§ 13F · FUND PROFILE
INFINITUM ASSET MANAGEMENT, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 22Turnover · — · Q1Filed · May 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$125M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | SE | SEA LTD | 2.01M | $166M | 20.8% | +99% |
| 2 | AVBP | ARRIVENT BIOPHARMA INC | 4.15M | $96M | 12.0% | +1% |
| 3 | U | UNITY BANCORP INC | 4.25M | $93M | 11.6% | +204% |
| 4 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 175K | $59M | 7.4% | ±0% |
| 5 | BHVN | BIOHAVEN LTD | 6.25M | $53M | 6.6% | ±0% |
| 6 | GTLB | GITLAB INC | 2.25M | $49M | 6.1% | +61% |
| 7 | MANE | VERADERMICS INC | 731K | $46M | 5.8% | NEW |
| 8 | FIGR | FIGURE TECHNOLOGY SOLUTIO | 1.25M | $42M | 5.3% | −6% |
| 9 | APP | APPLOVIN CORP | 100K | $40M | 5.0% | NEW |
| 10 | NVDA | NVIDIA CORPORATION | 200K | $35M | 4.4% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE INFINITUM SIGNAL
AC read
INFINITUM ASSET MANAGEMENT, LLC is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed