,800 Est. Cost $106.46 Unrealized 0.0%
PANW PALO ALTO NETWORKS 0.1%
Value ($000) $25,246 Shares 78,388 Est. Cost $34.87 Unrealized +70.4%
SPOT SPOTIFY TECHNOLOGY 0.1%
Value ($000) $25,067 Shares 93,551 Est. Cost $146.98 Unrealized +112.1%
DIS WALT DISNEY 0.1%
Value ($000) $24,383 Shares 132,143 Est. Cost $120.60 Unrealized +49.4%
NDAQ NASDAQ 0.1%
Value ($000) $23,905 Shares 162,115 Est. Cost $44.40 Unrealized 0.0%
ROST ROSS STORES 0.1%
Value ($000) $19,181 Shares 159,959 Est. Cost $82.24 Unrealized +36.4%
MCD MCDONALDS 0.1%
Value ($000) $19,174 Shares 85,544 Est. Cost $149.23 Unrealized +28.2%
XOM EXXON MOBIL 0.1%
Value ($000) $18,733 Shares 335,544 Est. Cost $46.15 Unrealized -6.1%
UBER UBER TECHNOLOGIES 0.1%
Value ($000) $18,556 Shares 340,418 Est. Cost $39.83 Unrealized +40.1%
0,375 AKAMAI TECHNOLOGIES 01.09.2027 0.1%
Value ($000) $17,621 Shares 16,200,000 Est. Cost $1.15 Unrealized
TJX TJX COMPANIES 0.1%
Value ($000) $17,297 Shares 261,485 Est. Cost $38.35 Unrealized +62.4%
CL COLGATE-PALMOLIVE 0.1%
Value ($000) $15,709 Shares 199,276 Est. Cost $61.25 Unrealized +14.2%
CTSH COGNIZANT TECHNOLOGY 0.1%
Value ($000) $14,425 Shares 184,650 Est. Cost $67.66 Unrealized +5.8%
MELI MERCADOLIBRE 0.0%
Value ($000) $13,617 Shares 9,250 Est. Cost $741.09 Unrealized +129.0%
ADP AUTOMATIC DATA PROCESSING 0.0%
Value ($000) $13,076 Shares 69,382 Est. Cost $137.85 Unrealized +13.6%
MO ALTRIA GROUP 0.0%
Value ($000) $12,458 Shares 243,520 Est. Cost $30.06 Unrealized +1.2%
SLB SCHLUMBERGER 0.0%
Value ($000) $12,271 Shares 451,306 Est. Cost $24.65 Unrealized -3.8%
CHD CHURCH & DWIGHT 0.0%
Value ($000) $11,957 Shares 136,890 Est. Cost $71.49 Unrealized +10.2%
0,250 PROOFPOINT 15.08.2024 0.0%
Value ($000) $10,955 Shares 10,300,000 Est. Cost $1.01 Unrealized
PAYC PAYCOM SOFTWARE 0.0%
Value ($000) $10,510 Shares 28,400 Est. Cost $386.34 Unrealized 0.0%
FIS FIDELITY NATIONAL INFO SERVICE 0.0%
Value ($000) $10,124 Shares 72,000 Est. Cost $121.54 Unrealized +0.6%
SE SEA ADR 0.0%
Value ($000) $9,487 Shares 42,500 Est. Cost $73.86 Unrealized
1,500 JAZZ INVESTMENTS 15.08.2024 0.0%
Value ($000) $8,274 Shares 7,600,000 Est. Cost $0.94 Unrealized
0,875 FORTIVE 15.02.2022 0.0%
Value ($000) $7,842 Shares 7,700,000 Est. Cost $0.94 Unrealized
EPAM EPAM SYSTEMS 0.0%
Value ($000) $7,735 Shares 19,500 Est. Cost $262.75 Unrealized +39.3%
APH AMPHENOL 0.0%
Value ($000) $7,407 Shares 112,274 Est. Cost $31.03 Unrealized 0.0%
TTWO TAKE-TWO INTERACTIVE SOFTWARE 0.0%
Value ($000) $6,727 Shares 38,071 Est. Cost $131.25 Unrealized +44.4%
TAL TAL EDUCATION ADR 0.0%
Value ($000) $6,462 Shares 120,000 Est. Cost $60.18 Unrealized
RACE FERRARI 0.0%
Value ($000) $6,041 Shares 28,875 Est. Cost $204.75 Unrealized 0.0%
COP CONOCOPHILLIPS 0.0%
Value ($000) $5,700 Shares 107,600 Est. Cost $39.86 Unrealized +3.9%
XYZ SQUARE - CLASS A 0.0%
Value ($000) $5,204 Shares 22,922 Est. Cost $71.43 Unrealized +227.5%
SHW SHERWIN-WILLIAMS 0.0%
Value ($000) $5,166 Shares 7,000 Est. Cost $228.11 Unrealized 0.0%
FMX FEMSA ADR 0.0%
Value ($000) $4,708 Shares 62,500 Est. Cost $83.62 Unrealized
BKNG BOOKING HOLDINGS 0.0%
Value ($000) $3,653 Shares 1,568 Est. Cost $1898.00 Unrealized +15.1%
BARRICK GOLD CALL 0.0%
Value ($000) $3,623 Shares 1,830 Est. Cost Unrealized
2,250 VISHAY INTERTECHNOLOGY 15.06.2025 0.0%
Value ($000) $3,509 Shares 3,200,000 Est. Cost $0.94 Unrealized
STNE STONECO 0.0%
Value ($000) $3,367 Shares 55,000 Est. Cost $36.73 Unrealized
ALIBABA GROUP CALL 0.0%
Value ($000) $2,947 Shares 130 Est. Cost Unrealized
0,750 PALO ALTO NETWORKS 01.07.2023 0.0%
Value ($000) $2,917 Shares 2,200,000 Est. Cost $1.06 Unrealized
TME TENCENT MUSIC ENTERTAINMENT ADR 0.0%
Value ($000) $2,667 Shares 125,000 Est. Cost $21.34 Unrealized
BEKE KE HOLDINGS 0.0%
Value ($000) $2,422 Shares 42,500 Est. Cost $58.59 Unrealized
EMR EMERSON ELECTRIC 0.0%
Value ($000) $1,096 Shares 12,144 Est. Cost $47.28 Unrealized +64.6%
BRK/A BERKSHIRE HATHAWAY A 0.0%
Value ($000) $771 Shares 2 Est. Cost $211365.03 Unrealized +73.5%
GOOG ALPHABET - CLASS C 0.0%
Value ($000) $352 Shares 170 Est. Cost $87.03 Unrealized +13.1%
ORCL ORACLE 0.0%
Value ($000) $298 Shares 4,250 Est. Cost $42.64 Unrealized +42.2%