INFINITUM ASSET MANAGEMENT, LLC

CIK 0002058093 • 7 13F filings • May 15, 2025 – Aug 14, 2026

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Filer information

$983.2M latest

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyConsumer DiscretionaryOther

Portfolio value: $675.8M18 positionsView on SEC.gov

			% of Portfolio
ALPHABET INC	CAP STK CL C	$31.4M	4.6%Prev: 4.5%	100,000 SH	Increased
Amazon.Com Inc	COM	$28.9M	4.3%	125,000 SH	New
Archer Aviation Inc	COM CL A	$8.4M	1.2%Prev: 2.0%	1,112,187 SH	Decreased
Arrivent Biopharma Inc	COM	$83.0M	12.3%Prev: 13.1%	4,123,923 SH	Increased+255,000 SH
BENITEC BIOPHARMA INC	COM NEW	$12.1M	1.8%Prev: 1.3%	898,871 SH	Increased+398,871 SH
Biohaven Ltd	COM	$70.6M	10.4%Prev: 4.7%	6,250,000 SH	Increased+4,550,000 SH
Confluent Inc	CLASS A COM	$37.8M	5.6%Prev: 4.6%	1,250,000 SH	Increased
DKNG 01/16/2026 CALL 35	CALL	$450K	0.1%	500,000 SH	New
Figure Technology Solutions Inc	COM CL A	$54.1M	8.0%	1,325,000 SH	New
Gitlab Inc	CLASS A COM	$52.5M	7.8%Prev: 8.0%	1,400,000 SH	Increased+434,834 SH
Manchester United PLC	ORD CL A	$3.1M	0.5%	192,000 SH	New
Meta Platforms Inc	CL A	$2.6M	0.4%Prev: 0.5%	4,000 SH	Decreased
NVIDIA Corp	COM	$37.3M	5.5%	200,000 SH	New
Sea Ltd	SPONSORD ADS	$128.4M	19.0%Prev: 16.7%	1,006,500 SH	Increased+498,412 SH
Synopsys Inc	COM	$4.7M	0.7%	10,000 SH	New
Taiwan Semiconductor Manufacturing Co Ltd	SPONSORED ADS	$53.2M	7.9%	175,000 SH	New
TripAdvisor Inc	COM	$5.5M	0.8%Prev: 1.1%	380,500 SH	Decreased
Unity Software Inc	COM	$61.8M	9.2%Prev: 10.3%	1,400,000 SH	Increased

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 17, 2026	Q4 2025	13F-HR	0002058093-26-000005	$675.8M	View
Nov 14, 2025	Q3 2025	13F-HR	0002058093-25-000010	$543.8M	View
Aug 14, 2026	Q2 2026