Infinitum Asset Management as of March 31, 2026
Portfolio Holdings for Infinitum Asset Management
Infinitum Asset Management holds 22 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Sea Sponsord Ads (SE) | 20.8 | $166M | 2.0M | 82.81 | |
| Arrivent Biopharma (AVBP) | 12.0 | $96M | 4.1M | 23.07 | |
| Unity Software (U) | 11.6 | $93M | 4.3M | 21.94 | |
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 7.4 | $59M | 175k | 337.95 | |
| Biohaven (BHVN) | 6.6 | $53M | 6.3M | 8.46 | |
| Gitlab Class A Com (GTLB) | 6.1 | $49M | 2.3M | 21.64 | |
| Veradermics Common Stock | 5.8 | $46M | 731k | 63.15 | |
| Figure Technology Solutio Com Cl A (FIGR) | 5.3 | $42M | 1.3M | 33.95 | |
| Applovin Corp Com Cl A (APP) | 5.0 | $40M | 100k | 398.00 | |
| NVIDIA Corporation (NVDA) | 4.4 | $35M | 200k | 174.40 | |
| Amazon (AMZN) | 3.3 | $26M | 125k | 208.27 | |
| Alphabet Cap Stk Cl C (GOOG) | 3.0 | $24M | 85k | 286.86 | |
| Reddit Cl A (RDDT) | 2.1 | $17M | 125k | 134.65 | |
| Coreweave Com Cl A (CRWV) | 1.5 | $12M | 150k | 77.47 | |
| Benitec Biopharma Com New (BNTC) | 1.2 | $9.8M | 923k | 10.65 | |
| Wix SHS (WIX) | 1.1 | $9.0M | 100k | 90.07 | |
| Manchester Utd Ord Cl A (MANU) | 0.8 | $6.2M | 370k | 16.82 | |
| Archer Aviation Com Cl A (ACHR) | 0.7 | $5.8M | 1.1M | 5.17 | |
| Trip Com Group Ads (TRIP) | 0.5 | $4.1M | 381k | 10.66 | |
| Synopsys (SNPS) | 0.5 | $4.0M | 10k | 396.48 | |
| Meta Platforms Cl A (META) | 0.3 | $2.3M | 4.0k | 572.13 | |
| Gtlb 09/18/2026 Call 22.5 Call Call Option | 0.2 | $1.6M | 4.3k | 380.00 |
