Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
---|---|---|---|
AMAZON COM INC | 139,049 | -2,922 | $21,127 |
AMZN | 139,049 | -2,922 | $21,127 |
NETFLIX INC | 39,479 | -4,098 | $19,222 |
NFLX | 39,479 | -4,098 | $19,222 |
ALPHABET INC | 134,268 | +15,632 | $18,756 |
GOOGL | 134,268 | +15,632 | $18,756 |
DOLLAR GENERAL CORP | 134,910 | +134,910 | $18,341 |
DG | 134,910 | +134,910 | $18,341 |
PEPSICO INC USD0.017 | 102,580 | +63,547 | $17,422 |
PEP | 102,580 | +63,547 | $17,422 |
MCDONALDS CORP | 50,262 | +195 | $14,903 |
MCD | 50,262 | +195 | $14,903 |
ELECTRONIC ARTS INC | 88,535 | +88,535 | $12,112 |
EA | 88,535 | +88,535 | $12,112 |
LOWE S COS INC USD0.5 | 51,144 | +51,144 | $11,382 |
LOW | 51,144 | +51,144 | $11,382 |
NIKE INC | 101,807 | -22,113 | $11,053 |
NKE | 101,807 | -22,113 | $11,053 |
MONDELEZ INTL INC | 145,668 | -50,663 | $10,551 |
MDLZ | 145,668 | -50,663 | $10,551 |
COCA COLA CO | 178,996 | +24,475 | $10,548 |
KO | 178,996 | +24,475 | $10,548 |
CONSTELLATION BRANDS INC | 42,683 | -16,791 | $10,319 |
STZ | 42,683 | -16,791 | $10,319 |
PROCTER & GAMBLE CO THE NPV | 69,828 | +69,828 | $10,233 |
PG | 69,828 | +69,828 | $10,233 |
META PLATFORMS INC | 26,770 | +26,770 | $9,476 |
META | 26,770 | +26,770 | $9,476 |
MASTERCARD INC | 17,464 | +17,464 | $7,449 |
MA | 17,464 | +17,464 | $7,449 |
FERRARI NV | 20,437 | -13,252 | $6,916 |
RACE | 20,437 | -13,252 | $6,916 |
STARBUCKS CORP | 56,557 | -52,143 | $5,430 |
SBUX | 56,557 | -52,143 | $5,430 |
See Full List: All Stocks Held By Infusive Asset Management Inc.
— Including:
Biggest new positions
Biggest exits
Biggest increased positions
Biggest decreased positions
See Details: Top 10 Stocks Held By Infusive Asset Management Inc.
Size ($ in 1000's)
At 12/31/2023: $220,630 At 09/30/2023: $154,565 Infusive Asset Management Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Infusive Asset Management Inc. 13F filings. Link to 13F filings: SEC filings |