Fund HoldingsFLOSSBACH VON STORCH SE

Total Portfolio Value
$25.13B
Total Bought
$1.46B
Total Sold
$1.46B
Net Transaction
+$2.01M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
BLACKROCK FUNDING(BLK)0197,071+197,0710202,0190.80%+202,019
IDEXX LABORATORIES(IDXX)8,545473,336+464,7914,317195,6960.78%+191,379
AMAZON.COM(AMZN)7,074,3046,663,545-410,7591,318,1551,461,9155.82%+143,760
APPLIED MATERIALS706,0831,600,078+893,995142,664260,2211.04%+117,557
VISA - CLASS A(V)2,845,4022,831,255-14,147782,343894,7903.56%+112,447
LULULEMON ATHLETICA(LULU)1,393,4841,271,320-122,164378,122486,1651.93%+108,044
ALPHABET - CLASS A(GOOG)06,355,665+6,355,66501,203,1274.79%+1,203,127
AMPHENOL012,314,404+12,314,4040855,2353.40%+855,235
AMETEK3,633,0653,724,352+91,287623,834671,3522.67%+47,518
CHARLES SCHWAB(SCHW)010,734,076+10,734,0760794,4293.16%+794,429
OLD DOMINION FREIGHT LINE(ODFL)165,245362,706+197,46132,82463,9810.25%+31,157
ANALOG DEVICES(ADI)319,458471,859+152,40173,530100,2510.40%+26,722
MICROSOFT(MSFT)03,483,360+3,483,36001,468,2365.84%+1,468,236
UNION PACIFIC(UNP)93,341200,705+107,36423,00745,7690.18%+22,762
ILLINOIS TOOL WORKS(ITW)223,596300,760+77,16458,59876,2610.30%+17,663
UBER TECHNOLOGIES(UBER)789,2441,274,740+485,49659,32076,8920.31%+17,573
MASTERCARD(MA)726,209700,899-25,310358,602369,0721.47%+10,470
NETFLIX(NFLX)49,21249,850+63834,90544,4320.18%+9,528
VERISK ANALYTICS(VRSK)0285,545+285,545078,6480.31%+78,648
META PLATFORMS(META)540,045537,268-2,777309,143314,5761.25%+5,432
ESTEE LAUDER(EL)96,803189,998+93,1959,65014,2460.06%+4,596
WALT DISNEY(DIS)409,380387,283-22,09739,37843,1240.17%+3,746
ELECTRONIC ARTS(EA)61,30380,502+19,1998,79311,7770.05%+2,984
HDFC BANK ADR(HDB)1,015,3701,033,520+18,15063,52266,0010.26%+2,479
1,125 AKAMAI TECHNOLOGIES 15.02.2029(AKAM)0001,0192,9430.01%+1,925
O'REILLY AUTOMOTIVE(ORLY)012,295+12,295014,5790.06%+14,579
FERRARI
COM
34,95841,491+6,53316,33717,7170.07%+1,379
0,875 UBER TECHNOLOGIES 01.12.2028(UBER)00001,3250.01%+1,325
VERIZON COMMUNICATIONS(VZ)251,218310,705+59,48711,28212,4250.05%+1,143
SAIA(SAIA)20,43721,921+1,4848,9369,9900.04%+1,054
NASDAQ(NDAQ)1,168,5311,117,101-51,43085,31486,3630.34%+1,049
TAIWAN SEMICONDUCTOR ADR(TSM)0229,323+229,323045,2890.18%+45,289
COPART(CPRT)614,104575,196-38,90832,17933,0100.13%+831
MARKETAXESS(MKTX)11,30016,290+4,9902,8953,6820.01%+787
MOODY'S(MCO)0201,558+201,558095,4120.38%+95,412
BERKSHIRE HATHAWAY A34+12,0742,7240.01%+650
GLOBANT
COM
16,50017,500+1,0003,2693,7520.01%+483
CADENCE DESIGN SYSTEMS(CDNS)14,58014,58003,9524,3810.02%+429
ICICI BANK ADR(IBN)130,000140,000+10,0003,8814,1800.02%+300
MAKEMYTRIP
SHS
17,50017,000-5001,6271,9090.01%+282
YUM CHINA HOLDINGS(YUMC)80,00080,00003,6023,8540.02%+252
FISERV(FISV)01,040+1,04002140.00%+214
KASPI.KZ(KSPI)12,50015,000+2,5001,3251,4210.01%+96
0,000 FIVERR INTERNATIONAL 01.11.20250002,5902,6150.01%+25
SMURFIT WESTROCK(SW)492,686456,209-36,47724,63324,6380.10%+5
ORACLE(ORCL)1,7201,770+502932950.00%+2
ALPHABET - CLASS C(GOOG)2,5772,189-3884314170.00%-14
COUPANG(CPNG)160,000175,000+15,0003,9283,8470.02%-81
