13F HOLDINGS REPORT
INFINITUM ASSET MANAGEMENT, LLC
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0002058093-25-000006
Total Value
$451.5M
Positions
29
Other Managers
0
Confidential Omitted
No
Holdings (29)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Sea Ltd | SE | 558,088 | $89.3M | 19.77% |
| 2 | Arrivent Biopharma Inc | AVBP | 3,418,923 | $74.4M | 16.48% |
| 3 | Taiwan Semiconductor Manufacturing Co Ltd | 874039100 | 175,000 | $39.6M | 8.78% |
| 4 | Unity Software Inc | U | 1,400,000 | $33.9M | 7.50% |
| 5 | Amazon.Com Inc | AMZN | 125,000 | $27.4M | 6.07% |
| 6 | Confluent Inc | 20717M103 | 1,050,000 | $26.2M | 5.80% |
| 7 | ALPHABET INC | GOOG | 100,000 | $17.7M | 3.93% |
| 8 | Gitlab Inc | GTLB | 370,000 | $16.7M | 3.70% |
| 9 | Mongodb Inc | MDB | 60,000 | $12.6M | 2.79% |
| 10 | First Solar Inc | FSLR | 75,000 | $12.4M | 2.75% |
| 11 | Micron Technology Inc | MU | 100,000 | $12.3M | 2.73% |
| 12 | Archer Aviation Inc | ACHR-WT | 1,112,187 | $12.1M | 2.67% |
| 13 | Advanced Micro Devices Inc | AMD | 70,000 | $9.9M | 2.20% |
| 14 | Elastic Nv | ESTC | 100,000 | $8.4M | 1.87% |
| 15 | ASML Holding NV | ASMLF | 10,000 | $8.0M | 1.77% |
| 16 | Biohaven Ltd | BHVN | 550,000 | $7.8M | 1.72% |
| 17 | Restoration Hardware Holdings Inc | RH | 40,000 | $7.6M | 1.67% |
| 18 | Datadog Inc | DDOG | 50,000 | $6.7M | 1.49% |
| 19 | Manchester United PLC | G5784H106 | 370,000 | $6.6M | 1.46% |
| 20 | BENITEC BIOPHARMA INC | BNTC | 500,000 | $5.8M | 1.30% |
| 21 | 89bio Inc | 282559103 | 500,000 | $4.9M | 1.09% |
| 22 | TripAdvisor Inc | TRIP | 308,300 | $4.0M | 0.89% |
| 23 | Meta Platforms Inc | META | 4,000 | $3.0M | 0.65% |
| 24 | Chime Financial Inc | 16935C109 | 70,000 | $2.4M | 0.54% |
| 25 | Terns Pharmaceuticals Inc | TERN | 200,000 | $746,000 | 0.17% |
| 26 | Y-mabs Therapeutics Inc | 984241109 | 155,529 | $701,436 | 0.16% |
| 27 | Karooooo Ltd | KARO | 5,000 | $244,900 | 0.05% |
| 28 | TRIP 09/19/2025 CALL 15 | TRIP | 722 | $28,880 | 0.01% |
| 29 | SRPT 08/15/2025 CALL 50 | SRPT | 1,000 | $5,000 | 0.00% |