Infusive Asset Management Inc.

13F filer · CIK 0001749333

Reported Aug 12, 2026

Net buyer this quarter

13F portfolio value$220MU.S. long equity reported on 13F

Positions306 new · 8 closed

Net flow last quarter+$6.22MBuys minus sells

Top 10 positions weight56.2%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 12, 202630 positions
MSFTMicrosoft Corp	$16.9M	7.68%	0.00%	+20.4%	Q4 2025
WMTWalmart Inc.	$14.8M	6.72%	0.00%	+26.0%	Q2 2024
AMZNAmazon Com Inc	$14.3M	6.52%	0.00%	-9.2%	Q4 2020
GOOGLAlphabet Inc.	$14.3M	6.50%	0.00%	-7.8%	Q4 2020
NVDANvidia Corp	$12.2M	5.57%	0.00%	+134.2%	Q1 2026
COSTCostco Wholesale Corp	$11.5M	5.21%	0.00%	+22.7%	Q3 2024
AXPAmerican Express Co	$10.2M	4.65%	0.00%	+36.2%	Q4 2024
VVisa Inc.	$10.1M	4.58%	0.00%	+14.0%	Q4 2020
MAMastercard Inc	$9.97M	4.53%	0.00%	+12.3%	Q4 2020
BKNGBooking Holdings Inc.	$9.32M	4.24%	0.01%	-11.1%	Q4 2021
MCDMcdonalds Corp	$9.18M	4.18%	0.00%	+159.6%	Q4 2020
AAPLApple Inc.	$9.11M	4.15%	0.00%	-17.1%	Q4 2020
KOCoca Cola Co	$7.63M	3.47%	0.00%	-2.7%	Q4 2020
HDHome Depot, Inc.	$6.36M	2.89%	0.00%	+14.7%	Q2 2024
METAMeta Platforms, Inc.	$6.03M	2.74%	Not reported	-44.7%	Q4 2020
TSLATesla, Inc.	$5.69M	2.59%	0.00%	-14.9%	Q4 2024
PGPROCTER & GAMBLE Co	$5.17M	2.35%	0.00%	-38.1%	Q4 2023
NFLXNetflix Inc	$4.58M	2.08%	0.00%	+39.7%	Q4 2020
CLColgate Palmolive Co	$4.27M	1.94%	0.01%	-2.6%	Q4 2020
LLYELI LILLY & Co	$4.21M	1.92%	0.00%	New	Q2 2026
LOWLowes Companies Inc	$4.13M	1.88%	0.00%	+21.7%	Q4 2023
RACEFerrari N.V.	$3.9M	1.78%	0.01%	-6.4%	Q2 2021
DISWalt Disney Co	$3.83M	1.74%	0.00%	Not reported	Q4 2020
HPQHP Inc	$3.67M	1.67%	0.02%	New	Q2 2026
UBERUber Technologies, Inc	$3.61M	1.64%	0.00%	-2.7%	Q4 2025
CRMSalesforce, Inc.	$3.49M	1.59%	0.00%	New	Q2 2026
BABAAlibaba Group Holding Ltd	$3.48M	1.58%	0.00%	-14.8%	Q4 2020
SPOTSpotify Technology S.A.	$3.04M	1.38%	0.00%	-35.5%	Q4 2020
VZVerizon Communications Inc	$2.47M	1.12%	0.00%	New	Q2 2026
ADBEAdobe Inc.	$2.39M	1.09%	0.00%	New	Q2 2026
Q1 2026Reported May 14, 202632 positions
MSFTMicrosoft Corp	$13.9M	6.74%	0.00%	+277.5%	Q4 2025
AMZNAmazon Com Inc	$13.8M	6.68%	0.00%	+11.4%	Q4 2020
WMTWalmart Inc.	$12.9M	6.23%	0.00%	-21.9%	Q2 2024
GOOGLAlphabet Inc.	$12.5M	6.04%	0.00%	-4.3%	Q4 2020
METAMeta Platforms, Inc.	$11.1M	5.36%	Not reported	+0.8%	Q4 2020
COSTCostco Wholesale Corp	$9.94M	4.81%	0.00%	-30.2%	Q3 2024
BKNGBooking Holdings Inc.	$9.9M	4.79%	0.01%	+70.4%	Q4 2021
AAPLApple Inc.	$9.65M	4.67%	0.00%	Not reported	Q4 2020
MAMastercard Inc	$8.64M	4.18%	0.00%	+13.7%	Q4 2020
PGPROCTER & GAMBLE Co	$8.24M	3.99%	0.00%	-26.5%	Q4 2023
