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   958,946,676 9,580,844 SH   SOLE NONE 8,704,385 0 876,459
ABBOTT LABORATORIES COM 002824100   901,851,488 8,272,349 SH   SOLE NONE 7,064,830 0 1,207,519
ACCENTURE COM G1151C101   106,971,726 346,658 SH   SOLE NONE 75,313 0 271,345
ACTIVISION BLIZZARD COM 00507V109   778,265,103 9,232,089 SH   SOLE NONE 8,541,049 0 691,040
ADOBE COM 00724F101   621,611,912 1,271,216 SH   SOLE NONE 914,230 0 356,986
AGNICO EAGLE MINES COM 008474108   282,147,396 5,645,206 SH   SOLE NONE 4,539,720 0 1,105,486
AIRBNB COM 009066101   1,753,741 13,684 SH   SOLE NONE 1,761 0 11,923
ALIBABA GROUP ADR COM 01609W102   30,180,452 362,093 SH   SOLE NONE 359,850 0 2,243
ALPHABET - CLASS A COM 02079K305   1,452,914,530 12,137,966 SH   SOLE NONE 9,026,869 0 3,111,097
ALPHABET - CLASS C COM 02079K107   411,298 3,400 SH   SOLE NONE 0 0 3,400
AMAZON.COM COM 023135106   1,269,341,783 9,737,203 SH   SOLE NONE 7,933,393 0 1,803,810
AMERICAN EXPRESS COM 025816109   48,441,362 278,079 SH   SOLE NONE 146,881 0 131,198
AMETEK COM 031100100   368,854,912 2,278,570 SH   SOLE NONE 1,887,471 0 391,099
AMPHENOL COM 032095101   658,979,152 7,757,259 SH   SOLE NONE 6,537,581 0 1,219,678
APPLE COM 037833100   934,986,996 4,820,266 SH   SOLE NONE 3,510,089 0 1,310,177
APPLIED MATERIALS COM 038222105   5,552,649 38,416 SH   SOLE NONE 38,416 0 0
AUTOMATIC DATA PROCESSING COM 053015103   10,374,528 47,202 SH   SOLE NONE 43,000 0 4,202
BARRICK GOLD COM 067901108   585,551,872 34,586,641 SH   SOLE NONE 33,060,000 0 1,526,641
BECTON DICKINSON COM 075887109   62,067,431 235,095 SH   SOLE NONE 75,000 0 160,095
BERKSHIRE HATHAWAY A COM 084670108   1,035,620 2 SH   SOLE NONE 0 0 2
BERKSHIRE HATHAWAY B COM 084670702   1,975,374,467 5,792,887 SH   SOLE NONE 4,898,538 0 894,349
BIONTECH ADR COM 09075V102   371,467,754 3,441,747 SH   SOLE NONE 2,932,741 0 509,006
BLACK KNIGHT COM 09215C105   328,515,000 5,500,000 SH   SOLE NONE 5,500,000 0 0
BLACKROCK COM 09247X101   223,552,689 323,455 SH   SOLE NONE 110,323 0 213,132
BOOKING HOLDINGS COM 09857L108   6,988,454 2,588 SH   SOLE NONE 138 0 2,450
CHARLES SCHWAB COM 808513105   1,038,733,947 18,326,287 SH   SOLE NONE 16,428,841 0 1,897,446
CHARLES SCHWAB PUT COM 808513955   1,303,640 230 SH Put SOLE NONE 0 0 0
CHECK POINT SOFTWARE COM M22465104   823,062 6,552 SH   SOLE NONE 0 0 6,552
CHURCH & DWIGHT COM 171340102   25,661,486 256,026 SH   SOLE NONE 212,789 0 43,237
COCA-COLA COM 191216100   45,976,645 763,478 SH   SOLE NONE 3,975 0 759,503
COGNIZANT TECHNOLOGY COM 192446102   14,891,478 228,117 SH   SOLE NONE 135,000 0 93,117
COLGATE-PALMOLIVE COM 194162103   22,809,387 296,072 SH   SOLE NONE 226,000 0 70,072
CONOCOPHILLIPS COM 20825C104   7,665,586 73,985 SH   SOLE NONE 2,140 0 71,845
COPART COM 217204106   19,682,023 215,788 SH   SOLE NONE 181,680 0 34,108
COSTAR GROUP COM 22160N109   8,595,442 96,578 SH   SOLE NONE 0 0 96,578
COUPANG COM 22266T109   2,349,000 135,000 SH   SOLE NONE 135,000 0 0
DANAHER COM 235851102   1,082,725,680 4,511,357 SH   SOLE NONE 3,663,468 0 847,889
