13F HOLDINGS REPORT
INFINITUM ASSET MANAGEMENT, LLC
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0002058093-25-000010
Total Value
$543.8M
Positions
20
Other Managers
0
Confidential Omitted
No
Holdings (20)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SEA LTD | SE | 508,088 | $90.8M | 16.70% |
| 2 | ARRIVENT BIOPHARMA INC | AVBP | 3,868,923 | $71.4M | 13.13% |
| 3 | UNITY SOFTWARE INC | U | 1,400,000 | $56.1M | 10.31% |
| 4 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 175,000 | $48.9M | 8.99% |
| 5 | GITLAB INC | GTLB | 965,166 | $43.5M | 8.00% |
| 6 | FIGURE TECHNOLOGY SOLUTIO | FGRS | 1,150,000 | $41.8M | 7.69% |
| 7 | AMAZON COM INC | AMZN | 125,000 | $27.4M | 5.05% |
| 8 | BIOHAVEN LTD | BHVN | 1,700,000 | $25.5M | 4.69% |
| 9 | CONFLUENT INC | 20717M103 | 1,250,000 | $24.8M | 4.55% |
| 10 | ALPHABET INC | GOOG | 100,000 | $24.4M | 4.48% |
| 11 | FIGMA INC | FIG | 400,000 | $20.7M | 3.82% |
| 12 | FIRST SOLAR INC | FSLR | 75,000 | $16.5M | 3.04% |
| 13 | ARCHER AVIATION INC | ACHR-WT | 1,112,187 | $10.7M | 1.96% |
| 14 | ASML HOLDING N V | ASMLF | 10,000 | $9.7M | 1.78% |
| 15 | EMPERY DIGITAL INC | EMPD | 1,000,000 | $7.5M | 1.38% |
| 16 | BENITEC BIOPHARMA INC | BNTC | 500,000 | $7.0M | 1.29% |
| 17 | TRIPADVISOR INC | TRIP | 380,500 | $6.2M | 1.14% |
| 18 | MANCHESTER UTD PLC NEW | G5784H106 | 370,000 | $5.6M | 1.03% |
| 19 | META PLATFORMS INC | META | 4,000 | $2.9M | 0.54% |
| 20 | GEMINI SPACE STA INC | GEMI | 100,000 | $2.4M | 0.44% |