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 | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMICROSOFT | 3,418,400 | $1.7T | 6949.56% | |
| 2 | AMZNAMAZON.COM | 6,843,320 | $1.5T | 6136.26% | |
| 3 | BRK/BBERKSHIRE HATHAWAY B | 2,781,382 | $1.4T | 5522.19% | |
| 4 | GOOGLALPHABET - CLASS A | 6,665,699 | $1.2T | 4801.15% | |
| 5 | TMOTHERMO FISHER SCIENTIFIC | 2,727,021 | $1.1T | 4519.15% | |
| 6 | APHAMPHENOL | 9,938,382 | $981.4B | 4011.18% | |
| 7 | JNJJOHNSON & JOHNSON | 6,342,997 | $968.9B | 3960.00% | |
| 8 | SCHWCHARLES SCHWAB | 10,580,171 | $965.3B | 3945.46% | |
| 9 | PEPPEPSICO | 6,637,469 | $876.4B | 3582.02% | |
| 10 | ABTABBOTT LABORATORIES | 6,422,870 | $873.6B | 3570.42% | |
| 11 | ICEINTERCONTINENTAL EXCHANGE | 4,563,275 | $837.2B | 3421.85% | |
| 12 | DHRDANAHER | 4,228,515 | $835.3B | 3413.99% | |
| 13 | NKENIKE | 11,265,390 | $800.3B | 3270.91% | |
| 14 | VVISA - CLASS A | 2,151,030 | $763.7B | 3121.45% | |
| 15 | ACNACCENTURE | 2,408,800 | $720.0B | 2942.61% | |
| 16 | AMEAMETEK | 3,785,676 | $685.1B | 2799.92% | |
| 17 | AAPLAPPLE | 3,076,030 | $631.1B | 2579.43% | |
| 18 | FTVFORTIVE | 12,043,449 | $627.8B | 2566.01% | |
| 19 | PGPROCTER & GAMBLE | 3,131,954 | $499.0B | 2039.41% | |
| 20 | AMATAPPLIED MATERIALS | 2,461,720 | $450.7B | 1841.94% | |
| 21 | BNTXBIONTECH ADR | 4,230,098 | $450.4B | 1840.76% | |
| 22 | METAMETA PLATFORMS | 555,409 | $409.9B | 1675.49% | |
| 23 | LULULULULEMON ATHLETICA | 1,640,217 | $389.7B | 1592.69% | |
| 24 | SPGIS&P GLOBAL | 720,469 | $379.9B | 1552.69% | |
| 25 | MAMASTERCARD | 608,204 | $341.8B | 1396.88% | |
| 26 | SHWSHERWIN-WILLIAMS | 888,360 | $305.0B | 1246.69% | |
| 27 | GGGGRACO | 3,337,450 | $286.9B | 1172.69% | |
| 28 | CRMSALESFORCE | 841,028 | $229.3B | 937.35% | |
| 29 | ROPROPER TECHNOLOGIES | 389,078 | $220.5B | 901.40% | |
| 30 | RALRALLIANT | 4,084,903 | $198.1B | 809.57% | |
| 31 | BLKBLACKROCK | 164,730 | $172.8B | 706.43% | |
| 32 | LINLINDE | 366,009 | $171.7B | 701.86% | |
| 33 | IDXXIDEXX LABORATORIES | 241,125 | $129.3B | 528.57% | |
| 34 | MMM3M | 793,280 | $120.8B | 493.60% | |
| 35 | MSCIMSCI | 209,331 | $120.7B | 493.44% | |
| 36 | MDTMEDTRONIC | 1,341,102 | $116.9B | 477.80% | |
| 37 | IEXIDEX | 640,792 | $112.5B | 459.82% | |
| 38 | DGDOLLAR GENERAL | 981,383 | $112.3B | 458.78% | |
| 39 | SYKSTRYKER | 273,380 | $108.2B | 442.05% | |
| 40 | NDAQNASDAQ | 1,172,990 | $104.9B | 428.70% | |
| 41 | ADIANALOG DEVICES | 426,142 | $101.4B | 414.56% | |
| 42 | MCDMCDONALDS | 318,413 | $93.0B | 380.23% | |
| 43 | MCOMOODY'S | 185,439 | $93.0B | 380.16% | |
| 44 | BKNGBOOKING HOLDINGS | 16,010 | $92.7B | 378.82% | |
| 45 | HDBHDFC BANK ADR | 975,655 | $74.8B | 305.73% | |
| 46 | NFLXNETFLIX | 54,979 | $73.6B | 300.91% | |
| 47 | TSMTAIWAN SEMICONDUCTOR ADR | 316,397 | $71.7B | 292.89% | |
| 48 | AVGOBROADCOM | 257,267 | $70.9B | 289.84% | |
| 49 | UBERUBER TECHNOLOGIES | 754,016 | $70.3B | 287.53% | |
