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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 $151.60 million in total holdings as of June 30, 2025.
  • Infini Capital Management Ltd owns shares of 20 different stocks, but just 4 companies or ETFs make up 80% of its holdings.
  • Approximately 57.39% of the portfolio was purchased this quarter.
  • About 16.34% of the portfolio was sold this quarter.
  • This quarter, Infini Capital Management Ltd has purchased 14 new stocks and bought additional shares in 2 stocks.
  • Infini Capital Management Ltd sold shares of 5 stocks and completely divested from 5 stocks this quarter.

Largest Holdings

VNET Group
$67,330,773
Alibaba Group
$34,473,805
American Noble Gas
$17,162,486
Playtika
$5,443,710
AMER SPORTS ORD
$5,232,600

Largest New Holdings this Quarter

456788108 - American Noble Gas
$17,162,486 Holding
G0260P102 - AMER SPORTS ORD
$5,232,600 Holding
722304AC6 - PDD HOLDINGS INC
$2,446,400 Holding
49639K101 - Kingsoft Cloud
$2,258,608 Holding
98980AAB1 - ZTO EXPRESS CAYMAN INC
$1,987,790 Holding

Largest Purchases this Quarter

Alibaba Group
303,950 shares (about $34.47M)
VNET Group
2,747,661 shares (about $18.96M)
American Noble Gas
926,200 shares (about $17.16M)
AMER SPORTS ORD
135,000 shares (about $5.23M)
PDD HOLDINGS INC
2,500,000 shares (about $2.45M)

Largest Sales this Quarter

nCino
272,566 shares (about $7.62M)
KE
175,133 shares (about $3.11M)
Baidu
25,575 shares (about $2.19M)
Playtika
252,425 shares (about $1.19M)
GDS
33,500 shares (about $1.02M)

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. - Unsponsored ADR stock logo
VNET
VNET Group
$67,330,773$18,958,861 39.2%9,758,08344.4%Computer and Technology
Alibaba Group Holding Limited stock logo
BABA
Alibaba Group
$34,473,805$34,470,970 1,215,800.0%303,97522.7%Retail/Wholesale
American Noble Gas Inc. stock logo
INFY
American Noble Gas
$17,162,486$17,162,486 New Holding926,20011.3%Computer and Technology
Playtika Holding Corp. stock logo
PLTK
Playtika
$5,443,710$1,193,970 -18.0%1,150,8903.6%Consumer Discretionary
AMER SPORTS ORD
$5,232,600$5,232,600 New Holding135,0003.5%COM SHS
Baidu, Inc. stock logo
BIDU
Baidu
$4,816,367$2,193,312 -31.3%56,1613.2%Computer and Technology
nCino Inc. stock logo
NCNO
nCino
$3,673,999$7,623,670 -67.5%131,3552.4%Computer and Technology
PDD HOLDINGS INC
$2,446,400$2,446,400 New Holding2,500,0001.6%NOTE
Kingsoft Cloud Holdings Limited Sponsored ADR stock logo
KC
Kingsoft Cloud
$2,258,608$2,258,608 New Holding180,4001.5%Computer and Technology
Li Auto Inc. Sponsored ADR stock logo
LI
Li Auto
$2,006,1400.0%74,0001.3%Auto/Tires/Trucks
ZTO EXPRESS CAYMAN INC
$1,987,790$1,987,790 New Holding2,000,0001.3%NOTE
CIRCLE INTERNET GROUP INC
$1,123,998$1,123,998 New Holding6,2000.7%COM CL A
NuScale Power Corporation stock logo
SMR
NuScale Power
$989,000$989,000 New Holding25,0000.7%Computer and Technology
DIREXION SHS ETF TR
$804,780$804,780 New Holding102,0000.5%DAILY SEMICONDUC
CHAGEE HOLDINGS LTD
$681,158$681,158 New Holding26,0880.4%SPONSORED ADS
REDDIT INC
$602,280$602,280 New Holding4,0000.4%CL A
MINISO Group Holding Limited Unsponsored ADR stock logo
MNSO
MINISO Group
$285,1430.0%15,6500.2%Retail/Wholesale
AltC Acquisition Corp. stock logo
ALCC
AltC Acquisition
$279,950$279,950 New Holding5,0000.2%Energy
GDS Holdings stock logo
GDS
GDS
$3,057$1,024,095 -99.7%1000.0%Business Services
KE Holdings Inc. Sponsored ADR stock logo
BEKE
KE
$1,295$3,106,811 -100.0%730.0%Computer and Technology
ASE Technology Holding Co., Ltd. stock logo
ASX
ASE Technology
$0$3,951,715 -100.0%00.0%Computer and Technology
ECARX Holdings, Inc. stock logo
ECX
ECARX
$0$2,004,715 -100.0%00.0%Business Services
ZTO Express (Cayman) Inc. stock logo
ZTO
ZTO Express (Cayman)
$0$1,979,500 -100.0%00.0%Transportation
JD.com, Inc. stock logo
JD
JD.com
$0$1,595,456 -100.0%00.0%Retail/Wholesale
United Microelectronics Corporation stock logo
UMC
United Microelectronics
$0$91,634 -100.0%00.0%Computer and Technology

Showing largest 100 holdings. View all holdings.
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