FLOSSBACH VON STORCH AG Diversified Active

CIK: 0001575677 · Show all filings

Period: Q3 2022 (← Previous) (Next →)

Filing Date: Nov 14, 2022

Total Value ($000): $27,157,293 (99.6% shares, 0.4% debt)

Holdings (119)

GOOGL ALPHABET - CLASS A 6.6%
Value ($000) $1,784,193 Shares 18,653,355 Est. Cost $107.30 Unrealized +2.6%
BRK/B BERKSHIRE HATHAWAY B 5.8%
Value ($000) $1,580,451 Shares 5,918,850 Est. Cost $187.52 Unrealized +51.7%
MSFT MICROSOFT 4.5%
Value ($000) $1,228,749 Shares 5,275,866 Est. Cost $151.70 Unrealized +69.3%
AMZN AMAZON.COM 3.7%
Value ($000) $1,017,430 Shares 9,003,801 Est. Cost $125.01 Unrealized +1.1%
MMM 3M 3.6%
Value ($000) $990,053 Shares 8,959,758 Est. Cost $114.42 Unrealized -15.7%
JNJ JOHNSON & JOHNSON 3.3%
Value ($000) $907,206 Shares 5,553,416 Est. Cost $108.63 Unrealized +40.8%
META META PLATFORMS 3.0%
Value ($000) $820,843 Shares 6,049,848 Est. Cost $199.16 Unrealized -19.2%
BARRICK GOLD 2.8%
Value ($000) $762,263 Shares 49,178,271 Est. Cost $16.33 Unrealized
FTV FORTIVE 2.7%
Value ($000) $740,228 Shares 12,696,874 Est. Cost $49.56 Unrealized -7.1%
SCHW CHARLES SCHWAB 2.7%
Value ($000) $738,724 Shares 10,278,612 Est. Cost $67.29 Unrealized -1.6%
ABT ABBOTT LABORATORIES 2.6%
Value ($000) $714,201 Shares 7,381,159 Est. Cost $77.56 Unrealized +29.0%
APH AMPHENOL 2.6%
Value ($000) $709,602 Shares 10,597,404 Est. Cost $33.27 Unrealized +5.8%
PG PROCTER & GAMBLE 2.5%
Value ($000) $686,563 Shares 5,438,119 Est. Cost $111.37 Unrealized +17.3%
AAPL APPLE 2.5%
Value ($000) $682,332 Shares 4,937,282 Est. Cost $124.20 Unrealized +24.2%
ITW ILLINOIS TOOL WORKS 2.5%
Value ($000) $682,258 Shares 3,776,683 Est. Cost $168.45 Unrealized +7.8%
PINS PINTEREST 2.5%
Value ($000) $672,640 Shares 28,868,654 Est. Cost $37.28 Unrealized -41.2%
PEP PEPSICO 2.5%
Value ($000) $670,372 Shares 4,106,164 Est. Cost $117.25 Unrealized +31.7%
DHR DANAHER 2.4%
Value ($000) $655,789 Shares 2,538,963 Est. Cost $191.21 Unrealized +25.9%
BLACKROCK 2.3%
Value ($000) $629,374 Shares 1,143,735 Est. Cost $705.47 Unrealized
NEM NEWMONT 2.3%
Value ($000) $611,093 Shares 14,539,437 Est. Cost $36.73 Unrealized +14.8%
ICE INTERCONTINENTAL EXCHANGE 2.2%
Value ($000) $601,571 Shares 6,658,227 Est. Cost $107.04 Unrealized -10.5%
TMO THERMO FISHER SCIENTIFIC 2.2%
Value ($000) $584,958 Shares 1,153,332 Est. Cost $475.76 Unrealized +16.5%
V VISA - CLASS A 2.1%
Value ($000) $581,831 Shares 3,275,153 Est. Cost $181.92 Unrealized +9.0%
ADBE ADOBE 2.1%
Value ($000) $581,533 Shares 2,113,129 Est. Cost $438.64 Unrealized -13.7%
MCO MOODY'S 2.1%
Value ($000) $579,451 Shares 2,383,492 Est. Cost $293.07 Unrealized -3.7%
MA MASTERCARD 2.0%
Value ($000) $539,092 Shares 1,895,942 Est. Cost $295.93 Unrealized +9.9%
CRM SALESFORCE 1.9%
Value ($000) $502,444 Shares 3,493,079 Est. Cost $217.91 Unrealized -23.1%
ACTIVISION BLIZZARD 1.7%
