FLOSSBACH VON STORCH AG Diversified Active

CIK: 0001575677 · Show all filings

Period: Q3 2021 (← Previous) (Next →)

Filing Date: Nov 4, 2021

Total Value ($000): $34,336,685 (99.8% shares, 0.2% debt)

Holdings (108)

GOOGL ALPHABET - CLASS A 8.5%
Value ($000) $2,912,108 Shares 1,089,241 Est. Cost $57.29 Unrealized +135.7%
BRK/B BERKSHIRE HATHAWAY B 5.3%
Value ($000) $1,812,086 Shares 6,639,138 Est. Cost $178.90 Unrealized +57.0%
MMM 3M 4.7%
Value ($000) $1,609,511 Shares 9,175,187 Est. Cost $114.41 Unrealized +20.0%
MSFT MICROSOFT 4.6%
Value ($000) $1,578,815 Shares 5,600,223 Est. Cost $151.70 Unrealized +85.1%
META FACEBOOK 4.4%
Value ($000) $1,502,201 Shares 4,426,180 Est. Cost $184.53 Unrealized +93.8%
AMZN AMAZON.COM 4.0%
Value ($000) $1,385,469 Shares 421,751 Est. Cost $121.43 Unrealized +42.1%
JNJ JOHNSON & JOHNSON 4.0%
Value ($000) $1,380,349 Shares 8,547,051 Est. Cost $105.91 Unrealized +41.9%
PINS PINTEREST 3.8%
Value ($000) $1,292,012 Shares 25,358,430 Est. Cost $39.36 Unrealized +56.1%
AAPL APPLE 3.1%
Value ($000) $1,076,899 Shares 7,610,592 Est. Cost $121.59 Unrealized +18.4%
PEP PEPSICO 3.1%
Value ($000) $1,048,837 Shares 6,973,185 Est. Cost $117.25 Unrealized +15.1%
PG PROCTER & GAMBLE 3.0%
Value ($000) $1,022,158 Shares 7,311,573 Est. Cost $111.37 Unrealized +14.3%
BARRICK GOLD 2.9%
Value ($000) $1,001,419 Shares 55,480,311 Est. Cost $16.34 Unrealized
NEM NEWMONT 2.7%
Value ($000) $925,207 Shares 17,038,795 Est. Cost $36.73 Unrealized +39.8%
BLACKROCK 2.7%
Value ($000) $918,000 Shares 1,094,603 Est. Cost $708.72 Unrealized
ITW ILLINOIS TOOL WORKS 2.5%
Value ($000) $850,678 Shares 4,116,912 Est. Cost $168.45 Unrealized +20.5%
V VISA - CLASS A 2.3%
Value ($000) $775,858 Shares 3,483,090 Est. Cost $179.55 Unrealized +26.4%
CRM SALESFORCE.COM 2.2%
Value ($000) $757,469 Shares 2,792,822 Est. Cost $221.84 Unrealized +13.1%
WIX WIX.COM 2.1%
Value ($000) $723,113 Shares 3,689,918 Est. Cost $277.34 Unrealized -10.7%
FTV FORTIVE 2.0%
Value ($000) $699,903 Shares 9,917,859 Est. Cost $49.40 Unrealized +8.7%
ABT ABBOTT LABORATORIES 2.0%
Value ($000) $687,604 Shares 5,820,744 Est. Cost $67.89 Unrealized +67.1%
MA MASTERCARD 2.0%
Value ($000) $684,667 Shares 1,969,246 Est. Cost $287.73 Unrealized +23.3%
APH AMPHENOL 2.0%
Value ($000) $677,417 Shares 9,250,540 Est. Cost $32.59 Unrealized +8.1%
VRSK VERISK ANALYTICS 1.7%
Value ($000) $599,719 Shares 2,994,554 Est. Cost $177.00 Unrealized +6.4%
BDX BECTON DICKINSON 1.7%
Value ($000) $598,116 Shares 2,433,145 Est. Cost $220.47 Unrealized +3.4%
UBER UBER TECHNOLOGIES 1.7%
