INFINITUM ASSET MANAGEMENT, LLC Q4 2025 Filing
Filed February 17, 2026
Portfolio Value
$675.8B
Holdings
18
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (18 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SESea Ltd | 1,006,500 | $128.4B | 19.00% | |
| 2 | AVBPArrivent Biopharma Inc | 4,123,923 | $83.0B | 12.28% | |
| 3 | BHVNBiohaven Ltd | 6,250,000 | $70.6B | 10.44% | |
| 4 | UUnity Software Inc | 1,400,000 | $61.8B | 9.15% | |
| 5 | FIGRFigure Technology Solutions Inc | 1,325,000 | $54.1B | 8.01% | |
| 6 | TSMTaiwan Semiconductor Manufacturing Co Ltd | 175,000 | $53.2B | 7.87% | |
| 7 | GTLBGitlab Inc | 1,400,000 | $52.5B | 7.77% | |
| 8 | CFLTConfluent Inc | 1,250,000 | $37.8B | 5.59% | |
| 9 | NVDANVIDIA Corp | 200,000 | $37.3B | 5.52% | |
| 10 | GOOGALPHABET INC | 100,000 | $31.4B | 4.64% | |
| 11 | AMZNAmazon.Com Inc | 125,000 | $28.9B | 4.27% | |
| 12 | BNTCBENITEC BIOPHARMA INC | 898,871 | $12.1B | 1.79% | |
| 13 | ACHRArcher Aviation Inc | 1,112,187 | $8.4B | 1.24% | |
| 14 | TRIPTripAdvisor Inc | 380,500 | $5.5B | 0.82% | |
| 15 | SNPSSynopsys Inc | 10,000 | $4.7B | 0.70% | |
| 16 | MANUManchester United PLC | 192,000 | $3.1B | 0.45% | |
| 17 | METAMeta Platforms Inc | 4,000 | $2.6B | 0.39% | |
| 18 | DKNGDKNG 01/16/2026 CALL 35 | 500,000 | $450.0M | 0.07% |