EdgeMarket › What Infinitum Asset Management, Llc reported owning
What Infinitum Asset Management, Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
800.7MPositions
22Quarter
2026-03-31Shown below
21largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| SE Sea Ltd | 166.2M | 20.8% | 2.0M | 117.53 | -34.2% |
| AVBP ArriVent BioPharma, Inc. | 95.7M | 12.0% | 4.1M | 29.12 | +51.1% |
| U Unity Software Inc. | 93.2M | 11.6% | 4.2M | 46.93 | +30.9% |
| TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | 59.1M | 7.4% | 175.0K | 418.95 | +83.3% |
| BHVN Biohaven Ltd. | 52.9M | 6.6% | 6.2M | 13.85 | -5.8% |
| GTLB Gitlab Inc. | 48.7M | 6.1% | 2.2M | 41.67 | -4.6% |
| MANE Veradermics, Inc | 46.2M | 5.8% | 731.1K | 102.82 | — |
| FIGR Figure Technology Solutions, Inc. | 42.4M | 5.3% | 1.2M | 39.10 | — |
| APP AppLovin Corp | 39.8M | 5.0% | 100.0K | 305.77 | -25.9% |
| NVDA NVIDIA CORP | 34.9M | 4.4% | 200.0K | 214.72 | +22.4% |
| AMZN AMAZON COM INC | 26.0M | 3.3% | 125.0K | 258.63 | +15.6% |
| GOOG Alphabet Inc. | 24.4M | 3.0% | 85.0K | 341.75 | +70.7% |
| RDDT Reddit, Inc. | 16.8M | 2.1% | 125.0K | 153.29 | -29.8% |
| CRWV CoreWeave, Inc. | 11.6M | 1.5% | 150.0K | 87.85 | -4.0% |
| BNTC Benitec Biopharma Inc. | 9.8M | 1.2% | 923.0K | 13.48 | +4.7% |
| WIX Wix.com Ltd. | 9.0M | 1.1% | 100.0K | 82.07 | -35.3% |
| MANU Manchester United plc | 6.2M | 0.8% | 370.0K | 23.75 | +36.6% |
| ACHR Archer Aviation Inc. | 5.8M | 0.7% | 1.1M | 6.30 | -31.7% |
| TRIP TripAdvisor, Inc. | 4.1M | 0.5% | 380.5K | 10.00 | -41.7% |
| SNPS SYNOPSYS INC | 4.0M | 0.5% | 10.0K | 397.87 | -33.8% |
| META Meta Platforms, Inc. | 2.3M | 0.3% | 4.0K | 549.90 | -26.5% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
The whole archive is one click away.
Screener, filings, insider flow, backtests and the AI — open without an account.
Free plan for good. Pro is $69.99/mo, or $4.99 for a 7-day trial. See the plans →