INFINITUM ASSET MANAGEMENT, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BHVN | 6.25M | $70.56M |
 | AVBP | 4.12M | $82.97M |
 | U | 1.40M | $61.84M |
 | GTLB | 1.40M | $52.54M |
 | FIGR | 1.32M | $54.11M |
 | CFLT | 1.25M | $37.80M |
 | ACHR | 1.11M | $8.36M |
 | SE | 1.01M | $128.40M |
 | BNTC | 899K | $12.11M |
 | DKNG | 500K | $450.00K |
 | TRIP | 381K | $5.54M |
 | NVDA | 200K | $37.30M |
 | MANU | 192K | $3.06M |
 | TSM | 175K | $53.18M |
 | AMZN | 125K | $28.85M |
 | GOOG | 100K | $31.38M |
 | SNPS | 10K | $4.70M |
 | META | 4K | $2.64M |
Biohaven Ltd.
BHVN
Shares Held
6.25M
Value
$70.56M
ArriVent BioPharma, Inc. Common Stock
AVBP
Shares Held
4.12M
Value
$82.97M
Unity Software Inc.
U
Shares Held
1.40M
Value
$61.84M
GitLab Inc.
GTLB
Shares Held
1.40M
Value
$52.54M
Figure Technology Solutions, Inc. Class A Common Stock
FIGR
Shares Held
1.32M
Value
$54.11M
Confluent, Inc.
CFLT
Shares Held
1.25M
Value
$37.80M
Archer Aviation Inc.
ACHR
Shares Held
1.11M
Value
$8.36M
Sea Limited
SE
Shares Held
1.01M
Value
$128.40M
Benitec Biopharma Inc.
BNTC
Shares Held
899K
Value
$12.11M
DraftKings Inc.
DKNG
Shares Held
500K
Value
$450.00K
Tripadvisor, Inc.
TRIP
Shares Held
381K
Value
$5.54M
NVIDIA Corporation
NVDA
Shares Held
200K
Value
$37.30M
Manchester United plc
MANU
Shares Held
192K
Value
$3.06M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
175K
Value
$53.18M
Amazon.com, Inc.
AMZN
Shares Held
125K
Value
$28.85M
Alphabet Inc.
GOOG
Shares Held
100K
Value
$31.38M
Synopsys, Inc.
SNPS
Shares Held
10K
Value
$4.70M
Meta Platforms, Inc.
META
Shares Held
4K
Value
$2.64M