13F HOLDINGS REPORT
INFINITUM ASSET MANAGEMENT, LLC
Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0002058093-26-000005
Total Value
$675.8M
Positions
18
Other Managers
0
Confidential Omitted
No
Holdings (18)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Sea Ltd | SE | 1,006,500 | $128.4M | 19.00% |
| 2 | Arrivent Biopharma Inc | AVBP | 4,123,923 | $83.0M | 12.28% |
| 3 | Biohaven Ltd | BHVN | 6,250,000 | $70.6M | 10.44% |
| 4 | Unity Software Inc | U | 1,400,000 | $61.8M | 9.15% |
| 5 | Figure Technology Solutions Inc | FGRS | 1,325,000 | $54.1M | 8.01% |
| 6 | Taiwan Semiconductor Manufacturing Co Ltd | 874039100 | 175,000 | $53.2M | 7.87% |
| 7 | Gitlab Inc | GTLB | 1,400,000 | $52.5M | 7.77% |
| 8 | Confluent Inc | 20717M103 | 1,250,000 | $37.8M | 5.59% |
| 9 | NVIDIA Corp | NVDA | 200,000 | $37.3M | 5.52% |
| 10 | ALPHABET INC | GOOG | 100,000 | $31.4M | 4.64% |
| 11 | Amazon.Com Inc | AMZN | 125,000 | $28.9M | 4.27% |
| 12 | BENITEC BIOPHARMA INC | BNTC | 898,871 | $12.1M | 1.79% |
| 13 | Archer Aviation Inc | ACHR-WT | 1,112,187 | $8.4M | 1.24% |
| 14 | TripAdvisor Inc | TRIP | 380,500 | $5.5M | 0.82% |
| 15 | Synopsys Inc | SNPS | 10,000 | $4.7M | 0.70% |
| 16 | Manchester United PLC | G5784H106 | 192,000 | $3.1M | 0.45% |
| 17 | Meta Platforms Inc | META | 4,000 | $2.6M | 0.39% |
| 18 | DKNG 01/16/2026 CALL 35 | DKNG | 500,000 | $450,000 | 0.07% |