FLOSSBACH VON STORCH SE Diversified Active

Location: Cologne, Germany

CIK: 0001575677 · Show all filings

Period: Q2 2024 (← Previous) (Next →)

Filing Date: Aug 2, 2024

Total Value: $23.86B (99.8% shares, 0.2% debt)

Holdings (112)

BRK/B BERKSHIRE HATHAWAY B 8.8%
Value $2.108B Shares 5,181,436 Share Price $406.80 Est. Cost/Share $187.52 Unrealized @ Report Date +117.9%
MSFT MICROSOFT 6.3%
Value $1.492B Shares 3,337,591 Share Price $446.95 * Est. Cost/Share $167.96 Unrealized @ Report Date +148.4%
GOOGL ALPHABET - CLASS A 6.0%
Value $1.421B Shares 7,800,972 Share Price $182.15 * Est. Cost/Share $107.30 Unrealized @ Report Date +56.0%
AMZN AMAZON.COM 5.6%
Value $1.325B Shares 6,854,006 Share Price $193.25 * Est. Cost/Share $123.77 Unrealized @ Report Date +48.4%
AAPL APPLE 5.2%
Value $1.243B Shares 5,903,329 Share Price $210.62 * Est. Cost/Share $137.01 Unrealized @ Report Date +35.1%
DHR DANAHER 4.3%
Value $1.017B Shares 4,069,079 Share Price $249.85 Est. Cost/Share $201.35 Unrealized @ Report Date +24.3%
JNJ JOHNSON & JOHNSON 3.9%
Value $925M Shares 6,331,659 Share Price $146.16 * Est. Cost/Share $114.49 Unrealized @ Report Date +23.5%
APH AMPHENOL 3.9%
Value $922M Shares 13,692,044 Share Price $67.37 * Est. Cost/Share $45.84 Unrealized @ Report Date +35.8%
ABT ABBOTT LABORATORIES 3.7%
Value $880M Shares 8,466,834 Share Price $103.91 Est. Cost/Share $81.67 Unrealized @ Report Date +26.1%
SCHW CHARLES SCHWAB 3.5%
Value $840M Shares 11,400,695 Share Price $73.69 Est. Cost/Share $66.93 Unrealized @ Report Date +8.1%
ICE INTERCONTINENTAL EXCHANGE 3.5%
Value $833M Shares 6,087,171 Share Price $136.89 * Est. Cost/Share $107.04 Unrealized @ Report Date +23.1%
FTV FORTIVE 3.5%
Value $829M Shares 11,188,997 Share Price $74.10 * Est. Cost/Share $49.69 Unrealized @ Report Date +16.0%
PEP PEPSICO 3.3%
Value $788M Shares 4,777,487 Share Price $164.93 Est. Cost/Share $150.81 Unrealized @ Report Date +7.6%
PG PROCTER & GAMBLE 3.2%
Value $761M Shares 4,614,857 Share Price $164.92 * Est. Cost/Share $116.61 Unrealized @ Report Date +34.8%
V VISA - CLASS A 3.2%
Value $753M Shares 2,869,618 Share Price $262.47 * Est. Cost/Share $189.70 Unrealized @ Report Date +42.8%
TMO THERMO FISHER SCIENTIFIC 3.1%
Value $731M Shares 1,321,988 Share Price $553.00 * Est. Cost/Share $489.56 Unrealized @ Report Date +16.4%
SBUX STARBUCKS 2.1%
Value $497M Shares 6,389,176 Share Price $77.85 Est. Cost/Share $88.84 Unrealized @ Report Date -12.1%
AME AMETEK 2.0%
Value $473M Shares 2,838,537 Share Price $166.71 * Est. Cost/Share $123.75 Unrealized @ Report Date +38.0%
ACN ACCENTURE 1.7%
Value $412M Shares 1,356,701 Share Price $303.41 Est. Cost/Share $295.62 Unrealized @ Report Date +1.3%
BNTX BIONTECH ADR 1.5%
Value $352M Shares 4,379,483 Share Price $80.36 Est. Cost/Share $141.07 Unrealized @ Report Date —
SPGI S&P GLOBAL 1.3%
Value $311M Shares 698,215 Share Price $446.00 * Est. Cost/Share $366.92 Unrealized @ Report Date +15.5%
