Infusive Asset Management as of Dec. 31, 2022
Portfolio Holdings for Infusive Asset Management
Infusive Asset Management holds 14 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Lauder Estee Cos Cl A (EL) | 16.9 | $24M | 87k | 271.25 | |
| Paypal Holdings (PYPL) | 15.1 | $21M | 102k | 207.54 | |
| Amazon (AMZN) | 7.4 | $10M | 109k | 94.68 | |
| Mondelez Intl Cl A (MDLZ) | 7.2 | $10M | 80k | 126.10 | |
| Nike CL B (NKE) | 6.8 | $9.5M | 84k | 113.61 | |
| Alphabet Cap Stk Cl A (GOOGL) | 6.6 | $9.2M | 101k | 90.82 | |
| Apple (AAPL) | 6.0 | $8.4M | 64k | 132.39 | |
| Netflix (NFLX) | 5.9 | $8.3M | 37k | 222.13 | |
| Constellation Brands Cl A (STZ) | 5.9 | $8.2M | 36k | 230.43 | |
| Coca-Cola Company (KO) | 5.7 | $8.0M | 136k | 58.53 | |
| Ferrari Nv Ord (RACE) | 5.2 | $7.2M | 110k | 66.15 | |
| Lululemon Athletica (LULU) | 4.6 | $6.4M | 71k | 91.27 | |
| McDonald's Corporation (MCD) | 3.7 | $5.2M | 63k | 82.38 | |
| Meta Platforms Cl A (META) | 3.1 | $4.4M | 14k | 320.38 |