VVisa Inc.	$7.78M	3.77%	0.00%	-4.6%	Q4 2020
KOCoca Cola Co	$7.34M	3.55%	0.00%	-27.3%	Q4 2020
AXPAmerican Express Co	$6.71M	3.25%	0.00%	+88.1%	Q4 2024
TSLATesla, Inc.	$5.91M	2.86%	0.00%	-22.0%	Q4 2024
BABAAlibaba Group Holding Ltd	$5.34M	2.58%	0.00%	-8.6%	Q4 2020
SHOPShopify Inc.	$5.17M	2.50%	0.01%	+27.4%	Q4 2024
HDHome Depot, Inc.	$5.17M	2.50%	0.00%	-41.3%	Q2 2024
SPOTSpotify Technology S.A.	$4.98M	2.41%	0.01%	+17.1%	Q4 2020
NVDANvidia Corp	$4.56M	2.21%	0.00%	New	Q1 2026
NFLXNetflix Inc	$4.41M	2.13%	0.00%	-24.9%	Q4 2020
MDLZMondelez International, Inc.	$4.32M	2.09%	0.01%	-4.6%	Q4 2020
CLColgate Palmolive Co	$4.08M	1.97%	0.01%	-18.3%	Q4 2020
MCDMcdonalds Corp	$4.07M	1.97%	0.00%	+1.6%	Q4 2020
SESea Ltd	$3.9M	1.89%	0.03%	+15.1%	Q3 2021
RACEFerrari N.V.	$3.79M	1.84%	0.01%	-29.0%	Q2 2021
UBERUber Technologies, Inc	$3.69M	1.79%	0.00%	-4.6%	Q4 2025
LOWLowes Companies Inc	$3.64M	1.76%	0.00%	-35.4%	Q4 2023
DEODiageo PLC	$2.46M	1.19%	0.00%	+2.5%	Q2 2024
MELIMercadolibre Inc	$2.45M	1.18%	0.00%	-50.3%	Q2 2021
DPZDominos Pizza Inc	$2.31M	1.12%	0.02%	-4.7%	Q4 2020
COINCoinbase Global, Inc.	$2.18M	1.06%	0.00%	-16.3%	Q3 2025
CCLCarnival Corp Ltd.	$1.88M	0.91%	0.01%	-46.1%	Q4 2023
Q4 2025Reported Feb 13, 202635 positions
WMTWalmart Inc.	$14.8M	6.31%	0.00%	-25.7%	Q2 2024
GOOGLAlphabet Inc.	$14.2M	6.06%	0.00%	-36.1%	Q4 2020
AMZNAmazon Com Inc	$13.7M	5.87%	0.00%	-34.6%	Q4 2020
METAMeta Platforms, Inc.	$12.7M	5.41%	Not reported	+110.6%	Q4 2020
COSTCostco Wholesale Corp	$12.3M	5.27%	0.00%	-2.3%	Q3 2024
PGPROCTER & GAMBLE Co	$11.1M	4.75%	0.00%	+56.6%	Q4 2023
VVisa Inc.	$9.46M	4.04%	0.00%	+27.7%	Q4 2020
KOCoca Cola Co	$9.29M	3.97%	0.00%	-13.5%	Q4 2020
HDHome Depot, Inc.	$9.21M	3.94%	0.00%	+54.9%	Q2 2024
TSLATesla, Inc.	$9.16M	3.92%	0.00%	-24.0%	Q4 2024
MAMastercard Inc	$8.68M	3.71%	0.00%	+16.7%	Q4 2020
BKNGBooking Holdings Inc.	$7.39M	3.16%	0.00%	+105.7%	Q4 2021
BABAAlibaba Group Holding Ltd	$6.83M	2.92%	0.00%	-24.3%	Q4 2020
RACEFerrari N.V.	$5.83M	2.49%	0.01%	+269.5%	Q2 2021
LOWLowes Companies Inc	$5.74M	2.45%	0.00%	+160.5%	Q4 2023
MELIMercadolibre Inc	$5.73M	2.45%	0.01%	+12.9%	Q2 2021
NFLXNetflix Inc	$5.73M	2.45%	0.00%	Not reported	Q4 2020
SHOPShopify Inc.	$5.51M	2.35%	0.01%	-12.5%	Q4 2024
SESea Ltd	$5.23M	2.23%	0.02%	+32.5%	Q3 2021
SPOTSpotify Technology S.A.	$5.09M	2.18%	0.00%	-1.0%	Q4 2020
MSFTMicrosoft Corp	$4.82M	2.06%	0.00%	New	Q4 2025
MUMicron Technology Inc	$4.73M	2.02%	0.00%	New	Q4 2025
CLColgate Palmolive Co	$4.62M	1.97%	0.01%	-1.5%	Q4 2020
UBERUber Technologies, Inc	$4.4M	1.88%	0.00%	New	Q4 2025
