FLOSSBACH VON STORCH SE Q1 2025 Filing

Filed April 30, 2025

Portfolio Value

$23.1B

Holdings

134

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (134 positions)

StockValue
BRK/BBERKSHIRE HATHAWAY B
$1.9B
MSFTMICROSOFT
$1.3B
AMZNAMAZON.COM
$1.1B
JNJJOHNSON & JOHNSON
$1.1B
ABTABBOTT LABORATORIES
$922.1M
AAPLAPPLE
$901.9M
GOOGLALPHABET - CLASS A
$873.9M
FTVFORTIVE
$867.5M
SCHWCHARLES SCHWAB
$846.3M
PEPPEPSICO
$838.7M
DHRDANAHER
$803.7M
ICEINTERCONTINENTAL EXCHANGE
$801.5M
VVISA - CLASS A
$778.0M
APHAMPHENOL
$747.6M
TMOTHERMO FISHER SCIENTIFIC
$703.0M
PGPROCTER & GAMBLE
$665.6M
NKENIKE
$653.0M
AMEAMETEK
$649.0M
ACNACCENTURE
$507.9M
LULULULULEMON ATHLETICA
$396.8M
BNTXBIONTECH ADR
$387.9M
SPGIS&P GLOBAL
$367.9M
MAMASTERCARD
$334.0M
METAMETA PLATFORMS
$333.7M
AMATAPPLIED MATERIALS
$320.3M
SHWSHERWIN-WILLIAMS
$303.1M
GGGGRACO
$292.2M
IDXXIDEXX LABORATORIES
$231.7M
CRMSALESFORCE
$190.8M
ROPROPER TECHNOLOGIES
$176.9M
LINLINDE
$174.9M
BLKBLACKROCK FUNDING
$158.0M
MCDMCDONALDS
$143.8M
SYKSTRYKER
$141.4M
MDTMEDTRONIC
$125.3M
MSCIMSCI
$121.9M
MMM3M
$117.5M
DGDOLLAR GENERAL
$106.1M
ADIANALOG DEVICES
$88.8M
NDAQNASDAQ
$87.9M
MCOMOODY'S
$84.1M
BKNGBOOKING HOLDINGS
$78.7M
UBERUBER TECHNOLOGIES
$78.2M
KOCOCA-COLA
$71.1M
HDBHDFC BANK ADR
$69.7M
ITWILLINOIS TOOL WORKS
$68.9M
VRSKVERISK ANALYTICS
$68.4M
ODFLOLD DOMINION FREIGHT LINE
$61.7M
XOMEXXON MOBIL
$54.6M
IEXIDEX
$49.8M
TSMTAIWAN SEMICONDUCTOR ADR
$46.6M
WMTWALMART
$45.0M
BDXBECTON DICKINSON
$44.5M
NFLXNETFLIX
$42.9M
DISWALT DISNEY
$38.4M
CPRTCOPART
$33.2M
UNPUNION PACIFIC
$32.7M
PYPLPAYPAL
$32.1M
SBUXSTARBUCKS
$32.0M
NVDANVIDIA
$26.9M
AXPAMERICAN EXPRESS
$26.9M
BABAALIBABA GROUP ADR
$26.2M
CLCOLGATE-PALMOLIVE
$26.2M
MTCHMATCH GROUP
$23.2M
ADBEADOBE
$22.2M
RACEFERRARI
$20.9M
HDHOME DEPOT
$20.7M
MLB1MERCADOLIBRE
$19.9M
ADPAUTOMATIC DATA PROCESSING
$19.7M
SWSMURFIT WESTROCK
$18.5M
BACVERIZON COMMUNICATIONS
$18.2M
AVGOBROADCOM
$17.6M
FASTFASTENAL
$17.1M
CHDCHURCH & DWIGHT
$16.9M
TJXTJX COMPANIES
$15.2M
COPCONOCOPHILLIPS
$15.0M
MDLZMONDELEZ INTERNATIONAL
$11.6M
INTUINTUIT
$10.7M
ROSTROSS STORES
$9.8M
ORLYO'REILLY AUTOMOTIVE
$7.9M
NUNU HOLDINGS
$7.4M
SAIASAIA
$7.3M
BXBLACKSTONE
$6.3M
MKTXMARKETAXESS
$5.0M
SLBSCHLUMBERGER
$4.5M
IBNICICI BANK ADR
$4.4M
CPNGCOUPANG
$4.2M
YUMCYUM CHINA HOLDINGS
$4.2M
ELESTEE LAUDER
$4.1M
BRK-BBERKSHIRE HATHAWAY A
$3.2M
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
SNAP 0.125 03/01/280,125 SNAP 01.03.2028
$2.5M
KSPIKASPI.KZ
$2.3M
ETSY 0.25 06/15/280,250 ETSY 15.06.2028
$2.3M
GLOBGLOBANT
$2.2M
FMXFEMSA ADR
$2.2M
NTESNETEASE ADR
$2.1M
ABNBAIRBNB
$2.0M
MMYTMAKEMYTRIP
$2.0M
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