13F Filings for INFINITUM ASSET MANAGEMENT, LLC (CIK: 2058093)
View the most recent portfolio holdings disclosed by INFINITUM ASSET MANAGEMENT, LLC in their 13F filing.
| Holding | Shares | Value | Portfolio Percent | Change Status | Change Amount |
|---|---|---|---|---|---|
| SE - Sea Ltd(Class: SPONSORD ADS) | 558.09K | $89.26M | 19.77% | Increased | 51.59K (10.0%, $23.17M) |
| AVBP - Arrivent Biopharma Inc(Class: COM) | 3.42M | $74.43M | 16.48% | Increased | 1.35M (65.0%, $36.23M) |
| TSM - Taiwan Semiconductor Manufacturing Co Ltd(Class: SPONSORED ADS) | 175K | $39.64M | 8.78% | Unchanged | |
| U - Unity Software Inc(Class: COM) | 1.40M | $33.88M | 7.50% | New | 1.40M ($33.88M) |
| AMZN - Amazon.Com Inc(Class: COM) | 125K | $27.42M | 6.07% | Unchanged | |
| CFLT - Confluent Inc(Class: CLASS A COM) | 1.05M | $26.18M | 5.80% | Increased | 500K (90.0%, $13.28M) |
| GOOG - ALPHABET INC(Class: CAP STK CL C) | 100K | $17.74M | 3.93% | Increased | 50K (100.0%, $9.93M) |
| GTLB - Gitlab Inc(Class: CLASS A COM) | 370K | $16.69M | 3.70% | Increased | 120K (48.0%, $4.94M) |
| MDB - Mongodb Inc(Class: CL A) | 60K | $12.60M | 2.79% | Unchanged | |
| FSLR - First Solar Inc(Class: COM) | 75K | $12.42M | 2.75% | New | 75K ($12.42M) |
| MU - Micron Technology Inc(Class: COM) | 100K | $12.32M | 2.73% | Increased | 20K (25.0%, $5.37M) |
| ACHR - Archer Aviation Inc(Class: COM CL A) | 1.11M | $12.07M | 2.67% | Unchanged | |
| AMD - Advanced Micro Devices Inc(Class: COM) | 70K | $9.93M | 2.20% | Unchanged | |
| ESTC - Elastic Nv(Class: ORD SHS) | 100K | $8.43M | 1.87% | Unchanged | |
| ASML - ASML Holding NV(Class: N Y REGISTRY SHS) | 10K | $8.01M | 1.77% | Unchanged | |
| BHVN - Biohaven Ltd(Class: COM) | 550K | $7.76M | 1.72% | Increased | 250K (83.0%, $548.50K) |
| RH - Restoration Hardware Holdings Inc(Class: COM) | 40K | $7.56M | 1.67% | New | 40K ($7.56M) |
| DDOG - Datadog Inc(Class: CL A COM) | 50K | $6.72M | 1.49% | Unchanged | |
| MANU - Manchester United PLC(Class: ORD CL A) | 370K | $6.59M | 1.46% | Unchanged | |
| BNTC - BENITEC BIOPHARMA INC(Class: COM NEW) | 500K | $5.85M | 1.30% | Decreased | 625K (55.0%, $13.06M) |
| ETNB - 89bio Inc(Class: COM) | 500K | $4.91M | 1.09% | Unchanged | |
| TRIP - TripAdvisor Inc(Class: COM) | 309.02K* | $4.05M* | 0.90% | Increased | 109.02K (54.0%, $1.22M) |
| META - Meta Platforms Inc(Class: CL A) | 4K | $2.95M | 0.65% | Unchanged | |
| N/A - Chime Financial Inc(Class: COM SHS CL A) | 70K | $2.42M | 0.54% | New | 70K ($2.42M) |
| TERN - Terns Pharmaceuticals Inc(Class: COM) | 200K | $746K | 0.17% | Unchanged |