Infinitum Asset Management as of Dec. 31, 2025
Portfolio Holdings for Infinitum Asset Management
Infinitum Asset Management holds 18 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Sea Sponsord Ads (SE) | 19.0 | $128M | 1.0M | 127.57 | |
| Arrivent Biopharma (AVBP) | 12.3 | $83M | 4.1M | 20.12 | |
| Biohaven (BHVN) | 10.4 | $71M | 6.3M | 11.29 | |
| Unity Software (U) | 9.2 | $62M | 1.4M | 44.17 | |
| Figure Technology Solutions Com Cl A (FIGR) | 8.0 | $54M | 1.3M | 40.84 | |
| Taiwan Semiconductor Manufacturing Sponsored Ads (TSM) | 7.9 | $53M | 175k | 303.89 | |
| Gitlab Class A Com (GTLB) | 7.8 | $53M | 1.4M | 37.53 | |
| Confluent Class A Com (CFLT) | 5.6 | $38M | 1.3M | 30.24 | |
| NVIDIA Corporation (NVDA) | 5.5 | $37M | 200k | 186.50 | |
| Alphabet Cap Stk Cl C (GOOG) | 4.6 | $31M | 100k | 313.80 | |
| Amazon (AMZN) | 4.3 | $29M | 125k | 230.82 | |
| Benitec Biopharma Com New (BNTC) | 1.8 | $12M | 899k | 13.47 | |
| Archer Aviation Com Cl A (ACHR) | 1.2 | $8.4M | 1.1M | 7.52 | |
| Tripadvisor (TRIP) | 0.8 | $5.5M | 381k | 14.56 | |
| Synopsys (SNPS) | 0.7 | $4.7M | 10k | 469.72 | |
| Manchester United Ord Cl A (MANU) | 0.5 | $3.1M | 192k | 15.92 | |
| Meta Platforms Cl A (META) | 0.4 | $2.6M | 4.0k | 660.09 | |
| Dkng 01/16/2026 Call 35 Call (DKNG) | 0.1 | $450k | 500k | 0.90 |
