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Infini Capital Management Ltd Top Holdings and 13F Report (2025)

About Infini Capital Management Ltd

Investment Activity

  • Infini Capital Management Ltd has $99.51 million in total holdings as of March 31, 2025.
  • Infini Capital Management Ltd owns shares of 14 different stocks, but just 4 companies or ETFs make up 80% of its holdings.
  • Approximately 16.23% of the portfolio was purchased this quarter.
  • About 16.52% of the portfolio was sold this quarter.
  • This quarter, Infini Capital Management Ltd has purchased 6 new stocks and bought additional shares in 0 stocks.
  • Infini Capital Management Ltd sold shares of 1 stock and completely divested from 2 stocks this quarter.

Largest Holdings

VNET Group
$57,485,460
nCino
$11,095,710
Baidu
$7,522,164
Playtika
$7,255,139
ASE Technology
$3,951,715

Largest New Holdings this Quarter

00215W100 - ASE Technology
$3,951,715 Holding
482497104 - KE
$3,519,889 Holding
G29201103 - ECARX
$2,004,715 Holding
98980A105 - ZTO Express (Cayman)
$1,979,500 Holding
50202M102 - Li Auto
$1,864,800 Holding

Largest Purchases this Quarter

ASE Technology
451,109 shares (about $3.95M)
KE
175,206 shares (about $3.52M)
ECARX
1,591,044 shares (about $2.00M)
ZTO Express (Cayman)
100,000 shares (about $1.98M)
Li Auto
74,000 shares (about $1.86M)

Largest Sales this Quarter

Baidu
98,624 shares (about $9.08M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofInfini Capital Management Ltd

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
VNET Group, Inc. stock logo
VNET
VNET Group
$57,485,4600.0%7,010,42257.8%Computer and Technology
nCino, Inc. stock logo
NCNO
nCino
$11,095,7100.0%403,92111.2%Computer and Technology
Baidu, Inc. stock logo
BIDU
Baidu
$7,522,164$9,076,367 -54.7%81,7367.6%Computer and Technology
Playtika Holding Corp. stock logo
PLTK
Playtika
$7,255,1390.0%1,403,3157.3%Consumer Discretionary
ASE Technology Holding Co., Ltd. stock logo
ASX
ASE Technology
$3,951,715$3,951,715 New Holding451,1094.0%Computer and Technology
KE Holdings Inc. stock logo
BEKE
KE
$3,519,889$3,519,889 New Holding175,2063.5%Computer and Technology
ECARX Holdings Inc. stock logo
ECX
ECARX
$2,004,715$2,004,715 New Holding1,591,0442.0%Business Services
ZTO Express (Cayman) Inc. stock logo
ZTO
ZTO Express (Cayman)
$1,979,500$1,979,500 New Holding100,0002.0%Transportation
Li Auto Inc. stock logo
LI
Li Auto
$1,864,800$1,864,800 New Holding74,0001.9%Auto/Tires/Trucks
JD.com, Inc. stock logo
JD
JD.com
$1,595,456$1,595,456 New Holding38,8001.6%Retail/Wholesale
GDS Holdings Limited stock logo
GDS
GDS
$851,088$851,088 New Holding33,6000.9%Business Services
MINISO Group Holding Limited stock logo
MNSO
MINISO Group
$289,369$289,369 New Holding15,6500.3%Retail/Wholesale
United Microelectronics Co. stock logo
UMC
United Microelectronics
$91,634$91,634 New Holding12,8160.1%Computer and Technology
Alibaba Group Holding Limited stock logo
BABA
Alibaba Group
$3,306$3,306 New Holding250.0%Retail/Wholesale
NetEase, Inc. stock logo
NTES
NetEase
$0$7,315,220 -100.0%00.0%Computer and Technology
Canoo Inc
$0$51,313 -100.0%00.0%COM

Showing largest 100 holdings. View all holdings.
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