The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
3M COM 88579Y101   587,324,227 6,273,491 SH   SOLE NONE 5,395,007 0 878,484
ABBOTT LABORATORIES COM 002824100   872,985,562 9,013,790 SH   SOLE NONE 7,764,989 0 1,248,801
ACCENTURE COM G1151C101   116,742,953 380,134 SH   SOLE NONE 92,088 0 288,046
ACTIVISION BLIZZARD COM 00507V109   415,613,364 4,438,891 SH   SOLE NONE 4,202,832 0 236,059
ADOBE COM 00724F101   98,890,516 193,941 SH   SOLE NONE 7,362 0 186,579
AGNICO EAGLE MINES COM 008474108   257,563,877 5,666,972 SH   SOLE NONE 4,530,900 0 1,136,072
ALIBABA GROUP ADR COM 01609W102   31,407,947 362,093 SH   SOLE NONE 359,850 0 2,243
ALPHABET - CLASS A COM 02079K305   1,550,430,065 11,848,006 SH   SOLE NONE 8,915,788 0 2,932,218
ALPHABET - CLASS C COM 02079K107   458,838 3,480 SH   SOLE NONE 0 0 3,480
AMAZON.COM COM 023135106   1,174,552,189 9,239,712 SH   SOLE NONE 7,418,459 0 1,821,253
AMERICAN EXPRESS COM 025816109   31,007,053 207,836 SH   SOLE NONE 147,022 0 60,814
AMETEK COM 031100100   344,809,042 2,333,575 SH   SOLE NONE 1,891,797 0 441,778
AMPHENOL COM 032095101   664,219,545 7,908,317 SH   SOLE NONE 6,483,182 0 1,425,135
APPLE COM 037833100   835,474,153 4,879,821 SH   SOLE NONE 3,561,631 0 1,318,190
APPLIED MATERIALS COM 038222105   24,147,480 174,413 SH   SOLE NONE 158,401 0 16,012
AUTOMATIC DATA PROCESSING COM 053015103   11,355,857 47,202 SH   SOLE NONE 43,000 0 4,202
BARRICK GOLD COM 067901108   500,374,554 34,390,015 SH   SOLE NONE 33,060,000 0 1,330,015
BARRICK GOLD CALL COM 067901908   1,716,900 1,180 SH Call SOLE NONE 0 0 0
BECTON DICKINSON COM 075887109   65,245,992 252,373 SH   SOLE NONE 75,000 0 177,373
BERKSHIRE HATHAWAY A COM 084670108   2,125,908 4 SH   SOLE NONE 0 0 4
BERKSHIRE HATHAWAY B COM 084670702   1,993,444,153 5,690,677 SH   SOLE NONE 4,822,988 0 867,689
BIONTECH ADR COM 09075V102   381,675,678 3,513,215 SH   SOLE NONE 3,151,211 0 362,004
BLACKROCK COM 09247X101   214,323,718 331,519 SH   SOLE NONE 104,883 0 226,636
BOOKING HOLDINGS COM 09857L108   21,519,803 6,978 SH   SOLE NONE 488 0 6,490
CHARLES SCHWAB COM 808513105   973,525,395 17,732,703 SH   SOLE NONE 16,187,026 0 1,545,677
CHARLES SCHWAB PUT COM 808513955   1,262,700 230 SH Put SOLE NONE 0 0 0
CHURCH & DWIGHT COM 171340102   23,910,207 260,943 SH   SOLE NONE 215,121 0 45,822
COCA-COLA COM 191216100   49,626,270 886,500 SH   SOLE NONE 8,420 0 878,080
COGNIZANT TECHNOLOGY COM 192446102   13,427,423 198,220 SH   SOLE NONE 135,000 0 63,220
COLGATE-PALMOLIVE COM 194162103   23,373,501 328,695 SH   SOLE NONE 253,000 0 75,695
CONOCOPHILLIPS COM 20825C104   30,281,966 252,771 SH   SOLE NONE 3,060 0 249,711
COPART COM 217204106   17,966,720 416,958 SH   SOLE NONE 363,360 0 53,598
COUPANG COM 22266T109   2,422,500 142,500 SH   SOLE NONE 142,500 0 0
DANAHER COM 235851102   1,121,084,260 4,518,679 SH   SOLE NONE 3,648,093 0 870,586
DOLLAR GENERAL COM 256677105   148,600,120 1,404,538 SH   SOLE NONE 823,795 0 580,743
ELECTRONIC ARTS COM 285512109   16,962,554 140,885 SH   SOLE NONE 0 0 140,885