Value ($000) $571,919 Shares 12,766,046 Est. Cost $45.43 Unrealized -3.8%
MCO MOODY'S 1.6%
Value ($000) $544,983 Shares 1,534,688 Est. Cost $274.93 Unrealized +32.1%
TMO THERMO FISHER SCIENTIFIC 1.3%
Value ($000) $456,240 Shares 798,558 Est. Cost $441.10 Unrealized +23.0%
ETSY ETSY 1.3%
Value ($000) $455,306 Shares 2,189,391 Est. Cost $197.36 Unrealized +2.7%
ROP ROPER TECHNOLOGIES 1.3%
Value ($000) $440,112 Shares 986,510 Est. Cost $378.82 Unrealized +23.1%
PYPL PAYPAL 1.2%
Value ($000) $417,387 Shares 1,604,038 Est. Cost $123.30 Unrealized +129.6%
PM PHILIP MORRIS INTERNAT. 1.2%
Value ($000) $413,956 Shares 4,367,080 Est. Cost $63.30 Unrealized +28.0%
DHR DANAHER 1.0%
Value ($000) $337,815 Shares 1,109,626 Est. Cost $108.30 Unrealized +146.3%
ICE INTERCONTINENTAL EXCHANGE 0.9%
Value ($000) $313,728 Shares 2,732,350 Est. Cost $108.30 Unrealized +3.4%
MDT MEDTRONIC 0.9%
Value ($000) $309,548 Shares 2,469,469 Est. Cost $73.69 Unrealized +54.0%
ADBE ADOBE 0.9%
Value ($000) $293,659 Shares 510,073 Est. Cost $357.34 Unrealized +76.1%
KIRKLAND LAKE GOLD 0.8%
Value ($000) $280,525 Shares 6,745,000 Est. Cost $40.32 Unrealized
SCHW CHARLES SCHWAB 0.8%
Value ($000) $261,170 Shares 3,585,524 Est. Cost $67.39 Unrealized +0.0%
BABA ALIBABA GROUP ADR 0.7%
Value ($000) $255,605 Shares 1,726,480 Est. Cost $172.12 Unrealized
AME AMETEK 0.7%
Value ($000) $252,268 Shares 2,034,255 Est. Cost $111.04 Unrealized +17.5%
DG DOLLAR GENERAL 0.5%
Value ($000) $179,636 Shares 846,781 Est. Cost $195.06 Unrealized +7.9%
SYK STRYKER 0.5%
Value ($000) $177,500 Shares 673,062 Est. Cost $214.23 Unrealized +19.1%
ACTIVISION BLIZZARD 0.5%
Value ($000) $168,647 Shares 2,179,182 Est. Cost $70.51 Unrealized
SPOT SPOTIFY TECHNOLOGY 0.4%
Value ($000) $153,954 Shares 683,208 Est. Cost $236.93 Unrealized -0.5%
SPGI S&P GLOBAL 0.4%
Value ($000) $123,547 Shares 290,774 Est. Cost $304.10 Unrealized +37.4%
AEM AGNICO EAGLE MINES 0.3%
Value ($000) $109,891 Shares 2,119,402 Est. Cost $42.83 Unrealized +21.4%
INTU INTUIT 0.3%
Value ($000) $100,087 Shares 185,514 Est. Cost $346.86 Unrealized +51.2%
WMT WALMART 0.3%
Value ($000) $94,308 Shares 676,623 Est. Cost $41.02 Unrealized +10.8%
KO COCA-COLA 0.3%
Value ($000) $88,499 Shares 1,686,653 Est. Cost $42.25 Unrealized +15.5%
HD HOME DEPOT 0.2%
Value ($000) $77,100 Shares 234,876 Est. Cost $240.87 Unrealized +22.3%
EL ESTEE LAUDER 0.2%
Value ($000) $66,608 Shares 222,078 Est. Cost $215.17 Unrealized +41.9%
NFLX NETFLIX 0.2%
Value ($000) $61,022 Shares 99,980 Est. Cost $52.90 Unrealized +4.0%
NKE NIKE 0.2%
Value ($000) $59,083 Shares 406,825 Est. Cost $75.47 Unrealized +102.1%
UNP UNION PACIFIC 0.2%