LULU LULULEMON ATHLETICA 1.3%
Value $311M Shares 1,042,093 Share Price $298.70 * Est. Cost/Share $334.33 Unrealized @ Report Date 0.0%
MA MASTERCARD 1.3%
Value $309M Shares 700,557 Share Price $441.16 * Est. Cost/Share $346.65 Unrealized @ Report Date +30.3%
GGG GRACO 1.1%
Value $269M Shares 3,389,513 Share Price $79.28 * Est. Cost/Share $83.33 Unrealized @ Report Date -1.9%
NKE NIKE 1.1%
Value $258M Shares 3,427,406 Share Price $75.37 * Est. Cost/Share $96.89 Unrealized @ Report Date -7.4%
— BLACKROCK 1.0%
Value $240M Shares 304,260 Share Price $787.32 Est. Cost/Share $706.02 Unrealized @ Report Date —
SHW SHERWIN-WILLIAMS 1.0%
Value $237M Shares 792,605 Share Price $298.43 * Est. Cost/Share $303.01 Unrealized @ Report Date +0.7%
CRM SALESFORCE 0.9%
Value $214M Shares 834,183 Share Price $257.10 * Est. Cost/Share $220.99 Unrealized @ Report Date +19.8%
META META PLATFORMS 0.8%
Value $188M Shares 373,109 Share Price $504.22 * Est. Cost/Share $336.20 Unrealized @ Report Date +43.8%
MDT MEDTRONIC 0.7%
Value $174M Shares 2,206,774 Share Price $78.71 Est. Cost/Share $75.56 Unrealized @ Report Date +3.3%
MSCI MSCI 0.6%
Value $146M Shares 303,893 Share Price $481.75 Est. Cost/Share $482.55 Unrealized @ Report Date +0.8%
BKNG BOOKING HOLDINGS 0.6%
Value $142M Shares 35,824 Share Price $3961.50 * Est. Cost/Share $3360.05 Unrealized @ Report Date +8.8%
LIN LINDE 0.6%
Value $137M Shares 312,336 Share Price $438.81 Est. Cost/Share $430.58 Unrealized @ Report Date 0.0%
SYK STRYKER 0.6%
Value $136M Shares 398,496 Share Price $340.25 * Est. Cost/Share $220.29 Unrealized @ Report Date +51.3%
MMM 3M 0.6%
Value $135M Shares 1,319,600 Share Price $102.19 * Est. Cost/Share $112.07 Unrealized @ Report Date -15.9%
WMT WALMART 0.6%
Value $134M Shares 1,979,603 Share Price $67.71 * Est. Cost/Share $51.09 Unrealized @ Report Date +21.3%
DG DOLLAR GENERAL 0.6%
Value $132M Shares 998,406 Share Price $132.23 Est. Cost/Share $197.38 Unrealized @ Report Date -31.8%
MCO MOODY'S 0.5%
Value $123M Shares 292,625 Share Price $420.93 * Est. Cost/Share $297.37 Unrealized @ Report Date +32.2%
VRSK VERISK ANALYTICS 0.4%
Value $85.35M Shares 316,623 Share Price $269.55 * Est. Cost/Share $182.81 Unrealized @ Report Date +32.4%
TRUP TRUPANION 0.4%
Value $84.27M Shares 2,866,300 Share Price $29.40 * Est. Cost/Share $61.21 Unrealized @ Report Date -56.7%
MCD MCDONALDS 0.3%
Value $83.19M Shares 326,455 Share Price $254.84 Est. Cost/Share $243.46 Unrealized @ Report Date +4.8%
XOM EXXON MOBIL 0.3%
Value $75.67M Shares 657,342 Share Price $115.12 * Est. Cost/Share $84.43 Unrealized @ Report Date +30.4%
NDAQ NASDAQ 0.3%
Value $69.3M Shares 1,149,970 Share Price $60.26 Est. Cost/Share $52.05 Unrealized @ Report Date +13.8%
BDX BECTON DICKINSON 0.3%
Value $67.17M Shares 287,410 Share Price $233.71 * Est. Cost/Share $225.97 Unrealized @ Report Date +0.8%
ITW ILLINOIS TOOL WORKS 0.3%
Value $65.74M Shares 277,438 Share Price $236.96 Est. Cost/Share $185.47 Unrealized @ Report Date +27.7%
HDB HDFC BANK ADR 0.3%
Value $63.99M Shares 994,645 Share Price $64.33 Est. Cost/Share $66.31 Unrealized @ Report Date —
PYPL PAYPAL 0.3%
Value $62.43M Shares 1,075,890 Share Price $58.03 * Est. Cost/Share $126.06 Unrealized @ Report Date -49.7%
ADBE ADOBE 0.3%
Value $60.86M Shares 109,557 Share Price $555.54 * Est. Cost/Share $442.95 Unrealized @ Report Date +9.3%
KO COCA-COLA 0.2%
Value $59.2M Shares 930,106 Share Price $63.65 * Est. Cost/Share $46.72 Unrealized @ Report Date +26.0%
TSM TAIWAN SEMICONDUCTOR ADR 0.2%
Value $54.63M Shares 314,286 Share Price $173.81 Est. Cost/Share $97.60 Unrealized @ Report Date —
ROP ROPER TECHNOLOGIES 0.2%
Value $47.82M Shares 84,846 Share Price $563.66 * Est. Cost/Share $399.50 Unrealized @ Report Date +33.5%
AMAT APPLIED MATERIALS 0.2%
Value $47.38M Shares 200,752 Share Price $235.99 * Est. Cost/Share $197.34 Unrealized @ Report Date +7.1%
AXP AMERICAN EXPRESS 0.2%
Value $47.21M Shares 203,879 Share Price $231.55 Est. Cost/Share $153.78 Unrealized @ Report Date +47.8%
DIS WALT DISNEY 0.2%
Value $39.34M Shares 396,198 Share Price $99.29 * Est. Cost/Share $120.99 Unrealized @ Report Date -12.8%
NVDA NVIDIA 0.2%
Value $37.86M Shares 306,431 Share Price $123.54 * Est. Cost/Share $98.09 Unrealized @ Report Date +3.0%
INTU INTUIT 0.1%
Value $35.42M Shares 53,887 Share Price $657.21 * Est. Cost/Share $392.67 Unrealized @ Report Date +56.4%
COP CONOCOPHILLIPS 0.1%
Value $32.86M Shares 287,303 Share Price $114.38 Est. Cost/Share $106.92 Unrealized @ Report Date +7.9%
NFLX NETFLIX 0.1%
Value $32.4M Shares 48,013 Share Price $674.88 * Est. Cost/Share $48.05 Unrealized @ Report Date +30.0%
CL COLGATE-PALMOLIVE 0.1%
Value $28.96M Shares 298,470 Share Price $97.04 * Est. Cost/Share $65.43 Unrealized @ Report Date +36.1%
HD HOME DEPOT 0.1%
Value $28.45M Shares 82,648 Share Price $344.24 * Est. Cost/Share $266.39 Unrealized @ Report Date +23.0%
CHD CHURCH & DWIGHT 0.1%
Value $25.53M Shares 246,197 Share Price $103.68 Est. Cost/Share $86.36 Unrealized @ Report Date +20.1%
ORLY O'REILLY AUTOMOTIVE 0.1%
Value $25.07M Shares 23,738 Share Price $1056.06 * Est. Cost/Share $69.24 Unrealized @ Report Date -0.2%
CPRT COPART 0.1%
Value $25.04M Shares 462,249 Share Price $54.16 Est. Cost/Share $38.93 Unrealized @ Report Date +40.2%
ADI ANALOG DEVICES 0.1%
Value $24.97M Shares 109,373 Share Price $228.26 * Est. Cost/Share $207.63 Unrealized @ Report Date 0.0%
SLB SCHLUMBERGER 0.1%
Value $23.05M Shares 488,492 Share Price $47.18 * Est. Cost/Share $30.18 Unrealized @ Report Date +52.3%
MTCH MATCH GROUP 0.1%
Value $20.42M Shares 671,995 Share Price $30.38 Est. Cost/Share $72.15 Unrealized @ Report Date -57.2%
ADP AUTOMATIC DATA PROCESSING 0.1%
Value $19.77M Shares 82,828 Share Price $238.69 Est. Cost/Share $189.93 Unrealized @ Report Date +24.6%
