13F HOLDINGS REPORT (Amended)
INFINITUM ASSET MANAGEMENT, LLC
Quarter ended Q1 2025 · Filed May 16, 2025 · Accession 0002058093-25-000003
Total Value
$312.7M
Positions
26
Other Managers
0
Confidential Omitted
No
Holdings (26)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SEA LTD | SE | 506,500 | $66.1M | 21.13% |
| 2 | ARRIVENT BIOPHARMA INC | AVBP | 2,066,238 | $38.2M | 12.22% |
| 3 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 175,000 | $29.1M | 9.29% |
| 4 | AMAZON COM INC | AMZN | 125,000 | $23.8M | 7.60% |
| 5 | COREWEAVE INC | CRWV | 500,000 | $18.5M | 5.93% |
| 6 | CONFLUENT INC | 20717M103 | 550,000 | $12.9M | 4.12% |
| 7 | UNITY SOFTWARE INC | BNTC | 650,000 | $12.7M | 4.07% |
| 8 | GITLAB INC | GTLB | 250,000 | $11.8M | 3.76% |
| 9 | MONGODB INC | MDB | 60,000 | $10.5M | 3.37% |
| 10 | ELASTIC N V | ESTC | 100,000 | $8.9M | 2.85% |
| 11 | NVIDIA CORPORATION | NVDA | 80,000 | $8.7M | 2.77% |
| 12 | ARCHER AVIATION INC | ACHR-WT | 1,112,187 | $7.9M | 2.53% |
| 13 | ALPHABET INC | GOOG | 50,000 | $7.8M | 2.50% |
| 14 | BIOHAVEN LTD | BHVN | 300,000 | $7.2M | 2.31% |
| 15 | ADVANCED MICRO DEVICES INC | AMD | 70,000 | $7.2M | 2.30% |
| 16 | MICRON TECHNOLOGY INC | MU | 80,000 | $7.0M | 2.22% |
| 17 | ASML HOLDING N V | ASMLF | 10,000 | $6.6M | 2.12% |
| 18 | BENITEC BIOPHARMA INC | BNTC | 475,000 | $6.2M | 1.98% |
| 19 | DATADOG INC | DDOG | 50,000 | $5.0M | 1.59% |
| 20 | MANCHESTER UTD PLC NEW | G5784H106 | 370,000 | $4.8M | 1.55% |
| 21 | 89BIO INC | 282559103 | 500,000 | $3.6M | 1.16% |
| 22 | TRIPADVISOR INC | TRIP | 200,000 | $2.8M | 0.91% |
| 23 | META PLATFORMS INC | META | 4,000 | $2.3M | 0.74% |
| 24 | SAILPOINT INC | SAIL | 100,000 | $1.9M | 0.60% |
| 25 | Y-MABS THERAPEUTICS INC | 984241109 | 155,529 | $688,993 | 0.22% |
| 26 | TERNS PHARMACEUTICALS INC | TERN | 200,000 | $552,000 | 0.18% |