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 | Open |
|---|---|---|---|---|---|
| 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% |
Portfolio Trend
6 quarters · across all stocks
Holdings in U
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $93,245,000 | 4,250,000 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $61,838,000 | 1,400,000 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $56,056,000 | 1,400,000 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $33,880,000 | 1,400,000 | Shares | Sole | 2025-08-14 | |
| No 13F history on record for this holder in this stock. | ||||||