MELI MERCADOLIBRE 0.1%
Value $17.78M Shares 10,818 Share Price $1643.40 * Est. Cost/Share $1102.30 Unrealized @ Report Date +43.2%
BABA ALIBABA GROUP ADR 0.1%
Value $17.66M Shares 245,243 Share Price $72.00 Est. Cost/Share $122.67 Unrealized @ Report Date —
MDLZ MONDELEZ INTERNATIONAL 0.1%
Value $17.41M Shares 266,018 Share Price $65.44 Est. Cost/Share $60.86 Unrealized @ Report Date +7.0%
TJX TJX COMPANIES 0.1%
Value $17.14M Shares 155,721 Share Price $110.10 * Est. Cost/Share $48.64 Unrealized @ Report Date +102.8%
ODFL OLD DOMINION FREIGHT LINE 0.1%
Value $15.99M Shares 90,553 Share Price $176.60 * Est. Cost/Share $202.27 Unrealized @ Report Date -7.8%
UNP UNION PACIFIC 0.1%
Value $15.95M Shares 70,485 Share Price $226.26 Est. Cost/Share $166.75 Unrealized @ Report Date +35.2%
ROST ROSS STORES 0.1%
Value $14M Shares 96,306 Share Price $145.32 * Est. Cost/Share $89.51 Unrealized @ Report Date +51.8%
FAST FASTENAL 0.1%
Value $13.64M Shares 217,043 Share Price $62.84 * Est. Cost/Share $33.11 Unrealized @ Report Date -1.5%
RACE FERRARI 0.1%
Value $12.6M Shares 30,826 Share Price $408.64 Est. Cost/Share $379.00 Unrealized @ Report Date +9.7%
UBER UBER TECHNOLOGIES 0.0%
Value $11.25M Shares 154,796 Share Price $72.68 * Est. Cost/Share $69.81 Unrealized @ Report Date -0.4%
VZ VERIZON COMMUNICATIONS 0.0%
Value $11M Shares 266,818 Share Price $41.24 * Est. Cost/Share $33.25 Unrealized @ Report Date +9.7%
EA ELECTRONIC ARTS 0.0%
Value $8.688M Shares 62,354 Share Price $139.33 * Est. Cost/Share $115.71 Unrealized @ Report Date +12.9%
NU NU HOLDINGS 0.0%
Value $8.379M Shares 650,000 Share Price $12.89 * Est. Cost/Share $6.90 Unrealized @ Report Date +68.8%
— 0,250 ETSY 15.06.2028 0.0%
Value $8.361M Shares 10,600,000 Share Price $0.79 Est. Cost/Share $0.73 Unrealized @ Report Date —
EL ESTEE LAUDER 0.0%
Value $7.327M Shares 68,863 Share Price $106.40 * Est. Cost/Share $217.70 Unrealized @ Report Date -41.7%
— 0,375 AKAMAI TECHNOLOGIES 01.09.2027 0.0%
Value $7.287M Shares 7,500,000 Share Price $0.97 Est. Cost/Share $1.03 Unrealized @ Report Date —
— 0,125 ETSY 01.10.2026 0.0%
Value $6.127M Shares 6,200,000 Share Price $0.99 Est. Cost/Share $1.11 Unrealized @ Report Date —
— 2,000 JAZZ INVESTMENTS 15.06.2026 0.0%
Value $5.935M Shares 6,150,000 Share Price $0.97 Est. Cost/Share $1.17 Unrealized @ Report Date —
— 0,000 SNAP 01.05.2027 0.0%
Value $4.762M Shares 5,700,000 Share Price $0.84 Est. Cost/Share $0.70 Unrealized @ Report Date —
— 0,000 FIVERR INTERNATIONAL 01.11.2025 0.0%
Value $4.756M Shares 5,150,000 Share Price $0.92 Est. Cost/Share $0.92 Unrealized @ Report Date —
— 0,000 CABLE ONE 15.03.2026 0.0%
Value $4.211M Shares 4,800,000 Share Price $0.88 Est. Cost/Share $0.88 Unrealized @ Report Date —
CDNS CADENCE DESIGN SYSTEMS 0.0%
Value $3.72M Shares 12,089 Share Price $307.75 * Est. Cost/Share $296.08 Unrealized @ Report Date 0.0%
IBN ICICI BANK ADR 0.0%
