Sponsored

The Analysis of INFINITUM ASSET MANAGEMENT, LLC's Holdings & P&L

Currently, INFINITUM ASSET MANAGEMENT, LLC holds 21 types of securities in its portfolio with a total value $799.1M. In the most recent quarter, they have increased their positions in SE (+1.0M shares, valued at $82.8M), U (+2.9M shares, valued at $62.5M), N/A (+731.1K shares, valued at $46.2M); decreased their positions in N/A (-15.0K shares, valued at $4.3M), FIGR (-75.0K shares, valued at $2.5M); initiated new positions in N/A (+731.1K shares, valued at $46.2M), APP (+100.0K shares, valued at $39.8M), RDDT (+125.0K shares, valued at $16.8M).

1M P&L

+15.7M+2.06%

3M P&L

+30.9M+4.14%

HY P&L

-164.7M-17.47%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Internet Retail192.2M

28.9%

2Software - Application133.0M

20.0%

3Biotechnology95.7M

14.4%

Top Industries by Stock Count

1Software - Infrastructure4 stocks

23.5%

2Internet Retail2 stocks

11.8%

3Software - Application2 stocks

11.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SE SEA LTD2.0M shares99.35%2026-03-312026-05-15

AVBP ARRIVENT BIOPHARMA INC4.1M shares0.61%2026-03-312026-05-15

U UNITY BANCORP INC4.3M shares203.57%2026-03-312026-05-15

TSM TAIWAN SEMICONDUCTOR MANUFAC175.0K shares0.00%2026-03-312026-05-15

BIOHAVEN LTD BIOHAVEN LTD6.3M shares0.00%2026-03-312026-05-15

GTLB GITLAB INC2.3M shares60.71%2026-03-312026-05-15

VERADERMICS INC VERADERMICS INC731.1K sharesnew addition2026-03-312026-05-15

FIGR FIGURE TECHNOLOGY SOLUTIO1.3M shares-5.66%2026-03-312026-05-15

Sponsored

APP APPLOVIN CORP100.0K sharesnew addition2026-03-312026-05-15

NVDA NVIDIA CORPORATION200.0K shares0.00%2026-03-312026-05-15

AMZN AMAZON COM INC125.0K shares0.00%2026-03-312026-05-15

ALPHABET INC ALPHABET INC85.0K shares-14.99%2026-03-312026-05-15

RDDT REDDIT INC125.0K sharesnew addition2026-03-312026-05-15

CRWV COREWEAVE INC150.0K sharesnew addition2026-03-312026-05-15

BENITEC BIOPHARMA INC BENITEC BIOPHARMA INC923.0K shares2.69%2026-03-312026-05-15

WIX WIX COM LTD100.0K sharesnew addition2026-03-312026-05-15

Sponsored

MANU MANCHESTER UTD PLC NEW370.0K shares92.71%2026-03-312026-05-15

ACHR ARCHER AVIATION INC1.1M shares0.00%2026-03-312026-05-15

TRIP TRIP COM GROUP LTD380.5K shares0.00%2026-03-312026-05-15

SNPS SYNOPSYS INC10.0K shares0.00%2026-03-312026-05-15

META META PLATFORMS INC4.0K shares0.00%2026-03-312026-05-15

SEA LTD

99.35%

Shares2.0M

Event2026-03-31

Filed2026-05-15

AVBP

ARRIVENT BIOPHARMA INC

0.61%

Shares4.1M

Event2026-03-31

Filed2026-05-15

UNITY BANCORP INC

203.57%

Shares4.3M

Event2026-03-31

Filed2026-05-15

TSM

TAIWAN SEMICONDUCTOR MANUFAC

0.00%

Shares175.0K

Event2026-03-31

Filed2026-05-15

BIOHAVEN LTD

0.00%

Shares6.3M

Event2026-03-31

Filed2026-05-15

GTLB

GITLAB INC

60.71%

Shares2.3M

Event2026-03-31

Filed2026-05-15

VERADERMICS INC

New

Shares731.1K

Event2026-03-31

Filed2026-05-15

FIGR

FIGURE TECHNOLOGY SOLUTIO

-5.66%

Shares1.3M

Event2026-03-31

Filed2026-05-15

APP

APPLOVIN CORP

New

Shares100.0K

Event2026-03-31

Filed2026-05-15

NVDA

NVIDIA CORPORATION

0.00%

Shares200.0K

Event2026-03-31

Filed2026-05-15

AMZN

AMAZON COM INC

0.00%

Shares125.0K

Event2026-03-31

Filed2026-05-15

ALPHABET INC

-14.99%

Shares85.0K

Event2026-03-31

Filed2026-05-15

RDDT

REDDIT INC

New

Shares125.0K

Event2026-03-31

Filed2026-05-15

CRWV

COREWEAVE INC

New

Shares150.0K

Event2026-03-31

Filed2026-05-15

BENITEC BIOPHARMA INC

2.69%

Shares923.0K

Event2026-03-31

Filed2026-05-15

WIX

WIX COM LTD

New

Shares100.0K

Event2026-03-31

Filed2026-05-15

MANU

MANCHESTER UTD PLC NEW

92.71%

Shares370.0K

Event2026-03-31

Filed2026-05-15

ACHR

ARCHER AVIATION INC

0.00%

Shares1.1M

Event2026-03-31

Filed2026-05-15

TRIP

TRIP COM GROUP LTD

0.00%

Shares380.5K

Event2026-03-31

Filed2026-05-15

SNPS

SYNOPSYS INC

0.00%

Shares10.0K

Event2026-03-31

Filed2026-05-15