Value ($000) $457,733 Shares 6,157,296 Est. Cost $73.43 Unrealized
BNTX BIONTECH ADR 1.7%
Value ($000) $453,812 Shares 3,364,564 Est. Cost $160.08 Unrealized
VRSK VERISK ANALYTICS 1.7%
Value ($000) $449,971 Shares 2,638,661 Est. Cost $177.00 Unrealized +3.3%
ROP ROPER TECHNOLOGIES 1.6%
Value ($000) $445,502 Shares 1,238,743 Est. Cost $399.50 Unrealized -0.3%
DOCU DOCUSIGN 1.2%
Value ($000) $314,053 Shares 5,873,436 Est. Cost $97.03 Unrealized -35.4%
MTCH MATCH GROUP 1.2%
Value ($000) $312,603 Shares 6,546,656 Est. Cost $97.95 Unrealized -37.3%
AEM AGNICO EAGLE MINES 1.1%
Value ($000) $305,805 Shares 7,241,425 Est. Cost $47.58 Unrealized -17.1%
AME AMETEK 1.1%
Value ($000) $303,772 Shares 2,678,533 Est. Cost $113.79 Unrealized +3.0%
ETSY ETSY 1.1%
Value ($000) $302,036 Shares 3,016,441 Est. Cost $169.97 Unrealized -40.0%
TWLO TWILIO 1.0%
Value ($000) $274,555 Shares 3,971,000 Est. Cost $133.58 Unrealized -40.2%
DG DOLLAR GENERAL 0.9%
Value ($000) $249,707 Shares 1,041,055 Est. Cost $198.30 Unrealized +17.0%
MDT MEDTRONIC 0.6%
Value ($000) $176,436 Shares 2,184,965 Est. Cost $75.64 Unrealized +6.8%
PYPL PAYPAL 0.5%
Value ($000) $139,415 Shares 1,619,788 Est. Cost $133.35 Unrealized -33.7%
SYK STRYKER 0.5%
Value ($000) $134,963 Shares 666,351 Est. Cost $220.29 Unrealized -7.8%
INTU INTUIT 0.4%
Value ($000) $108,379 Shares 279,818 Est. Cost $392.67 Unrealized +7.6%
TRUP TRUPANION 0.4%
Value ($000) $103,817 Shares 1,746,884 Est. Cost $67.15 Unrealized 0.0%
WMT WALMART 0.4%
Value ($000) $95,463 Shares 736,026 Est. Cost $41.36 Unrealized +1.5%
UBER UBER TECHNOLOGIES 0.3%
Value ($000) $79,404 Shares 2,996,392 Est. Cost $45.43 Unrealized -39.2%
DIS WALT DISNEY 0.3%
Value ($000) $73,475 Shares 778,913 Est. Cost $130.62 Unrealized -20.0%
SPGI S&P GLOBAL 0.3%
Value ($000) $72,300 Shares 236,776 Est. Cost $308.36 Unrealized +12.8%
SNAP SNAP 0.3%
Value ($000) $70,833 Shares 7,213,102 Est. Cost $28.02 Unrealized -58.5%
NKE NIKE 0.2%
Value ($000) $60,983 Shares 733,669 Est. Cost $96.61 Unrealized +5.1%
EL ESTEE LAUDER 0.2%
Value ($000) $54,725 Shares 253,476 Est. Cost $234.66 Unrealized +2.5%
MSCI MSCI 0.2%
Value ($000) $53,067 Shares 125,814 Est. Cost $465.04 Unrealized -5.3%
KO COCA-COLA 0.2%
Value ($000) $45,088 Shares 804,862 Est. Cost $42.25 Unrealized +32.7%
BDX BECTON DICKINSON 0.2%
Value ($000) $44,236 Shares 198,520 Est. Cost $220.47 Unrealized +6.4%
CPRT COPART 0.2%
Value ($000) $41,201 Shares 387,227 Est. Cost $32.17 Unrealized -7.5%
SPOT SPOTIFY TECHNOLOGY 0.1%
Value ($000) $38,775 Shares 449,307 Est. Cost $236.93 Unrealized -54.8%
BABA ALIBABA GROUP ADR 0.1%
Value ($000) $37,635 Shares 470,493 Est. Cost $161.09 Unrealized
NFLX NETFLIX 0.1%
Value ($000) $36,615 Shares 155,518 Est. Cost $43.55 Unrealized -49.0%
HDB HDFC BANK ADR 0.1%
Value ($000) $29,693 Shares 508,261 Est. Cost $70.76 Unrealized
EA ELECTRONIC ARTS 0.1%
Value ($000) $28,277 Shares 244,375 Est. Cost $115.71 Unrealized +7.3%
XOM EXXON MOBIL 0.1%
Value ($000) $28,233 Shares 323,366 Est. Cost $64.26 Unrealized +26.6%
UNP UNION PACIFIC 0.1%
Value ($000) $22,531 Shares 115,652 Est. Cost $148.85 Unrealized +37.2%
HD HOME DEPOT 0.1%
Value ($000) $21,114 Shares 76,518 Est. Cost $243.93 Unrealized +11.0%
SLB SCHLUMBERGER 0.1%
Value ($000) $19,612 Shares 546,295 Est. Cost $26.49 Unrealized +26.1%
ROST ROSS STORES 0.1%
Value ($000) $19,360 Shares 229,735 Est. Cost $87.40 Unrealized -6.5%
ACN ACCENTURE 0.1%
Value ($000) $19,251 Shares 74,820 Est. Cost $305.85 Unrealized -10.2%
AXP AMERICAN EXPRESS 0.1%
Value ($000) $18,911 Shares 140,177 Est. Cost $154.06 Unrealized -5.9%
CHD CHURCH & DWIGHT 0.1%
Value ($000) $18,359 Shares 256,984 Est. Cost $79.08 Unrealized +4.7%
MDLZ MONDELEZ INTERNATIONAL 0.1%
Value ($000) $18,262 Shares 333,066 Est. Cost $49.51 Unrealized +14.3%
MCD MCDONALD'S 0.1%
Value ($000) $17,699 Shares 76,706 Est. Cost $159.98 Unrealized +47.7%
CL COLGATE-PALMOLIVE 0.1%
Value ($000) $17,439 Shares 248,237 Est. Cost $63.66 Unrealized +13.8%
CTSH COGNIZANT TECHNOLOGY 0.1%
Value ($000) $17,141 Shares 298,413 Est. Cost $69.01 Unrealized -10.3%
ADP AUTOMATIC DATA PROCESSING 0.1%
Value ($000) $15,594 Shares 68,940 Est. Cost $147.60 Unrealized +48.4%
2,000 JAZZ INVESTMENTS 15.06.2026 0.1%
Value ($000) $15,427 Shares 14,300,000 Est. Cost $1.17 Unrealized
VZ VERIZON COMMUNICATIONS 0.1%
Value ($000) $15,180 Shares 399,787 Est. Cost $34.09 Unrealized +4.9%
TJX TJX COMPANIES 0.1%
Value ($000) $14,303 Shares 230,248 Est. Cost $42.64 Unrealized +40.5%
0,375 AKAMAI TECHNOLOGIES 01.09.2027 0.1%
Value ($000) $13,970 Shares 14,900,000 Est. Cost $1.12 Unrealized
NVDA NVIDIA 0.0%
Value ($000) $12,989 Shares 107,000 Est. Cost $18.85 Unrealized -16.2%
0,000 SNAP 01.05.2027 0.0%
Value ($000) $12,907 Shares 18,600,000 Est. Cost $0.70 Unrealized
SHW SHERWIN-WILLIAMS 0.0%
Value ($000) $12,885 Shares 62,929 Est. Cost $267.77 Unrealized -14.2%
0,000 CABLE ONE 15.03.2026 0.0%
Value ($000) $10,862 Shares 14,100,000 Est. Cost $0.88 Unrealized
TSM TAIWAN SEMICONDUCTOR ADR 0.0%
Value ($000) $10,798 Shares 157,500 Est. Cost $90.56 Unrealized
MELI MERCADOLIBRE 0.0%
Value ($000) $10,430 Shares 12,600 Est. Cost $1006.97 Unrealized -14.6%
0,250 ETSY 15.06.2028 0.0%
Value ($000) $9,616 Shares 12,300,000 Est. Cost $0.73 Unrealized
0,000 SPOTIFY 15.03.2026 0.0%
Value ($000) $9,295 Shares 11,700,000 Est. Cost $0.86 Unrealized
RBLX ROBLOX 0.0%
Value ($000) $7,619 Shares 212,593 Est. Cost $56.59 Unrealized -26.9%
0,000 WIX.COM 15.08.2025 0.0%
Value ($000) $7,247 Shares 8,650,000 Est. Cost $0.95 Unrealized
CSGP COSTAR GROUP 0.0%
Value ($000) $7,104 Shares 101,992 Est. Cost $86.44 Unrealized -19.7%
0,375 CHEESECAKE FACTORY 15.06.2026 0.0%
