FLOSSBACH VON STORCH SE Q3 2022 Filing

Filed November 14, 2022

Portfolio Value

$27.2B

Holdings

119

Report Date

Q3 2022

Filing Type

13F-HR

All Holdings (119 positions)

StockValue
GOOGLALPHABET - CLASS A
$1.8B
BRK/BBERKSHIRE HATHAWAY B
$1.6B
MSFTMICROSOFT
$1.2B
AMZNAMAZON.COM
$1.0B
MMM3M
$990.1M
JNJJOHNSON & JOHNSON
$907.2M
METAMETA PLATFORMS
$820.8M
ABXBARRICK GOLD
$762.3M
FTVFORTIVE
$740.2M
SCHWCHARLES SCHWAB
$738.7M
ABTABBOTT LABORATORIES
$714.2M
APHAMPHENOL
$709.6M
PGPROCTER & GAMBLE
$686.6M
AAPLAPPLE
$682.3M
ITWILLINOIS TOOL WORKS
$682.3M
PINSPINTEREST
$672.6M
PEPPEPSICO
$670.4M
DHRDANAHER
$655.8M
BLKCHFBLACKROCK
$629.4M
NEMNEWMONT
$611.1M
ICEINTERCONTINENTAL EXCHANGE
$601.6M
TMOTHERMO FISHER SCIENTIFIC
$585.0M
VVISA - CLASS A
$581.8M
ADBEADOBE
$581.5M
MCOMOODY'S
$579.5M
MAMASTERCARD
$539.1M
CRMSALESFORCE
$502.4M
ATVIEURACTIVISION BLIZZARD
$457.7M
BNTXBIONTECH ADR
$453.8M
VRSKVERISK ANALYTICS
$450.0M
ROPROPER TECHNOLOGIES
$445.5M
DOCUDOCUSIGN
$314.1M
MTCHMATCH GROUP
$312.6M
AEMAGNICO EAGLE MINES
$305.8M
AMEAMETEK
$303.8M
ETSYETSY
$302.0M
TWLOTWILIO
$274.6M
DGDOLLAR GENERAL
$249.7M
MDTMEDTRONIC
$176.4M
PYPLPAYPAL
$139.4M
SYKSTRYKER
$135.0M
INTUINTUIT
$108.4M
TRUPTRUPANION
$103.8M
WMTWALMART
$95.5M
UBERUBER TECHNOLOGIES
$79.4M
DISWALT DISNEY
$73.5M
SPGIS&P GLOBAL
$72.3M
SNAPSNAP
$70.8M
NKENIKE
$61.0M
ELESTEE LAUDER
$54.7M
MSCIMSCI
$53.1M
KOCOCA-COLA
$45.1M
BDXBECTON DICKINSON
$44.2M
CPRTCOPART
$41.2M
SPOTSPOTIFY TECHNOLOGY
$38.8M
BABAALIBABA GROUP ADR
$37.6M
NFLXNETFLIX
$36.6M
HDBHDFC BANK ADR
$29.7M
EAELECTRONIC ARTS
$28.3M
XOMEXXON MOBIL
$28.2M
UNPUNION PACIFIC
$22.5M
HDHOME DEPOT
$21.1M
SLBSCHLUMBERGER
$19.6M
ROSTROSS STORES
$19.4M
ACNACCENTURE
$19.3M
AXPAMERICAN EXPRESS
$18.9M
CHDCHURCH & DWIGHT
$18.4M
MDLZMONDELEZ INTERNATIONAL
$18.3M
MCDMCDONALD'S
$17.7M
CLCOLGATE-PALMOLIVE
$17.4M
CTSHCOGNIZANT TECHNOLOGY
$17.1M
ADPAUTOMATIC DATA PROCESSING
$15.6M
JAZZ 2 06/15/262,000 JAZZ INVESTMENTS 15.06.2026
$15.4M
BACVERIZON COMMUNICATIONS
$15.2M
TJXTJX COMPANIES
$14.3M
AKAM 0.375 09/01/270,375 AKAMAI TECHNOLOGIES 01.09.2027
$14.0M
NVDANVIDIA
$13.0M
SNAP 0 05/01/270,000 SNAP 01.05.2027
$12.9M
SHWSHERWIN-WILLIAMS
$12.9M
CABO 0 03/15/260,000 CABLE ONE 15.03.2026
$10.9M
TSMTAIWAN SEMICONDUCTOR ADR
$10.8M
MLB1MERCADOLIBRE
$10.4M
ETSY 0.25 06/15/280,250 ETSY 15.06.2028
$9.6M
SPOT 0 03/15/260,000 SPOTIFY 15.03.2026
$9.3M
RBLXROBLOX
$7.6M
WIX 0 08/15/250,000 WIX.COM 15.08.2025
$7.2M
CSGPCOSTAR GROUP
$7.1M
CAKE 0.375 06/15/260,375 CHEESECAKE FACTORY 15.06.2026
$6.6M
UPWK 0.25 08/15/260,250 UPWORK 15.08.2026
$5.7M
4I1PHILIP MORRIS INTERNAT.
$5.0M
RACEFERRARI
$4.9M
FVRR 0 11/01/250,000 FIVERR INTERNATIONAL 01.11.2025
$4.8M
SEALTD 0.25 09/15/260,250 SEA 15.09.2026
$4.6M
EMREMERSON ELECTRIC
$4.3M
NICEIT 0 09/15/250,000 NICE 15.09.2025
$3.9M
TTWOTAKE-TWO INTERACTIVE SOFTWARE
$3.8M
UBER 0 12/15/250,000 UBER TECHNOLOGIES 15.12.2025
$3.6M
CHKPCHECK POINT SOFTWARE
$3.3M
EPAMEPAM SYSTEMS
$3.3M
NEMNEWMONT CALL
$3.2M
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