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Infusive Asset Management Inc. 13F holdings

Filed 2026-08-12 · Infusive Asset Management Inc. · 30 positions · $219.8M

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TickerCompanySharesValue% of portfolio
MSFTMICROSOFT CORP45.3K$16.9M7.7%
WMTWALMART INC USD0.1130.5K$14.8M6.7%
AMZNAMAZON COM INC60.2K$14.3M6.5%
GOOGLALPHABET INC40.0K$14.3M6.5%
NVDANVIDIA CORP COM61.2K$12.2M5.6%
COSTCOSTCO WHOLESALE CORPORATION12.2K$11.5M5.2%
AXPAMERICAN EXPRESS CO USD0.230.2K$10.2M4.7%
VVISA INC-CLASS A SHARES USD0.000129.3K$10.1M4.6%
MAMASTERCARD INCORPORATED19.4K$10.0M4.5%
BKNGBOOKING HOLDINGS INC USD0.00852.3K$9.3M4.2%
MCDMCDONALDS CORP34.0K$9.2M4.2%
AAPLAPPLE INC31.5K$9.1M4.1%
KOCOCA COLA CO93.9K$7.6M3.5%
HDHOME DEPOT INC18.0K$6.4M2.9%
METAMETA PLATFORMS INC10.7K$6.0M2.7%
TSLATESLA INC USD0.00113.5K$5.7M2.6%
PGPROCTER & GAMBLE CO35.3K$5.2M2.4%
NFLXNETFLIX INC64.1K$4.6M2.1%
CLCOLGATE-PALMOLIVE CO USD146.6K$4.3M1.9%
LLYELI LILLY & CO3.5K$4.2M1.9%
LOWLOWE'S COS INC USD0.518.7K$4.1M1.9%
RACEFERRARI NV10.5K$3.9M1.8%
DISWALT DISNEY CO/THE USD0.0139.8K$3.8M1.7%
HPHP INC167.4K$3.7M1.7%
UBERUBER TECHNOLOGIES INC50.0K$3.6M1.6%
CRMSALESFORCE INC COM22.3K$3.5M1.6%
BABAALIBABA GROUP HLDG LTD36.2K$3.5M1.6%
SPOTSPOTIFY TECHNOLOGY S.A. C6.6K$3.0M1.4%
VZVERIZON COMMUNICATIONS INC58.2K$2.5M1.1%
ADBEADOBE INC11.6K$2.4M1.1%
Top Fund Holdings
13F
Top Fund Holdings

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
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