INFINITUM ASSET MANAGEMENT, LLC
Top Portfolio Positions
20 positions ·
$774,720,096 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| SE |
Sea Ltd
Consumer Cyclical
|
2,006,500 | $166,158,265 | 21.45% |
| AVBP |
ArriVent BioPharma, Inc.
Healthcare
|
4,148,923 | $95,715,653 | 12.35% |
| U |
Unity Software Inc.
Technology
|
4,250,000 | $93,245,000 | 12.04% |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
175,000 | $59,141,250 | 7.63% |
| BHVN |
Biohaven Ltd.
Healthcare
|
6,250,000 | $52,875,000 | 6.83% |
| GTLB |
Gitlab Inc.
Technology
|
2,250,000 | $48,690,000 | 6.28% |
| MANE |
Veradermics, Inc
Healthcare
|
731,149 | $46,172,059 | 5.96% |
| FIGR |
Figure Technology Solutions, Inc.
Financial Services
|
1,250,000 | $42,437,500 | 5.48% |
| APP |
AppLovin Corp
Communication Services
|
100,000 | $39,800,000 | 5.14% |
| NVDA |
Nvidia Corp
Technology
|
200,000 | $34,880,000 | 4.50% |
Holdings in FIGR
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $42,437,500 | 1,250,000 | Shares | Sole | 2026-05-15 | |
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