Value $3.601M Shares 125,000 Share Price $28.81 Est. Cost/Share $23.83 Unrealized @ Report Date —
— 0,125 SNAP 01.03.2028 0.0%
Value $3.473M Shares 4,350,000 Share Price $0.80 Est. Cost/Share $0.71 Unrealized @ Report Date —
— 0,000 FORD MOTOR 15.03.2026 0.0%
Value $3.242M Shares 3,200,000 Share Price $1.01 Est. Cost/Share $0.98 Unrealized @ Report Date —
— 0,250 UPWORK 15.08.2026 0.0%
Value $3.068M Shares 3,450,000 Share Price $0.89 Est. Cost/Share $0.74 Unrealized @ Report Date —
CPNG COUPANG 0.0%
Value $2.933M Shares 140,000 Share Price $20.95 * Est. Cost/Share $21.66 Unrealized @ Report Date +0.1%
ABNB AIRBNB 0.0%
Value $2.825M Shares 18,628 Share Price $151.63 Est. Cost/Share $148.90 Unrealized @ Report Date +2.6%
YUMC YUM CHINA HOLDINGS 0.0%
Value $2.776M Shares 90,000 Share Price $30.84 * Est. Cost/Share $49.17 Unrealized @ Report Date -25.6%
GLOB GLOBANT 0.0%
Value $2.674M Shares 15,000 Share Price $178.26 Est. Cost/Share $258.51 Unrealized @ Report Date -31.8%
— 0,375 CHEESECAKE FACTORY 15.06.2026 0.0%
Value $2.538M Shares 2,800,000 Share Price $0.91 Est. Cost/Share $0.92 Unrealized @ Report Date —
SAIA SAIA 0.0%
Value $2.439M Shares 5,142 Share Price $474.29 Est. Cost/Share $422.53 Unrealized @ Report Date +10.2%
NTES NETEASE ADR 0.0%
Value $2.389M Shares 25,000 Share Price $95.58 Est. Cost/Share $100.87 Unrealized @ Report Date —
MKTX MARKETAXESS 0.0%
Value $2.266M Shares 11,300 Share Price $200.53 Est. Cost/Share $225.79 Unrealized @ Report Date -11.2%
— 0,250 HALOZYME THERAPEUTICS 01.03.2027 0.0%
Value $2.247M Shares 2,350,000 Share Price $0.96 Est. Cost/Share $0.85 Unrealized @ Report Date —
CSGP COSTAR GROUP 0.0%
Value $2.177M Shares 29,363 Share Price $74.14 * Est. Cost/Share $85.36 Unrealized @ Report Date -0.7%
— 1,000 HALOZYME THERAPEUTICS 15.08.2028 0.0%
Value $2.01M Shares 1,800,000 Share Price $1.12 Est. Cost/Share $0.94 Unrealized @ Report Date —
FMX FEMSA ADR 0.0%
Value $1.884M Shares 17,500 Share Price $107.65 Est. Cost/Share $107.65 Unrealized @ Report Date —
MMYT MAKEMYTRIP 0.0%
Value $1.85M Shares 22,000 Share Price $84.10 * Est. Cost/Share $56.89 Unrealized @ Report Date +31.3%
BRK/A BERKSHIRE HATHAWAY A 0.0%
Value $1.837M Shares 3 Share Price $612241.00 Est. Cost/Share $375177.00 Unrealized @ Report Date +64.3%
IDXX IDEXX LABORATORIES 0.0%
Value $1.622M Shares 3,330 Share Price $487.20 * Est. Cost/Share $472.22 Unrealized @ Report Date +6.3%
EPAM EPAM SYSTEMS 0.0%
Value $1.223M Shares 6,500 Share Price $188.11 * Est. Cost/Share $259.92 Unrealized @ Report Date -18.0%
— 0,000 SPOTIFY 15.03.2026 0.0%
Value $954K Shares 1,000,000 Share Price $0.95 Est. Cost/Share $0.86 Unrealized @ Report Date —
GOOG ALPHABET - CLASS C 0.0%
Value $556K Shares 3,032 Share Price $183.42 * Est. Cost/Share $107.04 Unrealized @ Report Date +57.8%
ORCL ORACLE 0.0%
Value $243K Shares 1,720 Share Price $141.20 * Est. Cost/Share $112.35 Unrealized @ Report Date +8.9%