DOLLAR GENERAL COM 256677105   258,719,423 1,523,851 SH   SOLE NONE 731,082 0 792,769
ELECTRONIC ARTS COM 285512109   27,780,054 214,187 SH   SOLE NONE 2,540 0 211,647
EMERSON ELECTRIC COM 291011104   2,548,004 28,189 SH   SOLE NONE 0 0 28,189
EPAM SYSTEMS COM 29414B104   1,685,625 7,500 SH   SOLE NONE 7,500 0 0
ESTEE LAUDER COM 518439104   39,238,491 199,809 SH   SOLE NONE 103,000 0 96,809
ETSY COM 29786A106   30,354,345 358,756 SH   SOLE NONE 242,843 0 115,913
EXXON MOBIL COM 30231G102   40,753,070 379,982 SH   SOLE NONE 79,945 0 300,037
FERRARI COM N3167Y103   3,267,246 10,000 SH   SOLE NONE 0 0 10,000
FORTIVE COM 34959J108   788,697,513 10,548,315 SH   SOLE NONE 9,515,458 0 1,032,857
GLOBANT COM L44385109   1,797,200 10,000 SH   SOLE NONE 10,000 0 0
HALEON PLC ADR COM 405552100   116,356 13,885 SH   SOLE NONE 0 0 13,885
HDFC BANK ADR COM 40415F101   40,283,951 577,962 SH   SOLE NONE 468,000 0 109,962
HOME DEPOT COM 437076102   55,571,943 178,895 SH   SOLE NONE 104,095 0 74,800
ILLINOIS TOOL WORKS COM 452308109   77,656,919 310,429 SH   SOLE NONE 88,750 0 221,679
INTERCONTINENTAL EXCHANGE COM 45866F104   751,455,160 6,645,341 SH   SOLE NONE 5,741,684 0 903,657
INTUIT COM 461202103   74,235,027 162,018 SH   SOLE NONE 82,558 0 79,460
JOHNSON & JOHNSON COM 478160104   1,023,868,650 6,185,770 SH   SOLE NONE 4,889,217 0 1,296,553
MARKEL COM 570535104   213,010 154 SH   SOLE NONE 0 0 154
MASTERCARD COM 57636Q104   201,884,036 513,308 SH   SOLE NONE 214,761 0 298,547
MATCH GROUP COM 57667L107   346,470,124 8,278,856 SH   SOLE NONE 8,250,195 0 28,661
MCDONALD'S COM 580135101   23,830,426 79,858 SH   SOLE NONE 3,997 0 75,861
MEDTRONIC COM G5960L103   246,207,344 2,794,635 SH   SOLE NONE 822,364 0 1,972,271
MERCADOLIBRE COM 58733R102   14,352,614 12,116 SH   SOLE NONE 8,727 0 3,389
MERCK & CO. COM 58933Y105   201,933 1,750 SH   SOLE NONE 0 0 1,750
META PLATFORMS COM 30303M102   77,655,066 270,594 SH   SOLE NONE 9,834 0 260,760
MICROSOFT COM 594918104   1,814,425,385 5,328,083 SH   SOLE NONE 3,950,223 0 1,377,860
MONDELEZ INTERNATIONAL COM 609207105   20,609,781 282,558 SH   SOLE NONE 7,279 0 275,279
MOODY'S COM 615369105   278,231,287 800,159 SH   SOLE NONE 527,645 0 272,514
MSCI COM 55354G100   106,937,582 227,871 SH   SOLE NONE 102,619 0 125,252
NASDAQ COM 631103108   11,990,470 240,531 SH   SOLE NONE 0 0 240,531
NETEASE ADR COM 64110W102   3,142,425 32,500 SH   SOLE NONE 32,500 0 0
NETFLIX COM 64110L106   25,730,783 58,414 SH   SOLE NONE 2,311 0 56,103
NEWMONT COM 651639106   609,907,546 14,296,942 SH   SOLE NONE 12,034,873 0 2,262,069
NEWMONT CALL COM 651639906   1,215,810 285 SH Call SOLE NONE 0 0 0
NIKE COM 654106103   85,416,447 773,910 SH   SOLE NONE 192,370 0 581,540
NU HOLDINGS COM G6683N103   3,550,500 450,000 SH   SOLE NONE 450,000 0 0
ORACLE COM 68389X105   371,561 3,120 SH   SOLE NONE 0 0 3,120
PAYPAL COM 70450Y103   116,880,197 1,751,539 SH   SOLE NONE 618,538 0 1,133,001
PEPSICO COM 713448108   144,290,084 779,020 SH   SOLE NONE 439,121 0 339,899
