Institutions / Infinitum Asset Management, LLC

Infinitum Asset Management, LLC

CIK 2058093 · Institution · as of Dec 31, 2025

Portfolio value

$675.80M

Positions

As of

Dec 31, 2025

Top holdings

Dec 31, 2025

Company	Class	Value	Shares	% of portfolio
Sea Ltd	—	$128.40M	1,006,500	19.0%
Arrivent Biopharma IncAVBP	Common Stock	$82.97M	4,123,923	12.3%
Biohaven Ltd.	—	$70.56M	6,250,000	10.4%
Unity Software Inc.	—	$61.84M	1,400,000	9.2%
Figure Technology Solutions, Inc.	—	$54.11M	1,325,000	8.0%
Taiwan Semiconductor Manufacturing Co LtdTSM	ADR	$53.18M	175,000	7.9%
Gitlab Inc.	—	$52.54M	1,400,000	7.8%
Confluent, Inc.	—	$37.80M	1,250,000	5.6%
NVIDIA Corp	—	$37.30M	200,000	5.5%
Alphabet Inc.	—	$31.38M	100,000	4.6%
Amazon.com Inc	—	$28.85M	125,000	4.3%
Benitec Biopharma Inc.BNTC	Common Stock	$12.11M	898,871	1.8%
Archer Aviation Inc.	—	$8.36M	1,112,187	1.2%
TripAdvisor, Inc.	—	$5.54M	380,500	0.8%
Synopsys Inc	—	$4.70M	10,000	0.7%
Manchester United PLC	—	$3.06M	192,000	0.5%
Meta Platforms Inc	—	$2.64M	4,000	0.4%
DraftKings Inc.	—	$450.0K	500,000	0.1%

Activity

Dec 31, 2025

InsidersInstitutions

This fund's 13F position changes — what it's buying and selling.

No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.