Long-term investor
Infusive Asset Management Inc. @infusiveassetmanagementi
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001749333).
Record
- Tracked since 2025-12-31 (257 days), 36 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all -3.9%
- Max drawdown n/a · win rate 8% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- MSFT · 7.7% · long · since 2025-12-31
- WMT · 6.7% · long · since 2025-12-31
- AMZN · 6.5% · long · since 2025-12-31
- GOOGL · 6.5% · long · since 2025-12-31
- NVDA · 5.6% · long · since 2026-03-31
- COST · 5.2% · long · since 2025-12-31
- AXP · 4.7% · long · since 2025-12-31
- V · 4.6% · long · since 2025-12-31
- MA · 4.5% · long · since 2025-12-31
- BKNG · 4.2% · long · since 2025-12-31
- MCD · 4.2% · long · since 2025-12-31
- AAPL · 4.1% · long · since 2026-03-31