§ 13F · FUND PROFILE
INFINITUM ASSET MANAGEMENT, LLC.
AUM · $983M (13F)Positions · 20Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$14M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SE | Sea Ltd | 2.01M | $192M | 19.6% | +35% |
| 2 | AVBP | Arrivent Biopharma Inc | 4.44M | $154M | 15.7% | +7% |
| 3 | U | Unity Software Inc | 4.25M | $121M | 12.4% | ±0% |
| 4 | BHVN | Biohaven Ltd | 6.25M | $93M | 9.5% | ±0% |
| 5 | MANE | Veradermics Inc | 731K | $90M | 9.1% | ±0% |
| 6 | TSM | Taiwan Semiconductor Manufacturing Co Ltd | 175K | $84M | 8.5% | ±0% |
| 7 | GTLB | Gitlab Inc | 1.80M | $55M | 5.6% | −3% |
| 8 | FIGR | Figure Technology Solutions Inc | 1.60M | $49M | 5.0% | +28% |
| 9 | NVDA | NVIDIA Corp | 200K | $40M | 4.1% | ±0% |
| 10 | RDDT | Reddit Inc | 125K | $22M | 2.2% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE INFINITUM SIGNAL
AC read
INFINITUM ASSET MANAGEMENT, LLC is a Other fund managing $983 million in assets. The fund runs a focused portfolio of just 20 positions.
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