Institutional Fund
Infinitum Asset Management, LLC
Fort Lauderdale, FLCIK 20580936 filings on record
Portfolio Value
$799.11M
Q1 2026
Holdings
21
Reported positions
New Buys
5
Opened this quarter
QoQ Change
+18.2%
from $675.80M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Sea Ltd20.8%
- Arrivent Biopharma Inc12.0%
- Unity Software Inc11.7%
- Taiwan Semiconductor Mfg Ltd7.4%
- Biohaven Ltd6.6%
- Gitlab Inc6.1%
- Other35.4%
Portfolio Holdings
21 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Sea Ltd | 2.01M | $166.16M | 20.8% | +1.00M | Added |
| 2 | Arrivent Biopharma Inc | 4.15M | $95.72M | 12.0% | +25.0K | Added |
| 3 | Unity Software Inc | 4.25M | $93.25M | 11.7% | +2.85M | Added |
| 4 | Taiwan Semiconductor Mfg Ltd | 175.0K | $59.14M | 7.4% | 0 | Held |
| 5 | Biohaven Ltd | 6.25M | $52.88M | 6.6% | 0 | Held |
| 6 | Gitlab Inc | 2.25M | $48.69M | 6.1% | +850.0K | Added |
| 7 | Veradermics Inc | 731.1K | $46.17M | 5.8% | +731.1K | New |
| 8 | Figure Technology Solutio | 1.25M | $42.44M | 5.3% | −75.0K | Reduced |
| 9 | Applovin Corp | 100.0K | $39.80M | 5.0% | +100.0K | New |
| 10 | Nvidia Corporation | 200.0K | $34.88M | 4.4% | 0 | Held |
11 more holdings on Premium
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio