Investor
INFINITUM ASSET MANAGEMENT, LLC
CIK 0002058093 · filed 2026-05-15 · SEC filing
13F book
$800.7M
Positions
21
5 new · 2 sold
Largest name
20.8%
Sea Ltd · SE
Est. mark
−$121.7M
Price effect on 16 names still held. Flow $245M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Sea Ltd | SE | 2.01M | $166.2M | 20.8% | −$45.1M | Added$37.8M |
| ArriVent BioPharma, Inc. | AVBP | 4.15M | $95.7M | 12.0% | $12.2M | Added$12.7M |
| Unity Software Inc. | U | 4.25M | $93.2M | 11.6% | −$31.1M | Added$31.4M |
| Taiwan Semiconductor Mfg Ltd | — | 175K | $59.1M | 7.4% | $5.96M | Held |
| Biohaven Ltd. | BHVN | 6.25M | $52.9M | 6.6% | −$17.7M | Held |
| Gitlab Inc. | GTLB | 2.25M | $48.7M | 6.1% | −$22.2M | Added−$3.85M |
| Veradermics, Inc | MANE | 731.1K | $46.2M | 5.8% | — | New |
| Figure Technology Solutio | — | 1.25M | $42.4M | 5.3% | −$8.61M | Cut−$11.7M |
| Applovin Corp | APP | 100K | $39.8M | 5.0% | — | New |
| Nvidia Corp | NVDA | 200K | $34.9M | 4.4% | −$2.42M | Held |
| Amazon Com Inc | AMZN | 125K | $26M | 3.3% | −$2.82M | Held |
| Alphabet Inc | — | 85K | $24.4M | 3.0% | −$2.29M | Cut−$6.99M |
| Reddit, Inc. | RDDT | 125K | $16.8M | 2.1% | — | New |
| CoreWeave, Inc. | CRWV | 150K | $11.6M | 1.5% | — | New |
| Benitec Biopharma Inc. | BNTC | 923K | $9.83M | 1.2% | −$2.53M | Added−$2.28M |
| Wix.com Ltd. | WIX | 100K | $9.01M | 1.1% | — | New |
| Manchester Utd Plc New | — | 370K | $6.22M | 0.8% | $172.8K | Added$3.17M |
| Archer Aviation Inc | — | 1.11M | $5.75M | 0.7% | −$2.61M | Held |
| TripAdvisor, Inc. | TRIP | 380.5K | $4.06M | 0.5% | −$1.48M | Held |
| Synopsys Inc | SNPS | 10K | $3.96M | 0.5% | −$732.4K | Held |
| Meta Platforms, Inc. | META | 4K | $2.29M | 0.3% | −$351.8K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.