account_balance
Investment manager · 13F filer · SEC CIK 2058093
Infinitum Asset Management, LLC
Reported value$983Mas of Jun 30, 2026
Positions17 1 new, 5 sold out
Top 10 weight93%SE alone is 20%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
SE
Sea Ltd
20.5%Added
AVBP
Arrivent Biopharma Inc
15.7%Added
U
Unity Software Inc
12.4%
BHVN
Biohaven Ltd
9.5%
MANE
Veradermics Inc
9.1%
TSM
Taiwan Semiconductor Manufacturing Co Ltd
8.5%
GTLB
Gitlab Inc
5.8%Trimmed
FIGR
Figure Technology Solutions Inc
5.0%Added
NVDA
NVIDIA Corp
4.1%
RDDT
Reddit Inc
2.2%
7 others
7.3%
Box size is the share of the fund's reported holdings. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
What changed