Infusive Asset Management Inc. 13F Holdings

CIK 0001749333 · NEW YORK, NY

As of Sep 30, 2025, Infusive Asset Management Inc. reported 32 positions worth $218.1M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
AMAZON.COM INCAMZNEquity90,932$20.0M9.15%
WALMART INCWMTConsumer Defensive178,315 8.4M8.43%
ALPHABET INCGOOGLEquity70,964 7.3M7.91%
COSTCO WHOLESALE CORPCOSTConsumer Defensive14,630 3.5M6.21%
TESLA INCTSLAConsumer Cyclical26,802 1.9M5.47%
ALIBABA GROUP HOLDING LTDBABAConsumer Cyclical61,517 1.0M5.04%
COCA COLA COKOConsumer Defensive153,585 0.2M4.67%
APPLE INCAAPLTechnology34,382$8.8M4.01%
PROCTER & GAMBLE COPGConsumer Defensive49,546$7.6M3.49%
MASTERCARD INCMAFinancial Services13,018$7.4M3.40%
VISA INC-CLASS A SHARESVFinancial Services21,128$7.2M3.31%
HOME DEPOT INCHDConsumer Cyclical17,279$7.0M3.21%
META PLATFORMS INCMETACommunication Services9,115$6.7M3.07%
SPOTIFY TECHNOLOGY SASPOTCommunication Services8,856$6.2M2.83%
MERCADOLIBRE INCMELIConsumer Cyclical2,520$5.9M2.70%
SHOPIFY INCSHOPTechnology39,135$5.8M2.67%
SEA LTDSEConsumer Cyclical30,916$5.5M2.53%
WALT DISNEY CODISCommunication Services44,188$5.1M2.32%
COLGATE PALMOLIVE COCLConsumer Defensive59,388$4.7M2.18%
AMERICAN EXPRESS COAXPFinancial Services11,969$4.0M1.82%
MCDONALDS CORPMCDConsumer Cyclical13,047$4.0M1.82%
BOOKING HOLDINGS INCBKNGIndustrials671$3.6M1.66%
COINBASE GLOBAL INCCOINFinancial Services9,952$3.4M1.54%
MONDELEZ INTERNATIONAL INCMDLZConsumer Defensive53,030$3.3M1.52%
LULULEMON ATHLETICA INCLULUConsumer Cyclical17,791$3.2M1.45%