Investing in the Future: Infusive Asset Management Inc. Q3 2022 vs. Q4 2022 13F Holdings Comparison

As an investor, keeping an eye on market trends is vital. Understanding how trends are changing can give you valuable insights into which investments may be worth considering. Infusive Asset Management Inc. has recently released its Q3 2022 vs. Q4 2022 13F holdings comparison, and it contains some interesting changes worth noting.

In this blog post, we will discuss the changes in holdings of this fund, categorized by the issuer name. We'll delve deeper into the changes, exploring companies that have moved up in value, down in value, and companies that have made their debut appearance on the list.

Changes in Value - Upward Trend:

- Amazon.com, Inc. (AMZN) : Amazon's position increased by 70%, with a 43.5% gain in value in Q4 2022.

- PayPal Holdings, Inc. (PYPL) : Infusive Asset Management's investment in PayPal was divided into two options: one call option, with an increase of 158.2% in value, and one put option, with a 137% gain in value.

- Mondelez International, Inc. (MDLZ) : Mondelez was another notable company that saw a significant uptick, with a 30% increase in value.

- Ferrari NV (RACE) : Ferrari also makes the list with a 102.5% increase in value and 6 positions in Q4.

New Entrants:

- Meta Platforms, Inc. (META) : Meta Platforms, Inc. made its first appearance on the Infusive Asset Management's list with a value of $4,405, representing a 20.6% increase from its previous holding.

- Alibaba Group Holding, Ltd. (BABA) : Alibaba appeared on the list, but with the unfortunate news of its stock value decreasing to zero, it now faces a 100% loss in holdings.

Companies that Decreased in Value:

- Estée Lauder Companies, Inc. (EL) : Estée Lauder had two options invested, one call option, and one standard share, both experiencing a decline in value. The call option saw a loss of 8.2%, while the standard share lost 127.3%.

- McDonald's Corp. (MCD) : McDonald's Corp. value decreased by 51.7%, with only 46595 shares in Q3 and an increase to 62975 in Q4.

- The TJX Companies, Inc. (TJX), Starbucks Corp. (SBUX), Coca-Cola Co. (KO) Alibaba Group Holding, Ltd. (BABA) : Unfortunately, these companies all experienced a 100% decrease in holdings.

Conclusion:

Infusive Asset Management's Q3 2022 vs. Q4 2022 13F holdings comparison reveals some significant changes in value and holdings. While some positions have flourished, others have experienced setbacks. It's important to keep track of the trend, weigh individual market factors, and make informed decisions as an investor. As always, we recommend consulting with a financial advisor before making any investment decisions.