INFINITUM ASSET MANAGEMENT, LLC Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$451.5B
Holdings
28
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (28 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SESea Ltd | 558,088 | $89.3B | 19.77% | |
| 2 | AVBPArrivent Biopharma Inc | 3,418,923 | $74.4B | 16.48% | |
| 3 | TSMTaiwan Semiconductor Manufacturing Co Ltd | 175,000 | $39.6B | 8.78% | |
| 4 | UUnity Software Inc | 1,400,000 | $33.9B | 7.50% | |
| 5 | AMZNAmazon.Com Inc | 125,000 | $27.4B | 6.07% | |
| 6 | CFLTConfluent Inc | 1,050,000 | $26.2B | 5.80% | |
| 7 | GOOGALPHABET INC | 100,000 | $17.7B | 3.93% | |
| 8 | GTLBGitlab Inc | 370,000 | $16.7B | 3.70% | |
| 9 | MDBMongodb Inc | 60,000 | $12.6B | 2.79% | |
| 10 | FSLRFirst Solar Inc | 75,000 | $12.4B | 2.75% | |
| 11 | MUMicron Technology Inc | 100,000 | $12.3B | 2.73% | |
| 12 | ACHRArcher Aviation Inc | 1,112,187 | $12.1B | 2.67% | |
| 13 | AMDAdvanced Micro Devices Inc | 70,000 | $9.9B | 2.20% | |
| 14 | ESTCElastic Nv | 100,000 | $8.4B | 1.87% | |
| 15 | ASMLASML Holding NV | 10,000 | $8.0B | 1.77% | |
| 16 | BHVNBiohaven Ltd | 550,000 | $7.8B | 1.72% | |
| 17 | RHRestoration Hardware Holdings Inc | 40,000 | $7.6B | 1.67% | |
| 18 | DDOGDatadog Inc | 50,000 | $6.7B | 1.49% | |
| 19 | MANUManchester United PLC | 370,000 | $6.6B | 1.46% | |
| 20 | BNTCBENITEC BIOPHARMA INC | 500,000 | $5.8B | 1.30% | |
| 21 | ETNBGBP89bio Inc | 500,000 | $4.9B | 1.09% | |
| 22 | TRIPTripAdvisor Inc | 308,300 | $4.0B | 0.89% | |
| 23 | METAMeta Platforms Inc | 4,000 | $3.0B | 0.65% | |
| 24 | CHYMChime Financial Inc | 70,000 | $2.4B | 0.54% | |
| 25 | TERNTerns Pharmaceuticals Inc | 200,000 | $746.0M | 0.17% | |
| 26 | YMABUSDY-mabs Therapeutics Inc | 155,529 | $701.4M | 0.16% | |
| 27 | KAROKarooooo Ltd | 5,000 | $244.9M | 0.05% | |
| 28 | TRIPTRIP 09/19/2025 CALL 15 | 722 | $28.9M | 0.01% | Call |
| 29 | SRPTSRPT 08/15/2025 CALL 50 | 1,000 | $5.0M | 0.00% | Call |