PINTEREST COM 72352L106   13,241,254 484,318 SH   SOLE NONE 7,309 0 477,009
PROCTER & GAMBLE COM 742718109   602,375,783 3,969,789 SH   SOLE NONE 3,341,813 0 627,976
ROPER TECHNOLOGIES COM 776696106   61,640,964 128,205 SH   SOLE NONE 43,170 0 85,035
ROSS STORES COM 778296103   13,553,265 120,871 SH   SOLE NONE 0 0 120,871
S&P GLOBAL COM 78409V104   124,119,553 309,610 SH   SOLE NONE 117,580 0 192,030
SALESFORCE COM 79466L302   183,534,660 868,762 SH   SOLE NONE 305,007 0 563,755
SCHLUMBERGER COM 806857108   26,103,056 531,414 SH   SOLE NONE 0 0 531,414
SHERWIN-WILLIAMS COM 824348106   10,336,428 38,929 SH   SOLE NONE 38,000 0 929
SPOTIFY TECHNOLOGY COM L8681T102   406,834 2,534 SH   SOLE NONE 0 0 2,534
STARBUCKS COM 855244109   2,634,204 26,592 SH   SOLE NONE 1,838 0 24,754
STRYKER COM 863667101   172,715,110 566,112 SH   SOLE NONE 269,502 0 296,610
TAIWAN SEMICONDUCTOR ADR COM 874039100   38,895,577 385,410 SH   SOLE NONE 346,923 0 38,487
TAKE-TWO INTERACTIVE SOFTWARE COM 874054109   4,430,546 30,107 SH   SOLE NONE 0 0 30,107
THERMO FISHER SCIENTIFIC COM 883556102   526,082,090 1,008,303 SH   SOLE NONE 768,498 0 239,805
TJX COMPANIES COM 872540109   18,977,528 223,818 SH   SOLE NONE 0 0 223,818
TRUPANION COM 898202106   56,678,400 2,880,000 SH   SOLE NONE 2,880,000 0 0
UNION PACIFIC COM 907818108   11,809,643 57,715 SH   SOLE NONE 0 0 57,715
VERISK ANALYTICS COM 92345Y106   237,263,013 1,049,697 SH   SOLE NONE 695,093 0 354,604
VERIZON COMMUNICATIONS COM 92343V104   12,550,286 337,464 SH   SOLE NONE 0 0 337,464
VISA - CLASS A COM 92826C839   686,635,661 2,891,341 SH   SOLE NONE 2,418,119 0 473,222
WALMART COM 931142103   119,970,150 763,266 SH   SOLE NONE 186,488 0 576,778
WALT DISNEY COM 254687106   70,641,104 791,231 SH   SOLE NONE 15,235 0 775,996
YUM CHINA HOLDINGS COM 98850P109   1,130,000 20,000 SH   SOLE NONE 20,000 0 0
0,000 CABLE ONE 15.03.2026 NOTE 12685JAE5   4,180,317 5,100,000 PRN   SOLE NONE 0 0 0
0,000 FIVERR INTERNATIONAL 01.11.2025 NOTE 33835LAA3   4,776,793 5,650,000 PRN   SOLE NONE 0 0 0
0,000 SNAP 01.05.2027 NOTE 83304AAF3   5,722,486 7,700,000 PRN   SOLE NONE 0 0 0
0,000 SPOTIFY 15.03.2026 NOTE 84921RAB6   851,470 1,000,000 PRN   SOLE NONE 0 0 0
0,000 WIX.COM 15.08.2025 NOTE 92940WAD1   1,270,012 1,450,000 PRN   SOLE NONE 0 0 0
0,125 ETSY 01.10.2026 NOTE 29786AAJ5   3,322,916 2,800,000 PRN   SOLE NONE 0 0 0
0,125 SNAP 01.03.2028 NOTE 83304AAH9   111,261,152 155,350,000 PRN   SOLE NONE 0 0 0
0,250 ETSY 15.06.2028 NOTE 29786AAN6   8,283,203 10,700,000 PRN   SOLE NONE 0 0 0
0,250 HALOZYME THERAPEUTICS 01.03.2027 NOTE 40637HAD1   2,377,879 2,850,000 PRN   SOLE NONE 0 0 0
0,250 UPWORK 15.08.2026 NOTE 91688FAB0   3,148,047 3,850,000 PRN   SOLE NONE 0 0 0
0,375 AKAMAI TECHNOLOGIES 01.09.2027 NOTE 00971TAL5   12,435,328 12,800,000 PRN   SOLE NONE 0 0 0
0,375 CHEESECAKE FACTORY 15.06.2026 NOTE 163072AA9   4,126,127 4,900,000 PRN   SOLE NONE 0 0 0
0,500 NIO 01.02.2027 NOTE 62914VAF3   1,930,168 2,300,000 PRN   SOLE NONE 0 0 0
2,000 JAZZ INVESTMENTS 15.06.2026 NOTE 472145AF8   12,081,180 11,850,000 PRN   SOLE NONE 0 0 0