| 50 | ITWILLINOIS TOOL WORKS | 266,791 | $66.0B | 269.60% | |
| 51 | KOCOCA-COLA | 863,021 | $61.1B | 249.56% | |
| 52 | CPRTCOPART | 1,135,122 | $55.7B | 227.66% | |
| 53 | NVDANVIDIA | 342,032 | $54.0B | 220.86% | |
| 54 | DISWALT DISNEY | 356,954 | $44.3B | 180.92% | |
| 55 | WMTWALMART | 410,122 | $40.1B | 163.90% | |
| 56 | VRSKVERISK ANALYTICS | 124,894 | $38.9B | 159.01% | |
| 57 | BDXBECTON DICKINSON | 211,226 | $36.4B | 148.71% | |
| 58 | XOMEXXON MOBIL | 335,684 | $36.2B | 147.90% | |
| 59 | RACEFERRARI | 60,201 | $29.5B | 120.68% | |
| 60 | CLCOLGATE-PALMOLIVE | 315,928 | $28.7B | 117.37% | |
| 61 | MLB1MERCADOLIBRE | 10,270 | $26.8B | 109.71% | |
| 62 | PYPLPAYPAL | 341,868 | $25.4B | 103.84% | |
| 63 | SBUXSTARBUCKS | 270,361 | $24.8B | 101.25% | |
| 64 | AXPAMERICAN EXPRESS | 77,505 | $24.7B | 101.04% | |
| 65 | UNPUNION PACIFIC | 99,945 | $23.0B | 93.99% | |
| 66 | BABAALIBABA GROUP ADR | 184,000 | $20.9B | 85.29% | |
| 67 | ADBEADOBE | 50,109 | $19.4B | 79.23% | |
| 68 | ODFLOLD DOMINION FREIGHT LINE | 106,638 | $17.3B | 70.74% | |
| 69 | HDHOME DEPOT | 46,127 | $16.9B | 69.12% | |
| 70 | TJXTJX COMPANIES | 131,535 | $16.2B | 66.39% | |
| 71 | BACVERIZON COMMUNICATIONS | 356,179 | $15.4B | 62.99% | |
| 72 | CHDCHURCH & DWIGHT | 148,613 | $14.3B | 58.38% | |
| 73 | ROSTROSS STORES | 108,115 | $13.8B | 56.38% | |
| 74 | ADPAUTOMATIC DATA PROCESSING | 43,867 | $13.5B | 55.29% | |
| 75 | INTUINTUIT | 15,322 | $12.1B | 49.32% | |
| 76 | NUNU HOLDINGS | 800,000 | $11.0B | 44.86% | |
| 77 | SWSMURFIT WESTROCK | 227,435 | $9.8B | 40.11% | |
| 78 | COPCONOCOPHILLIPS | 96,966 | $8.7B | 35.57% | |
| 79 | FASTFASTENAL | 201,536 | $8.5B | 34.60% | |
| 80 | BXBLACKSTONE | 45,000 | $6.7B | 27.51% | |
| 81 | ORLYO'REILLY AUTOMOTIVE | 67,505 | $6.1B | 24.87% | |
| 82 | CPNGCOUPANG | 190,000 | $5.7B | 23.27% | |
| 83 | IBNICICI BANK ADR | 160,000 | $5.4B | 22.00% | |
| 84 | MKTXMARKETAXESS | 23,000 | $5.1B | 20.99% | |
| 85 | ELESTEE LAUDER | 59,387 | $4.8B | 19.61% | |
| 86 | SPOTSPOTIFY TECHNOLOGY | 5,134 | $3.9B | 16.10% | |
| 87 | YUMCYUM CHINA HOLDINGS | 82,500 | $3.7B | 15.08% | |
| 88 | METAMETA PLATFORMS PUT | 45 | $3.3B | 13.58% | Put |
| 89 | BRK-BBERKSHIRE HATHAWAY A | 4 | $2.9B | 11.91% | |
| 90 | FVRR 0 11/01/250,000 FIVERR INTERNATIONAL 01.11.2025 | 2,750,000 | $2.7B | 11.01% | |
| 91 | AKAM 1.125 02/15/291,125 AKAMAI TECHNOLOGIES 15.02.2029 | 2,700,000 | $2.6B | 10.52% | |
| 92 | NTESNETEASE ADR | 17,500 | $2.4B | 9.63% | |
| 93 | CLVTRIP.COM GROUP ADR | 40,000 | $2.3B | 9.59% | |
| 94 | MDLZMONDELEZ INTERNATIONAL | 32,070 | $2.2B | 8.84% | |
| 95 | FMXFEMSA ADR | 20,000 | $2.1B | 8.42% | |
| 96 | SLBSCHLUMBERGER | 59,798 | $2.0B | 8.26% | |
| 97 | ETSY 0.25 06/15/280,250 ETSY 15.06.2028 | 2,200,000 | $1.9B | 7.72% | |
| 98 | MMYTMAKEMYTRIP | 19,000 | $1.9B | 7.61% | |
| 99 | KSPIKASPI.KZ | 21,500 | $1.8B | 7.46% | |
| 100 | GLOBGLOBANT | 19,000 | $1.7B | 7.05% |
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