INFINITUM ASSET MANAGEMENT, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
IA INFINITUM ASSET MANAGEMENT, LLC | Institutional Filer | ▲ 18.25% | $799.1M | 21 |
Current Portfolio Holdings
Showing all 21 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | SE | Sea Limited | Consumer Cyclical | 2.0M | $166.2M | 20.79% |
| 2 | AVBP | ArriVent BioPharma, Inc. Common Stock | Healthcare | 4.1M | $95.7M | 11.98% |
| 3 | U | Unity Software Inc. | Technology | 4.3M | $93.2M | 11.67% |
| 4 | TSM | Taiwan Semiconductor Manufacturing Company Limited | Technology | 175K | $59.1M | 7.40% |
| 5 | BHVN | Biohaven Ltd. | Healthcare | 6.3M | $52.9M | 6.62% |
| 6 | GTLB | GitLab Inc. | Technology | 2.3M | $48.7M | 6.09% |
| 7 | MANE | VERADERMICS INC | — | 731K | $46.2M | 5.78% |
| 8 | FIGR | Figure Technology Solutions, Inc. Class A Common Stock | Financial Services | 1.3M | $42.4M | 5.31% |
| 9 | APP | AppLovin Corporation | Technology | 100K | $39.8M | 4.98% |
| 10 | NVDA | NVIDIA Corporation | Technology | 200K | $34.9M | 4.36% |
| 11 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 125K | $26.0M | 3.26% |
| 12 | GOOG | Alphabet Inc. | Technology | 85K | $24.4M | 3.05% |
| 13 | RDDT | Reddit, Inc. | Communication Services | 125K | $16.8M | 2.11% |
| 14 | CRWV | CoreWeave, Inc. Class A Common Stock | Technology | 150K | $11.6M | 1.45% |
| 15 | BNTC | Benitec Biopharma Inc. | Healthcare | 923K | $9.8M | 1.23% |
Showing 1 to 15 of 21 holdings