FLOSSBACH VON STORCH SE Q2 2025 Filing
Filed August 7, 2025
Portfolio Value
$24.5B
Holdings
112
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (112 positions)
| Stock | Value |
|---|---|
MSFTMICROSOFT | $1.7B |
AMZNAMAZON.COM | $1.5B |
BRK/BBERKSHIRE HATHAWAY B | $1.4B |
GOOGLALPHABET - CLASS A | $1.2B |
TMOTHERMO FISHER SCIENTIFIC | $1.1B |
APHAMPHENOL | $981.4M |
JNJJOHNSON & JOHNSON | $968.9M |
SCHWCHARLES SCHWAB | $965.3M |
PEPPEPSICO | $876.4M |
ABTABBOTT LABORATORIES | $873.6M |
ICEINTERCONTINENTAL EXCHANGE | $837.2M |
DHRDANAHER | $835.3M |
NKENIKE | $800.3M |
VVISA - CLASS A | $763.7M |
ACNACCENTURE | $720.0M |
AMEAMETEK | $685.1M |
AAPLAPPLE | $631.1M |
FTVFORTIVE | $627.8M |
PGPROCTER & GAMBLE | $499.0M |
AMATAPPLIED MATERIALS | $450.7M |
BNTXBIONTECH ADR | $450.4M |
METAMETA PLATFORMS | $409.9M |
LULULULULEMON ATHLETICA | $389.7M |
SPGIS&P GLOBAL | $379.9M |
MAMASTERCARD | $341.8M |
SHWSHERWIN-WILLIAMS | $305.0M |
GGGGRACO | $286.9M |
CRMSALESFORCE | $229.3M |
ROPROPER TECHNOLOGIES | $220.5M |
RALRALLIANT | $198.1M |
BLKBLACKROCK | $172.8M |
LINLINDE | $171.7M |
IDXXIDEXX LABORATORIES | $129.3M |
MMM3M | $120.8M |
MSCIMSCI | $120.7M |
MDTMEDTRONIC | $116.9M |
IEXIDEX | $112.5M |
DGDOLLAR GENERAL | $112.3M |
SYKSTRYKER | $108.2M |
NDAQNASDAQ | $104.9M |
ADIANALOG DEVICES | $101.4M |
MCDMCDONALDS | $93.0M |
MCOMOODY'S | $93.0M |
BKNGBOOKING HOLDINGS | $92.7M |
HDBHDFC BANK ADR | $74.8M |
NFLXNETFLIX | $73.6M |
TSMTAIWAN SEMICONDUCTOR ADR | $71.7M |
AVGOBROADCOM | $70.9M |
UBERUBER TECHNOLOGIES | $70.3M |
ITWILLINOIS TOOL WORKS | $66.0M |
KOCOCA-COLA | $61.1M |
CPRTCOPART | $55.7M |
NVDANVIDIA | $54.0M |
DISWALT DISNEY | $44.3M |
WMTWALMART | $40.1M |
VRSKVERISK ANALYTICS | $38.9M |
BDXBECTON DICKINSON | $36.4M |
XOMEXXON MOBIL | $36.2M |
RACEFERRARI | $29.5M |
CLCOLGATE-PALMOLIVE | $28.7M |
MLB1MERCADOLIBRE | $26.8M |
PYPLPAYPAL | $25.4M |
SBUXSTARBUCKS | $24.8M |
AXPAMERICAN EXPRESS | $24.7M |
UNPUNION PACIFIC | $23.0M |
BABAALIBABA GROUP ADR | $20.9M |
ADBEADOBE | $19.4M |
ODFLOLD DOMINION FREIGHT LINE | $17.3M |
HDHOME DEPOT | $16.9M |
TJXTJX COMPANIES | $16.2M |
BACVERIZON COMMUNICATIONS | $15.4M |
CHDCHURCH & DWIGHT | $14.3M |
ROSTROSS STORES | $13.8M |
ADPAUTOMATIC DATA PROCESSING | $13.5M |
INTUINTUIT | $12.1M |
NUNU HOLDINGS | $11.0M |
SWSMURFIT WESTROCK | $9.8M |
COPCONOCOPHILLIPS | $8.7M |
FASTFASTENAL | $8.5M |
BXBLACKSTONE | $6.7M |
ORLYO'REILLY AUTOMOTIVE | $6.1M |
CPNGCOUPANG | $5.7M |
IBNICICI BANK ADR | $5.4M |
MKTXMARKETAXESS | $5.1M |
ELESTEE LAUDER | $4.8M |
SPOTSPOTIFY TECHNOLOGY | $3.9M |
YUMCYUM CHINA HOLDINGS | $3.7M |
METAMETA PLATFORMS PUT | $3.3M |
BRK-BBERKSHIRE HATHAWAY A | $2.9M |
FVRR 0 11/01/250,000 FIVERR INTERNATIONAL 01.11.2025 | $2.7M |
AKAM 1.125 02/15/291,125 AKAMAI TECHNOLOGIES 15.02.2029 | $2.6M |
NTESNETEASE ADR | $2.4M |
CLVTRIP.COM GROUP ADR | $2.3M |
MDLZMONDELEZ INTERNATIONAL | $2.2M |
FMXFEMSA ADR | $2.1M |
SLBSCHLUMBERGER | $2.0M |
ETSY 0.25 06/15/280,250 ETSY 15.06.2028 | $1.9M |
MMYTMAKEMYTRIP | $1.9M |
KSPIKASPI.KZ | $1.8M |
GLOBGLOBANT | $1.7M |
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