Infinitum Asset Management
$983M 13F equity value
22 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Infinitum Asset Management covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| SE | Sea Ltd | 2,708,800 | $202M | 20.5% |
| AVBP | Arrivent Biopharma Inc | 4,438,384 | $154M | 15.7% |
| U | Unity Software Inc | 4,250,000 | $121M | 12.4% |
| BHVN | Biohaven Ltd | 6,250,000 | $93M | 9.5% |
| MANE | Veradermics Inc | 731,149 | $90M | 9.1% |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | 175,000 | $84M | 8.5% |
| GTLB | Gitlab Inc | 2,177,724 | $57M | 5.8% |
| FIGR | Figure Technology Solutions Inc | 1,600,000 | $49M | 5.0% |
| NVDA | NVIDIA Corp | 200,000 | $40M | 4.1% |
| RDDT | Reddit Inc | 125,000 | $22M | 2.2% |
Track Infinitum Asset Management's 13F portfolio: $983M in reported holdings, 22 positions. Top holdings and quarterly changes on SentiSense.
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