INFINITUM ASSET MANAGEMENT, LLC Q4 2024 Filing
Filed February 26, 2025
Portfolio Value
$189.2B
Holdings
18
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (18 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SESEA LTD | 506,500 | $53.7B | 28.40% | |
| 2 | AVBPARRIVENT BIOPHARMA INC | 1,643,923 | $43.8B | 23.15% | |
| 3 | ACHRARCHER AVIATION INC | 1,112,187 | $10.8B | 5.73% | |
| 4 | CFLTCONFLUENT INC | 375,000 | $10.5B | 5.54% | |
| 5 | GOOGALPHABET INC | 50,000 | $9.5B | 5.03% | |
| 6 | MDBMONGODB INC | 35,000 | $8.1B | 4.31% | |
| 7 | ESTCELASTIC N V | 70,000 | $6.9B | 3.67% | |
| 8 | ASMLASML HOLDING N V | 10,000 | $6.9B | 3.66% | |
| 9 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 35,000 | $6.9B | 3.65% | |
| 10 | GTLBGITLAB INC | 120,000 | $6.8B | 3.57% | |
| 11 | MUMICRON TECHNOLOGY INC | 80,000 | $6.7B | 3.56% | |
| 12 | MANUMANCHESTER UTD PLC NEW | 370,000 | $6.4B | 3.39% | |
| 13 | BHVNBIOHAVEN LTD | 110,000 | $4.1B | 2.17% | |
| 14 | BNTCBENITEC BIOPHARMA INC | 210,000 | $2.7B | 1.40% | |
| 15 | METAMETA PLATFORMS INC | 4,000 | $2.3B | 1.24% | |
| 16 | YMABUSDY-MABS THERAPEUTICS INC | 155,529 | $1.2B | 0.64% | |
| 17 | TERNTERNS PHARMACEUTICALS INC | 200,000 | $1.1B | 0.59% | |
| 18 | MITKMITEK SYS INC | 50,000 | $556.5M | 0.29% |