Value ($000) $55,182 Shares 281,528 Est. Cost $148.85 Unrealized +31.2%
TSM TAIWAN SEMICONDUCTOR ADR 0.1%
Value ($000) $47,900 Shares 429,021 Est. Cost $90.56 Unrealized
EA ELECTRONIC ARTS 0.1%
Value ($000) $44,569 Shares 313,316 Est. Cost $112.20 Unrealized +22.1%
DIS WALT DISNEY 0.1%
Value ($000) $43,313 Shares 256,033 Est. Cost $147.14 Unrealized +18.3%
MDLZ MONDELEZ INTERNATIONAL 0.1%
Value ($000) $41,304 Shares 709,937 Est. Cost $49.51 Unrealized +12.0%
CSGP COSTAR GROUP 0.1%
Value ($000) $36,715 Shares 426,620 Est. Cost $86.44 Unrealized -0.0%
HDB HDFC BANK ADR 0.1%
Value ($000) $31,661 Shares 433,185 Est. Cost $73.37 Unrealized
CTSH COGNIZANT TECHNOLOGY 0.1%
Value ($000) $24,251 Shares 326,795 Est. Cost $68.31 Unrealized +0.8%
VZ VERIZON COMMUNICATIONS 0.1%
Value ($000) $23,383 Shares 432,940 Est. Cost $33.24 Unrealized +27.3%
MCD MCDONALDS 0.1%
Value ($000) $20,772 Shares 86,152 Est. Cost $149.87 Unrealized +44.0%
SLB SCHLUMBERGER 0.1%
Value ($000) $20,617 Shares 695,588 Est. Cost $25.84 Unrealized +0.6%
ROST ROSS STORES 0.1%
Value ($000) $20,143 Shares 185,057 Est. Cost $88.37 Unrealized +28.9%
TJX TJX COMPANIES 0.1%
Value ($000) $20,029 Shares 303,563 Est. Cost $42.64 Unrealized +53.5%
CHKP CHECK POINT SOFTWARE 0.1%
Value ($000) $18,612 Shares 164,650 Est. Cost $105.10 Unrealized +15.9%
XOM EXXON MOBIL 0.1%
Value ($000) $18,504 Shares 314,579 Est. Cost $46.25 Unrealized +4.8%
CL COLGATE-PALMOLIVE 0.1%
Value ($000) $18,107 Shares 239,576 Est. Cost $63.17 Unrealized +13.5%
MELI MERCADOLIBRE 0.1%
Value ($000) $18,054 Shares 10,750 Est. Cost $860.95 Unrealized +101.2%
ACN ACCENTURE 0.1%
Value ($000) $17,966 Shares 56,158 Est. Cost $305.51 Unrealized 0.0%
0,000 WIX.COM 15.08.2025 0.0%
Value ($000) $16,206 Shares 16,800,000 Est. Cost $0.96 Unrealized
0,375 AKAMAI TECHNOLOGIES 01.09.2027 0.0%
Value ($000) $15,204 Shares 13,900,000 Est. Cost $1.15 Unrealized
ADP AUTOMATIC DATA PROCESSING 0.0%
Value ($000) $14,621 Shares 73,132 Est. Cost $141.82 Unrealized +32.4%
CHD CHURCH & DWIGHT 0.0%
Value ($000) $14,358 Shares 173,890 Est. Cost $73.52 Unrealized +9.5%
SHW SHERWIN-WILLIAMS 0.0%
Value ($000) $13,687 Shares 48,929 Est. Cost $268.15 Unrealized +4.9%
SE SEA ADR 0.0%
Value ($000) $13,546 Shares 42,500 Est. Cost $73.86 Unrealized
FIS FIDELITY NATIONAL INFO SERVICE 0.0%
Value ($000) $13,141 Shares 108,000 Est. Cost $123.61 Unrealized -2.3%
MO ALTRIA GROUP 0.0%
Value ($000) $11,085 Shares 243,520 Est. Cost $30.06 Unrealized +13.1%
2,000 JAZZ INVESTMENTS 15.06.2026 0.0%
Value ($000) $10,519 Shares 9,050,000 Est. Cost $1.26 Unrealized
EPAM EPAM SYSTEMS 0.0%
