Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Infusive Asset Management Inc. (CIK 1749333) reported $206.6M across 32 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: MSFT ($13.9M, 6.74%), AMZN ($13.8M, 6.68%), WMT ($12.9M, 6.23%), GOOGL ($12.5M, 6.04%), META ($11.1M, 5.36%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | $13.9M | 6.74% | 37,608 | Added |
| 2 | AMZN | AMAZON COM INC | $13.8M | 6.68% | 66,267 | Added |
| 3 | WMT | WALMART INC | $12.9M | 6.23% | 103,536 | Trimmed |
| 4 | GOOGL | ALPHABET INC | $12.5M | 6.04% | 43,388 | Trimmed |
| 5 | META | META PLATFORMS INC | $11.1M | 5.36% | 19,344 | Added |
| 6 | COST | COSTCO WHOLESALE CORPORATION | $9.9M | 4.81% | 9,974 | Trimmed |
| 7 | BKNG | BOOKING HOLDINGS INC | $9.9M | 4.79% | 2,351 | Added |
| 8 | AAPL | APPLE INC | $9.6M | 4.67% | 38,011 | New |
| 9 | MA | MASTERCARD INCORPORATED | $8.6M | 4.18% | 17,282 | Added |
| 10 | PG | PROCTER & GAMBLE CO | $8.2M | 3.99% | 57,043 | Trimmed |
| 11 | V | VISA INC | $7.8M | 3.77% | 25,745 | Trimmed |
| 12 | KO | COCA COLA CO | $7.3M | 3.55% | 96,519 | Trimmed |
| 13 | AXP | AMERICAN EXPRESS CO | $6.7M | 3.25% | 22,192 | Added |
| 14 | TSLA | TESLA INC | $5.9M | 2.86% | 15,906 | Trimmed |
| 15 | BABA | ALIBABA GROUP HLDG LTD | $5.3M | 2.58% | 42,547 | Trimmed |
| 16 | HD | HOME DEPOT INC | $5.2M | 2.50% | 15,725 | Trimmed |
| 17 | SHOP | SHOPIFY INC | $5.2M | 2.50% | 43,611 | Added |
| 18 | SPOT | SPOTIFY TECHNOLOGY S A | $5.0M | 2.41% | 10,275 | Added |
| 19 | NVDA | NVIDIA CORPORATION | $4.6M | 2.21% | 26,134 | New |
| 20 | NFLX | NETFLIX INC. | $4.4M | 2.13% | 45,873 | Trimmed |
| 21 | MDLZ | MONDELEZ INTL INC | $4.3M | 2.09% | 74,924 | Trimmed |
| 22 | MCD | MCDONALDS CORP | $4.1M | 1.97% | 13,082 | Added |
| 23 | CL | COLGATE PALMOLIVE CO | $4.1M | 1.97% | 47,816 | Trimmed |
| 24 | SE | SEA LTD | $3.9M | 1.89% | 47,146 | Added |
| 25 | RACE | FERRARI N V | $3.8M | 1.84% | 11,205 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31