Fund HoldingsFLOSSBACH VON STORCH SE

Total Portfolio Value
$22.98B
Total Bought
$1.44B
Total Sold
$1.83B
Net Transaction
-$393.31M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
PEPSICO(PEP)2,727,6224,560,007+1,832,385463,259798,0473.47%+334,788
STARBUCKS(SBUX)2,715,4055,612,687+2,897,282260,706512,9432.23%+252,237
BERKSHIRE HATHAWAY B5,694,0385,358,401-335,6372,030,8362,253,3159.80%+222,479
FORTIVE(FTV)11,107,87811,096,420-11,458817,873954,5144.15%+136,641
APPLE(AAPL)4,810,3926,157,725+1,347,333926,1451,055,9274.59%+129,782
AMPHENOL7,874,1337,826,929-47,204780,563902,8363.93%+122,273
GRACO(GGG)01,192,255+1,192,2550111,4280.48%+111,428
PROCTER & GAMBLE(PG)4,561,0914,583,681+22,590668,382743,7023.24%+75,320
BOOKING HOLDINGS(BKNG)8,34928,557+20,20829,616103,6010.45%+73,986
MICROSOFT(MSFT)03,377,875+3,377,87501,421,1406.18%+1,421,140
AMETEK2,586,0302,673,507+87,477426,410488,9842.13%+62,574
VISA - CLASS A(V)2,757,4082,793,142+35,734717,891779,5103.39%+61,619
S&P GLOBAL(SPGI)508,303669,285+160,982223,918284,7471.24%+60,830
THERMO FISHER SCIENTIFIC(TMO)1,354,7421,339,311-15,431719,084778,4213.39%+59,337
AMAZON.COM(AMZN)06,723,360+6,723,36001,212,7605.28%+1,212,760
META PLATFORMS(META)190,255210,860+20,60567,343102,3890.45%+35,047
MASTERCARD(MA)472,361479,549+7,188201,467230,9361.00%+29,470
NIKE(NKE)03,012,727+3,012,7270283,1361.23%+283,136
INTERCONTINENTAL EXCHANGE(ICE)6,343,4586,125,523-217,935814,690841,8313.66%+27,140
SALESFORCE(CRM)735,106721,402-13,704193,436217,2720.95%+23,836
MSCI(MSCI)207,968251,122+43,154117,637140,7410.61%+23,104
FASTENAL(FAST)50,648304,858+254,2103,28023,5170.10%+20,236
TAIWAN SEMICONDUCTOR ADR(TSM)272,425343,890+71,46528,33246,7860.20%+18,454
OLD DOMINION FREIGHT LINE(ODFL)072,888+72,888015,9850.07%+15,985
NASDAQ(NDAQ)843,3831,020,136+176,75349,03464,3710.28%+15,336
CHURCH & DWIGHT(CHD)0245,177+245,177025,5740.11%+25,574
AUTOMATIC DATA PROCESSING46,82882,828+36,00010,91020,6850.09%+9,776
APPLIED MATERIALS061,624+61,624012,7090.06%+12,709
WALT DISNEY(DIS)0343,105+343,105041,9820.18%+41,982
EXXON MOBIL572,343569,258-3,08557,22366,1710.29%+8,948
AMERICAN EXPRESS(AXP)209,175205,226-3,94939,18746,7280.20%+7,541
MATCH GROUP(MTCH)0703,295+703,295025,5160.11%+25,516
NVIDIA(NVDA)17,08116,595-4868,45914,9950.07%+6,536
ILLINOIS TOOL WORKS(ITW)240,222255,260+15,03862,92468,4940.30%+5,570
SHERWIN-WILLIAMS(SHW)38,92946,932+8,00312,14216,3010.07%+4,159
COPART(CPRT)437,453436,748-70521,43525,2960.11%+3,861
O'REILLY AUTOMOTIVE(ORLY)03,242+3,24203,6600.02%+3,660
CONOCOPHILLIPS(COP)232,042237,448+5,40626,93330,2220.13%+3,289
NETFLIX(NFLX)40,61436,589-4,02519,77422,2220.10%+2,447
MEDTRONIC(MDT)2,523,8352,410,103-113,732207,914210,0400.91%+2,127
MAKEMYTRIP
SHS
025,000+25,00001,7760.01%+1,776
UBER TECHNOLOGIES(UBER)020,581+20,58101,5850.01%+1,585
NU HOLDINGS(NU)675,000600,000-75,0005,6237,1580.03%+1,535
FERRARI
COM
6,1268,189+2,0632,0643,5710.02%+1,507
AIRBNB2,53511,191+8,6563451,8460.01%+1,501
COSTAR GROUP(CSGP)013,484+13,48401,3030.01%+1,303
