Holdings
Infusive Asset Management Inc.
As of Jun 30, 2026, Infusive Asset Management Inc. reported 27 positions worth US$209M. Largest: Microsoft Corp., Walmart Inc. and Amazon.com, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Microsoft Corp. | 45,288 | US$16.9M | +7,680 | Jun 30, 2026 |
| Walmart Inc. | 130K | US$14.8M | +26,955 | Jun 30, 2026 |
| Amazon.com, Inc. | 60,176 | US$14.3M | −6,091 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 39,993 | US$14.3M | −3,395 | Jun 30, 2026 |
| Nvidia Corporation | 61,196 | US$12.2M | +35,062 | Jun 30, 2026 |
| Costco Wholesale Corporation | 12,241 | US$11.5M | +2,267 | Jun 30, 2026 |
| American Express Company | 30,231 | US$10.2M | +8,039 | Jun 30, 2026 |
| Visa Inc. | 29,345 | US$10.1M | +3,600 | Jun 30, 2026 |
| Mastercard Incorporated | 19,410 | US$9.97M | +2,128 | Jun 30, 2026 |
| Booking Holdings Inc. Common Stock | 52,272 | US$9.32M | +49,921 | Jun 30, 2026 |