AXPAmerican Express Co	$4.37M	1.86%	0.00%	-1.4%	Q4 2024
MDLZMondelez International, Inc.	$4.23M	1.81%	0.01%	+48.1%	Q4 2020
CCLCarnival Corp Ltd.	$4.11M	1.76%	0.01%	+42.1%	Q4 2023
MCDMcdonalds Corp	$3.94M	1.68%	0.00%	-1.3%	Q4 2020
TSMTaiwan Semiconductor Manufacturing Co Ltd	$3.89M	1.66%	0.00%	New	Q4 2025
COINCoinbase Global, Inc.	$3.38M	1.44%	0.01%	+50.1%	Q3 2025
PINSPinterest, Inc.	$3.22M	1.37%	0.10%	+78.5%	Q4 2020
DISWalt Disney Co	$2.96M	1.26%	0.00%	-41.2%	Q4 2020
DPZDominos Pizza Inc	$2.82M	1.20%	0.02%	Not reported	Q4 2020
DEODiageo PLC	$2.78M	1.19%	0.00%	+55.0%	Q2 2024
RCLRoyal Caribbean Cruises Ltd	$2.13M	0.91%	0.00%	Not reported	Q3 2024
Q3 2025Reported Nov 14, 202532 positions
AMZNAmazon Com Inc	$20M	9.15%	0.00%	+7.6%	Q4 2020
WMTWalmart Inc.	$18.4M	8.43%	0.00%	+15.8%	Q2 2024
GOOGLAlphabet Inc.	$17.3M	7.91%	0.00%	-47.0%	Q4 2020
COSTCostco Wholesale Corp	$13.5M	6.21%	0.00%	-4.1%	Q3 2024
TSLATesla, Inc.	$11.9M	5.47%	0.00%	-11.4%	Q4 2024
BABAAlibaba Group Holding Ltd	$11M	5.04%	0.00%	+15.9%	Q4 2020
KOCoca Cola Co	$10.2M	4.67%	0.00%	+44.6%	Q4 2020
AAPLApple Inc.	$8.75M	4.01%	0.00%	+88.4%	Q4 2020
PGPROCTER & GAMBLE Co	$7.61M	3.49%	0.00%	-16.6%	Q4 2023
MAMastercard Inc	$7.4M	3.40%	0.00%	-4.7%	Q4 2020
VVisa Inc.	$7.21M	3.31%	0.00%	-4.7%	Q4 2020
HDHome Depot, Inc.	$7M	3.21%	0.00%	+1.4%	Q2 2024
METAMeta Platforms, Inc.	$6.69M	3.07%	Not reported	-57.8%	Q4 2020
SPOTSpotify Technology S.A.	$6.18M	2.83%	0.00%	+27.1%	Q4 2020
MELIMercadolibre Inc	$5.89M	2.70%	0.01%	+42.6%	Q2 2021
SHOPShopify Inc.	$5.82M	2.67%	0.01%	-44.5%	Q4 2024
SESea Ltd	$5.53M	2.53%	0.02%	+37.8%	Q3 2021
DISWalt Disney Co	$5.06M	2.32%	0.00%	+4.1%	Q4 2020
CLColgate Palmolive Co	$4.75M	2.18%	0.01%	-2.2%	Q4 2020
AXPAmerican Express Co	$3.98M	1.82%	0.00%	-4.2%	Q4 2024
MCDMcdonalds Corp	$3.96M	1.82%	0.00%	-23.5%	Q4 2020
BKNGBooking Holdings Inc.	$3.62M	1.66%	0.00%	+20.3%	Q4 2021
COINCoinbase Global, Inc.	$3.36M	1.54%	0.00%	New	Q3 2025
MDLZMondelez International, Inc.	$3.31M	1.52%	0.00%	-8.4%	Q4 2020
LULUlululemon athletica inc.	$3.17M	1.45%	0.02%	Not reported	Q4 2020
RLRalph Lauren Corp	$3.16M	1.45%	Not reported	New	Q3 2025
CCLCarnival Corp Ltd.	$2.74M	1.26%	0.01%	-23.3%	Q4 2023
LOWLowes Companies Inc	$2.3M	1.05%	0.00%	-49.3%	Q4 2023
PINSPinterest, Inc.	$2.24M	1.03%	0.05%	Not reported	Q4 2020
RACEFerrari N.V.	$2.07M	0.95%	0.00%	-68.1%	Q2 2021
CMGChipotle Mexican Grill Inc	$2.06M	0.95%	0.00%	Not reported	Q1 2021
DEODiageo PLC	$1.99M	0.91%	0.00%	Not reported	Q2 2024

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