FLOSSBACH VON STORCH SE Q2 2021 Filing

Filed August 2, 2021

Portfolio Value

$33.4B

Holdings

101

Report Date

Q2 2021

Filing Type

13F-HR

All Holdings (101 positions)

StockValue
GOOGLALPHABET - CLASS A
$2.8B
MMM3M
$1.9B
BRK/BBERKSHIRE HATHAWAY B
$1.8B
PINSPINTEREST
$1.8B
MSFTMICROSOFT
$1.5B
METAFACEBOOK
$1.5B
AMZNAMAZON.COM
$1.4B
JNJJOHNSON & JOHNSON
$1.4B
ABXBARRICK GOLD
$1.1B
PGPROCTER & GAMBLE
$1.1B
PEPPEPSICO
$1.0B
NEMNEWMONT
$988.9M
AAPLAPPLE
$949.8M
WIXWIX.COM
$911.9M
ITWILLINOIS TOOL WORKS
$800.0M
BLKCHFBLACKROCK
$775.6M
BDXBECTON DICKINSON
$741.8M
ABTABBOTT LABORATORIES
$726.3M
VVISA - CLASS A
$675.4M
CRMSALESFORCE.COM
$648.0M
FTVFORTIVE
$636.7M
APHAMPHENOL
$570.5M
MCOMOODY'S
$543.9M
VRSKVERISK ANALYTICS
$517.1M
MAMASTERCARD
$507.8M
PYPLPAYPAL
$472.8M
4I1PHILIP MORRIS INTERNAT.
$471.4M
ROPROPER TECHNOLOGIES
$443.8M
TMOTHERMO FISHER SCIENTIFIC
$401.9M
ICEINTERCONTINENTAL EXCHANGE
$311.8M
MDTMEDTRONIC
$299.0M
ADBEADOBE
$298.3M
DHRDANAHER
$296.0M
AMEAMETEK
$238.5M
ATVIEURACTIVISION BLIZZARD
$166.0M
SPOTSPOTIFY TECHNOLOGY
$165.5M
NMI1EURKIRKLAND LAKE GOLD
$158.9M
UBERUBER TECHNOLOGIES
$155.0M
BABAALIBABA GROUP ADR
$145.7M
SYKSTRYKER
$139.1M
ETSYETSY
$137.9M
AEMAGNICO EAGLE MINES
$131.2M
HDHOME DEPOT
$128.8M
SPGIS&P GLOBAL
$120.4M
WMTWALMART
$110.8M
KOCOCA-COLA
$107.3M
DGDOLLAR GENERAL
$105.6M
INTUINTUIT
$77.4M
ELESTEE LAUDER
$63.2M
NKENIKE
$62.3M
UNPUNION PACIFIC
$60.5M
CHKPCHECK POINT SOFTWARE
$56.3M
EAELECTRONIC ARTS
$45.6M
DISWALT DISNEY
$41.4M
TSMTAIWAN SEMICONDUCTOR ADR
$41.2M
MDLZMONDELEZ INTERNATIONAL
$32.8M
NFLXNETFLIX
$28.8M
NDAQNASDAQ
$27.4M
BACVERIZON COMMUNICATIONS
$25.0M
ROSTROSS STORES
$23.9M
HDBHDFC BANK ADR
$23.8M
SLBSCHLUMBERGER
$23.4M
TJXTJX COMPANIES
$21.2M
CTSHCOGNIZANT TECHNOLOGY
$20.7M
MCDMCDONALDS
$20.0M
XOMEXXON MOBIL
$19.0M
CSGPCOSTAR GROUP
$18.6M
CLCOLGATE-PALMOLIVE
$18.0M
AKAM 0.375 09/01/270,375 AKAMAI TECHNOLOGIES 01.09.2027
$16.1M
MLB1MERCADOLIBRE
$15.6M
ADPAUTOMATIC DATA PROCESSING
$15.4M
FISFIDELITY NATIONAL INFO SERVICE
$13.0M
CHDCHURCH & DWIGHT
$12.9M
SESEA ADR
$11.7M
MOALTRIA GROUP
$11.6M
EPAMEPAM SYSTEMS
$8.7M
JAZZ 1.5 08/15/241,500 JAZZ INVESTMENTS 15.08.2024
$8.4M
0,875 FORTIVE 15.02.2022
$7.8M
TTWOTAKE-TWO INTERACTIVE SOFTWARE
$7.3M
COPCONOCOPHILLIPS
$6.8M
JAZZ 2 06/15/262,000 JAZZ INVESTMENTS 15.06.2026
$6.7M
SHWSHERWIN-WILLIAMS
$6.0M
RACEFERRARI
$6.0M
XYZSQUARE - CLASS A
$5.4M
FMXFEMSA ADR
$5.3M
STNESTONECO
$4.0M
BARRICK GOLD CALL
$3.8M
BKNGBOOKING HOLDINGS
$3.4M
1,000 QIAGEN 13.11.2024
$3.1M
ALIBABA GROUP CALL
$2.9M
TALTAL EDUCATION ADR
$2.5M
BEKEKE HOLDINGS
$2.5M
TMETENCENT MUSIC ENTERTAINMENT ADR
$2.3M
BILIBILIBILI ADR
$2.1M
EMREMERSON ELECTRIC
$1.2M
BRK-BBERKSHIRE HATHAWAY A
$837K
GOOGALPHABET - CLASS C
$426K
SCHWSCHWAB (CHARLES)
$351K
ORCLORACLE
$331K
WFCWELLS FARGO
$225K
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