YUM CHINA HOLDINGS(YUMC)65,000100,000+35,0002,7583,9790.02%+1,221
SAIA(SAIA)3,7353,875+1401,6372,2670.01%+630
JPMORGAN CHASE(JPM)01,611+1,61103230.00%+323
ICICI BANK ADR(IBN)115,000115,00002,7423,0370.01%+296
COLGATE-PALMOLIVE(CL)330,585295,835-34,75026,35126,6400.12%+289
COUPANG(CPNG)150,000150,00002,4292,6690.01%+240
VERIZON COMMUNICATIONS(VZ)312,013285,770-26,24311,76311,9910.05%+228
ORACLE(ORCL)01,720+1,72002160.00%+216
AMGEN(AMGN)0753+75302150.00%+215
1,000 HALOZYME THERAPEUTICS 15.08.2028(HALO)0002,3662,4700.01%+105
0,375 CHEESECAKE FACTORY 15.06.2026(CAKE)0003,3813,4800.02%+99
0,250 UPWORK 15.08.2026(UPWK)0003,2933,3810.01%+88
0,250 HALOZYME THERAPEUTICS 01.03.2027(HALO)0002,4662,5310.01%+65
0,000 FIVERR INTERNATIONAL 01.11.20250005,0285,0900.02%+62
NETEASE ADR(NTES)30,00027,500-2,5002,7952,8450.01%+51
0,000 SPOTIFY 15.03.2026(SPOT)0008849180.00%+35
ALPHABET - CLASS C(GOOG)3,0323,03204274620.00%+34
IDEXX LABORATORIES(IDXX)3,0493,04901,6921,6460.01%-46
0,250 ETSY 15.06.2028(ETSY)0008,5018,3970.04%-104
0,000 CABLE ONE 15.03.20260004,3694,1990.02%-170
PAYPAL(PYPL)1,197,6741,095,352-102,32273,54973,3780.32%-172
0,375 AKAMAI TECHNOLOGIES 01.09.2027(AKAM)0003,3673,1710.01%-196
MCDONALDS(MCD)191,951201,132+9,18156,91556,7090.25%-206
BARRICK GOLD CALL(Call)1,4801,48002,6772,463-215
BERKSHIRE HATHAWAY A43-12,1711,9030.01%-267
VERISK ANALYTICS(VRSK)0288,382+288,382067,9800.30%+67,980
COGNIZANT TECHNOLOGY(CTSH)216,908218,175+1,26716,38315,9900.07%-393
0,125 ETSY 01.10.2026(ETSY)0005,5325,0870.02%-445
UNION PACIFIC(UNP)64,11362,001-2,11215,74715,2480.07%-500
GLOBANT
COM
15,00015,00003,5703,0290.01%-541
VERALTO(VLTO)7,0710-7,0715820-582
MARKETAXESS(MKTX)8,6508,65002,5331,8970.01%-637
DANAHER(DHR)04,260,084+4,260,08401,063,8284.63%+1,063,828
ROSS STORES(ROST)105,73694,494-11,24214,63313,8680.06%-765
0,125 SNAP 01.03.2028(SNAP)00003,3090.01%+3,309
NEWMONT CALL(NEM)(Call)2850-2851,1800-1,180
EPAM SYSTEMS(EPAM)11,0007,500-3,5003,2712,0710.01%-1,200
0,000 WIX.COM 15.08.2025(WIX)0001,3200-1,320
0,000 SNAP 01.05.2027(SNAP)0006,1864,6090.02%-1,577
CHARLES SCHWAB PUT(SCHW)(Put)2300-2301,5820-1,582
MONDELEZ INTERNATIONAL(MDLZ)859,961865,596+5,63562,28760,5920.26%-1,695
SCHLUMBERGER(SLB)574,318509,107-65,21129,88827,9040.12%-1,983
EMERSON ELECTRIC(EMR)21,5420-21,5422,0970-2,097
0,500 NIO 01.02.2027(NIO)0002,1180-2,118
0,000 FORD MOTOR 15.03.2026(F)0007,4715,2790.02%-2,192
2,000 JAZZ INVESTMENTS 15.06.2026(JAZZ)00010,1597,8390.03%-2,320
WALMART(WMT)816,6512,100,006+1,283,355128,745126,3570.55%-2,388
DOLLAR GENERAL(DG)1,292,4151,110,485-181,930175,704173,3020.75%-2,402
MERCADOLIBRE(MELI)10,5629,365-1,19716,59914,1600.06%-2,439
JOHNSON & JOHNSON(JNJ)6,112,7656,040,642-72,123958,115955,5694.16%-2,546
ROPER TECHNOLOGIES(ROP)105,98597,875-8,11057,78054,8920.24%-2,888
ELECTRONIC ARTS(EA)123,042103,079-19,96316,83313,6750.06%-3,158
TJX COMPANIES(TJX)190,933142,674-48,25917,91114,4700.06%-3,441
TAKE-TWO INTERACTIVE SOFTWARE(TTWO)22,8870-22,8873,6840-3,684
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