13F HOLDINGS REPORT
Infini Capital Management Ltd
Quarter ended Q2 2025 · Filed August 29, 2025 · Accession 0001936249-25-000009
Total Value
$151.6M
Positions
20
Other Managers
0
Confidential Omitted
No
Holdings (20)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VNET Group Inc | VNET | 9,758,083 | $67.3M | 44.41% |
| 2 | Alibaba Group Holding Ltd | BBAAY | 303,975 | $34.5M | 22.74% |
| 3 | INFOSYS LTD | INFY | 926,200 | $17.2M | 11.32% |
| 4 | Playtika Holding Corp | PLTK | 1,150,890 | $5.4M | 3.59% |
| 5 | AMER SPORTS ORD | AS | 135,000 | $5.2M | 3.45% |
| 6 | Baidu Inc | BAIDF | 56,161 | $4.8M | 3.18% |
| 7 | nCino Inc | NCNO | 131,355 | $3.7M | 2.42% |
| 8 | PDD HOLDINGS INC | PDD | 2,500,000 | $2.4M | 1.61% |
| 9 | KINGSOFT CLOUD HLDGS LTD | KCLHF | 180,400 | $2.3M | 1.49% |
| 10 | Li Auto Inc | LAAOF | 74,000 | $2.0M | 1.32% |
| 11 | ZTO EXPRESS CAYMAN INC | ZTOEF | 2,000,000 | $2.0M | 1.31% |
| 12 | CIRCLE INTERNET GROUP INC | CRCL | 6,200 | $1.1M | 0.74% |
| 13 | NUSCALE PWR CORP | NU | 25,000 | $989,000 | 0.65% |
| 14 | DIREXION SHS ETF TR | 25460G112 | 102,000 | $804,780 | 0.53% |
| 15 | CHAGEE HOLDINGS LTD | CHA | 26,088 | $681,158 | 0.45% |
| 16 | REDDIT INC | RDDT | 4,000 | $602,280 | 0.40% |
| 17 | MINISO Group Holding Ltd | MSOGF | 15,650 | $285,143 | 0.19% |
| 18 | OKLO INC | OKLO | 5,000 | $279,950 | 0.18% |
| 19 | GDS Holdings Ltd | GDHLF | 100 | $3,057 | 0.00% |
| 20 | Ke Holdings Inc | BEKE | 73 | $1,295 | 0.00% |