Infinitum Asset Management as of June 30, 2026
Portfolio Holdings for Infinitum Asset Management
Infinitum Asset Management holds 17 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Sea Sponsord Ads (SE) | 24.7 | $260M | 2.7M | 95.83 | |
| Arrivent Biopharma (AVBP) | 14.7 | $154M | 4.4M | 34.74 | |
| Unity Software (U) | 11.6 | $122M | 4.3M | 28.58 | |
| Biohaven (BHVN) | 8.9 | $93M | 6.3M | 14.88 | |
| Veradermics Common Stock (MANE) | 8.6 | $90M | 731k | 122.94 | |
| Taiwan Semiconductor Manufacturing Sponsored Ads (TSM) | 8.0 | $84M | 175k | 477.57 | |
| Gitlab Class A Com (GTLB) | 6.3 | $67M | 2.2M | 30.53 | |
| Figure Technology Solutions Com Cl A (FIGR) | 4.7 | $49M | 1.6M | 30.71 | |
| NVIDIA Corporation (NVDA) | 3.8 | $40M | 200k | 200.09 | |
| Reddit Cl A (RDDT) | 2.1 | $22M | 125k | 173.58 | |
| Alphabet Cap Stk Cl C (GOOG) | 1.7 | $18M | 50k | 353.33 | |
| Avalyn Pharma Com Shs | 1.3 | $14M | 411k | 32.92 | |
| Benitec Biopharma Com New (BNTC) | 1.2 | $12M | 923k | 13.38 | |
| Amazon (AMZN) | 1.1 | $12M | 50k | 238.34 | |
| Manchester United Ord Cl A (MANU) | 0.8 | $8.5M | 370k | 22.93 | |
| Archer Aviation Com Cl A (ACHR) | 0.5 | $5.3M | 1.1M | 4.73 | |
| Meta Platforms Cl A (META) | 0.2 | $2.3M | 4.0k | 563.29 |
