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 weight92.7%SE alone is 20%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
SESea Ltd
20.5%Added +35%
AVBPArrivent Biopharma Inc
15.7%Added +7%
UUnity Software Inc
12.4%
BHVNBiohaven Ltd
9.5%
MANEVeradermics Inc
9.1%
TSMTaiwan Semiconductor Manufacturing Co Ltd
8.5%
GTLBGitlab Inc
5.8%Trimmed −3%
FIGRFigure Technology Solutions Inc
5.0%Added +28%
NVDANvidia Corp
4.1%
RDDTReddit Inc
2.2%
GOOGAlphabet Inc
1.8%Trimmed −41%
AVLN1.4%SESea Ltd
20.5%Added +35%
AVBPArrivent Biopharma Inc
15.7%Added +7%
U12.4%BHVN9.5%MANE9.1%TSM8.5%GTLB5.8%FIGR5.0%NVDA4.1%RDDT2.2%GOOGBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SE Sea Ltd 20.5% Added +35%AVBP Arrivent Biopharma Inc 15.7% Added +7%U Unity Software Inc 12.4% HeldBHVN Biohaven Ltd 9.5% HeldMANE Veradermics Inc 9.1% HeldTSM Taiwan Semiconductor Manufacturing Co Ltd 8.5% HeldGTLB Gitlab Inc 5.8% Trimmed −3%FIGR Figure Technology Solutions Inc 5.0% Added +28%NVDA Nvidia Corp 4.1% HeldRDDT Reddit Inc 2.2% HeldGOOG Alphabet Inc 1.8% Trimmed −41%AVLN Avalyn Pharma Inc 1.4% New
What changed