CHURCH & DWIGHT(CHD)152,962151,999-96316,01815,9160.06%-102
1,000 HALOZYME THERAPEUTICS 15.08.2028(HALO)0001,6701,5190.01%-151
FEMSA ADR(FMX)21,50022,500+1,0002,1221,9240.01%-199
0,125 SNAP 01.03.2028(SNAP)0002,9622,7050.01%-258
NETEASE ADR(NTES)22,50020,000-2,5002,1041,7840.01%-320
ADOBE(ADBE)071,136+71,136031,6330.13%+31,633
0,250 HALOZYME THERAPEUTICS 01.03.2027(HALO)0001,9071,3390.01%-568
BLACKSTONE(BX)55,00045,000-10,0008,4227,7590.03%-663
NVIDIA(NVDA)308,020272,320-35,70037,40636,5700.15%-836
EPAM SYSTEMS(EPAM)6,0000-6,0001,1940-1,194
AIRBNB27,96017,675-10,2853,5462,3230.01%-1,223
ROPER TECHNOLOGIES(ROP)255,104270,705+15,601141,950140,7260.56%-1,224
HOME DEPOT(HD)71,12770,578-54928,82127,4540.11%-1,367
0,250 UPWORK 15.08.2026(UPWK)0001,3730-1,373
MATCH GROUP(MTCH)671,495734,395+62,90025,40924,0220.10%-1,387
2,000 JAZZ INVESTMENTS 15.06.2026(JAZZ)0003,7142,2340.01%-1,480
0,000 FORD MOTOR 15.03.2026(F)0003,7262,2270.01%-1,499
0,000 SNAP 01.05.2027(SNAP)0003,6901,8250.01%-1,865
0,125 ETSY 01.10.2026(ETSY)0004,2722,2310.01%-2,042
AUTOMATIC DATA PROCESSING82,69270,692-12,00022,88320,6940.08%-2,190
COSTAR GROUP(CSGP)30,7310-30,7312,3180-2,318
LINDE(LIN)329,259368,941+39,682157,010154,4650.61%-2,546
MONDELEZ INTERNATIONAL(MDLZ)191,984193,884+1,90014,14311,5810.05%-2,563
0,250 ETSY 15.06.2028(ETSY)0005,0872,4730.01%-2,614
SALESFORCE(CRM)855,686692,443-163,243234,210231,5040.92%-2,705
NU HOLDINGS(NU)625,000550,000-75,0008,5315,6980.02%-2,833
INTUIT(INTU)42,81237,600-5,21226,58623,6320.09%-2,955
EXXON MOBIL585,799610,136+24,33768,66765,6320.26%-3,035
ROSS STORES(ROST)90,22767,794-22,43313,58010,2550.04%-3,325
COLGATE-PALMOLIVE(CL)270,175270,595+42028,04724,6000.10%-3,447
TJX COMPANIES(TJX)147,059113,124-33,93517,28513,6670.05%-3,619
COCA-COLA(KO)1,013,0101,110,669+97,65972,79569,1500.28%-3,645
WALMART(WMT)01,109,748+1,109,7480100,2660.40%+100,266
0,375 AKAMAI TECHNOLOGIES 01.09.2027(AKAM)0005,0709060.00%-4,164
MERCADOLIBRE(MELI)10,2289,853-37520,98716,7540.07%-4,233
ALIBABA GROUP ADR(BABA)250,243249,100-1,14326,55621,1210.08%-5,435
CONOCOPHILLIPS(COP)267,324223,128-44,19628,14422,1280.09%-6,016
SCHLUMBERGER(SLB)429,849310,735-119,11418,03211,9140.05%-6,119
ACCENTURE
SHS CLASS A
1,519,1981,504,485-14,713537,006529,2632.11%-7,743
S&P GLOBAL(SPGI)715,916724,465+8,549369,857360,8051.44%-9,051
MCDONALDS(MCD)528,269517,698-10,571160,863150,0750.60%-10,788
STRYKER(SYK)424,032394,666-29,366153,186142,0990.57%-11,086
GRACO(GGG)3,499,2003,499,2000306,215294,9481.17%-11,267
DOLLAR GENERAL(DG)01,273,255+1,273,255096,5380.38%+96,538
AMERICAN EXPRESS(AXP)157,65999,553-58,10642,75729,5460.12%-13,211
APPLE(AAPL)04,436,956+4,436,95601,111,1034.42%+1,111,103
MSCI(MSCI)327,072293,972-33,100190,660176,3860.70%-14,274
BIONTECH ADR(BNTX)4,359,6074,406,843+47,236517,791502,1602.00%-15,631
SHERWIN-WILLIAMS(SHW)711,587751,803+40,216271,591255,5601.02%-16,031
3M(MMM)1,013,019939,529-73,490138,480121,2840.48%-17,196
ABBOTT LABORATORIES8,758,4738,672,425-86,048998,554980,9383.90%-17,616
PAYPAL(PYPL)870,203582,198-288,00567,90249,6910.20%-18,211
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