INFINITUM ASSET MANAGEMENT, LLC
Q2 2025 13F Holdings
- Locationfort lauderdale, FL
- Num holdings
29
- Value ($000)
$451,528
- Date Filed08/13/2025
- Form type13F-HR
- CIK0002058093
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SE Sea Ltd | SPONSORD ADS | 81141R100 | $89.26 M | 20 % | 558,088 | ||
AVBP Arrivent Biopharma Inc | COM | 04272N102 | $74.43 M | 17 % | 3,418,923 | ||
TSM Taiwan Semiconductor Manufacturing Co Ltd | SPONSORED ADS | 874039100 | $39.64 M | 9 % | 175,000 | ||
U Unity Software Inc | COM | 91332U101 | $33.88 M | 8 % | 1,400,000 | ||
AMZN Amazon.Com Inc | COM | 023135106 | $27.42 M | 6 % | 125,000 | ||
CFLT Confluent Inc | CLASS A COM | 20717M103 | $26.18 M | 6 % | 1,050,000 | ||
GOOG ALPHABET INC | CAP STK CL C | 02079K107 | $17.74 M | 4 % | 100,000 | ||
GTLB Gitlab Inc | CLASS A COM | 37637K108 | $16.69 M | 4 % | 370,000 | ||
MDB Mongodb Inc | CL A | 60937P106 | $12.60 M | 3 % | 60,000 | ||
FSLR First Solar Inc | COM | 336433107 | $12.42 M | 3 % | 75,000 |
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