FLOSSBACH VON STORCH SE Q3 2024 Filing

Filed November 8, 2024

Portfolio Value

$25.5B

Holdings

113

Report Date

Q3 2024

Filing Type

13F-HR

All Holdings (113 positions)

StockValue
BRK/BBERKSHIRE HATHAWAY B
$2.1B
MSFTMICROSOFT
$1.4B
AMZNAMAZON.COM
$1.3B
GOOGLALPHABET - CLASS A
$1.1B
AAPLAPPLE
$1.1B
JNJJOHNSON & JOHNSON
$1.1B
DHRDANAHER
$1.0B
ABTABBOTT LABORATORIES
$998.6M
FTVFORTIVE
$928.7M
PEPPEPSICO
$862.4M
TMOTHERMO FISHER SCIENTIFIC
$821.5M
ICEINTERCONTINENTAL EXCHANGE
$819.2M
APHAMPHENOL
$804.6M
VVISA - CLASS A
$782.3M
SCHWCHARLES SCHWAB
$748.6M
NKENIKE
$726.0M
PGPROCTER & GAMBLE
$698.5M
AMEAMETEK
$623.8M
SBUXSTARBUCKS
$542.7M
ACNACCENTURE
$537.0M
BNTXBIONTECH ADR
$517.8M
LULULULULEMON ATHLETICA
$378.1M
SPGIS&P GLOBAL
$369.9M
MAMASTERCARD
$358.6M
METAMETA PLATFORMS
$309.1M
GGGGRACO
$306.2M
BKNGBOOKING HOLDINGS
$283.2M
SHWSHERWIN-WILLIAMS
$271.6M
CRMSALESFORCE
$234.2M
BLKCHFBLACKROCK
$211.9M
MDTMEDTRONIC
$194.8M
MSCIMSCI
$190.7M
MCDMCDONALDS
$160.9M
LINLINDE
$157.0M
SYKSTRYKER
$153.2M
AMATAPPLIED MATERIALS
$142.7M
ROPROPER TECHNOLOGIES
$141.9M
MMM3M
$138.5M
DGDOLLAR GENERAL
$108.4M
WMTWALMART
$104.0M
TRUPTRUPANION
$99.0M
MCOMOODY'S
$94.7M
NDAQNASDAQ
$85.3M
ADIANALOG DEVICES
$73.5M
KOCOCA-COLA
$72.8M
VRSKVERISK ANALYTICS
$72.7M
XOMEXXON MOBIL
$68.7M
PYPLPAYPAL
$67.9M
BDXBECTON DICKINSON
$66.3M
HDBHDFC BANK ADR
$63.5M
UBERUBER TECHNOLOGIES
$59.3M
ITWILLINOIS TOOL WORKS
$58.6M
TSMTAIWAN SEMICONDUCTOR ADR
$44.3M
AXPAMERICAN EXPRESS
$42.8M
DISWALT DISNEY
$39.4M
FASTFASTENAL
$38.4M
NVDANVIDIA
$37.4M
NFLXNETFLIX
$34.9M
ODFLOLD DOMINION FREIGHT LINE
$32.8M
CPRTCOPART
$32.2M
ADBEADOBE
$32.0M
HDHOME DEPOT
$28.8M
COPCONOCOPHILLIPS
$28.1M
CLCOLGATE-PALMOLIVE
$28.0M
INTUINTUIT
$26.6M
BABAALIBABA GROUP ADR
$26.6M
MTCHMATCH GROUP
$25.4M
SWSMURFIT WESTROCK
$24.6M
UNPUNION PACIFIC
$23.0M
ADPAUTOMATIC DATA PROCESSING
$22.9M
MLB1MERCADOLIBRE
$21.0M
SLBSCHLUMBERGER
$18.0M
TJXTJX COMPANIES
$17.3M
RACEFERRARI
$16.3M
CHDCHURCH & DWIGHT
$16.0M
MDLZMONDELEZ INTERNATIONAL
$14.1M
ROSTROSS STORES
$13.6M
ORLYO'REILLY AUTOMOTIVE
$12.7M
BACVERIZON COMMUNICATIONS
$11.3M
ELESTEE LAUDER
$9.7M
SAIASAIA
$8.9M
EAELECTRONIC ARTS
$8.8M
NUNU HOLDINGS
$8.5M
BXBLACKSTONE
$8.4M
ETSY 0.25 06/15/280,250 ETSY 15.06.2028
$5.1M
AKAM 0.375 09/01/270,375 AKAMAI TECHNOLOGIES 01.09.2027
$5.1M
IDXXIDEXX LABORATORIES
$4.3M
ETSY 0.125 10/01/260,125 ETSY 01.10.2026
$4.3M
CDNSCADENCE DESIGN SYSTEMS
$4.0M
CPNGCOUPANG
$3.9M
IBNICICI BANK ADR
$3.9M
F 0 03/15/260,000 FORD MOTOR 15.03.2026
$3.7M
JAZZ 2 06/15/262,000 JAZZ INVESTMENTS 15.06.2026
$3.7M
SNAP 0 05/01/270,000 SNAP 01.05.2027
$3.7M
YUMCYUM CHINA HOLDINGS
$3.6M
ABNBAIRBNB
$3.5M
GLOBGLOBANT
$3.3M
SNAP 0.125 03/01/280,125 SNAP 01.03.2028
$3.0M
MKTXMARKETAXESS
$2.9M
FVRR 0 11/01/250,000 FIVERR INTERNATIONAL 01.11.2025
$2.6M
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