INFINITUM ASSET MANAGEMENT, LLC 13F Holdings
CIK 0002058093 · FORT LAUDERDALE, FL
As of Sep 30, 2025, INFINITUM ASSET MANAGEMENT, LLC reported 20 positions worth $543.8M in its SEC Form 13F filing.
Top 20 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| SEA LTD | SE | Consumer Cyclical | 508,088 | $90.8M | 16.70% |
| ARRIVENT BIOPHARMA INC | AVBP | Healthcare | 3,868,923 | $71.4M | 13.13% |
| UNITY SOFTWARE INC | U | Technology | 1,400,000 | $56.1M | 10.31% |
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | TSM | Technology | 175,000 | $48.9M | 8.99% |
| GITLAB INC | GTLB | Technology | 965,166 | $43.5M | 8.00% |
| FIGURE TECHNOLOGY SOLUTIO | FIGR | Financial Services | 1,150,000 | $41.8M | 7.69% |
| AMAZON.COM INC | AMZN | Equity | 125,000 | $27.4M | 5.05% |
| BIOHAVEN LTD | BHVN | Healthcare | 1,700,000 | $25.5M | 4.69% |
| CONFLUENT INC | CFLT | Technology | 1,250,000 | $24.8M | 4.55% |
| ALPHABET INC | GOOG | Equity | 100,000 | $24.4M | 4.48% |
| FIGMA INC | FIG | Technology | 400,000 | $20.7M | 3.82% |
| FIRST SOLAR INC | FSLR | Technology | 75,000 |