Infusive Asset Management Inc.
Infusive Asset Management Inc. is a boutique asset management firm headquartered in New York, NY. Founded in Delaware, it manages over $317 million in assets as of July 2025 and is registered with the SEC. The firm specializes in serving institutional pooled investment vehicles and maintains a focused staff of only two employees, reflecting a lean operational model. Its clients are primarily non-U.S. persons, and the firm's investment activities are almost entirely discretionary.
Investment Strategy
Infusive Asset Management Inc. manages pooled investment vehicles with a strategy focused on public equities, as reflected in significant holdings such as Alphabet, Amazon, Facebook, Costco, Walmart, and other large-cap consumer and technology companies. The firm builds highly concentrated portfolios, favoring discretionary management, and appears to cater mainly to non-U.S. institutional clients. The philosophy centers on identifying globally recognized brands with resilient, consumer-focused business models.
Top Holdings
Equity Positions (32)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
G GOOGL | ALPHABET INC | 10.51% | $23.6M | 133,758 | $148.97 | $176.23 | +$10.9M |
A AMZN | AMAZON COM INC | 8.27% | $18.5M | 84,525 | $149.71 | $219.39 | +$3.4M |
M META | META PLATFORMS INC | 7.10% | $15.9M | 21,575 | $447.19 | $738.09 | +$2.3M |
C COST | COSTCO WHSL CORP NEW | 6.73% | $15.1M | 15,259 | $921.35 | $989.94 | +$1.2M |
W WMT | WALMART INC | 6.71% | $15.1M | 153,957 | $81.96 | $97.78 | +$770.6K |