13F HOLDINGS REPORT
INFINITUM ASSET MANAGEMENT, LLC
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0001950972-25-000006
Total Value
$8.7M
Positions
28
Other Managers
0
Confidential Omitted
No
Holdings (28)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ARRIVENT BIOPHARMA INC | AVBP | 38,204,741 | $2.1M | 23.64% |
| 2 | ARCHER AVIATION INC | ACHR-WT | 7,907,650 | $1.1M | 12.72% |
| 3 | UNITY SOFTWARE INC | BNTC | 12,733,500 | $650,000 | 7.44% |
| 4 | CONFLUENT INC | 20717M103 | 12,892,000 | $550,000 | 6.29% |
| 5 | SEA LTD | ACHR-WT | 66,093,185 | $506,500 | 5.79% |
| 6 | COREWEAVE INC | CRWV | 18,540,000 | $500,000 | 5.72% |
| 7 | 89BIO INC | 282559103 | 3,635,000 | $500,000 | 5.72% |
| 8 | BENITEC BIOPHARMA INC | BNTC | 6,179,750 | $475,000 | 5.43% |
| 9 | MANCHESTER UTD PLC NEW | G5784H106 | 4,843,300 | $370,000 | 4.23% |
| 10 | BIOHAVEN LTD | BHVN | 7,212,000 | $300,000 | 3.43% |
| 11 | GITLAB INC | GTLB | 11,750,000 | $250,000 | 2.86% |
| 12 | TERNS PHARMACEUTICALS INC | TERN | 552,000 | $200,000 | 2.29% |
| 13 | TRIPADVISOR INC | TRIP | 2,834,000 | $200,000 | 2.29% |
| 14 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 29,050,000 | $175,000 | 2.00% |
| 15 | Y-MABS THERAPEUTICS INC | 984241109 | 688,993 | $155,529 | 1.78% |
| 16 | AMAZON COM INC | AMZN | 23,782,500 | $125,000 | 1.43% |
| 17 | SAILPOINT INC | SAIL | 1,875,000 | $100,000 | 1.14% |
| 18 | ELASTIC N V | ESTC | 8,910,000 | $100,000 | 1.14% |
| 19 | NVIDIA CORPORATION | NVDA | 8,670,400 | $80,000 | 0.92% |
| 20 | MICRON TECHNOLOGY INC | MU | 6,951,200 | $80,000 | 0.92% |
| 21 | ADVANCED MICRO DEVICES INC | AMD | 7,191,800 | $70,000 | 0.80% |
| 22 | MONGODB INC | MDB | 10,524,000 | $60,000 | 0.69% |
| 23 | DATADOG INC | DDOG | 4,960,500 | $50,000 | 0.57% |
| 24 | ALPHABET INC | GOOG | 7,811,500 | $50,000 | 0.57% |
| 25 | ASML HOLDING N V | ASMLF | 6,626,300 | $10,000 | 0.11% |
| 26 | META PLATFORMS INC | META | 2,305,440 | $4,000 | 0.05% |
| 27 | TRIP 06/20/2025 CALL 15 | TRIP | 99,555 | $845 | 0.01% |
| 28 | QQQ 04/01/2025 PUT 469 | IVZ | 4,173 | $13 | 0.00% |