§ 13F · FUND PROFILE
INFINITUM ASSET MANAGEMENT, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 18Turnover · — · Q4Filed · Feb 17, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$675.8T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SE | Sea Ltd | 1.01M | $128.4T | 19.0% | NEW |
| 2 | AVBP | Arrivent Biopharma Inc | 4.12M | $83.0T | 12.3% | NEW |
| 3 | BHVN | Biohaven Ltd | 6.25M | $70.6T | 10.4% | NEW |
| 4 | U | Unity Software Inc | 1.40M | $61.8T | 9.2% | NEW |
| 5 | FIGR | Figure Technology Solutions Inc | 1.32M | $54.1T | 8.0% | NEW |
| 6 | TSM | Taiwan Semiconductor Manufacturing Co Ltd | 175K | $53.2T | 7.9% | NEW |
| 7 | GTLB | Gitlab Inc | 1.40M | $52.5T | 7.8% | NEW |
| 8 | 8QR | Confluent Inc | 1.25M | $37.8T | 5.6% | NEW |
| 9 | NVDA | NVIDIA Corp | 200K | $37.3T | 5.5% | NEW |
| 10 | GOOG | ALPHABET INC | 100K | $31.4T | 4.6% | NEW |
§ 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
2 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed