13F HOLDINGS REPORT
Infusive Asset Management Inc.
Quarter ended Q4 2023 · Filed November 13, 2023 · Accession 0001749333-23-000010
Total Value
$154.6M
Positions
13
Other Managers
0
Confidential Omitted
No
Holdings (13)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AMAZON COM INC | AMZN | 141,971 | $18.0M | 11.68% |
| 2 | NETFLIX INC | NFLX | 43,577 | $16.5M | 10.65% |
| 3 | ALPHABET INC | GOOG | 118,636 | $15.5M | 10.04% |
| 4 | CONSTELLATION BRANDS INC | STZ | 59,474 | $14.9M | 9.67% |
| 5 | MONDELEZ INTL INC | 609207105 | 196,331 | $13.6M | 8.82% |
| 6 | MCDONALDS CORP | MCD | 50,067 | $13.2M | 8.53% |
| 7 | NIKE INC | NKE | 123,920 | $11.8M | 7.67% |
| 8 | FERRARI NV | RACE | 33,689 | $10.0M | 6.44% |
| 9 | STARBUCKS CORP | SBUX | 108,700 | $9.9M | 6.42% |
| 10 | LAUDER ESTEE COS INC | 518439104 | 61,320 | $8.9M | 5.73% |
| 11 | COCA COLA CO | KO | 154,521 | $8.7M | 5.60% |
| 12 | LULULEMON ATHLETICA INC | LULU | 17,948 | $6.9M | 4.48% |
| 13 | PEPSICO INC USD0.017 | PEP | 39,033 | $6.6M | 4.28% |