Infinitum Asset Management as of March 31, 2025
Portfolio Holdings for Infinitum Asset Management
Infinitum Asset Management holds 25 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Sea Sponsord Ads (SE) | 21.4 | $66M | 507k | 130.49 | |
| Arrivent Biopharma (AVBP) | 12.4 | $38M | 2.1M | 18.49 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 9.4 | $29M | 175k | 166.00 | |
| Amazon (AMZN) | 7.7 | $24M | 125k | 190.26 | |
| Coreweave Com Cl A (CRWV) | 6.0 | $19M | 500k | 37.08 | |
| Benitec Biopharma Com New (BNTC) | 4.7 | $15M | 1.1M | 13.01 | |
| Confluent Class A Com (CFLT) | 4.2 | $13M | 550k | 23.44 | |
| Gitlab Class A Com (GTLB) | 3.8 | $12M | 250k | 47.00 | |
| Mongodb Cl A (MDB) | 3.4 | $11M | 60k | 175.40 | |
| Elastic N V Ord Shs (ESTC) | 2.9 | $8.9M | 100k | 89.10 | |
| NVIDIA Corporation (NVDA) | 2.8 | $8.7M | 80k | 108.38 | |
| Archer Aviation Com Cl A (ACHR) | 2.6 | $7.9M | 1.1M | 7.11 | |
| Alphabet Cap Stk Cl C (GOOG) | 2.5 | $7.8M | 50k | 156.23 | |
| Biohaven (BHVN) | 2.3 | $7.2M | 300k | 24.04 | |
| Advanced Micro Devices (AMD) | 2.3 | $7.2M | 70k | 102.74 | |
| Micron Technology (MU) | 2.3 | $7.0M | 80k | 86.89 | |
| Asml Holding N V N Y Registry Shs (ASML) | 2.1 | $6.6M | 10k | 662.63 | |
| Datadog Cl A Com (DDOG) | 1.6 | $5.0M | 50k | 99.21 | |
| Manchester Utd Ord Cl A (MANU) | 1.6 | $4.8M | 370k | 13.09 | |
| 89bio (ETNB) | 1.2 | $3.6M | 500k | 7.27 | |
| Tripadvisor (TRIP) | 0.9 | $2.8M | 200k | 14.17 | |
| Meta Platforms Cl A (META) | 0.7 | $2.3M | 4.0k | 576.36 | |
| Sailpoint (SAIL) | 0.6 | $1.9M | 100k | 18.75 | |
| Y Mabs Therapeutics | 0.2 | $689k | 156k | 4.43 | |
| Terns Pharmaceuticals (TERN) | 0.2 | $552k | 200k | 2.76 |
