Institutions / Infusive Asset Management Inc.

Infusive Asset Management Inc.

CIK 1749333 ยท Institution ยท as of Dec 31, 2025
Portfolio value
$234.07M
Positions
35
As of
Dec 31, 2025

Top holdings

CompanyClassValueShares% of portfolio
Walmart Inc.โ€”$14.77M132,5856.3%
Alphabet Inc.โ€”$14.19M45,3306.1%
Amazon.com Incโ€”$13.73M59,5015.9%
Meta Platforms Incโ€”$12.67M19,1945.4%
Costco Wholesale Corp /Newโ€”$12.33M14,2965.3%
PROCTER & GAMBLE Coโ€”$11.12M77,6014.8%
Visa Incโ€”$9.46M26,9844.0%
Coca Cola Coโ€”$9.29M132,8354.0%
Home Depot, Inc.โ€”$9.21M26,7703.9%
Tesla Incโ€”$9.16M20,3793.9%
Mastercard Incโ€”$8.68M15,1963.7%
Booking Holdings Incโ€”$7.39M1,3803.2%
Alibaba Group Holding LtdBABAADR$6.83M46,5702.9%
Ferrari N Vโ€”$5.83M15,7892.5%
Lowes Companies Incโ€”$5.74M23,8102.5%
MercadoLibre, Inc.โ€”$5.73M2,8442.4%
Netflix Incโ€”$5.73M61,0712.4%
Shopify Incโ€”$5.51M34,2372.4%
Sea Ltdโ€”$5.23M40,9632.2%
Spotify Technology S aโ€”$5.09M8,7722.2%
Microsoft Corpโ€”$4.82M9,9622.1%
Micron Technology Incโ€”$4.73M16,5862.0%
Colgate Palmolive Coโ€”$4.62M58,4972.0%
Uber Technologies, Incโ€”$4.40M53,8201.9%
American Express Coโ€”$4.37M11,8001.9%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes โ€” what it's buying and selling.
No quarter-over-quarter changes yet โ€” position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.