Value ($000) $8,557 Shares 15,000 Est. Cost $262.75 Unrealized +124.0%
0,875 FORTIVE 15.02.2022 0.0%
Value ($000) $7,736 Shares 7,700,000 Est. Cost $0.94 Unrealized
1,500 JAZZ INVESTMENTS 15.08.2024 0.0%
Value ($000) $7,726 Shares 7,600,000 Est. Cost $0.94 Unrealized
NEWMONT CALL 0.0%
Value ($000) $7,602 Shares 1,400 Est. Cost Unrealized
COP CONOCOPHILLIPS 0.0%
Value ($000) $7,576 Shares 111,792 Est. Cost $40.15 Unrealized +22.8%
RACE FERRARI 0.0%
Value ($000) $6,637 Shares 31,675 Est. Cost $205.63 Unrealized +4.4%
BARRICK GOLD CALL 0.0%
Value ($000) $6,516 Shares 3,610 Est. Cost Unrealized
TTWO TAKE-TWO INTERACTIVE SOFTWARE 0.0%
Value ($000) $6,323 Shares 41,041 Est. Cost $134.60 Unrealized +20.3%
0,000 NICE 15.09.2025 0.0%
Value ($000) $5,967 Shares 5,100,000 Est. Cost $1.17 Unrealized
0,375 CHEESECAKE FACTORY 15.06.2026 0.0%
Value ($000) $5,542 Shares 5,800,000 Est. Cost $0.96 Unrealized
FMX FEMSA ADR 0.0%
Value ($000) $5,420 Shares 62,500 Est. Cost $83.62 Unrealized
XYZ SQUARE - CLASS A 0.0%
Value ($000) $5,354 Shares 22,322 Est. Cost $71.43 Unrealized +259.6%
NDAQ NASDAQ 0.0%
Value ($000) $4,850 Shares 25,125 Est. Cost $44.40 Unrealized +33.4%
ALIBABA GROUP CALL 0.0%
Value ($000) $3,701 Shares 250 Est. Cost Unrealized
BKNG BOOKING HOLDINGS 0.0%
Value ($000) $3,475 Shares 1,464 Est. Cost $1898.00 Unrealized +16.3%
QGEN 1 11/13/24 1,000 QIAGEN 13.11.2024 0.0%
Value ($000) $3,237 Shares 2,600,000 Est. Cost $1.19 Unrealized
STNE STONECO 0.0%
Value ($000) $2,604 Shares 75,000 Est. Cost $38.35 Unrealized
NVDA NVIDIA 0.0%
Value ($000) $2,072 Shares 10,000 Est. Cost $20.72 Unrealized 0.0%
ONC BEIGENE ADR 0.0%
Value ($000) $1,815 Shares 5,000 Est. Cost $363.00 Unrealized
BILI BILIBILI ADR 0.0%
Value ($000) $1,489 Shares 22,500 Est. Cost $109.46 Unrealized
BEKE KE HOLDINGS 0.0%
Value ($000) $1,187 Shares 65,000 Est. Cost $49.16 Unrealized
EMR EMERSON ELECTRIC 0.0%
Value ($000) $1,090 Shares 11,569 Est. Cost $47.28 Unrealized +92.9%
BRK/A BERKSHIRE HATHAWAY A 0.0%
Value ($000) $823 Shares 2 Est. Cost $211365.03 Unrealized +100.0%
TME TENCENT MUSIC ENTERTAINMENT ADR 0.0%
Value ($000) $725 Shares 100,000 Est. Cost $20.34 Unrealized
GOOG ALPHABET - CLASS C 0.0%
Value ($000) $453 Shares 170 Est. Cost $87.03 Unrealized +57.2%
ORCL ORACLE 0.0%
Value ($000) $370 Shares 4,250 Est. Cost $42.64 Unrealized +95.4%
WFC WELLS FARGO 0.0%
Value ($000) $231 Shares 4,970 Est. Cost $39.98 Unrealized +4.0%
PDD PINDUODUO ADR 0.0%
Value ($000) $227 Shares 2,500 Est. Cost $90.80 Unrealized
JPM JPMORGAN CHASE 0.0%
Value ($000) $213 Shares 1,300 Est. Cost $139.74 Unrealized +0.4%