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INFINITUM ASSET MANAGEMENT, LLC

Q1 2026 13F Holdings

  • Location
    fort lauderdale, FL
  • Num holdings

    22

  • Value ($000)

    $800,740

  • Date Filed
    05/15/2026
  • Form type
    13F-HR
  • 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 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
S
SE

SEA LTD

SPONSORD ADS
81141R100
$166.16M
21 %

2,006,500

A
AVBP

ARRIVENT BIOPHARMA INC

COM
04272N102
$95.72M
12 %

4,148,923

U
U

UNITY BANCORP INC

COM
91332U101
$93.25M
12 %

4,250,000

T
TSM

TAIWAN SEMICONDUCTOR MANUFAC

SPONSORED ADS
874039100
$59.14M
7 %

175,000

---

BIOHAVEN LTD

COM
G1110E107
$52.88M
7 %

6,250,000

G
GTLB

GITLAB INC

CLASS A COM
37637K108
$48.69M
6 %

2,250,000

---

VERADERMICS INC

COMMON STOCK
922967104
$46.17M
6 %

731,149

---

FIGURE TECHNOLOGY SOLUTIO

COM CL A
349381103
$42.44M
5 %

1,250,000

A
APP

APPLOVIN CORP

COM CL A
03831W108
$39.8M
5 %

100,000

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$34.88M
4 %

200,000

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