FLOSSBACH VON STORCH SE Q3 2021 Filing

Filed November 4, 2021

Portfolio Value

$34.3B

Holdings

108

Report Date

Q3 2021

Filing Type

13F-HR

All Holdings (108 positions)

StockValue
NEMNEWMONT
$925K
BLKCHFBLACKROCK
$918K
ITWILLINOIS TOOL WORKS
$851K
BRK-BBERKSHIRE HATHAWAY A
$823K
VVISA - CLASS A
$776K
CRMSALESFORCE.COM
$757K
TMETENCENT MUSIC ENTERTAINMENT ADR
$725K
WIXWIX.COM
$723K
FTVFORTIVE
$700K
ABTABBOTT LABORATORIES
$688K
MAMASTERCARD
$685K
APHAMPHENOL
$677K
VRSKVERISK ANALYTICS
$600K
BDXBECTON DICKINSON
$598K
UBERUBER TECHNOLOGIES
$572K
MCOMOODY'S
$545K
TMOTHERMO FISHER SCIENTIFIC
$456K
ETSYETSY
$455K
GOOGALPHABET - CLASS C
$453K
ROPROPER TECHNOLOGIES
$440K
PYPLPAYPAL
$417K
4I1PHILIP MORRIS INTERNAT.
$414K
ORCLORACLE
$370K
DHRDANAHER
$338K
ICEINTERCONTINENTAL EXCHANGE
$314K
MDTMEDTRONIC
$310K
ADBEADOBE
$294K
NMI1EURKIRKLAND LAKE GOLD
$281K
SCHWCHARLES SCHWAB
$261K
BABAALIBABA GROUP ADR
$256K
AMEAMETEK
$252K
WFCWELLS FARGO
$231K
PDDPINDUODUO ADR
$227K
JPMJPMORGAN CHASE
$213K
DGDOLLAR GENERAL
$180K
SYKSTRYKER
$178K
ATVIEURACTIVISION BLIZZARD
$169K
SPOTSPOTIFY TECHNOLOGY
$154K
SPGIS&P GLOBAL
$124K
AEMAGNICO EAGLE MINES
$110K
INTUINTUIT
$100K
WMTWALMART
$94K
KOCOCA-COLA
$88K
HDHOME DEPOT
$77K
ELESTEE LAUDER
$67K
NFLXNETFLIX
$61K
NKENIKE
$59K
UNPUNION PACIFIC
$55K
TSMTAIWAN SEMICONDUCTOR ADR
$48K
EAELECTRONIC ARTS
$45K
DISWALT DISNEY
$43K
MDLZMONDELEZ INTERNATIONAL
$41K
CSGPCOSTAR GROUP
$37K
HDBHDFC BANK ADR
$32K
CTSHCOGNIZANT TECHNOLOGY
$24K
BACVERIZON COMMUNICATIONS
$23K
MCDMCDONALDS
$21K
SLBSCHLUMBERGER
$21K
ROSTROSS STORES
$20K
TJXTJX COMPANIES
$20K
CHKPCHECK POINT SOFTWARE
$19K
XOMEXXON MOBIL
$19K
CLCOLGATE-PALMOLIVE
$18K
MLB1MERCADOLIBRE
$18K
ACNACCENTURE
$18K
WIX 0 08/15/250,000 WIX.COM 15.08.2025
$16K
AKAM 0.375 09/01/270,375 AKAMAI TECHNOLOGIES 01.09.2027
$15K
ADPAUTOMATIC DATA PROCESSING
$15K
CHDCHURCH & DWIGHT
$14K
SHWSHERWIN-WILLIAMS
$14K
SESEA ADR
$14K
FISFIDELITY NATIONAL INFO SERVICE
$13K
MOALTRIA GROUP
$11K
JAZZ 2 06/15/262,000 JAZZ INVESTMENTS 15.06.2026
$11K
EPAMEPAM SYSTEMS
$9K
0,875 FORTIVE 15.02.2022
$8K
JAZZ 1.5 08/15/241,500 JAZZ INVESTMENTS 15.08.2024
$8K
NEMNEWMONT CALL
$8K
COPCONOCOPHILLIPS
$8K
RACEFERRARI
$7K
BARRICK GOLD CALL
$7K
TTWOTAKE-TWO INTERACTIVE SOFTWARE
$6K
NICEIT 0 09/15/250,000 NICE 15.09.2025
$6K
CAKE 0.375 06/15/260,375 CHEESECAKE FACTORY 15.06.2026
$6K
FMXFEMSA ADR
$5K
XYZSQUARE - CLASS A
$5K
NDAQNASDAQ
$5K
ALIBABA GROUP CALL
$4K
BKNGBOOKING HOLDINGS
$3K
1,000 QIAGEN 13.11.2024
$3K
GOOGLALPHABET - CLASS A
$3K
STNESTONECO
$3K
NVDANVIDIA
$2K
ONCBEIGENE ADR
$2K
BRK/BBERKSHIRE HATHAWAY B
$2K
MMM3M
$2K
MSFTMICROSOFT
$2K
METAFACEBOOK
$2K
BILIBILIBILI ADR
$1K
AMZNAMAZON.COM
$1K
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