INFINITUM ASSET MANAGEMENT, LLC Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$543.8B
Holdings
20
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (20 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SESEA LTD | 508,088 | $90.8B | 16.70% | |
| 2 | AVBPARRIVENT BIOPHARMA INC | 3,868,923 | $71.4B | 13.13% | |
| 3 | UUNITY SOFTWARE INC | 1,400,000 | $56.1B | 10.31% | |
| 4 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 175,000 | $48.9B | 8.99% | |
| 5 | GTLBGITLAB INC | 965,166 | $43.5B | 8.00% | |
| 6 | FIGRFIGURE TECHNOLOGY SOLUTIO | 1,150,000 | $41.8B | 7.69% | |
| 7 | AMZNAMAZON COM INC | 125,000 | $27.4B | 5.05% | |
| 8 | BHVNBIOHAVEN LTD | 1,700,000 | $25.5B | 4.69% | |
| 9 | CFLTCONFLUENT INC | 1,250,000 | $24.8B | 4.55% | |
| 10 | GOOGALPHABET INC | 100,000 | $24.4B | 4.48% | |
| 11 | FIGFIGMA INC | 400,000 | $20.7B | 3.82% | |
| 12 | FSLRFIRST SOLAR INC | 75,000 | $16.5B | 3.04% | |
| 13 | ACHRARCHER AVIATION INC | 1,112,187 | $10.7B | 1.96% | |
| 14 | ASMLASML HOLDING N V | 10,000 | $9.7B | 1.78% | |
| 15 | EMPDEMPERY DIGITAL INC | 1,000,000 | $7.5B | 1.38% | |
| 16 | BNTCBENITEC BIOPHARMA INC | 500,000 | $7.0B | 1.29% | |
| 17 | TRIPTRIPADVISOR INC | 380,500 | $6.2B | 1.14% | |
| 18 | MANUMANCHESTER UTD PLC NEW | 370,000 | $5.6B | 1.03% | |
| 19 | METAMETA PLATFORMS INC | 4,000 | $2.9B | 0.54% | |
| 20 | GEMIGEMINI SPACE STA INC | 100,000 | $2.4B | 0.44% |