EMERSON ELECTRIC COM 291011104   3,549,527 36,756 SH   SOLE NONE 0 0 36,756
EPAM SYSTEMS COM 29414B104   1,917,675 7,500 SH   SOLE NONE 7,500 0 0
ESTEE LAUDER COM 518439104   29,049,346 200,964 SH   SOLE NONE 125,000 0 75,964
ETSY COM 29786A106   25,527,764 395,289 SH   SOLE NONE 296,017 0 99,272
EXXON MOBIL COM 30231G102   62,191,354 528,928 SH   SOLE NONE 92,085 0 436,843
FERRARI COM N3167Y103   4,433,241 14,991 SH   SOLE NONE 2,076 0 12,915
FORTIVE COM 34959J108   785,759,610 10,595,464 SH   SOLE NONE 9,503,458 0 1,092,006
GLOBANT COM L44385109   2,374,200 12,000 SH   SOLE NONE 12,000 0 0
HDFC BANK ADR COM 40415F101   48,356,925 819,470 SH   SOLE NONE 486,000 0 333,470
HOME DEPOT COM 437076102   56,689,144 187,613 SH   SOLE NONE 104,239 0 83,374
ICICI BANK ADR COM 45104G104   1,618,400 70,000 SH   SOLE NONE 70,000 0 0
ILLINOIS TOOL WORKS COM 452308109   47,442,478 205,994 SH   SOLE NONE 88,550 0 117,444
INTERCONTINENTAL EXCHANGE COM 45866F104   703,019,879 6,389,928 SH   SOLE NONE 5,673,649 0 716,279
INTUIT COM 461202103   80,212,982 156,991 SH   SOLE NONE 76,585 0 80,406
JOHNSON & JOHNSON COM 478160104   952,270,141 6,114,094 SH   SOLE NONE 4,795,923 0 1,318,171
MARKETAXESS COM 57060D108   1,847,986 8,650 SH   SOLE NONE 0 0 8,650
MASTERCARD COM 57636Q104   201,207,401 508,215 SH   SOLE NONE 219,498 0 288,717
MATCH GROUP COM 57667L107   284,984,649 7,274,656 SH   SOLE NONE 7,245,995 0 28,661
MCDONALD'S COM 580135101   33,130,478 125,761 SH   SOLE NONE 5,367 0 120,394
MEDTRONIC COM G5960L103   210,707,924 2,688,973 SH   SOLE NONE 809,899 0 1,879,074
MERCADOLIBRE COM 58733R102   16,093,201 12,693 SH   SOLE NONE 9,217 0 3,476
META PLATFORMS COM 30303M102   67,903,299 226,186 SH   SOLE NONE 8,606 0 217,580
MICROSOFT COM 594918104   1,656,313,988 5,245,650 SH   SOLE NONE 3,948,326 0 1,297,324
MONDELEZ INTERNATIONAL COM 609207105   48,774,598 702,804 SH   SOLE NONE 23,366 0 679,438
MOODY'S COM 615369105   111,781,587 353,549 SH   SOLE NONE 158,277 0 195,272
MSCI COM 55354G100   110,425,591 215,221 SH   SOLE NONE 101,119 0 114,102
NASDAQ COM 631103108   38,674,870 795,943 SH   SOLE NONE 25,547 0 770,396
NETEASE ADR COM 64110W102   3,004,800 30,000 SH   SOLE NONE 30,000 0 0
NETFLIX COM 64110L106   15,225,210 40,321 SH   SOLE NONE 3,128 0 37,193
NEWMONT COM 651639106   523,952,035 14,180,028 SH   SOLE NONE 12,031,100 0 2,148,928
NEWMONT CALL COM 651639906   1,053,075 285 SH Call SOLE NONE 0 0 0
NIKE COM 654106103   394,775,489 4,128,587 SH   SOLE NONE 3,453,670 0 674,917
NU HOLDINGS COM G6683N103   3,625,000 500,000 SH   SOLE NONE 500,000 0 0
PAYPAL COM 70450Y103   79,177,581 1,354,389 SH   SOLE NONE 594,695 0 759,694
PEPSICO COM 713448108   208,756,180 1,232,036 SH   SOLE NONE 709,248 0 522,788
PINTEREST COM 72352L106   8,031,694 297,140 SH   SOLE NONE 0 0 297,140
PROCTER & GAMBLE COM 742718109   616,636,132 4,227,589 SH   SOLE NONE 3,457,052 0 770,537
ROPER TECHNOLOGIES COM 776696106   59,466,678 122,794 SH   SOLE NONE 42,400 0 80,394