Value ($000) $6,612 Shares 8,400,000 Est. Cost $0.92 Unrealized
0,250 UPWORK 15.08.2026 0.0%
Value ($000) $5,727 Shares 7,750,000 Est. Cost $0.74 Unrealized
PM PHILIP MORRIS INTERNAT. 0.0%
Value ($000) $4,981 Shares 60,000 Est. Cost $68.76 Unrealized +17.7%
RACE FERRARI 0.0%
Value ($000) $4,904 Shares 26,100 Est. Cost $205.63 Unrealized -3.0%
0,000 FIVERR INTERNATIONAL 01.11.2025 0.0%
Value ($000) $4,766 Shares 6,050,000 Est. Cost $0.92 Unrealized
0,250 SEA 15.09.2026 0.0%
Value ($000) $4,581 Shares 6,600,000 Est. Cost $0.92 Unrealized
EMR EMERSON ELECTRIC 0.0%
Value ($000) $4,275 Shares 58,385 Est. Cost $86.30 Unrealized -10.1%
0,000 NICE 15.09.2025 0.0%
Value ($000) $3,855 Shares 4,150,000 Est. Cost $1.09 Unrealized
TTWO TAKE-TWO INTERACTIVE SOFTWARE 0.0%
Value ($000) $3,841 Shares 35,240 Est. Cost $134.60 Unrealized -7.7%
0,000 UBER TECHNOLOGIES 15.12.2025 0.0%
Value ($000) $3,568 Shares 4,300,000 Est. Cost $0.99 Unrealized
EPAM EPAM SYSTEMS 0.0%
Value ($000) $3,260 Shares 9,000 Est. Cost $262.75 Unrealized +45.6%
CHKP CHECK POINT SOFTWARE 0.0%
Value ($000) $3,260 Shares 29,099 Est. Cost $105.92 Unrealized +14.2%
NEWMONT CALL 0.0%
Value ($000) $3,152 Shares 750 Est. Cost Unrealized
BARRICK GOLD CALL 0.0%
Value ($000) $2,837 Shares 1,830 Est. Cost Unrealized
NTES NETEASE ADR 0.0%
Value ($000) $2,759 Shares 36,500 Est. Cost $100.87 Unrealized
0,000 FORD MOTOR 15.03.2026 0.0%
Value ($000) $2,483 Shares 2,700,000 Est. Cost $1.19 Unrealized
WIX WIX.COM 0.0%
Value ($000) $2,383 Shares 30,460 Est. Cost $250.69 Unrealized -72.5%
NDAQ NASDAQ 0.0%
Value ($000) $2,350 Shares 41,466 Est. Cost $52.89 Unrealized +6.0%
GLOB GLOBANT 0.0%
Value ($000) $1,964 Shares 10,500 Est. Cost $289.04 Unrealized -28.7%
CPNG COUPANG 0.0%
Value ($000) $1,667 Shares 100,000 Est. Cost $24.06 Unrealized -28.1%
0,125 ETSY 01.10.2026 0.0%
Value ($000) $1,573 Shares 1,175,000 Est. Cost $1.14 Unrealized
NU NU HOLDINGS 0.0%
Value ($000) $1,430 Shares 325,000 Est. Cost $6.42 Unrealized -28.5%
PINTEREST CALL 0.0%
Value ($000) $1,328 Shares 570 Est. Cost Unrealized
COP CONOCOPHILLIPS 0.0%
Value ($000) $1,118 Shares 10,927 Est. Cost $56.53 Unrealized +56.0%
ALIBABA GROUP CALL 0.0%
Value ($000) $960 Shares 120 Est. Cost Unrealized
BKNG BOOKING HOLDINGS 0.0%
Value ($000) $853 Shares 519 Est. Cost $1898.00 Unrealized -2.6%
SE SEA ADR 0.0%
Value ($000) $841 Shares 15,000 Est. Cost $81.38 Unrealized
BRK/A BERKSHIRE HATHAWAY A 0.0%
Value ($000) $813 Shares 2 Est. Cost $211365.03 Unrealized +102.6%
SBUX STARBUCKS 0.0%
Value ($000) $769 Shares 9,121 Est. Cost $78.36 Unrealized 0.0%
GOOG ALPHABET - CLASS C 0.0%
Value ($000) $327 Shares 3,400 Est. Cost $109.64 Unrealized +1.1%
ORCL ORACLE 0.0%
Value ($000) $260 Shares 4,250 Est. Cost $42.64 Unrealized +64.6%
HLN HALEON PLC ADR 0.0%
Value ($000) $85 Shares 13,885 Est. Cost $6.12 Unrealized