INFINITUM ASSET MANAGEMENT, LLC

Q4 2025 13F Holdings

  • Location
    fort lauderdale, FL
  • Num holdings

    18

  • Value ($000)

    $675,797

  • Date Filed
    02/17/2026
  • Form type
    13F-HR
  • CIK
    0002058093
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
SE

Sea Ltd

SPONSORD ADS
$128.4M
19 %

1,006,500

AVBP

Arrivent Biopharma Inc

COM
$82.97M
12 %

4,123,923

---

Biohaven Ltd

COM
$70.56M
10 %

6,250,000

U

Unity Software Inc

COM
$61.84M
9 %

1,400,000

---

Figure Technology Solutions Inc

COM CL A
$54.11M
8 %

1,325,000

TSM

Taiwan Semiconductor Manufacturing Co Ltd

SPONSORED ADS
$53.18M
8 %

175,000

GTLB

Gitlab Inc

CLASS A COM
$52.54M
8 %

1,400,000

CFLT

Confluent Inc

CLASS A COM
$37.8M
6 %

1,250,000

NVDA

NVIDIA Corp

COM
$37.3M
6 %

200,000

GOOG

ALPHABET INC

CAP STK CL C
$31.38M
5 %

100,000

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