ROSS STORES COM 778296103   13,625,271 120,631 SH   SOLE NONE 0 0 120,631
S&P GLOBAL COM 78409V104   195,750,137 535,700 SH   SOLE NONE 386,235 0 149,465
SALESFORCE COM 79466L302   155,368,819 766,194 SH   SOLE NONE 305,722 0 460,472
SCHLUMBERGER COM 806857108   34,776,300 596,506 SH   SOLE NONE 0 0 596,506
SHERWIN-WILLIAMS COM 824348106   9,928,841 38,929 SH   SOLE NONE 38,000 0 929
SPOTIFY TECHNOLOGY COM L8681T102   363,404 2,350 SH   SOLE NONE 0 0 2,350
STARBUCKS COM 855244109   2,823,437 30,935 SH   SOLE NONE 0 0 30,935
STRYKER COM 863667101   140,694,153 514,854 SH   SOLE NONE 228,062 0 286,792
TAIWAN SEMICONDUCTOR ADR COM 874039100   26,096,505 300,305 SH   SOLE NONE 266,510 0 33,795
TAKE-TWO INTERACTIVE SOFTWARE COM 874054109   4,226,722 30,107 SH   SOLE NONE 0 0 30,107
THERMO FISHER SCIENTIFIC COM 883556102   639,974,015 1,264,346 SH   SOLE NONE 992,088 0 272,258
TJX COMPANIES COM 872540109   19,825,484 223,059 SH   SOLE NONE 0 0 223,059
TRUPANION COM 898202106   81,216,000 2,880,000 SH   SOLE NONE 2,880,000 0 0
UNION PACIFIC COM 907818108   14,196,065 69,715 SH   SOLE NONE 0 0 69,715
VERISK ANALYTICS COM 92345Y106   202,040,244 855,233 SH   SOLE NONE 610,956 0 244,277
VERIZON COMMUNICATIONS COM 92343V104   8,178,113 252,333 SH   SOLE NONE 0 0 252,333
VISA - CLASS A COM 92826C839   677,017,644 2,943,427 SH   SOLE NONE 2,484,708 0 458,719
WALMART COM 931142103   126,684,551 792,125 SH   SOLE NONE 184,452 0 607,673
WALT DISNEY COM 254687106   41,446,863 511,374 SH   SOLE NONE 12,780 0 498,594
YUM CHINA HOLDINGS COM 98850P109   2,507,400 45,000 SH   SOLE NONE 45,000 0 0
0,000 CABLE ONE 15.03.2026 NOTE 12685JAE5   4,185,825 5,100,000 PRN   SOLE NONE 0 0 0
0,000 FIVERR INTERNATIONAL 01.11.2025 NOTE 33835LAA3   4,903,748 5,650,000 PRN   SOLE NONE 0 0 0
0,000 FORD MOTOR 15.03.2026 NOTE 345370CZ1   5,295,240 5,400,000 PRN   SOLE NONE 0 0 0
0,000 SNAP 01.05.2027 NOTE 83304AAF3   5,728,569 7,700,000 PRN   SOLE NONE 0 0 0
0,000 SPOTIFY 15.03.2026 NOTE 84921RAB6   851,620 1,000,000 PRN   SOLE NONE 0 0 0
0,000 WIX.COM 15.08.2025 NOTE 92940WAD1   1,293,632 1,450,000 PRN   SOLE NONE 0 0 0
0,125 ETSY 01.10.2026 NOTE 29786AAJ5   3,666,629 3,600,000 PRN   SOLE NONE 0 0 0
0,125 SNAP 01.03.2028 NOTE 83304AAH9   107,690,821 155,350,000 PRN   SOLE NONE 0 0 0
0,250 ETSY 15.06.2028 NOTE 29786AAN6   8,126,608 10,700,000 PRN   SOLE NONE 0 0 0
0,250 HALOZYME THERAPEUTICS 01.03.2027 NOTE 40637HAD1   2,414,544 2,850,000 PRN   SOLE NONE 0 0 0
0,250 UPWORK 15.08.2026 NOTE 91688FAB0   3,199,540 3,850,000 PRN   SOLE NONE 0 0 0
0,375 AKAMAI TECHNOLOGIES 01.09.2027 NOTE 00971TAL5   6,158,907 5,900,000 PRN   SOLE NONE 0 0 0
0,375 CHEESECAKE FACTORY 15.06.2026 NOTE 163072AA9   4,053,839 4,900,000 PRN   SOLE NONE 0 0 0
0,500 NIO 01.02.2027 NOTE 62914VAF3   2,021,547 2,300,000 PRN   SOLE NONE 0 0 0
1,000 HALOZYME THERAPEUTICS 15.08.2028 NOTE 40637HAF6   2,374,728 2,530,000 PRN   SOLE NONE 0 0 0
2,000 JAZZ INVESTMENTS 15.06.2026 NOTE 472145AF8   11,873,387 11,550,000 PRN   SOLE NONE 0 0 0