Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
INFINITUM ASSET MANAGEMENT, LLC (CIK 2058093) reported $800.7M across 19 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SE ($166.2M, 20.75%), AVBP ($95.7M, 11.95%), U ($93.2M, 11.64%), TSM ($59.1M, 7.39%), BHVN ($52.9M, 6.60%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SE | SEA LTD | $166.2M | 20.75% | 2.0M | Added |
| 2 | AVBP | ARRIVENT BIOPHARMA INC | $95.7M | 11.95% | 4.1M | Added |
| 3 | U | UNITY BANCORP INC | $93.2M | 11.64% | 4.2M | Added |
| 4 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $59.1M | 7.39% | 175,000 | Hold |
| 5 | BHVN | BIOHAVEN LTD | $52.9M | 6.60% | 6.2M | Hold |
| 6 | GTLB | GITLAB INC | $48.7M | 6.08% | 2.2M | Added |
| 7 | VERADERMICS INC | $46.2M | 5.77% | 731,149 | New | |
| 8 | FIGURE TECHNOLOGY SOLUTIO | $42.4M | 5.30% | 1.2M | Trimmed | |
| 9 | APP | APPLOVIN CORP | $39.8M | 4.97% | 100,000 | New |
| 10 | NVDA | NVIDIA CORPORATION | $34.9M | 4.36% | 200,000 | Hold |
| 11 | AMZN | AMAZON COM INC | $26.0M | 3.25% | 125,000 | Hold |
| 12 | GOOG | ALPHABET INC | $24.4M | 3.05% | 85,010 | Trimmed |
| 13 | RDDT | REDDIT INC | $16.8M | 2.10% | 125,000 | New |
| 14 | CRWV | COREWEAVE INC | $11.6M | 1.45% | 150,000 | New |
| 15 | BNTC | BENITEC BIOPHARMA INC | $9.8M | 1.23% | 923,006 | Added |
| 16 | WIX | WIX COM LTD | $9.0M | 1.12% | 100,000 | New |
| 17 | MANU | MANCHESTER UTD PLC NEW | $6.2M | 0.78% | 370,000 | Added |
| 18 | ACHR | ARCHER AVIATION INC | $5.8M | 0.72% | 1.1M | Hold |
| 19 | TRIP | TRIP COM GROUP LTD | $4.1M | 0.51% | 380,500 | Hold |
| 20 | SNPS | SYNOPSYS INC | $4.0M | 0.50% | 10,000 | Hold |
| 21 | META | META PLATFORMS INC | $2.3M | 0.29% | 4,000 | Hold |
| 22 | GTLB | GTLB 09/18/2026 CALL 22.5 | $1.6M | 0.20% | 4,300 | New |
| 23 | CFLT | Confluent Inc | $0 | 0.00% | 0 | Exited |
| 24 | DKNG | DKNG 01/16/2026 CALL 35 | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31