Infusive Asset Management as of March 31, 2023
Portfolio Holdings for Infusive Asset Management
Infusive Asset Management holds 14 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Mondelez Intl Cl A (MDLZ) | 10.7 | $12M | 224k | 54.92 | |
| Paypal Holdings (PYPL) | 10.4 | $12M | 45k | 267.30 | |
| Constellation Brands Cl A (STZ) | 9.4 | $11M | 68k | 157.36 | |
| Netflix (NFLX) | 9.2 | $11M | 66k | 161.07 | |
| Lauder Estee Cos Cl A (EL) | 7.8 | $9.0M | 46k | 193.01 | |
| Nike CL B (NKE) | 7.8 | $8.9M | 141k | 63.25 | |
| Amazon (AMZN) | 7.7 | $8.9M | 117k | 75.87 | |
| Coca-Cola Company (KO) | 7.2 | $8.2M | 142k | 58.05 | |
| Lululemon Athletica (LULU) | 6.4 | $7.4M | 120k | 61.52 | |
| Ferrari Nv Ord (RACE) | 6.4 | $7.4M | 56k | 132.06 | |
| Alphabet Cap Stk Cl A (GOOGL) | 5.8 | $6.7M | 89k | 75.10 | |
| TJX Companies (TJX) | 5.1 | $5.9M | 126k | 46.55 | |
| Apple (AAPL) | 5.0 | $5.7M | 53k | 108.78 | |
| Meta Platforms Cl A (META) | 1.1 | $1.3M | 3.5k | 364.19 |
