INFINITUM ASSET MANAGEMENT, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BHVN | 6.25M | $52.88M |
 | U | 4.25M | $93.25M |
 | AVBP | 4.15M | $95.72M |
 | GTLB | 2.25M | $48.69M |
 | SE | 2.01M | $166.16M |
 | FIGR | 1.25M | $42.44M |
 | ACHR | 1.11M | $5.75M |
 | BNTC | 923K | $9.83M |
 | MANE | 731K | $46.17M |
 | TRIP | 381K | $4.06M |
 | MANU | 370K | $6.22M |
 | NVDA | 200K | $34.88M |
 | TSM | 175K | $59.14M |
 | CRWV | 150K | $11.62M |
 | AMZN | 125K | $26.03M |
 | RDDT | 125K | $16.83M |
 | WIX | 100K | $9.01M |
 | APP | 100K | $39.80M |
 | GOOG | 85K | $24.39M |
 | SNPS | 10K | $3.96M |
Biohaven Ltd.
BHVN
Shares Held
6.25M
Value
$52.88M
Unity Software Inc.
U
Shares Held
4.25M
Value
$93.25M
ArriVent BioPharma, Inc. Common Stock
AVBP
Shares Held
4.15M
Value
$95.72M
GitLab Inc.
GTLB
Shares Held
2.25M
Value
$48.69M
Sea Limited
SE
Shares Held
2.01M
Value
$166.16M
Figure Technology Solutions, Inc. Class A Common Stock
FIGR
Shares Held
1.25M
Value
$42.44M
Archer Aviation Inc.
ACHR
Shares Held
1.11M
Value
$5.75M
Benitec Biopharma Inc.
BNTC
Shares Held
923K
Value
$9.83M
Veradermics, Incorporated
MANE
Shares Held
731K
Value
$46.17M
Tripadvisor, Inc.
TRIP
Shares Held
381K
Value
$4.06M
Manchester United plc
MANU
Shares Held
370K
Value
$6.22M
NVIDIA Corporation
NVDA
Shares Held
200K
Value
$34.88M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
175K
Value
$59.14M
CoreWeave, Inc. Class A Common Stock
CRWV
Shares Held
150K
Value
$11.62M
Amazon.com, Inc.
AMZN
Shares Held
125K
Value
$26.03M
Reddit, Inc.
RDDT
Shares Held
125K
Value
$16.83M
Wix.com Ltd.
WIX
Shares Held
100K
Value
$9.01M
AppLovin Corporation
APP
Shares Held
100K
Value
$39.80M
Alphabet Inc.
GOOG
Shares Held
85K
Value
$24.39M
Synopsys, Inc.
SNPS
Shares Held
10K
Value
$3.96M