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INFINITUM ASSET MANAGEMENT, LLC

Q1 2025 13F Holdings

  • Location
    fort lauderdale, FL
  • Num holdings

    26

  • Value ($000)

    $312,725

  • Date Filed
    05/16/2025
  • Form type
    restatement
  • CIK
    0002058093
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
S
SE

SEA LTD

SPONSORD ADS
81141R100
$66.09M
21 %

506,500

A
AVBP

ARRIVENT BIOPHARMA INC

COM
04272N102
$38.2M
12 %

2,066,238

T
TSM

TAIWAN SEMICONDUCTOR MFG LTD

SPONSORED ADS
874039100
$29.05M
9 %

175,000

A
AMZN

AMAZON COM INC

COM
023135106
$23.78M
8 %

125,000

---

COREWEAVE INC

COM CL A
21873S108
$18.54M
6 %

500,000

C
CFLT

CONFLUENT INC

CLASS A COM
20717M103
$12.89M
4 %

550,000

B
BNTC

UNITY SOFTWARE INC

COM
08205P209
$12.73M
4 %

650,000

G
GTLB

GITLAB INC

CLASS A COM
37637K108
$11.75M
4 %

250,000

M
MDB

MONGODB INC

CL A
60937P106
$10.52M
3 %

60,000

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ELASTIC N V

ORD SHS
N14506104
$8.91M
3 %

100,000

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