INFINITUM ASSET MANAGEMENT, LLC: 13F holdings
CIK 20580932026Q2
| Positions | 17 |
|---|
| Reported value | $988.9m |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 17 (-5 vs prior quarter) |
|---|
| Reported value | $988.9m (+23.5%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SE Sea Ltd | 2,708,800 | $201.6m | 20.4% |
| AVBP Arrivent Biopharma Inc | 4,438,384 | $154.2m | 15.6% |
| U Unity Software Inc | 4,250,000 | $121.5m | 12.3% |
| Biohaven Ltd | 6,250,000 | $93.0m | 9.4% |
| MANE Veradermics Inc | 731,149 | $89.9m | 9.1% |
| TSM Taiwan Semiconductor Manufacturing Co Ltd | 175,000 | $83.6m | 8.5% |
| GTLB Gitlab Inc | 2,177,724 | $62.9m | 6.4% |
| FIGR Figure Technology Solutions Inc | 1,600,000 | $49.1m | 5.0% |
| NVDA NVIDIA Corp | 200,000 | $40.0m | 4.0% |
| RDDT Reddit Inc | 125,000 | $21.7m | 2.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2058093")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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