Infinitum Asset Management

Infinitum Asset Management as of June 30, 2025

Portfolio Holdings for Infinitum Asset Management

Infinitum Asset Management holds 28 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Sea Sponsord Ads (SE) 19.4 $89M 558k 159.94
Arrivent Biopharma (AVBP) 16.2 $74M 3.4M 21.77
Taiwan Semiconductor Manufacturing Sponsored Ads (TSM) 8.6 $40M 175k 226.49
Unity Software (U) 7.4 $34M 1.4M 24.20
Amazon (AMZN) 6.0 $27M 125k 219.39
Confluent Class A Com (CFLT) 5.7 $26M 1.1M 24.93
Alphabet Cap Stk Cl C (GOOG) 3.9 $18M 100k 177.39
Gitlab Class A Com (GTLB) 3.6 $17M 370k 45.11
Mongodb Cl A (MDB) 2.7 $13M 60k 209.99
First Solar (FSLR) 2.7 $12M 75k 165.54
Trip 09/19/2025 Call 15 Long Option Calls Call Option (TRIP) 2.7 $12M 309k 40.00
Micron Technology (MU) 2.7 $12M 100k 123.25
Archer Aviation Com Cl A (ACHR) 2.6 $12M 1.1M 10.85
Advanced Micro Devices (AMD) 2.2 $9.9M 70k 141.90
Elastic Nv Ord Shs (ESTC) 1.8 $8.4M 100k 84.33
ASML Holding NV N Y Registry Shs (ASML) 1.7 $8.0M 10k 801.39
Biohaven (BHVN) 1.7 $7.8M 550k 14.11
Rh (RH) 1.6 $7.6M 40k 189.01
Datadog Cl A Com (DDOG) 1.5 $6.7M 50k 134.33
Manchester United Ord Cl A (MANU) 1.4 $6.6M 370k 17.81
Benitec Biopharma Com New (BNTC) 1.3 $5.9M 500k 11.70
89bio (ETNB) 1.1 $4.9M 500k 9.82
Meta Platforms Cl A (META) 0.6 $3.0M 4.0k 738.09
Chime Financial Com Shs Cl A (CHYM) 0.5 $2.4M 70k 34.51
Terns Pharmaceuticals (TERN) 0.2 $746k 200k 3.73
Y Mabs Therapeutics 0.2 $701k 156k 4.51
Karooooo Ord Shs (KARO) 0.1 $245k 5.0k 48.98
Srpt 08/15/2025 Call 50 Long Option Calls Call Option (SRPT) 0.0 $5.0k 1.0k 5.00